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How the U.S. Became the World’s Biggest Gas Supplier

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How the U.S. Became the World’s Biggest Gas Supplier

Top exporters of liquefied natural gas

Source: S&P Global

Note: Data reflects annual average liquefied natural gas exports by country.

In just eight years, the United States has rocketed from barely selling any gas overseas to becoming the world’s No. 1 supplier, a remarkable shift that has profited oil and gas companies and strengthened American influence abroad. But climate activists worry that soaring exports of liquefied natural gas could make global warming worse.

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Last month, the Biden administration said it would pause the permitting process for new facilities that export liquefied natural gas in order to study their impact on climate change, the economy and national security. Even with the pause, the United States is still on track to nearly double its export capacity by 2027 because of projects already permitted and under construction. But any expansions beyond that are now in doubt.

At the core of the debate over whether to allow more exports is a thorny question: With governments across the globe pledging to transition away from fossil fuels, how much more natural gas does the world need?

America’s gas export boom initially caught many policymakers by surprise. In the early 2000s, natural gas was relatively scarce at home, and companies were spending billions of dollars to build terminals to import gas from places like Qatar and Australia.

Fracking changed all that. In the mid-2000s, U.S. drillers perfected methods to unlock vast reserves of cheap natural gas from shale rock. At the same time, natural gas prices began spiking elsewhere in the world, especially after Japan shut down its nuclear plants in the wake of the Fukushima reactor meltdown in 2011 and began demanding more fuel.

That led to a stunning reversal. American companies, led by Cheniere Energy, began spending billions more to convert import terminals into export terminals, and shipments of U.S. gas to other countries began to surge.

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Major demand growth’

Natural gas is most easily transported by pipeline. To send it across oceans, the gas must be chilled to 260 degrees Fahrenheit below zero, turning it into a liquid. The process of making and shipping liquefied natural gas adds complexity and cost, but if the difference between U.S. natural gas prices and overseas prices is big enough, it is profitable.

“It comes down to economics,” said Kenneth Medlock, senior director at the Center for Energy Studies at Rice University. “Production just keeps growing in the United States, which keeps prices low. And then we keep seeing major demand growth in the rest of the world.”

The export boom has transformed America’s role in energy geopolitics.

Where U.S. liquefied natural gas exports go

Source: Department of Energy

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Note: Data available through Oct. 2023

Europe has become the biggest importer of American gas in recent years, enabling the continent to slash by more than half its reliance on Russian gas since Russia’s invasion of Ukraine in 2022.

In the future, Europe is expected to curb its appetite for gas by adding more renewable energy sources like wind and solar power. The main growth markets for natural gas are expected to be fast-growing Asian countries such as China, India, Pakistan, Bangladesh and Vietnam that want to use the fuel for electricity, heating or industrial purposes.

But as U.S. exports keep skyrocketing, critics have raised concerns about the climate change impact of transporting and selling more gas around the world.

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A complex climate question

The last time the Energy Department studied this issue, in 2019, it concluded that U.S. liquefied natural gas often produced fewer greenhouse gas emissions than other types of coal or gas used around the world. That meant that more exports could actually be beneficial for climate change if U.S. gas replaced those other fossil fuels. (When gas is scarce, some countries like Pakistan and Bangladesh have recently opted to burn more coal instead.)

But some environmentalists have disputed those conclusions, arguing that the analysis didn’t fully account for all the planet-warming methane leaks that can accompany natural gas production, and that it didn’t study whether a glut of gas might displace cleaner renewable energy rather than coal. The Energy Department is expected to study these questions while it puts permits for new projects on hold.

In the meantime, the U.S. gas boom is far from over, even with the permitting pause.

U.S. export capacity is set to nearly double, even with a permitting pause

Source: U.S. Energy Information Administration

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Note: Export capacity shown reflects each facility’s baseload capacity. Start dates are approximate.

Since 2016, U.S. energy companies have built seven large facilities in Texas, Louisiana, Maryland and Georgia that can export around 11.4 billion cubic feet of liquefied natural gas per day, according to the Energy Information Administration.

Another five projects along the Gulf Coast are already permitted and under construction and will be able to export an additional 9.7 billion cubic feet per day by 2027 — nearly doubling America’s export capacity. Three more facilities are currently being built in Mexico that will receive U.S. gas by pipeline and then ship it abroad.

The pause, however, could affect nearly a dozen proposed projects in the United States and Mexico that, if built, could boost export capacity by another 10 billion cubic feet per day, according to research by Clearview Energy Partners, a consulting firm. Whether those projects ultimately go forward remains to be seen.

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With so many projects locked in, experts say it will be crucial to ensure that methane leaks from gas production are kept as low as possible. (The Biden administration has put forward several new regulations on methane.) “This is an area where we can actually deliver an emissions win, maybe more so than delaying or even killing a future supply project,” said Ben Cahill, a senior fellow at the Center for Strategic and International Studies. “Because it’s what we do with the emissions on the projects that we know are with us today.”

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Video: Why Mountain Lions in California Are Threatened

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Video: Why Mountain Lions in California Are Threatened

new video loaded: Why Mountain Lions in California Are Threatened

Six subpopulations of mountain lions in California face mounting threats, including habitat fragmentation from highways, urban sprawl, and wildfires, as well as widespread rodenticide poisoning. Loren Elliott, a photojournalist for The New York Times, shows how he documents these elusive animals.

By Loren Elliott, Gabriel Blanco and Rebecca Suner

February 9, 2026

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Torrance residents call for the ban of ‘flesh-eating’ chemical used at refinery

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Torrance residents call for the ban of ‘flesh-eating’ chemical used at refinery

Residents and advocates gathered Saturday to demand the ban of a chemical that’s used at a Torrance oil refinery and that they say has the potential to cause a mass casualty disaster.

Hydrofluoric acid is used in about 40 gasoline refineries across the United States, according to the National Resources Defense Council. The defense council states that “exposing as little as 1% of a person’s skin to HF (about the size of one’s hand) can lead to death. When inhaled, HF can fatally damage lungs, disrupt heart rhythms, and cause other serious health effects.”

The Torrance Refinery uses modified hydrofluoric acid, or MHF, which the refinery considers to be a safer alternative to HF, though the claim is disputed by advocates. Steve Goldsmith, president of the Torrance Refinery Action Alliance, which hosted the Saturday event, said that if MHF were to be been released into the air, it would create irreversible health effects within 6.2 miles of the refinery, trickling into other parts of Los Angeles County.

And in 2015, he said, this almost happened.

On Feb. 18, 2015, there was an explosion at the refinery, then operated by ExxonMobil, caused by the rupture of an eroded valve. The incident, which released flammable hydrocarbons, injured four workers and forced 14 schools into lockdown.

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The Saturday event, held at North High School’s Performing Arts Center in Torrance, marked the 11th anniversary of the explosion.

Goldsmith described the chemical as “murderous.”

Audience members participate in a “peace clap” at North Torrance High as they listen to speakers against the use of hydrofluoric acid in the Los Angeles region and across the country.

(Allen J. Schaben / Los Angeles Times)

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“Torrance Refinery had an enormous explosion, and a piece of equipment the size of a bus came within five feet of the hydrofluoric acid, causing a near miss,” Goldsmith said. “We’ve been working to get rid of it.”

Residents like Christopher Truman say replacing MHF with an alternative option is the least that can be done. His parents live near the refinery.

“I’m born and raised in the South Bay, and my family lives in, effectively, what would be the blast radius if another accident happened,” Truman said. “So just in that aspect, I’m very worried about it.”

MHF is also used to clean semiconductor surfaces and produce pesticides and herbicides in the agricultural and pharmaceutical industries, according to the Torrance Refinery.

County Supervisor Janice Hahn said residents should not assume “they will be lucky” if another refinery accident were to occur.

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“Only two refineries in California use MHF, Torrance Refinery and the Valero Refinery in Wilmington,” Hahn said. “MHF is simply too dangerous to use. It is a flesh-eating, low-crawling, toxic vapor cloud. Our communities will not be safe until this chemical is gone.”

Goldsmith said a Chevron refinery in Salt Lake City found an ionic-liquid alkylation process as an alternative to MHF. He added that the 2025 Chevron refinery explosion in El Segundo “would have been different if they had been using MHF.”

“They used another chemical that did not endanger the community,” Goldsmith said. “And that’s the thing about refineries, they have explosions. But that’s why you can’t have [MHF] around things that can blow up.”

U.S. Representative

Congressmember Maxine Waters appears on a video message explaining her legislation

U.S. Rep. Maxine Waters (D-Los Angeles) appears on a video message explaining her legislation, which she says will have a positive impact for communities in the Los Angeles region.

(Allen J. Schaben / Los Angeles Times)

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U.S. Rep. Maxine Waters, (D-Los Angeles), who represents the city of Torrance, greeted attendees in a prerecorded message, in which she reintroduced her bill, the “Preventing Mass Casualties from Release of Hydrofluoric Acid at Refineries Act,” which targets plants using MHF.

“I originally introduced this bill in December of 2024,” Waters said in the video. “I faced considerable opposition, especially from the United Steel Workers Union, [who were] concerned that if refineries converted to safer technologies, some of the refineries might close, leaving workers without jobs. They agreed with me that hydrofluoric acid is dangerous. But they still would not support my bill. So I decided to go ahead and reintroduce this bill, [without] union support.”

The bill would give refineries five years to find an alternative to the dangerous chemical. Violators may be subject to fines up to $37,000 per infraction.

Supervisor Janice Hahn speaks out against the use of hydrofluoric acid in the Los Angeles region and across the country

Los Angeles County Supervisor Janice Hahn speaks out against the use of hydrofluoric acid.

(Allen J. Schaben / Los Angeles Times)

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Some residents stressed the need for transparency from local officials.

Ian Patton, a Long Beach resident, said most parts of the investigation into the 2015 explosion were withheld.

“Why can’t they not make this report public? The [Torrance Refinery Action Alliance] has been asking for it for years,” Patton said. “The next step was to look at litigation under the California Public Records Act. It’s not something that we want to do, but the public deserves to know whether these plants are safe.”

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TrumpRx is launched: How it works and what Democrats say about it

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TrumpRx is launched: How it works and what Democrats say about it

The White House’s TrumpRx website went live Thursday with a promise to instantly deliver prescription drugs at “the lowest price anywhere in the world.”

“This launch represents the largest reduction in prescription drug prices in history by many, many times, and it’s not even close,” President Trump said at a news conference announcing the launch of the platform.

Drug policy experts say the jury is still out on whether the platform will provide the significant savings Trump promises, though it will probably help people who need drugs not commonly covered by insurance.

Senate Democrats, meanwhile, called the site a “vanity project” and questioned whether the program presents a possible conflict of interest involving the pharmaceutical industry and the Trump family.

What is TrumpRx, really?

The new platform, trumprx.gov, is designed to help uninsured Americans find discounted prices for high-cost, brand-name prescriptions, including fertility, obesity and diabetes treatments.

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The site does not directly sell drugs. Instead, consumers browse a list of discounted medicines, and select one for purchase. From there, they either receive a coupon accepted at certain pharmacies or are routed directly to a drug manufacturer’s website to purchase the prescription.

The White House said the reduced prices are possible after the administration negotiated voluntary “most favored nation” agreements with 16 major drugmakers including Pfizer, Eli Lilly and Novo Nordisk.

Under these deals, manufacturers have agreed to set certain U.S. drug prices no higher than those paid in other wealthy nations in exchange for three-year tariff exemptions. However, the full legal and financial details of the deals have not been made public, leaving lawmakers to speculate how TrumpRx’s pricing model works.

What does it accomplish?

Though the White House has framed TrumpRx as a historic reset for prescription drug costs, economists said the platform offers limited new savings.

But it does move the needle on the issue of drug pricing transparency, away from the hidden mechanisms behind how prescription drugs are priced, rebated and distributed, according to Geoffrey Joyce, director of health policy at the USC Schaeffer Center for Health Policy and Economics.

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“This has been a murky world, a terrible, obscure, opaque marketplace where drug prices have been inconsistently priced to different consumers,” Joyce said, “So this is a little step in the right direction, but it’s mostly performative from my perspective, which is kind of Trump in a nutshell.”

Still, for the uninsured or people seeking “lifestyle drugs” — like those for fertility or weight loss that insurers have historically declined to cover — TrumpRx could become a useful option, Joyce said.

“It’s kind of a win for Trump and a win for Pfizer,” Joyce said. “They get to say, ‘Look what we’re doing. We’re lowering prices. We’re keeping Trump happy, but it’s on our low-volume drugs, and drugs that we were discounting big time anyway.’”

Where does it fall short?

Early analyses by drug policy experts suggest many of the discounted medications listed on the TrumpRx site were already on offer through other drug databases before the platform launched.

For example, Pfizer’s Duavee menopause treatment is listed at $30.30 on TrumpRx, but it is also available for the same price at some pharmacies via GoodRx.

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Weight management drug Wegovy starts at $199 on TrumpRx. Manufacturers were already selling the same discounted rates through its NovoCare Pharmacy program before the portal’s launch.

“[TrumpRx] uses data from GoodRx, an existing price-search database for prescription drugs,” said Darius N. Lakdawalla, a senior health policy researcher at USC. “It seems to provide prices that are essentially the same as the lowest price GoodRx reports on its website.”

Compared to GoodRx, TrumpRx covers a modest subset of drugs: 43 in all.

“Uninsured consumers, who do not use or know about GoodRx and need one of the specific drugs covered by the site, might benefit from TrumpRx. That seems like a very specific set of people,” Lakdawalla said.

Where do Democrats stand?

Democrats slammed the program this week, saying it would not provide substantial discounts for patients, and called for greater transparency around the administration’s dealings with drugmakers. To date, the administration has not disclosed the terms of the pricing agreements with manufacturers such as Pfizer and AstraZeneca.

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In the lead-up to the TrumpRx launch, Democratic members of Congress questioned its usefulness and urged federal health regulators to delay its debut.

“This is just another Donald Trump pet project to rebrand something that already exists, take credit for it, and do nothing to actually lower healthcare prices,” Sen. Alex Padilla (D-Calif.) said Friday. “Democrats will continue fighting to lower healthcare costs and push Republicans to stop giving handouts to billionaires at the expense of working-class Americans.”

Three other Democratic senators — Dick Durbin, Elizabeth Warren and Peter Welch — raised another concern in a Jan. 29 letter to Thomas March Bell, inspector general for the Department of Health and Human Services.

The three senators pointed to potential conflicts of interest between TrumpRx and an online dispensing company, BlinkRx.

One of Trump’s sons, Donald Trump Jr., joined the BlinkRx Board of Directors in February 2025.

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Months before, he became a partner at 1789 Capital, a venture capital firm that holds a significant stake in BlinkRx and led the startup’s $140-million funding round in 2024. After his appointment, BlinkRx launched a service to help pharmaceutical companies build direct-to-patient sales platforms quickly.

“The timing of the BlinkRx announcement so closely following the administration’s outreach to the largest drug companies, and the involvement of President Trump’s immediate family, raises questions about potential coordination, influence and self-dealing,” according to an October 2025 statement by Democrats on the House Energy and Commerce Committee.

Both BlinkRx and Donald Trump Jr. have denied any coordination.

What’s next?

The rollout of TrumpRx fits into a suite of White House programs designed to address rising costs, an area of vulnerability for Republicans ahead of the November midterms.

The White House issued a statement Friday urging support for the president’s healthcare initiative, dubbed “the great healthcare plan,” which it said will further reduce drug prices and lower insurance premiums.

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For the roughly 8% of Americans without health insurance, TrumpRx’s website promises that more high-cost, brand-name drugs will be discounted on the platform in the future.

“It’s possible the benefits will become broader in the future,” Lakdawalla said. “I would say that the jury remains out on its long-run structure and its long-run pricing effects.”

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