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Equinor expects the US pause on new LNG export permits to delay some planned US capacity expected around 2026 to 2028. NGI estimates at least seven projects totaling 9.3 Bcf/d of export capacity could be affected.
Delayed US export capacity would ease the late-decade LNG oversupply concern and could support gas prices relative to earlier expectations.
naturalgasintel.comFeb 13, 2024After 13 past neutral policy events, Natural Gas moved a median -1.3% over 5 sessions (46% higher; middle half -4.9% to +2.7%), and +2.1% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
