LNG

LNG world

Global

Jan 29, 2026

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6 min read

Understanding The Hormuz Risk Premium in Global LNG

LNG Agent Prompt: What daily volume of LNG passes through the Strait of Hormuz from Qatar and UAE? With escalating Middle East conflicts, has the waterway every been closed to LNG tankers?

US/Canada

Winter Storm Uri Recap: How a Historic Cold Snap Crippled Texas’ Energy System

Jan 21, 2026

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7 min read

Winter Storm Uri Recap: How a Historic Cold Snap Crippled Texas’ Energy System

Natural Gas Agent Prompt: Can you give me details on min temps and their duration in Texas (buy region) during Winter Storm Uri ? Was any Texas energy infrastructure damaged?

ComdtyAI

US/Canada

Haynesville Curtailment: The Multi-Bcf Question

Jan 16, 2026

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5 min read

Haynesville Curtailment: The Multi-Bcf Question

Natural Gas Agent Prompt: What half-cycle economics would trigger Haynesville gas curtailments in 2026? Who are the major public and private operators, and have they made recent comments about curtailments, rig or frac reductions, TIL build, acreage risk, or 2026 guidance? Using past behavior and operator comments: At what Henry Hub do we see an Haynesville slow down, and how much production is at risk at $0.25 price steps?

ComdtyAI

Global

Dec 30, 2025

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4 min read

Golden Pass: The Final Countdown

Provide key details on Golden Pass LNG, including:(1) timing and significance of the first cool-down cargo and implications for first feedgas [compare against other US LNG timelines]; (2) nameplate capacity (Bcf/d) and expected start-up dates for each train; (3) likely impacts on U.S. gas basis markets and expected LNG flow paths/export destinations; and (4) current construction and commissioning status of Trains 2 and 3.

ComdtyAI

US/Canada

Natural Gas: Key 2026 Events AI Thinks You Should Be Watching

Dec 22, 2025

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7 min read

Natural Gas: Key 2026 Events AI Thinks You Should Be Watching

Natural Gas Agent Prompt: With all the information available to you (from industry reports, government filings, earning calls, and more), what are the biggest challenges for natural gas markets in 2026?Give details on the fundamentals, types of parties trading this market, market and regulatory structure, economic and geopolitical risks, and everything else. Make sure everything has a reasonable probability.

ComdtyAI

Global

Australia's LNG Gamble: The Current Project Outlook

Dec 18, 2025

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4 min read

Australia's LNG Gamble: The Current Project Outlook

LNG Agent Prompt: What are the newest LNG projects for Australia? What is the project's size and who are the contract holders? Additionally give me the following dates: FID, construction start, construction completion, expect flow date. How will they disruption global LNG market prices and flows?

ComdtyAI

US/Canada

US Gulf Coast LNG Cargo Cancellation Process: Notice & Penalties

Dec 15, 2025

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3 min read

US Gulf Coast LNG Cargo Cancellation Process: Notice & Penalties

LNG Agent Prompt: What is the process of cancelling LNG cargos out of the US Gulf Coast? Give me details on notice and penalties? Additionally give me estimates on current netbacks (adjust for sunk costs) for Summer 2026 to TTF markets?

Management Comments and Q&A

LNG

Understanding The Hormuz Risk Premium in Global LNG

Winter Storm Uri Recap: How a Historic Cold Snap Crippled Texas’ Energy System

Haynesville Curtailment: The Multi-Bcf Question

Golden Pass: The Final Countdown

Natural Gas: Key 2026 Events AI Thinks You Should Be Watching

Australia's LNG Gamble: The Current Project Outlook

US Gulf Coast LNG Cargo Cancellation Process: Notice & Penalties

Venture Global Q1 2025 Earnings Call Summary

Cheniere Energy Q1 2025 Earnings Call Summary

Expand Energy Q1 2025 Earnings Call Summary

Range Resources Q1 2025 Earnings Call Summary

Key Takeaways from Trump-Putin Call on Russia-Ukraine War

Range Resources Q4 2024 Earnings Call Summary

Cheniere Energy Q4 2024 Earnings Call Summary

EQT Q4 2024 Earnings Call Summary

Antero Resources Q4 2024 Earnings Call Summary

The LNG Pressure Sink Effect: How New Demand Centers Boost Haynesville Gas Production

European Gas Markets 2025: The No-Nonsense Guide for Traders

Trump’s Energy Blitz: A Reshaping of US Energy Markets

A Comprehensive Summary of the January 2025 STEO for Power And NatGas Markets

Natural Gas Freeze-Offs: Key Risks, Regional Thresholds, and Market Impacts

EIA STEO for Natural Gas Markets - A Complete Summary (59 Pages to 2)

Cheniere Energy Q3 2024 Earning Call Summary

EQT Energy Q3 2024 Earning Call Summary

Cheniere Energy Q2 2024 Earning Call

Comdty.AI