Data source: U.S. Energy Information Administration, Liquefaction Capacity File, and trade press
Note: Export capacity shown is project's baseload capacity. Online dates of LNG export projects under construction are estimates based on trade press. LNG=liquefied natural gas; FLNG=floating liquefied natural gas
In 2025, we expect increases in demand, which includes domestic natural gas consumption and exports, will exceed increases in supply, which includes domestic natural gas production and imports. Consumption and exports increase by almost 3%, or 3.2 billion cubic feet per day (Bcf/d), in our forecast, outpacing the 1.4 Bcf/d growth in production and imports, leading to a 43% increase in the Henry Hub price. In 2026, we expect demand to continue to grow faster than supply, increasing prices by an additional 27%.
America's demand for fossil gas is set to increase - no, not for stuff like heating homes or the power grid - but almost entirely due to the fact that sending gas overseas is itself a process that consumes HUGE amounts of gas
www.eia.gov/todayinenerg...
www.eia.gov/todayinenerg...