If you haven’t yet heard, natural gas is expected to become the nation’s dominant energy source by 2030, maybe even sooner, primarily driven by LNG and electrical power demand. U.S. LNG exports and export capacity are set to more than double by 2030 while AI-driven data centers continue to expand, increasing dependency on uninterruptible gas supplies to power their 24/7 operations.

Reese Energy Consulting today is following the latest news on the natural gas front starting with America’s LNG reliability. In an Oilprice.com article back in May, writer Robert Rapier wrote, the U.S. “is becoming the backbone of global gas supply and increasingly positioning itself as the world’s most dependable supplier where reliability has become a premium product.” Indeed. In a time of geopolitical instability, Europe weaning off Russian gas, and Asia’s transition from coal to gas, American LNG is the one stabilizer—the largest gas producer, the largest LNG exporter in the world.

Next, we turn to EQT Corp., whose President and CEO Toby Rice recently remarked on the shift in play between oil and gas consumption, saying “We probably cross that threshold within the next couple of years, and by 2030, we will have a big lead on petroleum.”  He further added, “We’ve gone from the age of wood and horses to the age of coal to the age of petroleum, and now we’re in the age of electrification. And the age of electrification is going to be driven by a lot of natural gas.”