Notes
Blog
Posts about reading this kind of data: what a tracker release actually tells you, where the chain is concentrated, and the judgement calls behind the numbers on this site. Reference material lives in the explainers; these are dated and not rewritten as the data moves.
· terminals, construction, data
Of 44 LNG units with a revised start date, 42 have slipped
A start year in a project tracker is a plan. Comparing the first plan with the latest one shows how reliable that plan has been, and how much of the picture is missing.
· carriers, order book, data
364 LNG ships are under construction. Here is when they arrive
The order book is the most forward-looking thing in the carrier data. It is also where the tracker is thinnest, so it is worth reading with care.
· shipbuilding, carriers, data
Three yards built nearly three in four operating LNG ships
Building an LNG carrier is the narrowest part of the marine chain. The tracker's June 2026 release shows just how narrow, and where the newest orders are going.
· ownership, carriers, data
Who owns the LNG fleet, and why the numbers overlap
A ranking of fleet owners looks simple until you notice that most ships have more than one name on the deed. Here is how to read it.
· supply chain, suppliers
Three narrow links in the LNG chain
Building an LNG project is mostly ordinary heavy industry. Three steps in it are not, and they are the ones worth watching.
· methodology, data
Why we publish the diff, not just the snapshot
A tracker tells you what is true today and quietly forgets what it said last year. The interesting information is in the gap between the two.
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