2025 U.S. Natural Gas Investment Outlook

With LNG exports rising, data center demand surging, and permitting barriers shifting, the U.S. midstream gas sector may be entering a new era of growth. But will political reversals, regulatory rollbacks, and carbon capture setbacks slow that momentum?

In this episode of Navigating the Currents of Change, IIR’s Vice President of Energy Products Shane Mullins joins host Shaheen Chohan to unpack the trends, uncertainties, and $40 billion in forecasted investment activity reshaping the U.S. midstream market in 2025.

We explore:

• What’s still driving traditional midstream project development
• How U.S. gas production and processing capacity are evolving
• Where the next wave of LNG export FIDs are expected
• And how domestic electricity demand, from data centers to industrial load, is influencing gas-fired power generation

Don’t miss this timely breakdown of where the U.S. gas market is headed—and what it means for capital spending across pipelines, processing, and exports.