Associate Director of the Tulane Energy Institute, Professor of Practice
Professor Eric Smith is an expert in energy markets and the oil and gas industry.
Expert: LNG incumbents have the edge as export boom faces new risks
U.S. LNG export capacity has doubled and is poised to double again, allowing the sector to enter a new phase: incumbents are well-positioned, but newer entrants and export-dependent projects face rising political, infrastructure and emissions-reporting risks.
But this phase carries risks: limited tanker capacity, capital constraints, carbon-reporting demands from EU and Asian buyers, and permitting delays for CCS pipelines. Newer entrants may also face headwinds from strained relationships with major counterparties.
Tulane University energy expert Eric Smith can discuss which LNG equities are best positioned, where the hidden risks are emerging, what factors could slow the boom and potential political limits on exports.
“The U.S. LNG boom is real, but the market is entering a more selective phase,” Smith said. “Established players with scale, pipeline access and strong customer relationships are well positioned, while newer entrants face tougher questions around capital, tanker capacity, emissions reporting and the ability to meet international buyers’ expectations.”
For interviews, contact Roger Dunaway at roger@tulane.edu or 504-452-2906.
Associate Director of the Tulane Energy Institute, Professor of Practice
Professor Eric Smith is an expert in energy markets and the oil and gas industry.
