Rising LNG project costs to impact 2025 FIDs as developers seek higher tolling fees
Recently released for subscribers, the North America Gas and Power insight reveals how Trump administration policies, including a 25% tariff on steel and aluminium, are creating unexpected headwinds for developers who now find themselves in challenging negotiations with off-takers over tolling fees.
In this insight you will read about:
- The probability assessments for seven key US LNG projects.
- Critical factors determining FID likelihood.
- The strategic equity deals that are reshaping the competitive landscape.
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What was covered in the webinar: An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights. An overview of LNG market developments , including the upcoming supply wave and the importance of tracking LNG trains individually for accurate market analysis. Explanation of proprietary construction monitor curves and their role in revising supply balances and identifying project delays, with examples of client demand for these as standalone products. Details on the construction monitor dataset , which tracks projects through to mechanical completion and provides both historical and under-construction asset data. Insights into the expansion of alternative data use cases, particularly for understanding gas demand and broader energy market trends. Webinar recorded on 18 November 2025.
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