CA - Rising Electricity Demand Needs Natural Gas And Midstream
2025-05-28 08:00:00 ET
Summary
- Electricity demand in the U.S. is poised for meaningful growth after being relatively flat for 20 years.
- LNG exports are a clear driver of growing U.S. natural gas demand. However, the potential demand growth related to power generation is less straightforward, with varying estimates as data centers remain somewhat of a wild card.
- Midstream companies continue to announce new growth projects related to natural gas demand from power plants, data centers, and LNG facilities.
Natural gas continues to be the most important driver of midstream growth opportunities in North America. The anticipated step change in natural gas demand is largely being driven by exports of liquefied natural gas ((LNG)). LNG demand is fairly straightforward given export capacity takes years to construct, and is backed by long-term sales agreements....
Rising Electricity Demand Needs Natural Gas And Midstream