U.S. Gas Supply Growth Outpaces LNG Demand Through 2027: Enverus Report
Researchers at Enverus Intelligence® Research (EIR) have released a report indicating that U.S. natural gas supply growth may outpace LNG demand through 2027.
The study, which is part of EIR's basin-level research series, examines trends in North American drilling inventory and resource life at the basin level.
EIR estimates that near-term supply additions will exceed incremental LNG demand by roughly 1.3 Bcf/d by year-end 2027, leaving the domestic market to absorb the difference.
Haynesville production is forecast to reach 18.4 Bcf/d by year-end 2027, with incremental supply expected from July 2026 through exit-2027.
Jimmy McNamara, a principal analyst at EIR, stated that Haynesville and Permian supply are growing ahead of LNG demand and above initial expectations.