TradeWinds: US LNG producers get jittery on demand as China looks elsewhere for supply
April 28, 2025
Companies such as US-listed Venture Global have said they intend to use the permitting tailwinds to expand with new liquefaction trains that will be in operation for the next 50 years.
But while the European Union and some Asian nations have indicated that they could be interested in signing up to more US LNG as part of tariff negotiations, Beijing has resolutely refused to take in cargoes from the US.
Broker and analyst Poten & Partners has pointed out that China had slimmed its purchases of LNG before the tariff war with the US erupted, partly due to a mild winter, greater imports of Russian pipeline gas and increased domestic production.
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