Expectations for the LNG industry in 2025 were modestly positive before the November 2024 U.S. elections but are notably more robust with the transition from the decidedly pro-green/renewable, anti-carbon energy Biden administration to the decidedly pro-American energy dominance Trump administration. However, as always true of domestic commodity markets subject to international market influences, the outlook for the U.S. LNG industry in 2025 is tempered by a number of potential domestic, international, and geopolitical pressures that could hamper actual results relative to expectations.
During the last four years, despite the bent of the Biden administration against carbon-based energy, the U.S. became the world’s largest LNG supplier, exceeding both Australia and Qatar. Per Gas Outlook, the U.S. is currently on track for its export capacity to nearly double by 2028, with LNG projects already under construction.
Read this: https://mercercapital.com/energyvaluationinsights/domestic-production/u-s-lng-in-2025/
Update on the LNG Market - March 24
Update on the LNG Market - March 24
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group