The largest driver of gas demand growth in the US is the development of additional LNG export capacity in the Gulf Coast. Baker & O’Brien’s Jeremy Goh presented at the GPA Midstream Convention on 23 September 2024. He discussed how much is likely to be built, where the additional gas will come from, where all that LNG will go, and the increased risks resulting from this large increase in LNG capacity.

The complete presentation can be accessed at the link below.