Supply and demand growth in North America is geographically disproportionate; 70% of the supply increase will occur in the Northeast, while 45% of demand's strengthening will happen in the Gulf Coast. Infrastructure, then, remains the key to unlocking supply growth and connecting it with markets. We add 50 bcfd of new pipeline capacity by 2035, but where, and when? Throughout, key regions go through cycles of constraint and capacity excess. Increasingly, while domestic upside only remains in the power market, demand is leveraged to the global economy, either through LNG or pipeline exports. But will renewables encroach on gas power burns, and will foreign markets materialize?