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The yanks can get the gas out of the ground no problem, they're getting so much of it that they're having to flare it to get rid of it at the moment.As you said, it's moving it that's the tricky part. Even if they get the import facilities sorted, as waterbottle showed before, there's just not enough tankers in the world to actually move enough of it.This leaves just two options: Build and man more tankers (at enormous expense on top of the already huge expense of building more import facilities), or find a substitute.The thing to note is that either way, the demand transfers from russia to everywhere else, and at a long term/strategic level, the U.S is the most secure/reliable supplier of everyone else.Considering just how expensive/difficult it would actually be to create what is essentially a 24/7 running flotilla of LNG ships crossing the atlantic, unless we see a nordstream type LNG pipeline built either off the continental shelf and across the entire atlantic seabed or under the arctic (yeah right), simple economics is going to see them pivot to substitutes. They'll use gas for all the things they have no other choice with and everything else will move to some kind of alternative.And if that alternative is american, then U.S inflation will surge.
The yanks can get the gas out of the ground no problem, they're getting so much of it that they're having to flare it to get rid of it at the moment.
As you said, it's moving it that's the tricky part. Even if they get the import facilities sorted, as waterbottle showed before, there's just not enough tankers in the world to actually move enough of it.
This leaves just two options: Build and man more tankers (at enormous expense on top of the already huge expense of building more import facilities), or find a substitute.
The thing to note is that either way, the demand transfers from russia to everywhere else, and at a long term/strategic level, the U.S is the most secure/reliable supplier of everyone else.
Considering just how expensive/difficult it would actually be to create what is essentially a 24/7 running flotilla of LNG ships crossing the atlantic, unless we see a nordstream type LNG pipeline built either off the continental shelf and across the entire atlantic seabed or under the arctic (yeah right), simple economics is going to see them pivot to substitutes. They'll use gas for all the things they have no other choice with and everything else will move to some kind of alternative.
And if that alternative is american, then U.S inflation will surge.
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