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Impact of USLNG Pause Defined
With Many Unknowns, LNG Pause Could Set Back U.S. Projects By Several Years (NGI) Jacob Dick (July 01): The DOE’s pause on non-FTA agreement permits for new USLNG projects has created uncertainty for at least 17 proposed projects. This includes seven advanced facilities in the United States and Mexico, representing a combined 9.3 bcfd in […]
Federal Judge Rules Against Pause
Federal Judge Blocks Biden’s Pause on USLNG Export Permits A federal judge in Louisiana has put the DOE’s pause on natural gas export permits on hold. Judge James Cain of Louisiana granted a request for a stay from 16 red states that had challenged the pause, arguing it would harm their economies. Cain ruled that […]
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. […]
Senate Confirms Three for FERC
Senate Confirms Three FERC Commissioners (E&E News) Zack Bright (June 14): Following Senate confirmation on June 13, two Democrats will join FERC—Judy Chang, a former Mass. energy and climate official, and David Rosner, a former aide to Sen. Joe Manchin (D-WV). West Va. Solicitor General Lindsay See joins as a Republican member. Chair Willie Phillips […]
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 […]
Rystad – USLNG vs. Coal
USLNG to Asia for PowerGen vs. Coal (Rystad Energy) Magnus Kjemphol Lohne, Patrick King, Elliot Busby (June 10): Rystad Energy confirmed the GHG emissions intensity studies conducted by BRG for LNG Allies. According to Rystad, the value-chain emissions of LNG are lower on average than for coal-fired power generation, even when the fuel is shipped […]
GIIGNL 2024 Report
The International Group of Liquefied Natural Gas Importers (GIIGNL) published its 2024 Annual Report which compiles the key figures and trends of the LNG market in 2023. Key statistics: Net LNG imports reached 401 mt, 2.1% growth, a slowdown from the 5.6% increase in 2022. Spot LNG trades totaled 141 mt, representing 35% of LNG […]