US LNG EXPANSION IN A SHIFTING GLOBAL ENERGY LANDSCAPE

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US LNG EXPANSION IN A SHIFTING GLOBAL ENERGY LANDSCAPE

  • Glen Ragland and Mark Mendenhall
  • Published: 23 August 2023

 

Aftermath of the Ukraine conflict has tightened European LNG supplies, underscoring the importance of US LNG on a global scale. Our in-depth analysis explores the present state of the US LNG sector, recent key developments, and the uncertainties that lie ahead.

The global energy landscape underwent significant shifts post-Russia's 2022 intervention in Ukraine. Resulting economic sanctions and energy disruptions triggered unprecedented spikes in energy prices worldwide. Even before Russia's international isolation, surges in post-COVID demand for goods and energy had led to supply shortages, propelling inflation in developed economies throughout 2021.

While Eastern Europe's conflict persists, Europe's energy costs have moderated compared to the tumultuous 2022. Milder weather and substantial spot market LNG imports bolstered by ample gas reserves have alleviated concerns of a winter energy crisis.

Join us as we navigate the evolving energy dynamics, exploring the US LNG sector's resilience and its pivotal role in addressing global energy needs. Our insights encompass geopolitical influences and market forces, shedding light on how the sector remains at the forefront of the complex and transformative energy landscape.

 
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