What next for U.S. LNG exports?

If the denial of non-FTA approvals becomes permanent, then future LNG supply could be materially affected. This would be especially true if the pause/denial also applied to extensions of the non-FTA deadline. This could, in total, impact some 50 mtpa of planned US and Mexican projects, although more likely only around one third of this, assuming extensions to non-FTA deadlines, for projects which have taken FID, are not affected. The likelihood of the full 50 mtpa of US and Mexican projects not receiving non-FTA approval, or extensions being denied, is seen as a relatively low probability, but cannot be ruled […]