North American Gas Demand to 2035

November 07, 2025

LNG Exports are the largest growth driver for North American gas demand. Expansion continues in the U.S. Gulf Coast (USGC) with an additional 14.7 Bcf/d of exports by 2035 and completion of the LNG Canada four train 3.4 Bcf/d project moves total NA exports to 29.2 Bcf/d by 2035. Continued near term thirst for power by AI datacenters drives gas-fired power demand growth at 2.9%/year during the forecast and renewable sources at 6.0%/year. Overall US overall power emissions are reduced to 44% below 2005 levels. Electric Vehicles (33MM by 2030) are expected to drive overall power demand growth of 0.3%/year.