Demand Signals 13-17 July, 2026
HORMUZ-DRIVEN PROCUREMENT SHIFTS
Pakistan Spot Buying Wave — Pakistan plans up to six LNG cargoes for August and issued a July 17 tender for late-July delivery, taking July spot buying to at least four cargoes as Hormuz cuts Qatari flows. Read These: Bloomberg, OilPrice.com, Bloomberg
China Diversifying
LNG Capital Pressure Map — July 1–15, 2026
Deployed capital stories across FIDs, equity transactions, fleet orders, and infrastructure milestones — July 1–15, 2026.
FIDs & Project Sanctions
Shell Bahamas regas terminal — Shell took FID on a small-scale regasification terminal at Clifton Pier, acquiring 40% of the New Providence Gas joint venture.
Read These:
LNG Role Report – July 14, 2026
LNG Role Report - July 14, 2026
Glut Hysteria Clashes with Missing Oil Barrels
A looming oil glut has taken over the energy commodities market as the dominating sentiment among traders and analysts. Everyone is predicting a glut—the only difference is in its size. But there is a fly in the bearish ointment. The IEA admitted this week that it was unable to account for 1.47 million barrels of supply. The International Energy Agency deepened the glut mood last week, when it predicted a supply overhang of 2.35 million barrels daily for this year, and an all-time high surplus of 4 million barrels daily for 2026. In the same…
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