Not really, at least not now. Whatever LNG is in the market or will come into the market for certain over the next couple of years will be swapped around or flow to alternative locations by sheer market forces. New projects are a different story but then again, not really. Those beasts are incredibly longterm in nature and can potentially factor this in.
China’s threat to slap tariffs on U.S. natural gas exports is injecting uncertainty into a construction boom for the multibillion dollar facilities that ship American shale gas around the world. By the end of next year, six facilities in the United States are expected to be exporting liquefied natural gas. During that same period, several companies are slated to decide whether they’ll move forward with another wave of American LNG export terminals.