An LNG tanker pulled by tugs at Sabine Pass LNG
Regulatory change threatens next wave of US LNG
A potential policy shift has thrown the fate of c.100mt/yr of new US liquefaction capacity into doubt
Expectations that the US would fortify its position as the world’s leading LNG exporter are being reined in after reports of an upcoming change in the regulatory process that would prioritise energy sustainability and have far-reaching implications for the long-term price of gas. On 26 January, the White House confirmed reports that the Biden administration would ask the Department of Energy (DOE) to consider the climate impacts of new LNG export projects when reviewing applications for non-free-trade-agreement-nations (NFTANs) export permits. The White House also said it would pause the issuing of permits while it updated the review process to be in line with the revised policy. The new cri
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