The LNG and Long-Cycle Pivot — Qatar, Port Arthur, and the Energy Transition Bet

ConocoPhillips' identity has expanded beyond its Lower 48 shale roots. By 2028, the company expects to more than double its LNG production through Qatar's North Field expansions and the Port Arthur LNG project on the U.S. Gulf Coast. This is the company's bet on natural gas as the longest-cycle, transition-friendly hydrocarbon — and it's a story candidates need to know, especially after the Q1 2026 disruption from the Middle East conflict reshaped the near-term picture.