LNG’s Next Big Threat Isn’t Demand—It’s U.S. Policy

Winter is over in the northern hemisphere, and demand for heating is in decline, to the likely chagrin of LNG exporters. Demand for the fuel in the key Asian and European markets has weakened this month as peak demand season eases—but the weakening is temporary. Europe imported a record 7.04 million tons of liquefied natural gas from its top supplier, the United States, last month, but this has dropped to 5.88 million tons this month, data from Kpler, cited by Reuters’ Clyde Russell has shown. This is still significantly higher than…