On 02/28/26, energy and transportation significantly changed in the Middle East Gulf region. Flex LNG (FLNG) became the second energy related shipping entity to comment on the situation. Slide 6 lends perspective - export perspective and some of the import perspective.
Slide 5 is a somewhat of a tease. Not as informative as I would like. The hanging question - where are FLNG’s three spot trading vessels currently? One (Flex Volunteer) completed its dry dock in Jan 2026. Then what? Had already commented on the LNG rate spike a couple of days ago. I still don’t know if FLNG are in a position to take advantage - I guess a FLNG shareholder has to wait till Q1 2026 results to know if events developed positively for the spot trading vessels.