Final Control Market Pulse

Qatar's LNG exports face severe disruption from the Iran war and Hormuz blockade, with missile strikes damaging Ras Laffan and cutting capacity 17%....

Repeated Ukrainian strikes on Russian refineries threaten a domino effect: lost export routes force domestic reorientation, but damage to the 12-15...

US Gas Pipeline Permitting Reforms

• 🔥 FERC Blanket Certificate Update: FERC proposed changes to its blanket certificate program that remove...

Canada's energy pivot signals a structural shift away from US markets. In November 2025, Mark Carney declared "Asia comes first", redirecting flows...

FERC's NOPR updates the 20-year-old blanket certificate program to cut case-by-case reviews for routine natural gas projects amid rising demand.

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Gas supply locked in for Alaska LNG's 739-mile pipeline with a 30-year deal from the final North Slope producer, yet the $44B project's political path...

Iranian drone strikes on UAE and Bahrain data centers failed to deter Gulf AI plans, with sovereign capital and cheap energy keeping the fundamentals intact for 8-10 GW of planned compute capacity.

Russia's Northern Sea Route could unlock shorter, chokepoint-free lanes for Arctic LNG and oil projects like Vostok Oil, cutting transit times...

Iran launched the Persian Gulf Strait Authority on May 18 to require permits and collect tolls for vessels crossing the Strait of Hormuz, a critical...

Eni signed three long-term LNG purchase agreements for ~2 MTPA from its operated South and North Hub projects in Indonesia's Kutei Basin, delivered...

Hormuz closure disrupts 15 mb/d crude trade—roughly one-third of global flows—creating the largest supply shock on record.

• Structural offsets like...

Ukrainian strikes have now hit 24 of Russia’s 33 major refineries 158 times since 2022, with 32 attacks in the first five months of 2026 alone.

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China declined to sign the Power of Siberia 2 pipeline deal during Putin's Beijing visit, leaving Russia without a major new gas export route after...

bp's Whiting refinery has withdrawn its proposed reduction of up to 42 maintenance craft employees from the current settlement offer to United Steelworkers Local 7-1. The revised proposal aims to move the parties closer to an agreement.

EIR forecasts a structural LNG supply deficit of roughly eight billion cubic feet per day starting in 2026, reversing prior expectations of...

LNG Canada Phase 2 is advancing toward a final investment decision by end-2026, with aligned government support and a clear financing path to capture...

• Subsea7 won a $150-300 million EPCI contract for a 12.7-km pipeline linking Goliat field gas to the Hammerfest LNG plant via the Snøhvit system.
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Data centers and AI are forecast to consume 3-5% of China's electricity generation by 2030, versus 15% for residential use. This scale of demand...

Oil prices jumped on skepticism about US-Iran talks, with Brent rising 3.2% to $105.88 a barrel.

• Sharp volatility continues as crude briefly surged...

Canada’s proposed Arctic LNG corridor connected to Churchill, Manitoba could enable exports to Europe by 2030, shortening shipping routes while...