Will New China Tariffs Hurt Marcellus/Utica LNG Exports?
The so-called trade war with China has just been ratcheted up a notch–by China. In a move to cut off their own nose to spite their face, the Chinese have hiked tariffs on LNG imports coming into their country from the United States–from a 10% tax to a 25% tax. Given only two LNG cargoes from the U.S. have landed in China this year, we suspect there won’t be any more LNG shipments from us to them for the foreseeable future. Depending on who you talk to, this is either no big deal, or a complete economic disaster for our shale gas industry.
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For the past 12 consecutive months and counting, the United States has been a net exporter of natural gas. That means we sell more gas to other countries than we buy. What a turnaround from just a few years ago! What may surprise you is that the way we export most of our gas is via pipeline–to Canada and Mexico. And what may further surprise you to learn is that our exports to Canada have hit new record highs thanks mostly to two Marcellus/Utica pipelines–Rover and NEXUS.
Kinder Morgan has left a string of broken promises about the date for which the first Elba Island (Georgia) LNG export plant “mini-train” will begin producing and shipping LNG. We’ve chronicled the journey extensively. A month ago KM announced it was once again pushing back the startup of the first mini-train to April, “because of construction delays” (see 
We’ve been keeping an eye on natural gas supplies coming out of the ground in the Permian (West Texas and eastern New Mexico) for more than a year. Why? Because all that associated gas being produced in the Permian has to go somewhere, and increasingly it goes to places where Marcellus/Utica gas also goes. A potent competitor. A year ago we told you about Permian and M-U gas competing in Midwestern markets (see 
Earlier this month MDN told you that a plan to build a $60 million Marcellus LNG export facility on property owned by Philadelphia Gas Works was just one vote away from becoming reality (see 
Does one government hand know what the other is doing in Puerto Rico? More to the point, is there a brain instructing either hand what to do? That’s the question we had as we read the legislature of PR has just passed an idiotic law requiring all electricity generation on the island to come from so-called renewables by 2050.
We spotted a story that says India’s GAIL (formerly known as Gas Authority of India Limited) has put yet another one of its contracted LNG shipments of Marcellus Shale gas coming from Dominion’s Cove Point LNG export facility, up for sale. In fact, it’s already sold and on its way to be unloaded at a port in Belgium.
Two weeks ago the Federal Energy Regulatory Commission (FERC) granted a request to Kinder Morgan to “introduce feed gas, back-up fuel, and BOG fuel” to the first of what will be 10 production units at its Elba Island, Georgia LNG export facility (see 
A recent Bloomberg article got it wrong, as they typically do, with this headline: “Biggest Threat to Once-Prized Gas Is Getting Kicked Out of Homes.” Residential natural gas use has been relatively flat, for years. Yet natural gas demand has rocked upward, which begs the question–so who are the new customers using all that gas? MDN friend Jude Clemente has the answer…
We’ve been tracking the story of a coming $800 million LNG export plant that will be built in rural northeastern Pennsylvania (see 
Russian native Boris Brevnov (former Enron executive) and his partner Charles Ryan (a Radnor native, once the chief country officer in Moscow for Deutsche Bank), are now one vote away from Philadelphia City Council approving a $60 million Marcellus LNG export facility, to be built on property owned by Philadelphia Gas Works (PGW).
Yesterday the Federal Energy Regulatory Commission (FERC) granted a request to Kinder Morgan to “introduce feed gas, back-up fuel, and BOG fuel” to the first of what will be 10 production units at its Elba Island, Georgia LNG export facility. This is yet another step toward bringing the facility online.