The U.S. Gulf Coast has seen a bevy of potential deals and partnerships as large Asian natural gas buyers eye using gas-derivative, low-carbon fuels to help meet ambitious climate goals.


Specifically, Japanese and South Korean plans to lean on ammonia and hydrogen made from natural gas to decarbonize existing infrastructure are raising the interest of U.S. firms from LNG exporters to fertilizer producers. 

However, the potential upside for the domestic gas market from ammonia or hydrogen projects could prove much more complicated than the future of liquefied natural gas.

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Anne-Sophie Corbeau, a global research scholar with Columbia University’s...