Fear and loathing in US LNG buildout

Overall gas optimism is blighted by concerns over lingering regulatory and infrastructure hurdles that could hamper expansion of US LNG exports, weaken security and stifle AI ambitions

The US gas sector has welcomed the Trump administration’s emphatic support for the industry. Yet while hailing what they describe as a “sea change” in tone towards gas from both Washington and Brussels, industry leaders say unresolved regulatory and infrastructure hurdles risk undermining the expansion of US LNG exports, weakening US energy security and hindering the country’s bid to win the global AI arms race. These challenges range from building pipelines at home to proposed requirements for domestically constructed LNG carriers, alongside Europe’s net-zero agenda and new methane legislation. Industry leaders said the level of US engagement at the Gastech conference in Milan in September