钢铝关税难撼美国LNG开发信心

Core Insights - Despite the rising costs due to steel and aluminum tariffs, U.S. LNG developers remain confident in making final investment decisions for new facilities this year, with at least seven projects aiming for approval [1] - If these projects proceed, U.S. LNG export capacity could double by 2030 [1] - Developers are actively seeking to mitigate tariff impacts by selling stakes to infrastructure funds and securing long-term LNG purchase agreements [1] Group 1: Company Developments - Woodside is the first company to make a final investment decision on a U.S. export project this year, approving the Louisiana LNG project, previously acquired for $1.2 billion [2] - Woodside sold 40% of its stake in the Louisiana LNG project to Stonepeak, which is expected to provide $5.7 billion in capital expenditure for the facility [2] - Market expectations indicate that more U.S. LNG export projects will make final investment decisions this year, with Cheniere Energy expressing confidence in obtaining necessary regulatory approvals for its expansion projects [2] Group 2: Project Timelines and Strategies - Sempra plans to make a final investment decision on the Arthur Port LNG Phase 2 project by the end of 2025, while acknowledging macroeconomic uncertainties [3] - Energy Transfer aims to finalize investment for its Charles Lake LNG export project in Louisiana by the end of this year, as it works on securing LNG purchase volumes [3] - Venture Global is urging the Federal Energy Regulatory Commission (FERC) to approve its third liquefaction plant, CP2, in Louisiana by mid-year, indicating a supportive regulatory environment for the U.S. LNG industry [3]