Insight
US shale gas is back: new demand signals underpin upstream opportunity
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Report summary
The US natural gas landscape is transforming, creating opportunities for new capital and growth-focused operators. With demand set to grow over 35% by 2040, the market will require significant gas supply growth, driving prices toward a US$4.50/mmbtu floor by 2030—with risk to move even higher. We’ve just returned from research trips in Asia, Houston, and Oklahoma City trying to assess the interest of both potential buyers and sellers in US gas. Deal makers are excited about the opportunities and more transactions are on the horizon. In this insight we share what we’ve learned over the past two months. The window of opportunity is now—those who move early can secure advantaged positions before competition and costs escalate.
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