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Letter from the US: The curse of strong energy exports
Rebuilding industry, energy dominance and lower energy costs are key goals that remain at odds in 2026
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Chavez’s socialist reforms boosted state control but pushed knowledge and capital out of the sector, opening the way for the US shale revolution
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Outlook 2026: The US energy paradox – Efficiency at home, influence abroad
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Outlook 2026: The geopolitical weaponisation of LNG
Global gas markets are being reshaped by politics as much as by gas prices and fundamentals. From Washington to Doha, Brussels and Beijing, LNG has become a strategic weapon as much as a commodity
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Outlook 2026: US onshore holds steady at sluggish rate as shale stagnates
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LNG tanker Pavilion Aranda on the US Gulf Coast
LNG US
Simon Ferrie
Paul Hickin,
Editor-in-chief
9 October 2023
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Tellurian eyes first LNG late 2027

The integrated developer remains bullish despite previous delays

Houston-headquartered Tellurian is developing the mammoth Driftwood LNG project. President and CEO Octavio Simoes spoke to Petroleum Economist at the Gastech conference in Singapore to provide an update on Driftwood’s progress, the cost of gas production and LNG’s vital role in ensuring current and future energy supplies. Driftwood will comprise five plants, split between four phases: the first phase consists of plants one and two, with plants three, four and five equating to phases two, three and four, respectively. “We are fully committed to a total of 27m t of capacity,” Simoes said, explaining that phase one will be 11mt. “That is what we are focusing on right now, the first 11mt”, he ad

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