Jun. 21 at 3:21 PM
$VG US natural gas in a dominant position for decades to come
The virtuous cycle here is obvious to those not blinded by net-zero fever dreams....Asian buyers get it....But it’s a different story in Europe. Despite the hard lessons of 2022, when Russian pipeline gas got weaponized, many European nations remain stubbornly reluctant to ink similar long-term commitments. Developers come home from meetings with polite interest but few signatures. Germany, now sourcing the vast majority of its LNG from the U.S., talks a big game about diversification while chasing ever-more aggressive decarbonization targets that cast doubt on future gas demand.
The result? Greater reliance on spot cargoes, higher exposure to price spikes and headaches for U.S. project financing that Asian demand is more than happy to fill.
https://nsjonline.com/article/2026/06/blackmon-us-natural-gas-in-a-dominant-position-for-decades-to-come/
