LNG / Energy Exports

Where it stands

Each step compares the last four complete quarters with the two years before. A theme usually moves left to right: companies push, Congress and the White House act, the government buys, and markets respond.

1. 1. Companies pushing
   Steady

   53 companies and groups lobbied on it in Q2 2026, against 64 a year earlier.

2. 2. Congress
   Falling

   4 bills introduced and 0 became law in the last four quarters, against 8 and 0 a year before that.

3. 3. White House and agencies
   Steady

   1 proposed rule, 1 final rule and 1 presidential action in the last four quarters, against 4 a year before that.

4. 4. Government buying
   Rising

   34 purchase plans and award notices in the last four quarters, against 18 a year before that (records start October 2023).

5. 5. Markets
   Falling

   2 insider purchases in the theme's companies in the last four quarters, against 8 a year before that. Their stocks: -46% over the same year, against +14% for the S&P 500. Among the 50 largest holdings of the funds we track, these stocks were worth $17.1B at the end of Q1 2026, against $14.8B a year earlier; the figure moves with prices and with how many funds rank them that high.

The setup

The US government is actively expanding its liquefied natural gas (LNG) capabilities, particularly for military installations and national energy security. This initiative began with NASA's interest in agency-wide LNG procurement and quickly escalated with the Department of Defense securing dedicated LNG supplies for Naval Station Guantanamo Bay. The effort culminated in a Presidential Memorandum invoking the Defense Production Act to accelerate national LNG infrastructure development.

How this developed

1. Nov 20, 2024NASA KSC issues a Sources Sought notice for agency-wide LNG supply for Glenn Research Center, Marshall Space Flight Center, and Stennis Space Center.Procurement notice
2. Jul 1, 2025Department of the Navy issues an RFI for the supply and delivery of LNG to Naval Station Guantanamo Bay (NSGB), Cuba.Procurement notice
3. Sep 11, 2025Department of the Navy awards Schuyler Line Navigation Company LLC a $13.7M contract for LNG delivery to NSGB, Cuba for FY25.Federal contract
4. Jan 7, 2026Department of the Navy issues a Combined Synopsis/Solicitation for a firm-fixed price IDIQ contract for LNG delivery to NSGB, Cuba.Procurement notice
5. Apr 20, 2026Presidential Memorandum invokes DPA Section 303 to expand natural gas and LNG capacity, directing the Secretary of Energy to enable projects.Executive action
6. Jun 25, 2026Department of the Navy awards Schuyler Line Navigation Company LLC a $21.3M delivery order for additional LNG to NSGB, Cuba.Federal contract
7. Sep 8, 2026Presidential Proclamation adjusts DPA delegations, sharing energy authority between Secretaries of Interior and Energy, and establishing dispute resolution.Executive action
8. Oct 7, 2026Presidential Proclamation declares October 2026 as National Energy Dominance Month, reaffirming pro-fossil fuel policies including ending freeze on LNG export terminals.Executive action

The full story, year by year

* Year to date. Lobbying is the most companies and groups naming the theme in any one quarter. Insider buys are officer and director open-market purchases in LNG, VG, EE, NFE. Fund holdings are the value of these companies among the top 50 positions of the funds whose 13F filings we track, at the latest quarter of each year. Stock returns are an equal-weight basket of the same companies with prices on file, split-adjusted, without dividends, against the S&P 500 over the same quarters.

• Lobbying before 2025 is still loading for this theme, so earlier years undercount.
• Lobbying reports for Q3 2026 are still being filed, so the comparison uses Q2 2026.

Why it matters

• The Department of Defense is rapidly securing dedicated LNG supplies for critical overseas bases, with two contracts totaling over $35 million awarded to Schuyler Line Navigation Company LLC for Naval Station Guantanamo Bay within 9 months (E4, E9).
• The invocation of the Defense Production Act (DPA) by Presidential Memorandum (E8) signals a top-level directive to accelerate national natural gas and LNG infrastructure, including pipelines, processing, storage, and export facilities, citing national defense and allied energy security.
• The DPA determination (E8) explicitly authorizes the Secretary of Energy to use purchases, commitments, and financial instruments to enable these projects, bypassing typical financing and permitting delays.
• The subsequent Presidential Proclamation (E11) further solidifies this by sharing DPA energy authority between the Secretaries of Interior and Energy, indicating a broad, coordinated effort to boost energy production and infrastructure.

Companies exposed to this theme

The record · 8 items, oldest first

• Nov 20, 2024Procurement noticeSources Sought Notice for Liquefied Natural Gas
• Jul 1, 2025Procurement noticeRequest for Information - Supply and Delivery of Liquefied Natural Gas (LNG) to Naval Station Guantanamo Bay (NSGB) Cuba
• Sep 11, 2025Federal contractSCHUYLER LINE NAVIGATION COMPANY LLC: DELIVERY OF LIQUEFIED NATURAL GAS (LNG) IN SUPPORT OF NAVAL STATION (NS) GUANTANAMO BAY, CUBA FOR FY25.
• Jan 7, 2026Procurement noticeNaval Station Guantanamo Bay Cuba Liquefied Natural Gas
• Apr 20, 2026Executive actionPresidential Memorandum: Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Natural Gas Transmission, Processing, Storage, and Liquefied Natural Gas Capacity
• Jun 25, 2026Federal contractSCHUYLER LINE NAVIGATION COMPANY LLC: DELIVERY ORDER TO ADD DELIVERIES 1 - 4 TO THE DELIVERY SCHEDULE FOR LIQUEFIED NATURAL GAS TO NAVAL STATION GUANTANAMO BAY, CUBA.
• Sep 8, 2026Executive actionProclamation: Adjusting Certain Delegations Under the Defense Production Act
• Oct 7, 2026Executive actionProclamation: National Energy Dominance Month, 2026

Some keyword matches were judged unrelated to this theme and are excluded from the record above.

How this story evolved

• Oct 11, 2026, 5:12 AM ETreal7 recordslatest record Oct 7, 2026

  President invokes DPA to accelerate natural gas and LNG capacity, including export facilities, citing national defense.

  The US government is actively pursuing the expansion of Liquefied Natural Gas (LNG) infrastructure and exports, driven by national defense and allied energy security concerns. This initiative began with NASA seeking LNG sources for its centers and has rapidly escalated to the Presidential invocation of the Defense Production Act (DPA) to expedite natural gas and LNG capacity development. The Department of Defense is also directly procuring LNG for overseas naval operations.

• Oct 9, 2026, 5:15 AM ETreal8 recordslatest record Oct 7, 2026

  President invokes DPA to accelerate natural gas and LNG capacity, including export facilities, citing national defense.

  The US government is actively pursuing the expansion of Liquefied Natural Gas (LNG) infrastructure and exports, driven by national defense and allied energy security concerns. This initiative began with NASA seeking LNG sources for its centers and has rapidly escalated to the Presidential invocation of the Defense Production Act (DPA) to expedite natural gas and LNG capacity development. The Department of Defense is also directly procuring LNG for overseas naval operations.

• Oct 8, 2026, 5:15 AM ETreal8 recordslatest record Oct 7, 2026

  President invokes DPA to accelerate natural gas and LNG capacity, including export facilities, citing national defense.

  The US government is actively pursuing the expansion of Liquefied Natural Gas (LNG) infrastructure and exports, driven by national defense and allied energy security concerns. This initiative began with NASA seeking LNG sources for its centers and has rapidly escalated to the Presidential invocation of the Defense Production Act (DPA) to expedite natural gas and LNG capacity development. The Department of Defense is also directly procuring LNG for overseas naval operations.

• Oct 7, 2026, 5:42 AM ETreal7 recordslatest record Sep 23, 2026

  Presidential DPA orders accelerate natural gas and LNG infrastructure, prioritizing energy security.

  The US government is actively accelerating the development and deployment of natural gas and Liquefied Natural Gas (LNG) infrastructure, citing national defense and allied energy security. This initiative is being driven by presidential directives leveraging the Defense Production Act (DPA) to overcome financing, permitting, and long-lead time challenges. NASA and the Department of Defense are also seeking LNG for their operational needs, indicating a broader governmental push for this energy source.

• Oct 6, 2026, 5:16 AM ETreal17 recordslatest record Oct 5, 2026

  President invokes DPA to accelerate LNG infrastructure, while Congress prioritizes Taiwan's energy security.

  The US government is actively and rapidly expanding its liquefied natural gas (LNG) export capabilities, driven by both domestic energy security and geopolitical objectives. This push is spearheaded by presidential action invoking the Defense Production Act (DPA) to fast-track infrastructure development, alongside legislative efforts to prioritize LNG exports to key allies like Taiwan.

• Oct 5, 2026, 5:15 AM ETreal5 recordslatest record Sep 8, 2026

  President invokes DPA for LNG capacity, while Congress pushes Taiwan energy security and streamlines export licensing.

  The US government is actively working to expand and secure its liquefied natural gas (LNG) export capabilities, driven by both economic and geopolitical considerations. This effort is spearheaded by a Presidential Determination invoking the Defense Production Act (DPA) to accelerate LNG infrastructure, alongside legislative initiatives to prioritize exports to key allies and streamline licensing processes. The focus is on solidifying the US position as a global energy supplier, particularly in response to strategic alliances and national security needs.

• Oct 4, 2026, 5:15 AM ETreal5 recordslatest record Sep 8, 2026

  President invokes DPA for LNG capacity, while Congress pushes for Taiwan-linked LNG exports and faster coastal project permitting.

  The US government is actively working to expand its liquefied natural gas (LNG) export capabilities and streamline energy infrastructure development, driven by both economic and geopolitical considerations. This effort is spearheaded by presidential action invoking the Defense Production Act (DPA) and supported by legislative initiatives aimed at accelerating permitting and prioritizing key allies. The earliest legislative efforts to remove state-level permitting hurdles for coastal energy projects began in March 2025.

• Oct 3, 2026, 5:15 AM ETreal5 recordslatest record Sep 8, 2026

  President invokes DPA for LNG capacity, while Congress pushes for Taiwan-linked LNG exports and faster coastal project permitting.

  The US government is actively working to expand its liquefied natural gas (LNG) export capabilities and streamline energy infrastructure development, driven by both economic and geopolitical considerations. This effort is spearheaded by presidential action invoking the Defense Production Act (DPA) and supported by legislative initiatives aimed at accelerating permitting and prioritizing key allies. The earliest legislative efforts to remove state-level permitting hurdles for coastal energy projects began in March 2025.

• Oct 2, 2026, 5:15 AM ETreal5 recordslatest record Sep 8, 2026

  President invokes DPA for LNG capacity, while Congress pushes for Taiwan-linked LNG exports and faster coastal project permitting.

  The US government is actively working to expand its liquefied natural gas (LNG) export capabilities and streamline energy infrastructure development, driven by both economic and geopolitical considerations. This effort is spearheaded by presidential action invoking the Defense Production Act (DPA) and supported by legislative initiatives aimed at accelerating permitting and prioritizing key allies. The earliest legislative efforts to remove state-level permitting hurdles for coastal energy projects began in March 2025.

• Oct 1, 2026, 5:15 AM ETreal5 recordslatest record Sep 8, 2026

  President invokes DPA for LNG capacity, while Congress pushes Taiwan energy security and streamlines export licensing.

  The US government is actively working to expand and secure its liquefied natural gas (LNG) export capabilities, driven by both economic and geopolitical considerations. This effort is spearheaded by a Presidential Determination invoking the Defense Production Act (DPA) to accelerate LNG infrastructure, alongside legislative initiatives to prioritize exports to key allies and streamline licensing processes. The focus is on solidifying the US position as a global energy supplier, particularly in response to strategic alliances and national security needs.

• Sep 30, 2026, 5:15 AM ETreal5 recordslatest record Sep 8, 2026

  President invokes DPA for LNG capacity, while Congress pushes Taiwan energy security and streamlines export licensing.

  The US government is actively working to expand and secure its liquefied natural gas (LNG) export capabilities, driven by both economic and geopolitical considerations. This effort is spearheaded by a Presidential Determination invoking the Defense Production Act (DPA) to accelerate LNG infrastructure, alongside legislative initiatives to prioritize exports to key allies and streamline licensing processes. The focus is on solidifying the US position as a global energy supplier, particularly in response to strategic alliances and national security needs.

• Sep 29, 2026, 5:15 AM ETreal5 recordslatest record Sep 8, 2026

  President invokes DPA for LNG capacity, while Congress pushes Taiwan energy security and streamlines export licensing.

  The US government is actively working to expand and secure its liquefied natural gas (LNG) export capabilities, driven by both economic and geopolitical considerations. This effort is spearheaded by a Presidential Determination invoking the Defense Production Act (DPA) to accelerate LNG infrastructure, alongside legislative initiatives to prioritize exports to key allies and streamline licensing processes. The focus is on solidifying the US position as a global energy supplier, particularly in response to strategic alliances and national security needs.