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Somewhither's Awesome Art

Updated: Oct 17, 2026

I created all the art on this channel. This is as personal as it gets, folks! I'm @Somewhither

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Latest Posts

somewhitherspersonalart

November 1, 2026, 9:28

🇯🇵 Japan to Overtake China As World's Top LNG Importer This Year

Japan is set to overtake China as the world’s top LNG importer this year, according to ICIS and Kpler. The shift is being driven by high LNG prices and full gas storage in China, which are curbing Chinese spot buying and reducing import appetite.

The immediate read for the LNG market is not a sudden surge in Japanese demand, but a relative weakening in Chinese pull. When China steps back because inventories are comfortable and prices are too high, the spot market loses a key marginal buyer. That can ease competition for discretionary cargoes into North Asia, even if Japan moves back into the number one position on annual import rankings.

For traders, the key signal is that China’s storage buffer and price sensitivity are again shaping Asian LNG balances as much as outright demand growth.

🔎 Source

@songofoil

somewhitherspersonalart

November 1, 2026, 8:32

ExxonMobil deepens LNG exposure in Mozambique and Papua New Guinea

ExxonMobil said on Oct. 30 it agreed to raise its working interest in Mozambique’s Rovuma LNG to 50% and in Papua LNG in Papua New Guinea to 34%. The company already operates Rovuma and has now assumed operatorship at Papua LNG. It did not disclose counterparties or deal terms. In the same third-quarter 2026 update, ExxonMobil reported cumulative production milestones of 1 Bbbl in Guyana and at the Kearl oil sands project in Canada, plus 100 million tons from PNG LNG. Upstream production averaged 4.496 MMboed in 3Q, versus 4.514 MMboed in 2Q.

The move sharpens ExxonMobil’s control over two large Pacific and East African LNG positions at a time when the company says year-to-date upstream earnings were supported by volume growth from Guyana, the Permian and Golden Pass LNG, partly offset by Middle East volume impacts. Versus the second quarter, upstream earnings fell on lower prices and an accelerated Guyana entitlement impact. The broader message from the quarter is clear: ExxonMobil is leaning harder into operated LNG and long-cycle resource positions even as it balances softer near-term pricing. Third-quarter earnings came in at $15.4 billion, and the company outlined $20 billion of share repurchases for 2027.

Greater equity and operatorship in Rovuma and Papua LNG strengthens ExxonMobil’s hand across the next wave of LNG supply while Guyana continues to underpin the cash engine behind that expansion.

🔎 Source

@songofoil

somewhitherspersonalart

November 1, 2026, 7:30

🇺🇸 Cheniere lifts 2026 guidance as LNG cash engine keeps running

Cheniere Energy reported Q3 2026 revenue of US$6.17 billion and net income of US$1.17 billion, raised its full-year 2026 outlook, and increased its quarterly dividend by 12% to US$0.625 per share, payable on November 17, 2026. Updated guidance now points to adjusted EBITDA of US$8.75-9.25 billion and distributable cash flow of US$6.05-6.55 billion for 2026.

The message from management is straightforward: contracted LNG volumes, operating leverage at Sabine Pass and Corpus Christi, and progress on brownfield expansion are translating into stronger cash generation. The article also points to new long-term LNG contracts with Petrobras and QatarEnergy as support for future earnings visibility, even as reported profit remains exposed to LNG-linked derivative mark-to-market swings and a federal investigation tied to a US$370 million alternative fuel tax credit.

For the market, the upgraded guidance reinforces the core Cheniere equity case that US liquefaction scale, contracted volumes, and disciplined capital returns still outweigh accounting volatility and regulatory noise.

🔎 Source

@songofoil