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. 


Rising LNG project costs

Download report

Please fill in your contact details to access the full insight.

Recent insights

Gas Quant Weekly - cover
August 22, 2025
Our Gas Quant Weekly provides detailed analysis of pipeline capacity forecasts and strategic flow patterns for gas traders in the Western region.
Metals Quant Weekly - cover
August 21, 2025
Discover how CTA flow-imbalance strategies in precious metals, offers profitable opportunities amid changing market regimes and volatility.
Macro Quant cover image
August 20, 2025
Explore how traders are navigating counter-seasonal volatility, Fed rate cut expectations, and the US dollar's decline against G10 currencies.