North America gas: 5 things to look for in 2025
Predictions for the year ahead
1 minute read
Daniel Myers
Senior Research Analyst, North America Gas
Daniel Myers
Senior Research Analyst, North America Gas
Daniel delivers short-term fundamental modelling and regional market analysis.
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Dulles Wang
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After a challenging 2024 for North American natural gas, which saw near record-low prices, declining production and decreased investment in US LNG development, will 2025 see renewed growth?
In this report, we draw on insight from Lens Gas & LNG to answer questions on five key trends going into 2025, including:
- LNG investment: how quickly will FIDs resume with the end of the DOE's non-FTA permit pause?
- Power load growth: can new gas generation gain a foothold in the data centre boom?
- Production: will dry gas producers continue to respond to short-term price shifts?
- Emissions: how will the rollback of emissions regulations impact industry initiatives?
- And more.