US LNG exporters are forging ahead with project expansions and offtake agreements despite ongoing market uncertainty stemming from the Trump administration’s chaotic trade policy.
Cheniere Energy said in a Jun. 6 filing it has tweaked the design of its Sabine Pass Stage 5 expansion in Louisiana, teeing up construction on the $15 billion project to start in late 2026.
This week, Venture Global announced a renewed commitment to green-lighting an expansion of its Plaquemines LNG facility by diverting capital away from its ambitious Delta LNG proposal.
And Japan’s largest LNG importer on Wednesday agreed to procure supply from several US terminals under 20-year deals, potentially helping at least two achieve final investment decisions (FID) this year.
While the recent burst of activity is driven in part by the White House’s stated goal of “unleashing” US LNG to global markets, the industry is struggling with some actions being taken by the very same administration — primarily its tariffs on key materials needed to build terminals and gas pipelines.
