Eagle Ford

U.S. natural gas supply is becoming increasingly dependent on three major shale basins, raising concerns about future output, price volatility and constraints on LNG growth.

Venture Global CEO Mike Sabel said permitting remains the primary barrier to expanding U.S. LNG capacity, even as demand grows and Louisiana continues to attract major investment.

Canadian crude re-exports from the U.S. Gulf Coast are expected to surge as pipeline expansions boost flows from Canada to international markets.

Kinder Morgan has filed with FERC for the Texas Access Project, a pipeline expansion designed to move up to 1.3 billion cubic feet per day of Texas gas into the southwest Louisiana LNG corridor, including deliveries to Woodside’s planned LNG terminal.

U.S. natural gas pipeline projects completed in 2025 added 6.3 billion cubic feet per day of new capacity, with 85% directed to the Gulf Coast to support rising LNG and regional demand.

Mitsubishi is entering the U.S. shale gas sector with a $5.2 billion acquisition of Aethon’s Haynesville gas assets, gaining 2.1 billion cubic feet per day of supply with access to Gulf Coast LNG export markets.

Silver Hill Energy Partners acquires Eagle Ford and Austin Chalk assets in South Texas, adding 17,500 net acres and expanding its operating footprint.

Global natural gas liquids volumes are projected to rise through 2035, with North America maintaining the largest share as petrochemical demand and shale gas production support long-term growth.

Permian and Gulf Coast pipeline expansions will be essential to supplying rising U.S. LNG feedgas demand, with analysts projecting LNG demand could reach 33 billion cubic feet per day by 2030 and climb higher by mid-decade.

Energy Transfer is preparing a final investment decision for its 16.5 MMtpy Lake Charles LNG project in early 2026 after securing new supply deals. The Louisiana export terminal would boost Gulf Coast pipeline demand and expand Energy Transfer’s LNG portfolio.

bp agreed to sell a $1.5 billion minority stake in its Permian and Eagle Ford midstream assets to Sixth Street, while retaining operatorship and majority ownership. The deal supports bp’s plan to raise $20 billion through divestments by 2027.

Momentum Midstream’s NG3 pipeline in Louisiana began early gas deliveries, adding 300 MMcf/d of new takeaway capacity from the Haynesville Shale as Gulf Coast LNG demand accelerates, according to Wood Mackenzie.

Haynesville is undergoing major pipeline expansion as Gulf Coast LNG projects drive record U.S. gas demand. New projects from Momentum, Williams, DT Midstream and others are slated for completion in 2025, boosting takeaway capacity to Louisiana export hubs.

Plains All American will acquire a 55% stake in the 800-mile EPIC Crude Pipeline for $1.57 billion, expanding its Permian and Eagle Ford network to Corpus Christi and boosting its Gulf Coast export position.

Crescent Energy will acquire Vital Energy in a $3.1 billion all-stock deal, creating a top-10 independent oil and gas producer with assets across the Permian, Eagle Ford and Uinta basins.