This report examines how three U.S. LNG developers—Cheniere Energy, Sempra, and Venture Global—have rapidly become dominant global exporters, challenging traditional IOCs and NOCs. Leveraging Henry Hub–linked pricing, flexible contracts, and Gulf Coast access, these firms have carved out distinct models: Cheniere as the pioneer, Sempra as the utility-backed infrastructure player, and Venture Global as the low-cost disruptor. While each faces […]
