WASHINGTON : Data from the London Stock Exchange Group showed that the United States exported 9.94 million tonnes of supercooled gas in February, up from 8.2 million tonnes in the same month of 2025. The year-on-year increase highlights strong global demand, particularly as geopolitical tensions disrupt supplies from key producers.

Despite the annual rise, February exports declined on a monthly basis. Shipments fell from 11.3 million tonnes in January and were also below the record high of 11.5 million tonnes recorded in December.

Industry data suggests production could increase further in March, potentially allowing the United States to bridge supply gaps created by disruptions to LNG exports from Qatar amid its conflict with Iran. Market watchers are closely monitoring output trends as global buyers seek alternative sources to secure energy supplies.

Meanwhile, Golden Pass, a joint venture between QatarEnergy and ExxonMobil, is expected to dispatch its first LNG cargo this March, marking a significant development in global gas trade dynamics.

Europe remained the primary destination for US LNG in February, importing 7.66 million tonnes, accounting for 77 per cent of total US sales. This compares with 9.46 million tonnes, or 83 per cent of total exports, shipped to Europe in January.

The data also showed shifting demand patterns beyond Europe. Egypt, which has transitioned from being a net LNG exporter to a major buyer due to domestic gas shortages, imported 500,000 tonnes in February, unchanged from its January purchases.

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