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Trump Backs LNG Projects, But His Trade War Could Hurt the Stocks - Barron's

1. Trump approved five LNG projects, boosting the industry but causing tariff issues. 2. China's 15% tariffs slowed U.S. LNG imports, affecting market dynamics. 3. Venture Global's stock dropped 50% this year despite recent approvals. 4. Long-term contracts protect companies like Cheniere from price volatility. 5. Trade tensions could impact U.S. LNG exports in the long run.

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FAQ

Why Bearish?

The ongoing trade war and tariffs negatively impact U.S. LNG exports and prices. Historical trends show that trade disputes can lead to market shifts favoring other suppliers.

How important is it?

The article's focus on tariffs and trade impacts on LNG is significant for WDS's market exposure.

Why Long Term?

Long-term impacts are likely as trade relationships evolve, potentially favoring Australian and Qatari suppliers over the U.S.

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