Galp joins BP in successfully challenging the U.S. firm, while Shell and Spain’s Repsol saw their respective claims dismissed. Italy’s Edison opted for a private settlement. The core of the dispute centers on the Calcasieu Pass export project, where Venture Global delayed formal commissioning to bypass delivery requirements. By keeping the plant in a state of extended testing, the company sold gas at higher spot prices rather than honoring pre-existing supply commitments.

Venture Global contends its obligations only triggered upon official commissioning, an event that occurred in 2025. This argument faces scrutiny given the company simultaneously launched a second facility in late 2024. With a final ruling regarding Poland’s Orlen expected by year-end, the firm faces potential liability reaching billions of dollars. Despite these legal setbacks, recent commercial activity suggests resilience; ConocoPhillips recently finalized a 20-year supply deal, signaling that major market players remain willing to engage with the exporter despite ongoing litigation.