Comments by "Louis Giokas" (@louisgiokas2206) on "The Biden Administration Blocks LNG Exports (Sorta) || Peter Zeihan" video.

  1. A funny thing about all the hullabaloo about LNG is that the Europeans, especially the Germans, were saying that Trump's restrictions on the completion of Nord Stream II was just a way to force them to buy American LNG. There are still people in Europe that think that.
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  2. Your international exposure calculation is probably a bit off. The prices in the rest of the world reflect the current readily available supply and includes transportation costs. The enhanced supply from the US would tend to put downward pressure on prices outside the US. The price of gas delivery is one of the big drivers of cost of LNG for the Europeans, for example. You do need to separate those things out. Russian gas was always going to be cheaper because of the delivery method.
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