QatarEnergy has signed to buy 4 mtpa of US LNG from Cheniere through 2054 The volume splits 2 mtpa from Sabine Pass and 2 mtpa from Corpus Christi, FOB, priced at Henry Hub plus a fixed fee. Deliveries start in the early 2030s. One mtpa of the Sabine Pass volume depends on FID for phase one of the SPL Expansion, which adds Train 7 and more than 6 mtpa. Iranian strikes damaged Ras Laffan liquefaction, and QatarEnergy expects repairs to take years. One of the world's top LNG exporters is now a long-term US buyer. Reuters reports QatarEnergy is also in advanced talks with Venture Global, which holds the largest uncommitted US volume by one consultancy's estimate. Qatar's lost capacity is now helping underwrite the next round of US liquefaction FIDs

As Ian articulated in his CFTC letter, much of that is to be worked into the claim-level receipts in contract design. Not sure how this is any different from the many nuances of KYC eligible delivery into bonded or duty paid warehouses, graded or regulated commodities, or any other aspect of contract design basis. Unless I’m missing something else in your question? …but I guess it would be easier to just bypass all the messy real stuff and list unregulated offshore CFDs on someone else’s hard work of standardizing everything, “protocolize” the entire financial system into automated “hyper bucketshops” ;)

Commodity brokers are getting ready to trade AI compute futures ahead of the CFTC decision ADM Investor Services, BGC Group and Nanhua USA are setting up to execute orders for hedge funds, traders and corporates, per Bloomberg. CME plans two cash-settled contracts priced off Silicon Data's GPU rental benchmarks, which track hourly rates for Nvidia H100 and B200 chips. Each covers 730 GPU-hours a month. The CFTC took public comment on compute futures from August, with a November 9 review deadline tied to CME's launch. ICE is developing contracts on the Ornn and NativX indices. Nodal Exchange has partnered with Compute Desk. Compute needs a hedge market for the same reason power did: buyers are signing multi-year capacity deals

Winchester jumping on the C-UAS bandwagon

Josh Brolin says he made more money trading stocks in 4 years than in 20 years as an actor “I was day trading. I was swing trading and day trading. I made more money in those four years, really it was five years, but within four years, than I had made in 20 years acting” “But I didn't really make hardly anything acting. I wasn't really working. I mean, think about it, dude. No Country, how much do you think I made from No Country? I had been doing it already for 22 years” “That's pretty good. That was a good guess. One hundred. One hundred. So I cleared what, thirty? That's not considered a great year”

JUST IN: Nasdaq CEO predicts blockchain-based tokenization will transform global finance, unleashing tens of billions of dollars in capital.

JUST IN: S&P completes first onchain derivatives swap between Marex and DRW on Canton The transaction marks a step toward bringing institutional derivatives trading onto blockchain infrastructure, with both trading firms participating in the swap.

Over 5 years public—from development stage to actively ramping up Abaxx Exchange volumes on globally-important benchmarks—the data shows we’ve been effective and disciplined with cash (human capital >> financial capital) and protective of our share structure, especially for a “special situation” with no real comps. This NCIB is just one small part of a deliberate strategy over our funded runway the next 12–18 months to enhance long-term per-share value as we enter our highest-growth phase yet. $ABXX.TO #1of1

The smartest guy who knew there were be no selling and knew the price couldn't go lower, now knows a parabolic turn around is imminent for $abxx ... The pt curse

Winchester Bags $788 Million Army Ammo Contract 🔗👇 guns.com/news/2026/09/15/win…

$MNTN is a debt-free CTV compounder trading at a ~30% discount to peers while growing EBITDA faster than nearly all of them. Daryl Jones @HedgeyeDJ sees 60%+ upside in that gap. Thursday at 2PM ET, he explains why on a Hedgeye Black Book call. Get access here: