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LNG gets political
From China blocking US LNG to Trump demanding that various countries import more of the fuel, the politicisation of LNG is on the rise
Trump’s LNG metamorphosis
Fast-tracking US project approvals and increased trade pressures have already changed the LNG landscape since Trump came to office, with further transformation ahead
EU and UK look to security beyond gas
The scars of the Russia crisis have accelerated Europe’s push to wean itself off gas dependence as the growing globalisation of LNG becomes a double-edged sword
Pemex scrambles to plug the gap
The NOC’s dire financial situation and maturing fields have left the authorities with little choice but to reduce crude expectations
Power play signals change in Nigeria
With a new board appointed to lead NNPC and moves by President Tinubu to exert control in the Delta region, there is renewed hope the country will be able to turn the corner and rebuild production to former peaks
Letter from the US: Oil and gas producers face tax threat
Capping state corporate income tax deductions would reduce energy supplies and raise prices
Mozambique LNG financing cannot lift security gloom
Long-delayed prospects for onshore LNG production in Mozambique have improved thanks to US financing approval, but security challenges blight way ahead
Trump’s energy policy paradox
US consumers are not likely to see gasoline prices fall to Trump’s ‘beautiful number’, at least if the president also wants to encourage more drilling
Argentina poised to surpass record oil production
Imminent midstream additions in the Vaca Muerta set the stage for sharp jump in upstream growth
Letter from the US: Houston has a problem with Trump’s energy policy
At some point it is likely that $70/bl will be quietly accepted as the producer-consumer sweet spot for a US administration having to balance both sides of the ledger
US has gone from being an importer of gas to being the largest supplier of LNG
LNG US Canada Argentina Colombia Mexico Trinidad and Tobago
Lee Nichols,
Vice-president, content,
Gulf Energy Information
13 March 2023
Follow @PetroleumEcon
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Global LNG analysis report 2023 – Part 4

The fourth and final part of this deep-dive analysis looks at LNG projects planned or underway across the Americas

Global gas demand is being by short-term and long-term factors including the energy transition and the war in Ukraine. The first three parts of this report covered liquefaction and regasification projects in Africa, the Middle East, Asia and Europe. This fourth instalment examines North and Central/South Americas. Most notably within the region, the US has transformed itself from being an importer of gas around a decade ago to being the largest supplier of LNG in the world. North of the border, Canada has had less success in progressing its projects, with only a small number likely to push ahead to completion. Meanwhile, in Central and South America, Mexico remains the most significant count

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LNG gets political
7 May 2025
From China blocking US LNG to Trump demanding that various countries import more of the fuel, the politicisation of LNG is on the rise

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