Qatar's LNG is offline for 3-5 years The US was already building the replacement North America's LNG export capacity could more than double by 2029. This chart was drawn before the war. Now it looks like a strategic masterplan ♟️ Projects coming online 2026-2029: 🇺🇸 Plaquemines — already ramping 🇺🇸 Corpus Christi Stage III — coming 🇺🇸 Golden Pass — Exxon/QatarEnergy joint venture 🇨🇦 LNG Canada — first Canadian exports 🇺🇸 Port Arthur — major capacity 🇺🇸 Rio Grande — massive scale 🇺🇸 CP2 Phase 1 — next wave 🇺🇸 Woodside Louisiana LNG — 2029 From 11 bcf/day today to 28+ bcf/day by 2029. Ras Laffan produced 10 bcf/day. Now offline for 3-5 years minimum. The gap is enormous. The US filling it is inevitable. Every desperate LNG buyer (China, Japan, Korea, India, Europe ) now has one supplier capable of scaling at this speed. 🇺🇸 America. Iran accidentally handed the US permanent LNG dominance. This chart is the proof🛢️⚡