Argent LNG Blog

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.

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.

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.

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.