CALGARY, Alberta (Dec. 17, 2025) Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the most trusted energy SaaS company that leverages generative AI across its solutions, is releasing new research analyzing the critical role of Permian Basin natural gas in meeting surging U.S. LNG export demand and the infrastructure required to deliver it to Gulf Coast hubs.
U.S. LNG feedgas demand is projected to rise to 33 Bcf/d by 2030, with the potential to approach 50 Bcf/d by 2035 if planned expansions move forward. To support this growth, approximately 9.0 Bcf/d of new Permian pipeline capacity is expected to be added eastward toward the Gulf Coast, complemented by more than 12 Bcf/d of additional pipeline capacity along the coast dedicated to supplying LNG facilities.
“While there is ample pipeline capacity from the Permian Basin and along the Gulf Coast to supply incremental LNG feedgas to 2030, the challenge lies in ensuring long-term natural gas supply for additional LNG expansion,” said Alex Ljubojevic, a director at EIR.
Key takeaways:
- By 2030, 9.0 Bcf/d of new Permian Basin pipeline capacity will connect West Texas output with the Agua Dulce and Katy gas hubs, and 12.25 Bcf/d of additional Gulf Coast pipeline projects will mitigate bottlenecks.
- U.S. LNG feedgas demand could reach 33 Bcf/d by 2030 and as high as 50 Bcf/d by 2035, outpacing current domestic supply growth.
- The Haynesville play is expected to peak at 19 Bcf/d in 2033 before declining, limiting its ability to support future LNG expansions.
- The Permian Basin’s dry gas output is forecast to increase to approximately 40 Bcf/d by 2050, but further infrastructure and resource development will be necessary to close a projected 2–8 Bcf/d supply gap by 2035.
- Market misconceptions persist regarding Permian gas quality and infrastructure, but EIR believes these challenges are solvable with targeted investment.
EIR’s analysis pulls from a variety of products including Enverus FOUNDATIONS®.
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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.
