US LNG: Cooperative rather than swing producer
The US has a vital role in promoting flexible and transparent LNG markets
It is easy to forget that the global LNG market was on the floor even before the unprecedented events of 2020 as the Covid-19 pandemic spread around the world. Months of over-supply from a surge in new capacity and softening demand, in part due to the impact of tariff wars, had sent prices plummeting. During previous price troughs, LNG market participants—producers, buyers and traders—would look towards diverting volumes to other markets, fuel switching in the power sector, and increased demand in price-sensitive sectors such as fertilisers to rebalance the supply-demand dynamic. But a new and much more efficient tool has now been introduced into the toolbox—the ability to contractually limi
Also in this section
19 January 2026
Newfound optimism is emerging that a dormant exploration frontier could become a strategic energy play and—whisper it quietly—Europe’s next offshore opportunity
16 January 2026
The country’s global energy importance and domestic political fate are interlocked, highlighting its outsized oil and gas powers, and the heightened fallout risk
16 January 2026
The global maritime oil transport sector enters 2026 facing a rare convergence of crude oversupply, record newbuild deliveries and the potential easing of several geopolitical disruptions that have shaped trade flows since 2022
15 January 2026
Rebuilding industry, energy dominance and lower energy costs are key goals that remain at odds in 2026
