Major LNG players TotalEnergies and JERA elevated supply security concerns at the World Economic Forum in Davos last week. Despite declining Japanese and European LNG offtakes, their demand remains a significant market force, heavily dependent on US supply. TotalEnergies' CEO sought President Trump's assurance of uninterrupted US LNG flows, while JERA's LNG head emphasized higher portfolio diversification toward US sources to enhance Japan’s energy security.
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