As the United States moves to reassure allies that reliable LNG exports are still a priority, market analysts warn the Department of Energy’s (DOE) pause on new export permits has already opened the door for international competitors.

President Biden met with Japanese Prime Minister Kishida Fumio Wednesday where, along with security and economic cooperation, the two reportedly discussed Japan’s energy relationship with the United States. While Biden’s January directive for DOE to review its policies for approving exports from new liquefied natural gas projects does not currently prevent U.S. cargoes from being sent to Japan, some Japanese firms and officials have expressed concern about its impact on long-term energy security and affordability.

In an official White House...