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Natural Gas Bottlenecks in Lower 48 Said Threatening Demand Growth

Natural Gas Intelligence · last updated

American Petroleum Institute (API) executives on Monday argued that infrastructure constraints and permitting delays are now the central risks to meeting a historic surge in U.S. natural gas demand.

Table ranking the top publicly traded U.S. natural gas producers by average production in 3Q2025, led by Expand Energy, EQT and ExxonMobil, showing quarter-over-quarter and year-over-year output changes in MMcf/d, with total Top 30 production exceeding 52 Bcf/d, based on NGI calculations and Bloomberg data.

At A Glance:

  • Pipeline constraints slowing supply growth
  • Natural gas anchoring AI-driven power growth
  • Bipartisan, durable permitting overhaul urged

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