CNBC: Trump trade deals tout big energy export wins, but U.S. lacks the tankers to make good on the promises

August 6, 2025 The USTR policy mandates that 1% of U.S. LNG exports be carried on U.S.-flagged ships starting in April 2028, and a year later, 1% needs to be transported on U.S.-built ships. Subsequent annual increases of 1% would reach a total of 15% of U.S. LNG required to be on U.S.-built vessels by 2047. “The requirement of U.S.-built ships to move the country’s LNG and crude is problematic,” said Jason Feer, global head of business intelligence for Poten & Partners, a company specializing in energy market analysis and consulting, particularly in the LNG sector. To read the full article, click here.