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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Golden Pass LNG: When Supply Arrives Before the Ships
Source: Golden Pass Pipeline Golden Pass LNG was expected to begin loading its first cargoes from Train 1 as early as February 2026. Instead, the project appears to be moving through commissioning more slowly than many market participants had penciled in, pushing meaningful volumes further out on the calendar. That timing matters. U.S. dry natural gas production has climbed to roughly 113 Bcf/d, as producers positioned supply in anticipation of new LNG demand—Golden Pass bein

Timothy Beggans
Jan 182 min read
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