Pipelines of Power

Pipelines of Power: How LNG Infrastructure Is Shaping Global Gas - Quarter 1 2025

Case for tracking:

The global LNG market has continued its trajectory of expansion, particularly in the U.S., where pipeline infrastructure improvements have significantly bolstered takeaway capacity. Compared to Q3 and Q4 of 2024, LNG exports from the U.S. reached record highs, while crude oil exports declined by 300 kb/d. Europe’s reliance on U.S. LNG imports increased as Russian crude exports declined, signalling geopolitical shifts that affect energy security. The economic impact of LNG remains substantial, with projections indicating long-term revenue growth. Asia’s LNG demand is on the rise amid slower renewable energy expansion, further strengthening U.S. interests. The U.S. has become the epicentre of a new global ripple – putting LNG first, over renewables and promoting its use to meet the energy demand, particularly in training AI in data centres. Data centres all over the world seem to be moving away from renewables, towards LNG.

As 2025 proceeds, U.S. LNG exports continue to shape global energy markets, given that no end can be seen to the Ukraine-Russia war. Scepticism remains, as several experts do not think LNG is a long-term solution to our energy needs, but a catalyst that could pull towards oil & gas again. The price of LNG is expected to remain high in most parts of the world where LNG is not produced in scale – Europe and Asia.

Volume of Mentions from Energy Considered’s Key Opinion Leaders:

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