The U.S. Department of Energy’s (DOE) pause on new export project permits is not expected to impact the bottom lines of LNG equipment manufacturers in the mid-term, but others across the value chain are still assessing the temporary suspension’s potential effects.

Following last week’s decision by the Biden administration to pause DOE approval of worldwide exports of U.S. liquefied natural gas, market speculation has swirled about the future of global supply and U.S. export capacity. The authorization freeze potentially impacts more than a dozen pending export projects on DOE’s docket, but is likely to immediately delay at least 10 proposed terminals in the United States and Mexico that haven’t reached a final investment decision.

Researchers at Evercore ISI wrote in a...