US has to pick the right LNG battle
A protectionist stance to support US LNG shipping interests risks further complicating the delicate trade spat with China, but with Russia and China also pressing for higher domestic content in their oil and gas trades politics, this geo-political backdrop rather than simple supply or demand equations could be the determining factor in LNG’s immediate future
Renewed calls for US Shipping to benefit from LNG deals will likely set back new export projects. The US may stand a better chance of fighting for a role in operating LNG carriers, but it must be prepared to foot higher operating costs
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