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4 clusters · 9 sources · 27 days · First seen · Last updated

Categories: BUSINESS

US LNG Export Surge Continues, DOE Projects Doubling

Entities: U.S. Energy Information Administration · Donald Trump · U.S. Department of Energy

Overview

Shell’s 2026 LNG Outlook projects global demand near 700 million tonnes per year by 2050, a 65 % rise from 2025, driven by higher electricity use, Asia’s shift from coal to gas, and data‑centre growth. Supply constraints persist, notably disruptions in the Strait of Hormuz that keep spot prices elevated for Asian and European buyers. The outlook calls for substantial new liquefaction capacity; North American projects, especially Gulf Coast export terminals, aim to add 180‑200 million tonnes per year by the 2030s‑2040s. Infrastructure bottlenecks in South and Southeast Asia—particularly regasification and pipeline networks—remain a limiting factor. GTT reports a growing order book for LNG tanks and large‑scale storage, reflecting the need for more carriers and terminals.

The United States has become a dominant new supplier, accounting for roughly 93 % of the world’s additional LNG exports in 2025 and holding a 25.4 % share of global LNG trade. Growth is underpinned by the shale boom, expanded Gulf Coast pipelines, and the conversion of former import terminals.

U.S. Department of Energy data released in July 2026 show LNG export volumes projected to double by 2031, adding an estimated $1.4 trillion to U.S. GDP and creating about 550,000 jobs by 2040. The agency cites a voluntary lease withdrawal from Golden State Wind and a $120 million reinvestment in Gulf Coast projects as part of the push to boost fossil‑fuel infrastructure. Low domestic gas prices continue to support this export expansion.

Timeline

  1. about 11 hours ago

    [BUSINESS] 2 sources
    United States LNG Exports Surge as DOE Highlights Record Growth

    The U.S. DOE says LNG exports are rising sharply, with plans to double volumes by 2031, add $1.4 trillion to GDP and create 550,000 jobs, while domestic gas prices stay low.

  2. 3 days ago

    [BUSINESS] 2 sources
    United States Emerges as Global LNG Superpower

    U.S. supplied 93% of 2025 global LNG export growth, reaching 5.2 tcf and a 25.4% market share, driven by shale gas and Gulf Coast infrastructure, and is set to become the country’s second‑largest net export.

  3. 15 days ago

    [BUSINESS] 3 sources
    LNG demand to soar by 2050, fueling Shell outlook and GTT order boom

    Shell forecasts global LNG demand to reach nearly 700 Mt/yr by 2050, while GTT sees strong tanker and storage orders, highlighting a growing market amid supply route tensions.

  4. 26 days ago

    [BUSINESS] 2 sources
    Shell projects global LNG demand to rise 65% by 2050

    Shell’s LNG Outlook 2026 expects global demand to hit ~700 Mt/yr by 2050, a 65% rise from 2025, driven by Asia’s shift from coal and growing data‑centre power, with new supply and infrastructure needed.

Sources

blackout-news.de · hydrocarbonengineering.com · it-boltwise.de · lngindustry.com · oilprice.com · shaledirectories.com · sitiosargentina.com.ar · successfactors.com · thesheffieldpress.com