LNG tanker at Poland's Swinoujscie terminal
The emergence of the US as a global LNG superpower
The US' meteoric rise as an exporter of the super-chilled fuel has redrawn the global energy map, with far-reaching implications
Less than a decade ago, the US was a net natural gas importer and sold hardly any gas overseas. But with the huge increase in US gas production—namely the meteoric rise of shale gas—along with the accompanying growth in LNG export terminal capacity, that narrative has been turned upside down. The US is now the world’s number-one supplier of the super-chilled fuel, has transformed the global LNG landscape and has the potential to redraw the global gas map indefinitely. The great shale gas rush The zero-to-hero story of US LNG exports begins with the huge technological breakthroughs in hydraulic fracturing and horizontal drilling in the mid-2000s, which were techniques that enabled access to,
Also in this section
4 December 2025
Time is running out for Lukoil and Rosneft to divest international assets that will be mostly rendered useless to them when the US sanctions deadline arrives in mid-December
3 December 2025
Aramco’s pursuit of $30b in US gas partnerships marks a strategic pivot. The US gains capital and certainty; Saudi Arabia gains access, flexibility and a new export future
2 December 2025
The interplay between OPEC+, China and the US will define oil markets throughout 2026
1 December 2025
The North African producer’s first bidding round in almost two decades is an important milestone but the recent extension suggests a degree of trepidation
