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April 2, 2025

The Last 7 Days in USA LNG Exports (March 26 - April 2, 2025)

Export Volumes and Records

• U.S. exported 9.3 million metric tons of LNG in March 2025, a new monthly record. Read This: Reuters
• Previous record was 8.6 million metric tons in December 2023. Read This: Reuters
• Europe received 6.47 million metric tons (70%) of U.S. LNG in March, down from 6.82 million metric tons (82%) in February. Read This: Reuters
• Asia received 1.64 million metric tons (17%) of U.S. LNG in March, up from 0.69 million metric tons (8%) in February. Read This: Reuters
• Latin America received 0.55 million metric tons, Middle East 0.42 million metric tons, and 0.22 million metric tons were available for sale in March. Read This: Reuters
• U.S. exported 11.9 Bcf/d of LNG in 2024, remaining the largest exporter. Read This: U.S. EIA
• U.S. LNG exports by vessel reached 414.9 Bcf in January 2025, up 5% from January 2024. Read This: U.S. Department of Energy

Project Developments

• Plaquemines LNG plant exported 0.82 million metric tons in March, 9% of total U.S. exports. Read This: Reuters
• Williams placed Southeast Energy Connector (150 MMcf/d) and Texas to Louisiana Energy Pathway (364 MMcf/d) into service. Read This: Press Release
• Glenfarne took 75% stake in Alaska LNG Project; FID expected in 2025. Read This: Juneau Empire
• FERC issued preliminary environmental support for Rio Grande LNG; expansion expected in 2027. Read This: Reuters
• Venture Global’s Calcasieu Pass LNG (10 MTPA) ready for full operations by April 15. Read This: Oil Price

Policy Changes

• U.S. rescinded policy requiring LNG projects to export within seven years of approval. Read This: Reuters
• DOE will evaluate LNG export extension requests on a case-by-case basis. Read This: Press Release

Market Dynamics

• U.S. natural gas prices up 80% year-over-year; tariffs may impact LNG market. Read This: Reuters
• Gas futures steady at $3.93 per mmBtu with record LNG flows of 15.8 Bcfd in March. Read This: Reuters
• Capital costs, labor shortages pose risks to LNG projects; 5-year timeline post-FID. Read This: Oil Price

Pricing and Benchmarks

• European TTF averaged $13.21 per mmBtu in March, down from $15.28 in February. Read This: Reuters
• Asian JKM averaged $13.50 per mmBtu in March, down from $14.40 in February. Read This: Reuters
• Gas traded around $13 per mmBtu at TTF and JKM in March. Read This: Reuters

International Relations

• Trump using tariff threats to increase U.S. LNG imports; targets 100 MTPA by 2031. Read This: Oil Price
• South Korea under U.S. pressure to commit to Alaska LNG; imports not before 2029-2030. Read This: Korea Bizwire
• UK reliance on U.S. LNG grows; 12 billion cubic metres imported in 2023. Read This: The Telegraph

Company Activities

• Tokyo Gas acquired 70% of Chevron’s East Texas gas assets for $525 million. Read This: Press Release
• Sempra to sell Ecogas Mexico and a stake in Sempra Infrastructure within 12-18 months. Read This: Press Release
• Charif Souki planning third U.S. natural gas venture with E&P team. Read This: Hart Energy