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Global Short-Term LNG Supply Tracker (Q1 2026)
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Report summary
Global run rates dropped slightly to 89% this month, characterised by a mix of project restarts, incremental new volumes, weather-related interruptions and contained geopolitical risk. Congo LNG exported its first Phase 2 cargo from Nguya FLNG, while Darwin LNG shipped a second cargo, confirming gradual ramp-up.
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