Biggest Gas Pipeline Buildout Since 2008 Propels Trump Energy Push

Core Insights - A significant natural gas pipeline expansion is occurring in the US South, driven by the need to support new export terminals along the Gulf of Mexico [1][4]. Pipeline Expansion - Up to 12 new pipeline projects are expected to be completed next year in Texas, Louisiana, and Oklahoma, increasing the region's gas shipping capacity by 13% [2]. - This expansion represents the largest one-year growth for Gulf Coast pipelines since the shale-gas boom peak in 2008, with the new systems capable of supplying all of Canada [2][10]. Industry Activity - The current level of pipeline development is unprecedented, with industry experts noting it as the most activity seen in two decades [3]. Export Demand - The primary driver of this pipeline boom is the rising global demand for natural gas, with the US being the largest producer and exporter [5]. - Companies like Sempra, NextDecade Corp., and Venture Global Inc. are investing tens of billions of dollars in new liquefied natural gas (LNG) terminals to enhance exports to Europe, Asia, and other regions [5]. Infrastructure Needs - The new pipelines are essential for supplying gas to the upcoming LNG terminals expected to commence operations in 2027 and beyond [6]. - Pipeline development is typically a response to LNG export capacity rather than a driving force [7]. Environmental Considerations - Environmentalists express concerns that the development of LNG export terminals will prolong the use of natural gas, potentially hindering efforts to combat global warming [8]. - Proponents argue that these projects are vital for helping countries transition away from coal and other more polluting energy sources [8]. Future Demand Projections - Global LNG demand is projected to increase by nearly one-third between 2025 and 2030 [9].