Even with Trump in the White House, US LNG faces obstacles in 2025

LNG is a long-term business, especially if you seek to export large volumes of LNG between continents. It needs big terminals, big ships, and big markets. It also takes double and in some cases triple-digit billions to make it fly. Thats hard to pull off and the 4 years duration of a presidency won’t do much to soothe the pain of uncertainty. What less LNG export will do is make the gas overhang in North America even more urgent. And I trust that there will be creative minds who will put that to use. Using LNG as a vehicle fuel would be one such thing. The US vehicular fuel market dwarfs most gas markets. And everything on the chain is ready. Elon, are you listening? 

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