NGI Special Edition: Fueling the Future - Natural Gas to Shine Amid Rising Power and Export Demand

“The shifting market dynamics come as surpluses of natural gas in underground storage have eroded, accelerated by a record-breaking withdrawal in early December. After some delay, winter’s bitter cold had arrived in force, jolting markets from their bearish slumber that had sunk Henry Hub spot prices to a 16-year low.”

Chris Newman, Jodi Shafto, “Will Production Discipline, Export Growth Support Higher Natural Gas Prices in 2025?”

“While industry outlooks still differ slightly on how many trains could be online and what it ultimately means for U.S. natural gas demand in 2025, it is clear there could be at least two new export projects drawing more supplies to the Gulf Coast.”

Jacob Dick, “U.S. Natural Gas Demand Poised for Growth in 2025 as LNG Buildout Ramps Up”

“Another five U.S. export projects are already under construction that would boost production to nearly 25 Bcf/d by the end of the decade.”

Jamison Cocklin, “U.S. LNG ‘Golden Era’ Expected to Last Longer as Trump Takes Office”

“If more wells were drilled, natural gas and oil reserves would grow. That in turn could reduce the price of gasoline at the pump. However, commodity prices might decline with a surfeit of production, giving operators less incentive to drill.”

Carolyn Davis, “Trump Wants Natural Gas and Oil Industry to ‘Drill, Baby, Drill,’ but What’s the Upside?”

“A sea change is on the horizon for U.S. energy policy, but the transformation is likely to be shaped more by the demands of the moment than by President Trump’s second term, according to former FERC Chairman Neil Chatterjee.”

Jamison Cocklin, “Former FERC Chairman Calls for All-of-the-Above Energy Approach to Win AI Race”

“Rystad Energy CEO Jarand Rystad said the global energy markets are ‘moving from a time of energy scarcity to a time of energy abundance. Capacity additions in both fossil fuels and renewables are poised to outpace increases in demand’ in 2025.”

Carolyn Davis, “U.S. E&P Activity ‘Alarmingly Low,’ but Urgency Lacking as Natural Gas, Oil Supply Outweighs Demand”