News reports indicate that workers at Chevron’s Wheatstone and Gorgon LNG plants are set to go on limited strike from 7th Sep’23, potentially impacting exports of 24.5mt (~88mmscmd) of combined capacities at the two terminals. This represents ~5% of global LNG liquefaction capacity (link here). We note that this action, if it escalates to a full-scale suspension of work can create material tightness in global LNG markets.