Argent LNG Blog

  • Why LNG Forward Curves Keep Getting It Wrong: A History of Failed Predictions

    The global Gas & LNG market is experiencing the most profound structural transformation in its history. Demand is shifting faster than models can track, supply chains are being rearranged overnight, and energy security has returned as a defining priority for nations from Europe to Asia. Meanwhile, governments continue to layer new net-zero regulations, adding another volatile variable to an already complex system.
  • Lithuania’s Anti-Greenwashing Law Could Set a Global Standard: Why Countries Must Confront the Real Environmental Costs of Renewables

    Lithuania has taken a decisive step toward strengthening consumer protection and restoring trust in environmental claims. By approving new legislation targeting “greenwashing,” the Seimas has placed the country at the forefront of a growing international debate: how to ensure that sustainability claims are honest, transparent, and rooted in measurable environmental reality.

    Although the reforms apply domestically, their implications extend well beyond Lithuania’s borders. This framework could become the blueprint for how other nations address one of the most overlooked challenges of the energy transition — the widening gap between advertised environmental benefits and the actual cradle-to-grave impacts of renewable technologies and “green” products.

  • LNG Reality Check: Why Energy Security Now Depends on Ignoring Fantasy "Forecasters"

    Before, during and after, Russia’s invasion of Ukraine, many major LNG "Forecasters" envision a world in which liquefaction capacity would grow fast enough to keep pace with demand. They project significant global surplus by 2030. But that narrative has unraveled. Over the last five years, these companies have never forecasted the demand model correctly, not once in the last five years. But every stake holder basis the future of energy and LNG demand and production on false forecasts that have never proven to be correct.
  • Trump’s Energy Dominance and Dollar Strategy: Strength is Through Design, Not Weakness

    Trump’s Energy and Dollar strategy effectively flipped the script. By aligning energy dominance with a dollar that better reflects U.S. trade competitiveness, American goods and energy shipments become cheaper relative to Chinese exports. This shift not only strengthens domestic manufacturing and jobs but also weakens Beijing’s grip on developing economies that have been dependent on its low-cost supply chains.

    Trump’s energy and dollar policies are two sides of the same coin. Together, they create a framework where America can not only fuel the world but also compete more effectively across industries—turning what some perceived as weakness into a deliberate show of strength.

  • Trump’s Energy Dominance: The Vision That Secures America’s Future

    The genius of this moment lies in the convergence: Trump set the direction, and the NEDC is building the machinery to deliver. Vision without execution is a slogan; execution without vision is bureaucracy. Together, they create a doctrine with staying power.

    Energy dominance is not about fossil fuels vs renewables—it’s about ensuring America’s abundance, reliability, and leverage across every form of energy. It is about securing prosperity for Americans while projecting strength abroad.

    With the National Energy Dominance Council, Trump’s idea of American Energy Dominance has matured into a national strategy, one that will define U.S. energy, economic, and foreign policy for decades to come.

    History will look back on this as more than a policy shift. It is the codification of an idea: that energy is power, and America must wield it. And at no point would the President—or the Council—accept a future where American profits are offshored at the expense of the American worker.

  • The Myth of the LNG Glut

    A glut is a headline, not a reality. Behind every contract, every terminal, every investment, there are real end-users who expect affordable, secure energy — and markets behave accordingly.

  • LNG Glut?: A System Investment That Creates Structural Demand

    LNG isn’t just another commodity you turn on and off depending on price. Once a country builds the infrastructure—import terminals, regas plants, pipelines, and gas-fired power—demand becomes structural. You don’t walk away from decades of planning and billions in investment. That’s why forecasts of an LNG glut miss the point: this fuel creates its own demand.

  • LNG is no longer just a commodity — it’s a strategic bridge fuel, a security tool, and a test case for how traditional energy can evolve in a decarbonizing world.

    The world will continue to debate how to balance energy security with climate action. But what is clear is that LNG will play a decisive role in shaping that future. With projects like Argent LNG, we have an opportunity to demonstrate that energy infrastructure can be both bold in scale and thoughtful in impact — serving not just today’s needs, but tomorrow’s as well.

  • America the Beautiful: Standing Up to Supply the World with Affordable Energy

    The phrase America the Beautiful has always symbolized the strength and resilience of this country. Today, that beauty is found not only in the land itself, but in what we can share with the world: abundant, reliable, affordable energy that empowers progress and builds stability.

  • Egypt’s Summer LNG Rush: Why “Abundant Supply” Is an Illusion

    Industry analysts have projected that global liquefied natural gas (LNG) volumes would be plentiful for power generation in 2024–2025. Research from firms such as Wood Mackenzie and Poten & Partners have suggested that ample supply, coupled with easing prices, would allow utilities worldwide to secure LNG without major strain.

    For now, wealthier nations with long-term contracts and robust port facilities may feel insulated. But LNG demand is rising fast — driven by Europe’s shift away from Russian gas, Asia’s surging power needs, and the electrification of new industries.

     

     

  • Trump’s $750 Billion EU Energy Deal: Why Argent LNG Is Poised to Help Make It Real

    The Opportunity: Argent LNG Can Bridge the Gap

    That’s precisely why Argent LNG matters.

    Slated to begin delivering LNG to global markets by 2030 from its 25 MTPA export terminal at Port Fourchon, Louisiana, Argent LNG is one of the few U.S. projects positioned to meet rising European demand within the window outlined in the Trump–EU energy framework.

     

  • New LNG Frontiers: Opportunities and Financial Risks in Israel, Nigeria, and Argentina—Compared to U.S. LNG Under a Potential Trump Administration

    As energy security and decarbonization collide, independent LNG developers (IGOs) are exploring new geographies to meet rising demand. But not all gas-rich regions are created equal.

    Israel, Nigeria, and Argentina each present compelling opportunities—but also heightened geopolitical and financial risks, particularly when benchmarked against U.S. Gulf Coast LNG, which could see a more favorable regulatory and financing environment under a Trump administration.

    While each country is moving to monetize gas reserves, none can match the financial predictability and regulatory stability of U.S. LNG—especially under a pro-export Trump administration.

    As LNG demand accelerates through 2030, capital will flow first to projects with the lowest combined geopolitical and financial risk, and for many investors, that remains U.S. Gulf Coast facilities.