Build it Now

Build the Global LNG System Now, Not After the Next Crisis
Christopher Guith | Real Clear Energy | 21 May 2026

Guith argues that the Hormuz disruption, which chokes more than 20% of traded LNG, proves energy security is global and that the answer is redundancy, not retreat. His three tracks: keep expanding U.S. export capacity and pipelines with real permitting certainty (when permitting outlasts construction, the system is broken); equip allies with the regasification, interconnectors, and storage to absorb cargoes; and widen the set of supply sources so gas can route around disruptions rather than stop at them. He flags the EU Methane Regulation as a cautionary case, warning importers will be expected to report methane intensity beginning 2028 and meet intensity limits by 2030, rules he says could block the cargoes Europe needs.

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