Argent LNG Blog

Freedom, life, and liberty do not exist without reliable, affordable base-load energy. Energy is not simply a commodity — it is the enabling force behind every functioning economy, every secure nation, and every productive society.

Without base-load energy, there is no food security, no educational system, no manufacturing, no hospitals, no clean water systems, no logistics networks, and no meaningful opportunity for citizens to work, produce, and prosper. Energy security is national security, and nations that lack it are exposed to instability, coercion, and dependency.

This reality sits at the core of the President’s Council on Energy Dominance and aligns directly with Argent LNG’s mission: Louisiana First, America First, and Community First. Supplying reliable, values-based energy to allies and emerging economies is not charity, it is a strategic and moral imperative that underpins global stability, jobs, economic self-determination, and peace.

A Market Defined by Complexity, Not Certainty

The global Gas & LNG industry is undergoing a period of profound structural transformation. Demand patterns are shifting faster than traditional models can capture. Supply chains are being rewritten in real time. Energy security has re-emerged as a defining national priority across Europe, Asia, and the Americas. At the same time, governments are layering net-zero mandates, regulatory scrutiny, and permitting complexity onto an already volatile system.

Energy security must be treated as national infrastructure, not a campaign slogan. That means long-term supply contracts, resilient import capacity, and a willingness to invest in energy systems that work in all seasons — not just in press releases.

The green transition will succeed only if citizens can afford it and trust it. Without energy security at its core, Britain’s promise of a cleaner future risks becoming an expensive illusion — one that leaves the country more exposed, not less, to the very dependencies Brexit was meant to escape.

The story of LNG in the Americas will be written by the projects that can deliver on time, on budget, and at scale. Those that master execution, secure capital, and align technology with commercial reality will define the next era of global energy leadership.

The United States is in the midst of a historic expansion in LNG infrastructure. Multi-billion-dollar projects are advancing, global buyers are locking in long-term agreements, and capital markets are treating LNG as a durable, strategic asset class. Policy support, investment appetite, and structural demand growth have aligned in a way the industry has not seen in more than a decade.

Yet beneath this positive momentum is a critical weakness—one that threatens to distort decision-making during the most consequential buildout in the history of U.S. LNG: the forward curves guiding long-term risk assessments are not accurate.

As someone deeply engaged in the financial and commercial structuring of LNG projects, I believe that false supply–demand curves now represent one of the greatest risks to U.S. LNG’s long-term trajectory. If these signals continue to misprice future conditions, they could alter global contracting behavior, slow capital formation, and ultimately shift the momentum of the U.S. LNG boom.

What struck me most was the genuine enthusiasm from local residents. People expressed pride that LaFourche Parish is positioning itself at the forefront of America’s energy future — helping meet the President’s mission for the Gulf Coast to deliver energy independence and national strength. Students from Nicholls and Fletcher Technical Community College stopped by asking about careers. Small business owners asked how they could participate in contracting. Generational families who have worked these waters spoke about wanting to see the parish grow while maintaining its character.

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.

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.

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.

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.