Navigating LNG contracts amid shifting trade policies

LNG carrier transporting liquefied natural gas under evolving trade policies

Trade policy interventions are becoming the most disruptive external risk for LNG contracts, reshaping pricing, flows and contractual flexibility. As tariffs, sanctions and regulatory bans proliferate, LNG contract structures are being tested in ways not anticipated at signing. Trade policy measures are increasingly shaping the performance and resilience of LNG contracts, adding new layers of legal, commercial and operational risk. […]

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