NO. 1: Golden Pass LNG’s timeline for starting production could slip further into 2025. A shortage of skilled workers and other construction issues are reportedly causing delays. 

Market speculation about the project has grown this week as traders continue to watch U.S. export projects along the Gulf Coast for signs of new demand later this year and next as prices trend below $2/MMBtu. 

The 2.4 Bcf/d Golden Pass project in Texas is a joint venture of QatarEnergy, which owns 70%, and ExxonMobil, which owns 30%. ExxonMobil said late last year that exports would begin in early 2025 instead of 2024 as the partners had long signaled. 

Further construction delays could possibly push the start of liquefied natural gas production at the terminal into the second half of 2025,...