💰 Big oil cashes in from conflict in the Middle East.  ExxonMobil $XOM, Shell, Chevron $CVX, TotalEnergies and $BP collectively earned more than $75bn in adjusted profits in the first half of the year, up 75% from what they earned in the same period of 2025, while their free cash flow has nearly doubled. 💵

🚢 $BWET heads up - this is an interesting case! Mercuria is not seeking damages but “declaratory relief” that would require the Baltic to suspend the TD3C benchmark and render publications of the rate since early March invalid. 👀👀👀👀👀👀

📣 Great chart in this @zerohedge article showing UNcontracted USLNG capacity by project. 👀 🇶🇦 🤝 🇺🇸🤝🇶🇦

🇶🇦 🇺🇸 QatarEnergy is in talks with Woodside Energy to buy up to 3 mpta of USLNG from Woodside’s Louisiana LNG plant under construction, three people with knowledge of the negotiations told Reuters. 👀 reuters.com/business/energy/…

📣 🇺🇸🇶🇦 Is another QatarEnergy-USLNG deal in the works? 🤔 Reuters reports QatarEnergy is in advanced talks with @Venture_Global for a long-term supply deal for at least 3 MPTA. 👀

📣 This is the big LNG news of the day @qatarenergy signs long-term agreements to purchase 4 MTPA of USLNG from @Cheniere through 2054. 🚢

📣 USLNG exporter @Cheniere signs deal to supply @qatarenergy with LNG as Qatar’s production remains disrupted by the Iran War and Strait of Hormuz. 🚢

🇺🇸 US Port of Corpus Christi in Texas reported a 46.2% year-on-year increase in LNG volumes in the third quarter.

🇷🇺 The return of more Russian pipeline gas is a political non-starter for the EU. The return of more Russian pipeline gas would be a commercial disaster for USLNG exports.🇺🇸

📣 @GastechEvent Co-Chairman Paul Sullivan: Alaska LNG Has Never Been Better Positioned or More Necessary. “With renewed commitment to advancing the project, there is good reason to believe @alaskalng is better positioned today than at any point in its history, and I have witnessed its history over my 38 years in our industry.” 👏 prn.to/4shhzNP

🇫🇷 🇶🇦 France secured some LNG supplies from Qatar for winter. France will get the equivalent of 2 TWh of LNG per month during the winter from Qatar, Macron said, as part of agreements reached in Doha. That’s about two LNG cargoes/month. 🚢

📣 LNG prices rise to a 4-year high, above $30 per mBtu, but US/Canadian natgas prices remain at ~$3 per mBtu. 👀 The American heavy industry (chemical/fertilizer) is enjoying a huge feedstock cost advantage. 👀👀👀

🇪🇺 European natgas prices are currently 10x higher than the United States. This is a big arb window for USLNG exports! 🚢

🇶🇦 Qatari LNG shipment is continuing its journey through the Red Sea to a European customer. 🇪🇺

🇶🇦 Qatar LNG cargo makes rare Red Sea journey. 👀

🇺🇸 USLNG exports on track to jump to new all-time high of 20 BCF/d for today, up +3.3 BCF/d vs 2025 and topping previous high of 19.5 BCF/d from January 12, 2026. #Natgas

⛽️ President Trump waives massive tariffs linked to Russian energy exports mandated in a law that he signed last month to try to lower diesel prices ahead of the US midterm elections.

🇺🇸 USLNG plants sent 35 cargoes during the week ending October 14, up four shipments from the previous week, according to EIA.