Skip to main content

Energy Tomorrow Blog

The Ups, Downs and Ups of 2020 Show Resilience of U.S. LNG Exports

lng exports  china 

Dustin Meyer

Dustin Meyer
Posted February 5, 2021

We learned some important things about U.S.-exported liquefied natural gas (LNG) in the whiplashing of natural gas markets last year – from record highs at the start of the year to an unexpected drop by midyear and then back to record highs in 2020’s final months as demand came roaring back.

First, the extreme ups, downs and ups of 2020 underscored two of the characteristic strengths of the U.S. LNG export industry – its flexibility to changes in demand and its resiliency in the face of immense market challenges.

Second, the rapid rebound of U.S. LNG exports from deep troughs in the middle of the year emphatically answered questions raised by some about the long-term viability of natural gas demand.

Third, forecasts that the business case for U.S. LNG exports were permanently harmed, as price indices converged last year, now seem premature.

And fourth, the sharp decrease in demand from the pandemic looks like an outlier, not the new normal. 

More »

U.S. Natural Gas Generation Powers Ahead

natural gas  electricity  demand 

Dustin Meyer

Dustin Meyer
Posted May 19, 2020

Natural gas’ economic competitiveness continues, even amid the highly unexpected market conditions associated with the coronavirus pandemic – outcompeting coal, the No. 2 fuel for power generation.

While consumer electricity use patterns are changing as power demand throughout the country has declined during the coronavirus crisis, natural gas is playing a growing role in meeting that demand.

This shift towards greater reliance on natural gas – along with a corresponding decline in coal-fired generation – has been a key feature of the U.S. power sector for most of the past decade, and the current environment appears to be accelerating this trend. In fact, the coal-to-gas transition is starker during this historic season as lower electricity demand, coupled with low natural gas prices, is providing added incentive for power suppliers.  

More »

U.S. Natural Gas Can Support a Low-Emission Economic Recovery

natural gas  emission reductions  lng exports  global markets 

Dustin Meyer

Dustin Meyer
Posted May 11, 2020

With the global economy reeling, affordable natural gas is more important than ever.

U.S. emergence as a major energy producer means the natural gas market has never been more flexible, more reliable or more adaptable to changing conditions – including a global pandemic. Millions benefit daily from the use of natural gas in power generation and home heating, and when the world begins to safely return to normal, U.S. natural gas is positioned to balance our economic recovery with environmental progress.

More »

American LNG Powers the World

lng exports  natural gas benefits  emission reductions 

Dustin Meyer

Dustin Meyer
Posted August 15, 2019

By now, the advantages of the American energy revolution are familiar. Soaring production in U.S. shale plays is delivering abundant, affordable and clean natural gas, which is increasingly displacing coal in our energy mix. Today, domestic emissions are at their lowest levels in over 25 years, due in no small part to fuel switching and low-cost natural gas.

While these trends have benefited Americans for more than a decade, an equally exciting story is emerging abroad. Growing exports of U.S. liquefied natural gas (LNG) are spreading these economic and environmental advantages to our allies across the globe.

More »

U.S. LNG Accelerates Shifts in the Global Marketplace

liquefied natural gas  lng exports  consumers  global markets 

Dustin Meyer

Dustin Meyer
Posted April 26, 2019

Over the past few weeks, we’ve published a series of posts on the United States’ emergence as a major global natural gas exporter, including discussion of the benefits both at home and abroad (see here and here).

In this post, we’ll look at how the business of liquefied natural gas (LNG) is changing in exciting ways—ways that give customers around the world unprecedented flexibility and access to clean and reliable natural gas.

We’ll see that while some of these trends have been in motion for years, it’s been the introduction of U.S. LNG into the market that has really accelerated this shift. With multiple project developers pursuing a wide range of structures and technologies, it’s clear that the U.S. is once again at the forefront of innovation in this critical part of the world’s energy sector.


More »

Exported U.S. LNG, Key Global Growth Markets and Environmental Benefits

lng exports  natural gas benefits  climate  china 

Dustin Meyer

Dustin Meyer
Posted April 5, 2019

In this third post on the benefits of the United States’ emergence as a major global natural gas exporter (see parts one and two), we continue looking abroad to evaluate the key liquefied natural gas (LNG) importing markets that are driving global demand growth.

We’ll see that in all of these markets, U.S. LNG can deliver a plethora of economic and environmental benefits, including better local air quality and enhanced access to reliable and affordable energy. The challenge is immense – globally, nearly 1 billion people still don’t have access to electricity, while an additional 1.2 billion have only intermittent access – but LNG, including from the U.S., has emerged as a critical part of the solution. 

In other words, LNG is now delivering globally many of the same benefits the U.S. has enjoyed for decades.  


More »

U.S. LNG is the Energy for Global Progress

lng exports  liquefied natural gas  trade  economic growth 

Dustin Meyer

Dustin Meyer
Posted March 27, 2019

We’ve focused on the numerous domestic benefits from liquefied natural gas (LNG) exports, which follow the United States’ emergence as a major LNG supplier to the world market. Now let’s explore the ways U.S. LNG can help other countries meet their most pressing energy and environmental challenges.

First, let’s note that U.S. LNG exports have grown rapidly in just a few years, with cargoes reaching 34 countries across five continents.

At the same time, global LNG demand has skyrocketed. As recently as 2009, demand totaled only 182 million metric tons per annum (MMTPA). In 2018, it hit a record 319 MMTPA, a 75 percent increase.


More »