
Howard Shears
92 posts

Howard Shears
@caperswo
Itinerant Cape Bretoner retired and living in London


Qatar's LNG is offline for 3-5 years The US was already building the replacement North America's LNG export capacity could more than double by 2029. This chart was drawn before the war. Now it looks like a strategic masterplan ♟️ Projects coming online 2026-2029: 🇺🇸 Plaquemines — already ramping 🇺🇸 Corpus Christi Stage III — coming 🇺🇸 Golden Pass — Exxon/QatarEnergy joint venture 🇨🇦 LNG Canada — first Canadian exports 🇺🇸 Port Arthur — major capacity 🇺🇸 Rio Grande — massive scale 🇺🇸 CP2 Phase 1 — next wave 🇺🇸 Woodside Louisiana LNG — 2029 From 11 bcf/day today to 28+ bcf/day by 2029. Ras Laffan produced 10 bcf/day. Now offline for 3-5 years minimum. The gap is enormous. The US filling it is inevitable. Every desperate LNG buyer (China, Japan, Korea, India, Europe ) now has one supplier capable of scaling at this speed. 🇺🇸 America. Iran accidentally handed the US permanent LNG dominance. This chart is the proof🛢️⚡



Right. So even countries who made “deals” with Trump over the last year are getting hit. A “deal” with him means nothing. What matters are laws. The USMCA is an actually act approved by congress and matters.



Treasury Secretary Scott Bessent, speaking to Fox News tonight, says Trump and Carney spoke today and claims Carney was “very aggressively walking back some of the unfortunate remarks he made at Davos.”






NYT reports that the framework agreement will establish US sovereignty over some small pockets of Greenland, for it to build bases. nytimes.com/live/2026/01/2…



















