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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
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
Qatar’s Syria gas deal makes regional waves
The Gulf state’s offer to supply electricity-starved Syria is an opportunity to support a key ally, but Doha’s ambitions to build broader pipeline networks to Turkey and Europe face challenges
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
On tariffs, Trump is an open book
There is method to the US president’s apparent madness, and those seeking to understand need look no further than their local bookshop
Qatar’s strategic plan for LNG prioritises the signing of long-term contracts using oil indexation
US Qatar LNG
Ira Joseph
10 May 2023
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US and Qatari LNG: Competitors or a parallel universe?

The two heavyweight exporters are miles apart in their approach to the market, but the interplay between them will define the future of LNG pricing

The LNG market will grow by roughly 50pc by the end of the decade, with the largest contributions coming from the US and Qatar. No slight to Australian developers, but it is the relationship between US and Qatari producers that will dictate the future of LNG pricing. These two countries could not be more different when it comes to their approach to the market. Qatar sells certainty, while the US sells flexibility. Qatar sells value through integration, and the US sells value through the pliability of its value chain. By expanding 40pc in less than a decade, Qatar is creating an unprecedented challenge for itself in placing such high volumes so quickly into the market What sets the st

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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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