U.S. LNG exports are becoming increasingly politicized. The CFTC has indicated they may result in higher domestic natural gas prices. The sector may also be part of the rapprochement between the U.S. and Chinese governments on trade policy, while President Trump is also trying to apply pressure on the EU to take more American rather than Russian natural gas. Exports surged 63% higher in the first quarter of 2018. The inauguration of Dominion’s Cove Point terminal from March – as well as more capacity under construction – will mean growth will continue. Shipments to the EU have actually f...