EIA Predicts North American LNG Exports More Than Double by 2027
According to the prognosticators at the U.S. Energy Information Administration, North America’s liquefied natural gas (LNG) export capacity will expand to 24.3 billion cubic feet per day (Bcf/d) by 2027 (four years from now) from the current 11.4 Bcf/d we see today. However, the increase will not all come from the United States. Both Mexico and Canada are due to place their first LNG export terminals into service in the next few years. By the end of 2027, EIA estimates LNG export capacity will grow by 1.1 Bcf/d in Mexico, 2.1 Bcf/d in Canada, and 9.7 Bcf/d in the U.S. from 10 new projects across the three countries.
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The North American Electric Reliability Corp. (NERC) is sounding the alarm that more than half of the U.S. and parts of Canada, home to around 180 million people, could fall short of electricity during extreme cold again this winter. Why? If you read certain leftwing publications, they will say we’re heading for blackouts due to an overreliance on natural gas. According to NERC and its just-released 2023–2024 Winter Reliability Assessment, the coming outages are because we don’t rely ENOUGH on natural gas! That’s right. NERC (and FERC) say we need more pipelines and natural gas to shore up a lack of supplies during the worst cold snaps. The lack of natural gas leads to a lack of fuel for electric power plants (and for people who use it to heat their homes). Both agencies, but NERC in particular, say we need more pipelines, and we need them NOW.
In September, Mountain Valley Pipeline (MVP), which has been hassled and harassed endlessly by so-called “protesters” and foreign-backed Big Green groups, sued some 40 protesters and two Big Green groups for $4 million for their ongoing illegal activity to block the final bits of the 303-mile project (see 
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Last Friday, MDN brought you the news that CNX Resources CEO Nick DeIuliis had signed a voluntary deal with Pennsylvania Gov. Josh Shapiro to expand drilling setbacks and several other regulatory steps not mandated for shale drillers under PA law (see 
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U.S. exported 110 cargoes of LNG in October, which is up from September and ties the all-time high number of cargoes exported in March and April this year. In October, nearly 70% of all U.S. cargoes landed in Europe, a huge jump from September. Which European countries received the most U.S. LNG in October? Germany? The U.K.? Nope, not even close. The country receiving the most LNG from the U.S. in October was…