Gas
Haynesville shale set for growth amid US LNG demand
The Haynesville shale is positioned for significant production growth to supply expanding US Gulf Coast liquefied natural gas export facilities.
Key points
- US Gulf Coast LNG export projects are expected to add about 20 billion cubic feet per day of capacity.
- Wood Mackenzie forecasts Haynesville production to grow by 13.5 billion cubic feet per day between 2025 and 2035.
- Midstream operators are investing heavily in new gathering and pipeline capacity across the region.
Rising LNG demand
Natural gas production in the United States is facing a new wave of demand driven primarily by liquefied natural gas (LNG) export facilities under construction on the Gulf Coast. According to ETF Trends, these projects are set to add roughly 20 billion cubic feet per day of capacity, more than doubling current national capacity. While the Permian Basin has driven recent output growth, its associated gas production will not be sufficient to meet the incoming demand surge.
The Haynesville response
To bridge the supply gap, industry forecasts point to the gas-focused Haynesville shale spanning east Texas and northwestern Louisiana. The region enjoys close proximity to Gulf Coast export terminals. Wood Mackenzie forecasts regional production growth of 13.5 billion cubic feet per day from 2025 to 2035, representing a 93 percent increase, according to ETF Trends data.
Midstream expansion
Midstream companies are scaling up infrastructure to match the projected output increases. Kinder Morgan is investing 500 million US dollars to add 1 billion cubic feet per day of gathering capacity, while Williams and DT Midstream are advancing major pipeline and gathering expansions to connect new supply with LNG and power generation markets.
Original reporting
This article draws on the following reports. Read them in full on the publishers’ sites.
Context from CEII
Gas is the flexible backbone of many grids and the designated transition fuel in many national plans, from LNG trade to domestic LPG and CNG. Supply security and pricing drive both power reliability and emissions.
21.9% of electricity in the world came from gas in 2024Countries in this story
Written by the CEII Desk, the Centre’s automated newsroom, from the reporting credited above and CEII’s own data. Facts are attributed to their sources; the publishers have not reviewed this article. Spotted an error? Tell our editors.
