#無し #SP Global #Liquefied Natural Gas #LNG exports

The Bright Future of Liquefied Natural Gas in the U.S.

A recent comprehensive study by SP Global Energy has revealed that the U.S. liquefied natural gas (LNG) exports are poised for remarkable growth, potentially positioning LNG as the second-largest net export industry in the country within the next five years. This surge in exports is expected to support approximately 550,000 jobs annually while contributing around $1.4 trillion to the nation's gross domestic product (GDP) by 2040.

The study indicates that U.S. feedgas demand for LNG exports is expected to double, reaching a staggering 36 billion cubic feet per day (bcf/d) by 2031, which is a 25% increase from prior projections. Currently, the U.S. holds the title of the world’s largest LNG supplier, accounting for over one-third of the global market share, thus solidifying its critical role in global energy dynamics.

Economic Impact Beyond Expectations

Daniel Yergin, Vice Chairman at SP Global, emphasized that the growth trajectory of LNG significantly surpasses all previous forecasts. What emerged as a $44 billion industry just a decade ago is now on track to become the second largest following U.S. civilian aircraft and parts.

Notably, this accelerating industry is not confined to the gas-producing states, as the economic benefits extend into non-gas-producing regions as well. Approximately 42% of jobs and 33% of GDP contributions will originate from these areas, highlighting the extensive reach of LNG's economic footprint.

According to the analysis, total investments in the LNG supply chain are anticipated to exceed $1 trillion by 2040. This growth will also yield over $2.9 trillion in total revenues for U.S. businesses, alongside generating $206 billion in federal and state tax revenues, and nearly $630 billion in labor income.

Minimal Impact on Domestic Gas Prices

Remarkably, this economic growth is occurring alongside minimal impacts on domestic natural gas prices, with projections suggesting a mere 1.6% increase in end-user costs for households from 2026 to 2031. U.S. domestic natural gas prices are expected to remain among the lowest worldwide due to the robust pipeline infrastructure and resource availability.

Eric Eyberg, Vice President of Gas and LNG at SP Global, pointed out that more than 45 years of identified commercial gas resources at existing production levels will sustain both exports and low domestic prices. This setup has showcased resilience even during global conflicts that typically drive commodity prices higher.

Global Implications of LNG Exports

The study also delved into the repercussions of any reduction in U.S. LNG export volumes, which could spark significant turmoil in global LNG markets by 2031. An