U.S. LNG Exports Reach Record 14.6 Bcf/d in 2025 Amid Capacity Expansion
U.S. LNG exports surged 24% to a record 14.6 Bcf/d in 2025, driven by 9 Bcf/d of new capacity under construction from major players like Venture Global and Cheniere. Despite facing market challenges, including compressed spreads and stock declines, three projects aim for Final Investment Decision by early 2026, with Delfin FLNG anticipated to lead. Improved global weather forecasts in early 2026 may enhance LNG margins and equities.
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U.S. LNG exports increased 24% to 14.6 Bcf/d in 2025, with 9 Bcf/d of new capacity under construction. Despite tightening spreads impacting 4Q25, major expansions from Venture Global, Cheniere, and others were initiated.
Three projects are targeting Final Investment Decision by early 2026, with Delfin FLNG expected to lead. Market challenges included compressed spreads and stock declines, particularly affecting Venture Global and NextDecade. Despite these pressures, global weather forecasts in early 2026 improved conditions for LNG margins and equities.
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