Will there be enough gas pipelines to support the next wave of US LNG exports?

US gas pipeline buildout over the past several years has been primarily focused on debottlenecking export capacity out of the Northeast as production outpaced regional demand levels. Destination markets were largely in the Midwest and Southeast. TThe next round of US gas pipeline buildout is focusing on supporting growing associated Permian and resurging dry Haynesville production. Destination markets this time around are ultimately abroad – primarily in the form of LNG exports, which are set to reach 26 bcfd by 2040. We will explore the following: Where will the growing LNG feedgas volumes be sourced from? Are there sufficient pipelines being developed to transport these volumes to the growing list of LNG liquefaction projects? What will be the delivered cost of feedgas volumes?