IEEFA Launches North American LNG Export Tracker to Highlight Export Boom and Capacity Growth
Published: 27 Mar 2026
Author: Precedence Research
IEEFA Introduces LNG Export Tracker Focused on North America
IEEFA launched a North American LNG Export Tracker to visualize the continent's rapid export boom, destination trends, and consumer impacts. As the world’s leading exporter, the U.S. is driving this growth, with regional capacity expected to double by 2030.
Capacity Monitoring
It can track the status of liquefaction capacity, which is projected to double by 2030, reaching approximately one-third of the global total. It also includes maps of operating, under-construction, and proposed projects, along with the charts of global export destinations. However, with the global market already becoming saturated, emerging projects in Canada and Mexico are facing significant hurdles reaching completion, despite their supporters' claims of strategic value. It aims to revolutionize an opaque market into a transparent one by visualizing complex data on infrastructure and demand.
According to Towards Chem&Materials, the U.S. natural gas market size accounted for USD 473.85 billion in 2025 and is predicted to increase from USD 490.53 billion in 2026 to approximately USD 669.70 billion by 2035, expanding at a CAGR of 3.52% from 2026 to 2035 as domestic consumption for electricity generation is increasing in the country.
Although Asia is anticipated to drive most future LNG demand, the U.S. Gulf Coast faces rising challenges in shipping to the region, driven by a current lack of demand within Asia.
Electric Power Generation Accelerates the U.S. Natural Gas Market
- Natural gas is rapidly replacing coal in power generation, which leads to a greater consumption by the electric sector, particularly during peak demand periods.
- The country maintains its position as a top global LNG supplier, with extensive export capacity expansion aiming at fulfilling international demand, especially as Europe seeks other solutions to Russian gas.
- The ongoing technological innovations in hydraulic fracturing and horizontal drilling are positively impacting the market growth.
- The rapid development of pipelines and storage settings helps to solve regional constraints and optimizes the movement of supply to demand centres.