S&P Global Energy says US LNG could become the country's second-largest net
export sector within five years and add about $1.4 trillion to US GDP by 2040.
The study expects the US to be the first country to top 100 million metric tons
of LNG exports in a single year in 2025 and projects more than $1 trillion of
LNG supply-chain investment by 2040. Following last year’s lift of the LNG
export pause, S&P forecasts LNG export-driven outcomes of roughly $2.9 trillion
in revenue, $206 billion in tax receipts and about $630 billion in labor income.
It also expects US household average gas bills to rise about 1.6% in 2026–31 and
says export growth will roughly double gas supply demand to about 36 bcf/d by
2031.
