Bosnia is next on U.S. President Donald Trump’s disruption agenda, and an opaque energy deal riddled with conflicts of interest is at the heart of yet another of Washington’s transactional gambles based on insufficient knowledge. Since the second half of 2025, the Trump administration has been dismantling key elements of long-running U.S. policy toward Bosnia and Herzegovina, all because it wants a pipeline from Croatia to supply U.S.
LNG, with deals brokered by an unknown company run by Trump loyalists collecting on owed favors. …
LNG Market Background
The global LNG market has undergone a structural transformation in recent years, with U.S. exports reshaping trade flows and providing consuming nations with greater supply optionality. European buyers have accelerated long-term LNG contracting following the disruption of Russian pipeline gas supplies.
New LNG liquefaction capacity — from the U.S. Gulf Coast, Qatar's North Field expansion, and Australian projects — is expected to add significant supply volumes through the late 2020s, with implications for long-term contract pricing and spot market dynamics.
What to Watch
Stakeholders will be tracking spot LNG cargo pricing in Asian and European markets, liquefaction plant utilization rates, and upcoming long-term supply contract negotiations as global LNG trade flows continue to evolve.
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