Wall Street Breakfast Energy firms oppose U.S. ship mandate
May 8, 2025
U.S. energy firms are pushing back against a new regulation requiring them to transport LNG on U.S.-built ships. Meanwhile, China Airlines has made headlines with a significant order for Boeing's latest 777X models. The podcast also discusses a legal victory for Lilly, as a judge upholds the FDA's decision on Zepbound. These stories highlight both the challenges and successes in the energy and aviation sectors, alongside market trends worth paying attention to.
AI Snips
Chapters
Transcript
Episode notes
Challenges of U.S. LNG Ship Mandate
- U.S. energy firms argue that the new mandate requiring LNG exports to be transported on U.S.-built ships is impractical.
- There are too few U.S. shipyards capable of building LNG carriers, making the 1% requirement by 2028 infeasible.
China Airlines Orders Boeing 777X
- China Airlines became the first Taiwanese carrier to order Boeing's advanced 777X jets, including passenger and freight variants.
- The 777-9 model offers improved fuel efficiency reducing emissions by 20% compared to previous models.
Lilly Wins ZepBound Shortage Ruling
- A Texas federal judge upheld the FDA's determination that the shortage of Lilly's weight loss drug ZepBound is over.
- This ruling restricts compounding pharmacies from producing copycat tirzapatide versions, protecting Lilly's market position.