Supply is being locked in for 2030–31 with fresh US FIDs while Asian demand signals remain uneven and Europe accelerates capacity/policy changes—together reshaping trade flows, contract structures, and buyers’ optionality into the early 2030s. IEEJ’s September wrap highlights major US capacity moves (Rio Grande LNG Train 4 FID; Port Arthur Phase 2 FID; Train 5 commercialization), Japan–US energy MoU pointing […]
