CALGARY, Alberta (Nov. 5, 2025) Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the most trusted energy-dedicated SaaS company that leverages generative AI across its solutions, today released three new reports offering deep dives into the global natural gas market, LNG demand, Haynesville production trends and Permian Basin pipeline developments.
“Our latest research highlights how global gas and LNG markets are evolving, with infrastructure, technology and regional dynamics shaping future supply and pricing,” said Al Salazar, head of Macro Research at EIR. “Haynesville and Permian trends underscore the importance of drilling efficiency and pipeline expansions for U.S. gas competitiveness.”
“The energy transition is unfolding more slowly than many anticipated, which continues to support robust gas-fired power generation across global markets. To meet rising demand and prevent future supply shortfalls, sustained upstream investment remains essential. At the same time, pipeline expansions and accelerating LNG export growth are reshaping North American market dynamics, improving access and flexibility for producers and consumers alike. Ongoing improvements in drilling efficiency and well performance are driving significant cost savings and production gains, further strengthening the outlook for natural gas and LNG sectors,” Salazar said.
Key takeaways:
Global gas & LNG: Global gas demand is projected to grow 90 Bcf/d by 2050, driven by slow energy transition and rising power demand.
- Despite an expected export capacity expansion, driven by the U.S. and Qatar, EIR forecasts additional facilities will be required in the long-term.
- Stable gas prices forecast through 2030, with upward pressure expected as demand outpaces supply.
- Asia will account for 75% of future LNG consumption growth.
Haynesville forecast: Louisiana gas production volatility is less than EIA data suggests, supporting a more constructive view of gas prices.
- Drilling efficiency in Haynesville has improved 40% since 2022, with high-horsepower rigs driving gains.
- Some operators could exhaust inventory by year-end, impacting rig count and production growth.
- $4.00/MMBtu Henry Hub prices are needed to sustain current rig counts and annual production growth.
Waha basis outlook: Waha basis will narrow to an average of roughly -$0.50/MMBtu late in this decade with new pipeline expansions, improving market access.
- Permian Basin gas production is resilient, expected to reach ~31 Bcf/d by 2030 due to rising gas-to-oil ratios (GORs).
- 16 Bcf/d of new pipeline capacity and surging LNG demand will ease congestion and tighten basis.
- Risks to outlook include infrastructure timing and Permian supply growth trajectory.
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About Enverus Intelligence® Research
Enverus Intelligence ® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations and macro-economic forecasts; and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. Enverus is the most trusted, energy-dedicated SaaS company, with a platform built to create value from generative AI, offering real-time access to analytics, insights and benchmark cost and revenue data sourced from our partnerships to 95% of U.S. energy producers, and more than 40,000 suppliers. Learn more at Enverus.com.
