Natural Gas Intel: More Lower 48 LNG Landing in China, but Pandemic Clouds Trade as Tensions Rise

May 14, 2020

“The real payday for U.S. projects would be if tariffs are lifted and then the Chinese might sign some long-term contracts and that might backstop some project development,” said Poten & Partners’ Jason Feer, global head of business intelligence. “It’s just sort of a two-year truce right now, and that’s not long enough to be willing to sign long-term contracts under the assumption that we’ll fix all of this.”

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