Exporting

Freeport LNG has become something of a punchline for its frequent outages. Except it’s no laughing matter. Outages at Freeport have happened so frequently that we’ve lost count (see our Freeport outage stories here). According to gas flow data, one of Freeport’s three “trains” was (once again) out of commission last Friday and Saturday, but came back online over the weekend. Freeport is fed, in part, with molecules from the Marcellus/Utica. Antero Resources sells some of its molecules to the Freeport facility (see Antero 4Q: Sending Gas for LNG Exports to Gulf Coast & Cove Point). We suspect other M-U drillers also sell molecules to Freeport. Hence, our ongoing interest in this facility and its somewhat regular outages. Read More “Freeport LNG Returns to Full Output Following Another Outage”

The Appalachian Basin, spanning Pennsylvania, West Virginia, and Ohio, has become America’s premier natural gas province, producing over 35 billion cubic feet daily (Bcf/d) in 2024. Driven by hydraulic fracturing in the Marcellus and Utica shales, private mineral rights, and low breakeven costs below $2 per MMBtu, the basin has reshaped *global* energy markets. How? Infrastructure constraints (lack of pipelines) and Mid-Atlantic political opposition prevent local LNG export terminal development. Even so, Marcellus/Utica gas underwrites domestic power markets, fuels digital infrastructure, and indirectly propelled the United States to become the world’s leading LNG superpower by displacing Gulf Coast gas for export liquefaction. Read More “How the Marcellus/Utica Made the U.S. #1 in LNG Exports”

U.S. natural gas flows to LNG export facilities were set to hit a 16-week low of 15.1 Bcf/d on Tuesday, May 19, despite the anticipated return of QatarEnergy/ExxonMobil’s Golden Pass plant in Texas, according to LSEG data. Average flows dropped from a record 18.8 Bcf/d in April to 16.9 Bcf/d in May due to spring maintenance at multiple facilities, including Golden Pass and Freeport LNG. Read More “Feedgas Flows to U.S. LNG Export Plants Hit 16-Week Low on Tues.”

Caturus LLC made a positive Final Investment Decision (FID) for its Commonwealth LNG project, securing $9.75 billion in financing for the 9.5 million tonnes per annum (MTPA) export facility in Cameron Parish, Louisiana. This FID initiates full construction of one of the most cost-competitive LNG projects in the U.S., with operations expected to commence by 2030 and generate over $3 billion in annual export revenue. Read More “Caturus Makes FID to Build Commonwealth LNG Export Plant in La.”

You’ve seen the headlines and maybe read the news that “Qatar supplies 20 percent of the world’s LNG.” Iran bombed Qatar’s LNG export facility in early March and took it offline. The world press had a stroke, predicting a natural gas Armageddon without 20% of LNG coming from Qatar. But what’s this? U.S. LNG exporters “have so far offset the drop in shipments from Qatar following Iranian attacks on its facilities” and the closure of Hormuz. We’ve been able to make up for the lost exports from Qatar. Read More “Can U.S. Exporters Plug the Qatar LNG Supply Gap? Yes We Can!”

The Golden Pass LNG terminal is a liquefied natural gas terminal and regasification facility in Sabine Pass (Port Arthur), Texas. It is among the largest LNG facilities in the world. It can accommodate up to 15.6 million metric tons (MT) of LNG per year, the equivalent of approximately 2 billion cubic feet of natural gas per day (Bcf/d). Earlier this week, MDN told you that the facility’s very first official cargo carrier had arrived to “fill ‘er up” (see LNG Tanker Arrives at Golden Pass LNG to Export Inaugural Cargo). The Al Qaiyyah LNG tanker, which arrived at the facility on Monday, is owned by QatarEnergy (which owns 70% of the facility). Yesterday, the Al Qaiyyah left with its load and is heading, according to S&P Global, to Belgium’s Zeebrugge LNG import terminal. Read More “Inaugural Cargo Departs Golden Pass LNG, Heading to Belgium”

The Golden Pass LNG terminal is a liquefied natural gas terminal and regasification facility in Sabine Pass (Port Arthur), Texas. It is among the largest LNG facilities in the world. It can accommodate up to 15.6 million metric tons (MT) of LNG per year, the equivalent of approximately 2 billion cubic feet of natural gas per day (Bcf/d). QatarEnergy, Qatar’s state-owned petroleum company, owns 70% of the Golden Pass LNG project. ExxonMobil owns the other 30%. Sabine Pass sees a tremendous amount of Marcellus/Utica molecules flowing to the region via a couple of pipelines, namely Transco (which flows M-U molecules). Hence, our interest in this major natural gas user’s start-up. The good news is that a ship has docked to load the very first official LNG export cargo. Read More “LNG Tanker Arrives at Golden Pass LNG to Export Inaugural Cargo”

The American Energy, the first U.S.-flagged LNG carrier dedicated to Puerto Rico, has completed one year of operations. Operated by Crowley, the vessel has delivered over 549 million gallons of U.S.-sourced LNG to the island since this time in 2025 (see Ceremony Celebrates 1st Jones Act LNG Shipment to Puerto Rico). That 549 million gallons of LNG provided enough energy for about 1.2 million homes annually and reduced emissions by nearly 30% compared to diesel. This service supports Puerto Rico’s energy resilience by ensuring a consistent supply to the EcoEléctrica facility and has employed 90 U.S. mariners, including 20% from Puerto Rico, strengthening the local workforce. Read More “US LNG Carrier Delivers 540M Gallons to Puerto Rico in First Year”