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LNG: Trump to Usher in “Golden Era” for LNG: Rystad

LNG
Energy BulletsBulletPower BulletsCommodities

Incoming US President Donald Trump is set to usher in a “golden era” for global LNG markers, with Europe a “significant beneficiary”, Rystad said, cited by Montel.

  • US exports of LNG should almost double between 2023-2030 to almost 230 bcm should Trump deliver on his campaign promise of fast-tracking LNG permitting, Rystad said in a note.
  • LNG is also set to play a significant role in upcoming US-EU trade negotiations. The EU would have to sanction Russian LNG to increase US supplies and improve relations ahead of potential tariffs.
  • There is also a risk that rapid expansion in supply could be bearish for the market. Global LNG demand is expected to reach 820 bcm, but a supply gap of 190 bcm could open by 2035.
  • However, new US supplies could also unlock new demand in price sensitive markets in Asia, Rystad said.
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Incoming US President Donald Trump is set to usher in a “golden era” for global LNG markers, with Europe a “significant beneficiary”, Rystad said, cited by Montel.

  • US exports of LNG should almost double between 2023-2030 to almost 230 bcm should Trump deliver on his campaign promise of fast-tracking LNG permitting, Rystad said in a note.
  • LNG is also set to play a significant role in upcoming US-EU trade negotiations. The EU would have to sanction Russian LNG to increase US supplies and improve relations ahead of potential tariffs.
  • There is also a risk that rapid expansion in supply could be bearish for the market. Global LNG demand is expected to reach 820 bcm, but a supply gap of 190 bcm could open by 2035.
  • However, new US supplies could also unlock new demand in price sensitive markets in Asia, Rystad said.