The importance of Trump Energy Policy (LNG version)
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What the Biden Admin Policies caused:
On 26 January 2024, the Biden administration directed DOE to stop issuing non-FTA export orders while it updated the economic, climate, and national-security studies used for the Natural Gas Act “public interest” test. Activists had focused on Venture Global’s CP2 project in Louisiana. The White House framed it as climate policy; industry called it a de facto ban on the next wave of plants.
LNG Projects that still needed a final non-FTA order to close financing were paused. Industry tallies at the time put roughly 13 Bcf/d of proposed capacity in that bucket, on the order of 90–100 mtpa if all were built.
Timeline:
(Biden administration)
1. Jan 2024–Jul 2024 — pause. Financing stalls even if FERC moves.
2. Jul 2024 injunction — legal opening, but DOE still sat on the study.
(Trump administration - Starting Day 1)
3. 20 Jan 2025 “regular order” — political signal that applications would be decided again.
4. May 2025 study response closed — legal basis for final orders.
5. Spring–fall 2025 orders — paper in hand. FIDs follow.
Without step 3–5, a lot of that 2025 sanctioning slips to 2026 or dies. Construction is 4–6 years, so a year of permit delay is a year of missing cargoes in 2029–32,
The January–May 2025 sequence is the Trump admin policy hinge for the second U.S. wave of LNG production and exporting of U.S. LNG.
Here is the LNG data👇