LNG Market: No Glut, New FIDs and the 15% China Tariff

Is the LNG market heading for a glut? IIR's natural gas analysts say the opposite. Full episode page and figures: https://www.industrialinfo.com/podcas... Shane Mullins, IIR's natural gas research expert, and Jesus Davis, VP for Energy Market Research, cover the drivers behind new liquefaction capacity, the restart of US LNG FIDs with Driftwood and Commonwealth, China's 15% tariff on US LNG and its effect on project costs, long-term contracts, Russian gas and Europe, and $100 billion of new regasification capacity. 0:00 Introduction 2:58 LNG capital spending drivers 4:10 US FIDs and permitting 7:05 Is the market oversupplied? 10:26 Tariffs and project costs 12:45 Russian gas and Europe 14:55 Regasification capacity 15:59 Takeaways for the US market