Natural Gas Intelligence: Regulatory Tailwinds, Surging Global Demand Drive Historic U.S. LNG Buildout

August 21, 2025 In North America, project developers have raised nearly $37 billion so far in 2025, which surpassed last year’s levels and is closing in on the record $54 billion raised in 2023, according to Poten & Partners. End-users and commodity traders have continued to sign up for long-term LNG volumes, while Europe has returned to the market in a big way to displace Russian supplies, recently pledging to buy $750 billion of U.S. energy over a three-year period as part of a broader trade agreement. “I think that’s sort of a recognition that the decarbonization drive is probably going to take longer and that gas will be part of the mix for longer,” said Poten’s Jason Feer, global head of business intelligence.“I think structurally there’s an evolving view that people are going to need hydrocarbons; they’re going to need natural gas for longer.”

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