How do markets build infrastructure as large as an LNG terminal without the government tipping the scales with various guarantees? How do you build a literal coastline of refineries without government clearing the way with permissive regulations? How can you say "let markets figure it out" when the US military is the acquisition department of Halliburton's Iraqi joint venture?
Pretending "markets can figure it out if we just remove government subsidies" is hopelessly naiive. Geopolitics is mostly energy policy.