Tenaris LNG 2025, $2.2B FCF, Qatar Energy Focus

Tenaris LNG Pipe Strategy, $280 M Bay City Investment, Shell Sparta Deal, and…


Qatar Energy Carbon Capture 2026, $4 B Saipem Contract

Qatar Energy CCUS Strategy, $1.4 B Samsung C&T Deal, 11 MTPA Target, and 4…


Gazprom Carbon Capture 2025, $20.38B Pivot to China

Gazprom CCUS Inaction, $20.38 B Investment in Fossil Fuels, 38.8 Bcm to China,…


Conoco Phillips Carbon Capture 2025, $12B Capex, Qatar Energy JV

Conoco Phillips CCUS Capital Discipline, $12 B Capex, 30% Qatar Energy JV, and…


ENOC LNG 2026, Pauses vs. ADNOC's 1 MTPA Shell Offtake

ENOC LNG Strategy, 0 New Projects vs. ADNOC's $9.4 B Shell Deal, and 1…


Conoco Phillips LNG 2025, $5.9B Cash Flow, Next Decade Deal

Conoco Phillips LNG, 10 MTPA Sempra Deal, 30% Port Arthur Equity, and 3 Major…


Eni LNG 2025, 20 MTPA Target & Qatar Energy Deal

Eni LNG Portfolio Expansion, 2 MTPA Venture Global SPA, $50 B YPF Project, and…


Sinopec Hydrogen 2025, 120,000 Tonne Target, ACWA Power

Sinopec LNG Strategy, 6 MTPA Qatar Energy Deal, $690 M Hydrogen Fund, and 7.6…


Exxon Mobil LNG 2025, $18B Golden Pass with Qatar Energy

Exxon Mobil LNG Strategy, $25 B Rovuma Plan, Qatar Energy JV, and >40 MTPA…


Qatar Energy LNG 2026, Total Energies Output Down 15%

Energy Security Risk, 11 M BPD Offline, $58 B in Damages, and Qatar Energy LNG…


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