德勤：2025年美国天然气与液化天然气（LNG）市场研究报告（英文版）

Several factors indicate that US natural gas prices will likely rise over the next 18 months; although uncertainties still exist. • This could potentially put upward pressure on electricity prices in the US, impacting generators, consumers, and businesses downstream. • At the same time, a global supply glut is expected to emerge between 2026-29 as global liquefaction capacity rises nearly 40%. • However, lower global LNG prices could boost demand from pricesensitive countries in South and Sou