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Golden Pass’s startup offers QatarEnergy a timely boost but may also force a difficult choice between honouring disrupted contracts and capitalising on soaring spot LNG prices
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US President Donald Trump on a visit to Cameron LNG in 2019
Outlook 2025
US LNG
Seth Haskell
17 December 2024
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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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Qatar’s Golden Pass dilemma
1 April 2026
Golden Pass’s startup offers QatarEnergy a timely boost but may also force a difficult choice between honouring disrupted contracts and capitalising on soaring spot LNG prices
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It is not a case of if or when, but the length and magnitude of economic damage from elevated oil prices
Lessons from the crisis
1 April 2026
The US-Iran conflict demonstrates the need for diversification in several senses of the word. It also exposes the limits of Washington applying pressure on major oil and gas producers it considers geopolitical adversaries
Libya's potential goes unrealised
31 March 2026
Disappointing results in its bidding round are a reality check for Libya, and global exploration generally

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