US natural gas is entering a tighter environment shaped by two significant and durable demand engines: LNG exports and data-center-driven electricity load growth.
A&M has leveraged proprietary data, insights, and public information to develop a detailed supply-demand forecast model for US natural gas through 2040. The resulting report highlights the key trends and forces shaping the market’s future.
- Structural Demand Growth: US LNG feed gas demand is expected to rise by ~13 Bcf/d by 2030 and reach 34 Bcf/d by 2040, while data center gas demand grows by 3 Bcf/d by 2030 and 8 Bcf/d by 2040.
- Tightening Supply: Declining Tier-1 inventory quality and associated gas depletion will create a steeper cost curve and drive margin expansion for low-cost producers.
- Regional Shifts: The Gulf Coast remains the global leader in LNG exports, with Texas emerging as a major gas-fueled electricity hub for data centers.
- Consolidation & Integration: Scale, basin selectivity, and vertical integration across upstream, midstream, LNG, and power will define competitive advantage.
Discover the strategic implications across the energy value chain and how market leaders can position for long-term growth and resilience.
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