According to the S&P Global Energy study, how much will U.S. LNG exports contribute to GDP through 2040, and what are the key associated economic impacts?

The S&P Global Energy study states that U.S. LNG exports are projected to add nearly $1.4 trillion to the U.S. gross domestic product through 2040. It forecasts total investments across the U.S. LNG supply chain to exceed $1 trillion over the same period, with a funding surge following the lifting of the previous year’s export 'pause.' The study estimates LNG exports will generate $2.9 trillion in revenue, $206 billion in taxes, and nearly $630 billion in labor income. Additionally, it projects a 1.6% rise in domestic average household gas costs between 2026 and 2031, while feedgas demand is expected to double to 36 billion cubic feet per day by 2031. The report also notes that U.S. LNG could account for one-third of the global market within five years, and that failure to realize new U.S. export capacity could cause European and Asian LNG prices to jump by 50%.

What milestone did the U.S. achieve in LNG exports in 2025, and how does the study characterize the industry’s near-term trajectory?

In 2025, the United States became the first country to export more than 100 million metric tons of liquefied natural gas in a single year, enabled by newly commissioned LNG plants. According to the S&P Global Energy study, LNG is poised to become the U.S.’s second-largest net export industry within five years. The report underscores rapid growth in export capacity, rising global market share (projected to reach one-third globally in five years), and critical infrastructure-driven price stability benefits — though it cautions that infrastructure constraints remain the main driver of regional price volatility in domestic markets.

LNG Exports Set to Add $1.4 Trillion to US GDP Through 2040, S&P Global Energy Study Says

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LNG Exports Set to Add $1.4 Trillion to US GDP Through 2040, S&P Global Energy Study Says — ChemBrief Topics

LNG Exports Set to Add $1.4 Trillion to US GDP Through 2040, S&P Global Energy Study Says

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