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Perspective — The U.S.-China LNG Export Dilemma: Reclaiming Leverage in an Imbalanced Trade Relationship

In its attempts to reduce its trade deficit with China, the United States is sacrificing its strategic advantage in global energy markets. Rather than building its dependence on U.S. supply, cheap LNG exports aresubsidizing China’s renewable energy development, expanding its geopolitical influence, and fueling its
authoritarian objectives. A new competitive strategy is needed to mitigate oversupply risks and avoid a race to the bottom. …Read more

Briefing Note – U.S. LNG and Global Energy Security

Fracking, coal divestment, and the war in Ukraine have significantly increased the supply of and demand for U.S. LNG since 2016. While U.S. liquified natural gas exports temporarily provide a stable and flexible energy supply to international markets, gas is a nonrenewable resource vulnerable to pricing fluctuations and political risk, making it an unstable long-term energy source. …Read more