US is expanding LNG export capacity by 33%

Alright, so picture this: Europe can’t get their gas from Russia anymore, right?

They’re like, ‘Okay, we’ll get it from the US!’ Sounds simple, yeah? Except… it’s not.

See, the US only has so much ‘capacity’ to send gas overseas – like, not enough.

It’s not like flipping a switch. You can’t just decide to build a new massive gas-sending plant next week. These things take years.

So, all those news stories you’ve seen about the US making deals to send more gas to Europe?

It’s kinda like saying, ‘We’ll give you a whole bunch of water!’ when you only have a small garden hose. The capacity just isn’t there yet.

But, finally, things are starting to change this year.

Those long-term projects? They’re starting to come online. We’re talking about adding a decent chunk of new capacity between the end of last year and early 2026.

Basically, it’s like this: the US is currently sending out about 12 ‘truckloads’ of gas. Soon, they’re going to be able to send out another 4 ‘truckloads’.

That’s a big jump – about a third more.

It’s a good move but it doesn’t solve everything overnight.

Europe is the biggest customer for US gas exports. In 2024, they bought more than half of it, with Asia taking about a third, and the rest heading mainly to Latin America