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USLNG Pause’s Effects Felt in Mexico
Biden LNG Permit Pause Clouding Outlook for Mexico Export Projects Andrew Baker (June 28): The Biden administration’s pause on new approvals for USLNG exports to non-FTA countries is casting doubt over some future liquefaction projects in Mexico that would rely on U.S. feed gas. This includes Sempra’s 3.25 mtpa ECA Phase 1 project and NFE’s […]
FERC Approves CP2 Terminal
Flouting Biden Pause, Agency OK’s Largest LNG Terminal in US (Floodlight) Pam Radtke (June 27): Despite the Biden administration’s pause on new USLNG projects, FERC has approved the construction of the nation’s largest new LNG terminal. The $10 billion CP2 in Cameron Parish, Louisiana, is now a step closer to reality. While Venture Global has […]
Biden Owes US Trading Partners Clarity On LNG Pause
Biden Owes US Trading Partners Clarity On LNG Pause (Forbes) David Blackmon (June 23): The Biden administration owes clarity to U.S. trading partners on its pause on LNG exports. With Russia, Qatar, and Algeria making aggressive moves to seize market share in recent months, the White House must clarify USLNG policy to reassure trading partners. […]
U.S. Energy Linked to Geopolitics
The Need for Commonsense Energy Policies (RealClear Energy) Caruso (June 20): The U.S. energy sector is in a precarious position today due to increasing geopolitical volatility and strong energy demand forecasts. Geopolitical chaos has had very real repercussions for everyone. The United States needs to stop hamstringing energy companies and invest in the nation’s infrastructure. […]
New U.S. Sanctions on Russian LNG
U.S. Targets Future Russian LNG in New Sanctions (High North News) Malte Humpert (June 13): The United States has expanded its sanctions against Russia to include Arctic LNG 1, 2, and 3, Murmansk LNG, Obsky LNG, the Zvezda shipyard, specific LNG tankers, and more. According to CGEP’s Tatiana Mitrova (on LinkedIn), “These sanctions encompass all […]
Gas Transit Through Ukraine
Ukraine’s Role in Russian Gas Transit and USLNG Impact (Atlantic Council) Sergiy Makogon, Daniel Stein (May 07): Despite Russia’s ongoing war in Ukraine, Russian gas continues to transit Ukraine to European buyers. However, transit volume has fallen significantly. Countries now dependent on Ukraine transit can easily source replacement gas, particularly LNG. Increases in US and Canadian […]
25 Governors Oppose Pause
Sununu, GOP Governors Call on Biden to End USLNG Pause (NH Journal) Taylor Millard (April 26): New Hampshire Gov. Chris Sununu and 24 other governors, have written a letter to President Biden, urging him to lift the USLNG exports pause. The governors argue that the pause undermines not only the economic and national security of […]
Pause and Global Energy Security
LNG Pause Could Affect Global Energy Security (OilPrice.com) Haley Zaremba (April 10): The Biden administration’s decision to pause new USLNG export licenses could significantly impact global energy security and emissions reduction efforts. Developing Asian countries, heavily dependent on affordable natural gas, face uncertainty over their energy transition plans. Asian nations that use a lot of […]
USLNG Pause: Five Key Data Points
Making Sense of USLNG Pause Data Morgan Bazilian, Greg Clough, and Simon Lomax (Apr. 09): Here are the five key data points to make sense of the USLNG pause: $1.50: This was the daily price for 1,000 cubic feet – or 1 million British thermal units – of natural gas on Feb. 20. EIA lists […]
Opinion: Rep. Kelly on Pause
Biden’s LNG ‘Pause’ Threatens Pennsylvania’s Natural Gas Industry (The Hill) Rep. Mike Kelly (April 03): Pennsylvania’s thriving natural gas industry is under threat due to President Biden’s decision to pause pending USLNG export decisions. Since Pennsylvania is the second-largest natural gas-producing state we could be dramatically impacted by this decision. The Biden administration cites climate […]