How to Offset Tariffs? Buy US LNG!!!
- Timothy Beggans
- Apr 15
- 1 min read
As global tariff tensions rise, countries are rethinking how to secure energy while staying economically competitive. One surprising winner? U.S. LNG.
In the last week alone, major moves signal a global pivot to American gas:
Mubadala Energy, a UAE-backed firm, just made its first major upstream U.S. gas investment. Aramco and Mubadala are doubling down on U.S. gas, seeing long-term value in American energy infrastructure. Meanwhile, NextDecade signed a 20-year LNG supply deal with Aramco for its Rio Grande facility, locking in 1.2 million tonnes per annum. That long-term order just got confirmed, further cementing the role of U.S. LNG in the global supply chain.
What’s happening is clear: tariffs on goods may shift with geopolitics, but energy security is non-negotiable. Buyers are looking to the U.S. for stable, tariff-resistant gas supplies.
So if you're looking for a way to sidestep tariff risks, the answer might not be in trade policy. It might be in U.S. LNG.
Is the Global Tariff war bearish for US LNG? Doesn't look it like anytime soon!
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