Instead, drilling programs unwind in stages — driven by economics, capital discipline, and inventory management. The recent decision by Continental Resources to pause drilling in North Dakota provides a clear, real-world example of how that process works and how drilling data often reveals the decision long before public statements are made.
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.
Over the past decade, the United States has transformed from a marginal LNG importer into the world’s largest exporter of liquefied natural gas. At the center of that transformation stands Cheniere Energy — the company that not only launched U.S. LNG exports but continues to define how each new wave of LNG development unfolds.
Louisiana drilling activity remains steady despite continued price volatility, with the Haynesville shale sustaining the majority of statewide momentum. Stable rig counts, incremental permitting, and consistent natural gas development underscore operators’ focus on core assets and disciplined capital deployment.
Oklahoma’s total rig count remained at 43, matching the prior week’s level.
Located on the Brownsville Ship Channel in South Texas, Rio Grande LNG is strategically positioned to receive natural gas from some of North America’s most prolific producing regions — particularly the Permian Basin and Eagle Ford Shale — and deliver that supply to global markets.
The United States continues to expand its position as a global LNG supply leader, driven by strong international demand, long-term offtake agreements, and growing geopolitical focus on energy security. The following overview highlights major U.S. LNG export projects, summarizing their locations, current development status, and the companies leading investment across the Gulf Coast, East Coast, and Mid-Atlantic regions.
By combining low-cost barrels, advanced recovery, carbon infrastructure, and digital execution, Occidental is positioning itself not just for 2026 — but for whatever energy market follows next.
Mitsubishi Corporation has officially entered the U.S. shale gas upstream sector with a $5.2 billion acquisition of Aethon Energy’s Haynesville Shale assets, marking one of the largest foreign investments in U.S. natural gas in recent years.
