U.S. Natural Gas Outlook: Exports, Infrastructure, and What’s Driving $40 Billion in Capex

Presented By:

Shaheen Chohan

Shane Mullins

Sponsored By:

With LNG exports booming, data centers pushing domestic electricity demand, and offshore development back in focus, the U.S. natural gas sector is entering a new era of growth. In this episode of Navigating the Currents of Change, Shaheen Chohan, VP of Global Analytics at IIR, is joined by Shane Mullins, VP of Energy Products, to break down the evolving landscape of midstream gas investment.

From project pipelines and FID forecasts to carbon capture challenges and international export dynamics, this episode offers deep insight into the forces shaping U.S. gas markets — and the $40 billion in capital spend expected to hit construction in the next 12 months.