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US LNG

also referred to as: u.s. lng

4 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 31, 2022 by Jesse Jenkins · across every show →

Everything said about US LNG, oldest first

Mar 31, 2022 bearish
Opinion
Jenkins: Europe will not accept permanent dependence on US LNG exports
“I don't think in the long term, Europe wants to trade Their dependence on Russian gas for US LNG.”
Jesse Jenkins Mar 31, 2022 ▶ 38:36 Can Europe quit Russian fossil fuel by next winter?
Mar 31, 2022 neutral
Assertion Supported
Jenkins: 50 BCM of US LNG displaces one-third of Russian gas imports
“50 is enough to displace about a third of Russia's imports just with US LNG over the medium term. and that 15 BCM is about a 10th of the Russian imports right now.”
Jesse Jenkins Mar 31, 2022 ▶ 30:28 Can Europe quit Russian fossil fuel by next winter?
Mar 31, 2022 neutral
Insight
Jenkins: Displacing Russian gas with US LNG may not increase net emissions
“Even relying on US LNG to displace Russian pipeline gas may lead to a small net decrease in emissions because the greenhouse gas intensity of, Russian gas is so high that even LNG, which is worse normally than pipelines, because you consume energy to liquefy t…”
Jesse Jenkins Mar 31, 2022 ▶ 44:23 Can Europe quit Russian fossil fuel by next winter?
Sep 22, 2022
Assertion Supported
Yergin: US LNG supplied Europe more gas than Russia in Jan 2022
“And in fact, one point in January, before the crisis, the U.S. LNG was supplying more natural gas to Europe than Russian pipeline gas.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 9:30 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
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