Sunday, December 22, 2024

LNG Export Terminal Buildout -- December 22, 2024

Locator: 44503LNG.

There is nothing new here as far as I can tell. Just a recap of the LNG export terminal buildout.

First the EIA, link here: North America's LNG export capacity is on track to more than double by 2028 -- that's only three years from now --


Of note
:
  • Energia Costa Azul, reported earlier this year, link here;
  • Golden Pass, expansion at Sabine Pass; partnership: QatarEnergy and XOM;
  • Rio Grande, NextDecade; Brownsville, TX, first of three liquefaction trains;
  • Port Arthur: Jefferson County, TX; two liquefaction trains; joint venture, Sempra and COP, with long term commitments from COP, INEOS (British), PKN Orlen (Baltic Energy, Poland), and Engie, SA (French electric utility);

Greenpeace, June 23, 2023, link here -- a most interesting source, but very comprehensive. Archived here. Back in 2023, Greenpeace says there were seven active US LNG export terminals. That agrees with what was stated the other day, making Plaquemines, number eight.

Look at all the sites approved (yellow dots) but not yet under construction, as of June 23, 2023).

Of note, along with Cameron and Calcasieu Pass:

  • Lake Charles LNG
  • Driftwood
  • Magnolia
  • Commonwealth

This is wiki's list, as of December 22, 2024:


Two additional comments:

  • best source for up-to-date information on this subject: RBN Energy
  • these export terminals depend on adequate pipeline supply from the Permian

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