Industrial Info Resources

A feed gas record reads as U.S. LNG demand. It is also diversification of global molecules: with QatarEnergy leaning on U.S. terminals, U.S. capacity is becoming the backstop for supply sidelined by the Middle East conflict.

20.17 Bcf/d record weekend feed gas. 19 Bcf/d by Tuesday. 4.56 Bcf/d Sabine Pass capacity. 3.8 Bcf/d Louisiana LNG potential. 37 Calcasieu Pass cargoes in Q3. U.S. supply leans on a handful of Louisiana terminals.

Watch: Venture Global's guidance for modestly higher Q4 production, a mild autumn and El Nino winter outlook, Strait of Hormuz shipping incidents, and QatarEnergy's U.S. offtake from Louisiana LNG.

Venture Global's Q3 net income rose 493% to $2.5B on 25% more cargoes, while Cheniere's rose 26% to $639M. Geopolitical risk is lifting both, but at very different rates.

Louisiana LNG could deliver by 2029 with about 3.8 Bcf/d of export potential if completed as expected, and QatarEnergy signed for cargoes from it last month. Middle East disruption is pulling buyers toward U.S. capacity.

Sabine Pass is the largest U.S. LNG terminal by volume, able to process up to 4.56 Bcf/d, so a dip there moves national feed gas. Weekly totals now hinge on a few large Louisiana facilities.

Record U.S. LNG feed gas of about 20.17 Bcf/d is not simply demand strength. Industrial Info Resources data point to Plaquemines running over capacity, while totals slid toward 19 Bcf/d as Sabine Pass deliveries fell. industrialinfo.com/news/arti…

São Paulo y Querétaro lideran el mapa de centros de datos en Latinoamérica. #LATAM #CentrosDeDatos

Rheinmetall's exit from civilian automotive to pure defense makes its capex a bellwether for munitions supply chains: powder in Bavaria and Switzerland, explosives in Hungary, shells in Lithuania, tank tracks in Ohio.

EUR 343B: European defense spending in 2024. 19%: growth over 2023. $2B+: Rheinmetall capital projects tracked. 1,700 to 4,200 tonnes: Aschau powder output. Defense budgets are converting into physical production capacity.

Watch: Varpalota's RDX facility and ammunition expansion targeted for 2027, Baisogala's start of production, Aschau reaching full capacity in 2028, and Wimmis expanding propellant granule supply for the Bavarian plant.

Two paths to ammunition capacity: Baisogala, Lithuania is a grassroot plant targeting at least 10,000 155-mm shells a year, while Varpalota, Hungary builds on 30-mm production since 2024 to add 120-mm and 155-mm shells and RDX.

European defense spending reached EUR 343B in 2024, up 19%, and is projected at EUR 381B or more for 2025. Construction follows: Germany leads Rheinmetall's current investment, with Lithuania and Hungary also significant.

Aschau am Inn in Bavaria is a EUR 350M expansion that would lift propellant powder output from 1,700 to 4,200 tonnes per year, with full capacity targeted for 2028. Powder supply, not only shell lines, is being scaled.

Rheinmetall's buildout goes beyond ammunition lines. Industrial Info Resources tracks more than $2 billion of its capital projects, well over half under construction, spanning propellant powder, shells, explosives and vehicle parts. industrialinfo.com/news/arti…

Entergy's data center exposure is a build-to-suit model: a lease for the Waterford unit addition, developed partly for Meta's Hyperion project, turns hyperscaler demand into long-lived utility assets.

$33B+ of Entergy projects tracked. Nearly $16B grassroots. 50%+ in Texas and Louisiana. 1,000+ miles of planned transmission. $940.3M Q3 net income, up 35.5%. Growth capital and earnings are rising together.

Watch: Louisiana decisions on nine generation plants later this year, the Waterford unit addition tied to Meta's Hyperion data center, the 147-mile Babel-to-Webre transmission line, and Arkansas storage units at Driver and Jones Mill.

Google committed to cover costs, including $600 million of new grid enhancements, for its $10B West Memphis data center, served by 600 MW of solar and up to 350 MW of storage. Hyperscaler-funded grid upgrades are becoming a template.

Entergy has nine Louisiana plants in regulatory review with decisions expected later this year and four more in the supply plan, and its CEO says eight units remain for new growth. Generation planning is now organized around data center demand.