U.S. Dominance as the Leading Global LNG Exporter: Strengthening Energy Security Amid Geopolitical Shifts
In just eight years, the United States has surged from a minimal LNG exporter to becoming the world’s largest supplier, reshaping global energy markets.
The U.S. Department of Energy under leadership of new Energy Secretary Chris Wright reversed the Biden LNG Pause in January 2025 and the U.S. LNG boom is set to continue – with export capacity expected to nearly double in the coming years.
Key highlights of the U.S. LNG Growth:
· In 2023, U.S. LNG exports grew ~12% year-over-year, surpassing Australia and Qatar
· Since 2016, seven major LNG export facilities have been built in Texas, Louisiana, Maryland, and Georgia — enabling exports of 11.4 Bcf/day
· By 2027, five additional Gulf Coast LNG export terminal projects are expected to boost U.S. LNG export capacity even further
Global Impact
· Europe has become the largest importer of U.S. LNG, reducing its reliance on Russian gas by over 50% since 2022
· Asia is expected to drive future LNG demand, with growing needs in China, India, Pakistan, Bangladesh, and Vietnam
What’s next for LNG?
With U.S. LNG export capacity poised to expand significantly, ensuring efficient infrastructure development will be key to meeting global energy demand while supporting domestic U.S. economic growth. To ensure that gas imports continue to flow into Europe it is important that the EU’s new Methane Regulation takes into consideration US LNG exporters’ significant efforts on methane measures. US LNG exporters have recently announced they will stick with methane measures despite EPA rollbacks, i.e. the rollback of a requirement for companies to report their annual emissions of methane announced last week.
At SDI Management Consulting, we help energy clients navigate LNG supply and demand market dynamics, infrastructure planning, and regulatory assessments to unlock growth opportunities.
·      What are your thoughts on the future of U.S. LNG exports?
·      How will rising Asian demand shape global energy markets?