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Trump years could prime LNG markets for ‘golden era’, but tariffs risk disruption: Rystad Energy

Jovi Ho
Jovi Ho • 4 min read
Trump years could prime LNG markets for ‘golden era’, but tariffs risk disruption: Rystad Energy
President-elect Trump’s pro-energy agenda includes fast-tracking permits for stalled LNG projects, reversing Biden-era regulatory pauses and increasing leases on federal land for gas production. Photo: Bloomberg
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Triggered by incoming US President Donald Trump, the next four years could prime the liquefied natural gas (LNG) markets for a “golden era”, according to a new Rystad Energy report.

“Based on his campaign pledge, the returning president’s expected policies are likely to accelerate US LNG infrastructure expansion through deregulation and faster permitting, bolstering global supply,” reads a Nov 26 note by the research firm.

This could strengthen the sentiment around global LNG supply after years of uncertainty, helping to unleash long-term demand, say analysts Emily McClain and Jan-Eric Fähnrich. “Even so, an untimely supply boost will heighten the risk of a medium-term market glut, which would put downward pressure on prices.”

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