Nikolas Gvosdev’s Post

Outline of a proposed Trump energy agenda for the second term includes lifting any holds on new natural gas projects, clearing regulatory bottlenecks for expanding and building new LNG facilities. A second term Trump administration is in a stronger position to further reorient European consumption away from Russia and to ensure that Russian firms do not regain market share.

Small, new UK gas fields can have 15x LOWER INCREMENTAL EMISSIONS than the LNG the UK currently imports from the USA, according to formal UK public documents (e.g. Pegasus West and Platypus historical EIA's). UK = 5 kgCO2/boe vs LNG = 79 kgCO2/boe. The "4x lower emissions" many people use is dominated by existing UK oil production which is not relevant when considering new UK gas fields (which we must consider to reduce global emissions and increase UK control of gas supply)

Everything we've seen in the last 12 months suggests that European natural gas importers want assured LNG supply from the US combined with emissions transparency - not one or the other. Lifting the moratorium on LNG export permits will not change that. The key is helping importers to obtain the credible data on emissions that they need to choose lower emissions gas, and we know there is sufficient supply of verified low methane natural gas in the U.S. to meet European demand because we have certified 20% of total gas production.   https://lnkd.in/eTPGSmU4

In a landmark decision that champions energy independence and economic stability, a U.S. federal court has overturned the Biden administration’s indefinite ban on liquified natural gas (LNG) export permits. Judge James Cain of the U.S. District Court for the Western District of Louisiana said in his order that the decision is “effective immediately.” The overturning of the LNG export ban represents a significant victory for Texas and the broader energy industry, reinforcing the critical importance of natural gas in the modern energy landscape. With this ruling, the path is clear for continued growth, innovation, and security in America’s energy future. Read more: https://lnkd.in/e-xX3Snr

PA Capital-Star: Biden ‘Moratorium’ On LNG Gas Exports Could Hurt PA’s Energy Future, House Republican Panel Hears https://lnkd.in/ea_af5cY [There's No Moratorium, Pause On New LNG Export Facilities, Capacity Will Still Double During Pause https://lnkd.in/eu-DtThP ]

European energy markets are driven higher by continued uncertainty around Russian gas supplies. For now, key energy markets remain bullish within their ascending channels. Any temporary decline will find support at the channel border. #NBP #energytrading

ICYMI: The 2024 US presidential election could reshape the trajectory of the liquefied natural gas (LNG) sector, with #KamalaHarris and #DonaldTrump offering divergent strategies that could impact the regulatory framework, export permits, and international commercial perspectives. L’article US 2024 Election: Key Issues for the American LNG Sector est apparu en premier sur energynews.

BIDEN'S "POLITICAL" LNG PAUSE Nearly 75 Democratic Lawmakers Support Biden’s LNG Pause - Read More: https://hubs.la/Q02wwJs50 Nearly 75 U.S. lawmakers from President Joe Biden’s Democratic party on Tuesday praised his pause on approvals of exports of liquefied natural gas, or LNG, saying it would protect Americans from pollution and potential higher prices. #lng #natgas #naturalgas #oilgas #oilandgascompanies #bidenadministration

Europe's energy landscape is shifting: LNG imports are rising, Norway and Germany are key players, and the Russia-Ukraine conflict continues to reshape the gas market. The stakes for energy security have never been higher! https://lnkd.in/di_HVshD #EnergySecurity #LNG #NaturalGas #EuropeEnergy #Norway #Germany #RussiaUkraine #GasMarket #Sustainability #EnergyTransition

#EU member states are banding together to pile pressure on #Germany to scrap a levy which they say makes access to gas from Western Europe more expensive for Central and Eastern European countries. "Together with the scheduled end of transit of #Russian #gas via #Ukraine by the end of this year, the levy will significantly reduce the security of supply of the whole Central and Eastern European region and make it more vulnerable towards price fluctuations," the joint letter by representatives of #Austria, #Czechia, #Slovakia and #Hungary said. https://lnkd.in/ejgAk72g