ExxonMobil raised its 2030 LNG sales target to 50 million metric tons, while Chevron is evaluating expansion opportunities across four continents. Their strategies reinforce the importance of U.S. Gulf Coast supply, diversified sourcing and measurable methane performance in the next phase of global LNG growth.
FERC has authorized Cheniere Energy to begin introducing natural gas into Train 7 at its Corpus Christi LNG export facility, marking the final commissioning phase of the Stage 3 expansion. Once completed, the project will increase the terminal’s permitted LNG production capacity to more than 25 million tonnes per year while supporting continued growth in U.S. Gulf Coast LNG exports.
Venture Global is rapidly expanding its Louisiana LNG export platform through the Calcasieu Pass (Cameron Parish), Plaquemines (Plaquemines Parish), and CP2 projects, positioning the company to become the largest U.S. LNG exporter with approximately 85 MTPA of capacity by 2028, supported by long-term contracts and an innovative modular construction strategy. As major projects are completed and capital spending declines, the company is expected to transition into a strong free cash flow generator while benefiting from growing global LNG demand driven by Europe, Asia, and expanding natural gas infrastructure.
Caturus’ approval of the 9.5 Mtpa Commonwealth LNG export facility marks a major step in its integrated “wellhead-to-water” strategy, pairing South Texas natural gas production with Gulf Coast LNG exports. The company drilled 26 wells in 2026, primarily in the Eagle Ford Shale, positioning itself to capture value across the entire natural gas supply chain while creating opportunities for oilfield service, midstream, and LNG infrastructure providers.
The Rio Bravo Pipeline and Rio Grande LNG projects are strategically important because they connect U.S. shale gas production to global LNG markets, supporting long-term natural gas demand and billions of dollars in energy infrastructure investment.
Geopolitical disruptions, including damage to Qatar’s LNG facilities and risks around the Strait of Hormuz, are driving global buyers to favor the United States as a more reliable LNG supplier. At the same time, rapidly increasing demand—fueled by LNG exports and power generation growth—is accelerating the need for U.S. natural gas and supporting long-term infrastructure expansion.
Golden Pass LNG sources its feed gas through the Golden Pass Pipeline, which connects to multiple major systems including Gulf Run (Haynesville), NGPL, TETCO, and Transco, enabling access to supply from the Permian, Haynesville, and other U.S. basins. This multi-pipeline network allows the terminal to aggregate up to ~2.6 Bcf/d of gas, with future growth supported by projects like Kinder Morgan’s Trident pipeline bringing additional Permian supply.
Midstream expansions at Wapiti, Simonette, and Pipestone signal that the Montney remains one of North America’s most durable growth basins, driven by liquids-rich economics and rising LNG-linked demand. Even with weak gas prices, producers are drilling and contracting capacity early — shifting the constraint from supply to infrastructure as the basin prepares for sustained growth through 2026 and beyond.
Sempra has quietly assembled one of the most balanced LNG portfolios on the U.S. Gulf Coast — one that aligns directly with how LNG is being financed, built, and contracted in the next decade.
Venture Global has assembled one of the largest LNG development portfolios in the world — not through legacy infrastructure or national backing, but through an aggressive, modular, and execution-focused development strategy that has redefined how U.S. LNG projects are built.
