Macquarie forecasts 900,000 tons of LNG from Woodside Energy's Scarborough project in 4Q, raising its price target to A$32.90/share. Amplitude Energy's final investment decision on the East Coast Supply Project, with first natural gas output forecast in 2028, represents a major derisking milestone. Hong Leong IB notes Tenaga Nasional's fuel surcharge absorption of 120-150 million ringgit could be manageable and non-recurring. Oil prices are mixed in early Asian trade, with Saudi Arabia's crude output from the East-West pipeline recovering swiftly. Prime Minister Mark Carney says Canada's C$30 billion LNG investment will make LNG Canada the world's second-largest facility.

Woodside Energy's Scarborough project signals a first LNG cargo shipment between October and December. Macquarie maintains a neutral call on Woodside despite raising its price target. Amplitude Energy's ECSP development cost remains consistent with prior capex expectations at A$190 million-A$210 million. Tenaga Nasional could benefit from strong data center demand with potential power-supply commitments reaching about 13GW. Saudi Arabia's September exports reached 5.8 million barrels per day, the highest since February 2026. The Canada LNG operation in Western Canada will create over 4,000 jobs at the peak of construction.

Shell CEO Wael Sawan says the investment go-ahead reflects confidence in Canada as a place to invest and do business for the long-term. TD Cowen weighs in on WSP Global's investor presentation. Market talks cover energy and utilities exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.