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U.S.-based Venture Global LNG announced a 20-year supply agreement with China’s Sinopec, the largest long-term liquefied natural gas supply deal ever signed by an American company.

https://www.cnbc.com/2021/11/04/natural-gas-powerhouse-venture-global-signs-largest-ever-supply-deal-by-an-american-company.html

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Now ask yourself what happens when they can meet their supply obligations under the deal because they are banned from transporting the LNG over the road and the pipeline is shutdown.