Treasury
3-MO 3.83% +1bp 6-MO 3.98% unch 1-YR 4.08% +4bp 2-YR 4.28% +5bp 3-YR 4.34% +4bp 5-YR 4.45% +7bp 7-YR 4.59% +7bp 10-YR 4.75% +7bp 20-YR 5.28% +6bp 30-YR 5.27% +6bp 3-MO 3.83% +1bp 6-MO 3.98% unch 1-YR 4.08% +4bp 2-YR 4.28% +5bp 3-YR 4.34% +4bp 5-YR 4.45% +7bp 7-YR 4.59% +7bp 10-YR 4.75% +7bp 20-YR 5.28% +6bp 30-YR 5.27% +6bp 3-MO 3.83% +1bp 6-MO 3.98% unch 1-YR 4.08% +4bp 2-YR 4.28% +5bp 3-YR 4.34% +4bp 5-YR 4.45% +7bp 7-YR 4.59% +7bp 10-YR 4.75% +7bp 20-YR 5.28% +6bp 30-YR 5.27% +6bp 3-MO 3.83% +1bp 6-MO 3.98% unch 1-YR 4.08% +4bp 2-YR 4.28% +5bp 3-YR 4.34% +4bp 5-YR 4.45% +7bp 7-YR 4.59% +7bp 10-YR 4.75% +7bp 20-YR 5.28% +6bp 30-YR 5.27% +6bp 3-MO 3.83% +1bp 6-MO 3.98% unch 1-YR 4.08% +4bp 2-YR 4.28% +5bp 3-YR 4.34% +4bp 5-YR 4.45% +7bp 7-YR 4.59% +7bp 10-YR 4.75% +7bp 20-YR 5.28% +6bp 30-YR 5.27% +6bp 3-MO 3.83% +1bp 6-MO 3.98% unch 1-YR 4.08% +4bp 2-YR 4.28% +5bp 3-YR 4.34% +4bp 5-YR 4.45% +7bp 7-YR 4.59% +7bp 10-YR 4.75% +7bp 20-YR 5.28% +6bp 30-YR 5.27% +6bp
US Treasury par yield curve · Jul 31 · Source: U.S. Treasury
Sunday, August 2, 2026
U.S. Edition
Damietta

A drone struck a United States owned floating LNG unit at Egypt's Damietta port on 29 July, and its Nasdaq listed owner has put nothing on the SEC's file since 25 June

A close photograph looking straight down at a dense bed of broken shell fragments and small pebbles, filling the frame edge to edge. The pieces are chalky white and pale grey with occasional rust brown stones among them, lit hard from one side so each fragment casts a small shadow. No object, person, lettering or brand mark is in view.
Photo: Magda Ehlers / Pexels

This publication reported a GasLog ship in the Strait of Hormuz on Sunday morning and has until now said nothing about a GasLog ship on fire in Egypt. That is a gap, and this brief closes it four days late.

Fires broke out on two liquefied natural gas vessels at Damietta, on Egypt's Mediterranean coast, on Wednesday 29 July. Egypt's cabinet said the following morning that "preliminary investigations by the relevant authorities found that the incident was caused by a drone", as reported by Clara Nabaa at Euronews. No side has claimed responsibility. Nobody was hurt.

The two accounts available here do not describe the same event, and the difference is worth keeping rather than smoothing. Euronews, citing the maritime security firms Ambrey and Vanguard, reports that a drone struck the Energos Winter on its starboard side and that the fire then spread to the Gaslog Salem alongside. The Maritime Executive reports instead that two dockside vessels were hit simultaneously at 14.20 GMT, with the Salem's own crew putting out a small fire. One strike or two is not a detail. Both outlets agree the crews were evacuated, the fires were extinguished, and both ships were moved off the quay.

The Energos Winter is a Marshall Islands flagged floating storage and regasification unit owned and operated by New Fortress Energy, a Delaware company listed on Nasdaq. The Gaslog Salem is a Bermuda flagged LNG carrier.

Which brings the story to a document, and to what is not in it.

New Fortress Energy's filing history is public and it is short on this. The company's most recent report of any kind is a Form 3 filed on 9 July, an insider ownership form. Its most recent 8-K is dated 25 June and concerns an agreement and a debt obligation. There is no 8-K on or after 29 July. Whether one was required is a materiality judgement belonging to the company, and this desk does not make it. The point is narrower and it is checkable: an investor reading the SEC file alone would not know that a vessel the company owns caught fire at Damietta.

No public filing or statement from either owner has been released. The Egyptian cabinet's words are quoted here as Euronews obtained them, because no Egyptian government page carrying them was reachable from this desk.

Damietta once exported. Falling domestic production turned Egypt into a net importer, and the unit that was struck is the equipment that makes importing possible. Eni and TotalEnergies took a final investment decision this week to develop the Cronos field in Cypriot waters and pipe it to Damietta, which would point the terminal outward again.

Where we read it: Clara Nabaa at Euronews. Read their story.

The document: United States Securities and Exchange Commission, EDGAR company filing index for New Fortress Energy Inc., Central Index Key 0001749723, SIC 4924 Natural Gas Distribution, state of incorporation Delaware, address 111 W. 19th Street, 8th Floor, New York NY 10011. The filing history was read from the machine readable submissions record at https://data.sec.gov/submissions/CIK0001749723.json (HTTP 200, 67,240 bytes), retrieved 2 August 2026 with a declared contact user agent per SEC policy, and not from any summary. The company's filings in reverse date order, form and date, are: Form 3 on 9 July 2026; 8-K on 25 June 2026 (items 1.01, 2.03, 9.01); 8-K on 17 June 2026 (items 5.02, 5.07); DEFA14A on 5 June 2026; 8-K on 5 June 2026 (items 5.02, 9.01); ARS on 27 May 2026; DEFR14A on 27 May 2026; 8-K on 18 May 2026 (items 8.01, 9.01); 10-Q on 14 May 2026; 8-K on 12 May 2026 (items 8.01, 9.01); 8-K on 7 May 2026 (items 3.01, 9.01); 10-K/A on 30 April 2026; 8-K on 14 April 2026 (items 1.01, 8.01, 9.01); 10-K on 13 April 2026. The most recent filing of any kind is the 9 July Form 3, an insider ownership form, and the most recent 8-K of any kind is dated 25 June 2026. There is therefore no 8-K, of any item number, filed on or after 29 July 2026, the date of the incident described below, as at the time of retrieval. This desk draws no conclusion about whether a filing was required, which is a materiality judgement for the company and its counsel. The account of the incident itself rests on the credited Euronews report by Clara Nabaa, published 30 July 2026 at 11:45:51 +02:00 per the article's own dateline, which was downloaded and read in full (HTTP 200, 413,217 bytes) and from which the byline was read out of the page's structured data rather than assumed. Independent corroboration was taken from The Maritime Executive, 'Two LNG Carriers Hit in Apparent Drone Attack on Egypt's Port of Damietta', datePublished 2026-07-29T16:14:27-0400 (HTTP 200, 143,366 bytes), which supplies the flags and IMO numbers: the Bermuda-flagged LNG carrier Gaslog Salem, IMO 9638915, and the Marshall Islands-flagged floating storage and regasification unit Energos Winter, IMO 9256614. The two accounts do not agree on the mechanism and both framings are carried in the body rather than blended. No statement from the Egyptian Cabinet, the Egyptian Ministry of Petroleum, New Fortress Energy or GasLog was reachable from this desk in a directly published form, and the Cabinet's wording is reported here as quoted by Euronews rather than read off an Egyptian government page. gCaptain carries this story, but its version is a Reuters syndication, and RULEBOOK section 2 bars sourcing a mirror, which is why an independently reported outlet was used instead..