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Fifty years of oil trading
The invisible hand of the market has seen increasing transparency but much more needs to be done to build a better understanding
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
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
US President Donald Trump on a visit to Cameron LNG in 2019
Outlook 2025
US LNG
Seth Haskell
17 December 2024
Follow @PetroleumEcon
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Outlook 2025: Trump to unleash new wave of US LNG projects

The incoming administration is expected to quickly change-up the LNG approvals process and boost several major projects to FID. But market fundamentals still matter

The election of Donald Trump to the presidency of the US has raised hopes among LNG developers, who see an opportunity for significant regulatory reform. But while many promises of sweeping changes will face bureaucratic and legislative limitations once in office, the LNG sector stands out as an area where the president could easily institute immediate and far-reaching reforms. Within its first few days in office, the new administration is expected to revoke a Biden-era directive to the Department of Energy (DOE) asking it to pause the issuing of LNG export permits while it developed a process for considering their climate impacts. This regulatory shift—moving away from what had been an almo

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Petroleum Economist: May 2025
9 May 2025
The May 2025 issue of Petroleum Economist is out now!

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