Exports

Trump promised to supercharge U.S. LNG exports. But his trade war with China could backfire on the industry.

Already the largest LNG exporter in the world, U.S. LNG export capacity is set to climb. New government data sees domestic prices rising as a result.

The landmark study from the Department of Energy found “unfettered” U.S. LNG exports impose higher costs on consumers, exacerbate climate change, and slow the transition to renewables. The study could complicate Trump’s plans to green-light new projects.

Japan’s global LNG growth is now intersecting with new export development in Canada, but it faces new research and growing backlash over continued use of the fuel.

Trump’s re-election could mean more U.S. LNG exports being sent to Europe, even though EU gas demand is already in decline.

Argentina needs capital and off-take deals to fulfil its gas export ambitions at a time of global volatility and looming oversupply.

Gas prices remain low despite the extraordinary increase in U.S. LNG exports. At Gastech, industry analysts warned that the gas industry may have trouble supplying more LNG terminals without leading to a spike in prices.

Air pollution from U.S. LNG export terminals imposes heavy costs on human health, according to a new study. That toll would more than double if all proposed LNG projects move forward.

The Japan-Australia hydrogen project aims to produce 30 million tonnes of hydrogen from brown coal gasification in Victoria to be liquefied and exported to Japan.

Mexico will soon open an export pathway for low-cost U.S. gas to reach high-paying Asian markets, but policy questions on both sides of the border may be narrowing the near-term scope of the Mexican route.

Opponents of the U.S. LNG buildout on the Gulf Coast celebrated the Biden administration’s “pause” on new permitting earlier this year. But they say a temporary reprieve is not enough.

There is commercial momentum for another half dozen U.S. LNG projects, according to analysts. But environmental groups are ratcheting up the pressure on President Biden to halt new permits.

In a letter to the U.S. Department of Energy, dozens of members of Congress criticized the agency’s approval of so many new LNG projects. They called for more rigorous scrutiny, citing negative climate and economic impacts.

The deal between ConocoPhillips and Mexico Pacific adds further momentum to export Permian gas to Asia, via the Pacific Coast of Mexico.

Arbitration cases being brought against the U.S. LNG exporter Venture Global are highlighting the risks faced by contract buyers.