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" ... But while the Chinese government is working to increase gas consumption and reduce coal usage, price matters. (I’m considering having that tattooed on my forehead, but I can’t decide the appropriate font.) And this is where the trade war comes in: the Chinese have put a 25% import tariff on U.S. LNG purchases, which makes it more difficult to compete with both other exporters and Chinese coal. Removing the tariffs would mean more displacement of coal consumption as well as higher sales for U.S. exporters. Unlike oil, LNG is not perfectly fungible because a lack of specialized unloading and regasification equipment restricts sellers’ ability to switch supplies between buyers. ... "
" ... For Lithuania, which invested a lot of money in a liquefied natural gas floating storage and regasification unit in Klaipeda a few years ago, the Belarussian nuke plant means it is a potentially cheaper, and definitely cleaner, readily available source of power generation for neighboring nations. In theory, that takes Lithuania out of the market. It’s the reason they are working overtime to get countries not to buy energy generated from it. ... "
" ... In the past, LNG exporters have planned large projects to achieve economies of scale and insisted that they needed contracts which guaranteed purchases for up to twenty years to proceed with development. Selling into the open market, as many oil producers did, was not considered viable because the projects were very expensive but also because there were few buyers with facilities to accept imports; unloading, storage and regasification. ... "
" ... The Polish terminal’s regasification capacity is 5 billion m3 per year, but Polskie LNG plans to increase it to 7.5 billion m3, which would satisfy around 50% of Poland’s annual gas demand. ... "