Friday, November 14, 2025

For AI, How Much Natural Gas Are We Talking About? November 14, 2025

Locator: 49715LNG. 

Link here

So, how much, in toto, are US liquified natural gas plants using now?

  • Average consumption: In the first half of 2025, daily natural gas deliveries to US LNG export facilities averaged 12.8 billion cubic feet (Bcf).
  • Recent figures: More recent projections for 2025 suggest an average of 15 Bcf/d.
  • Fluctuations: Daily consumption can reach higher levels; for example, a monthly record of 14 Bcf/d was set in April 2023.
  • Contributing factors: The high and increasing consumption is driven by robust demand for US LNG, particularly from Europe, and the return of terminals like Freeport LNG to commercial operations. 

Thank goodness for chatbots. I wonder how much natural was needed for that search? LOL. 

LNG = exported natural gas. 100% of LNG produced is exported by ship. Any natural gas exported to Canada or Mexico is pipeline natural gas, NOT LNG. 

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More Calculations

To move from ~15.4 Bcf/day today to 40 Bcf/day (Cheniere’s bullish upper bound) the U.S. would need roughly +24.6 Bcf/day of feedgas, equivalent to ~185 mtpa new liquefaction capacity — which translates to roughly 25–53 new liquefaction trains, depending on train size (most practical scenarios put it in the ~30–40 additional trains range using common 5–6 mtpa train sizes). 

US LNG terminals: project snapshot, nameplate mtpa, status:

Terminal

Operator

Status

NP_mbta

Expected_online

NP_Bcf/d

Sabine Pass (LA)

Cheniere

Operational / expanding

30.0

Existing (expansions ongoing)

4.0027

Corpus Christi (TX)

Cheniere

Operational + Stage 3 expansions (under construction/FID)

18.0

Stage 3 phases 2025-2026; further trains later

2.4016

Freeport (TX)

Freeport LNG

Operational (debottlenecking completed)

16.5

Expansion/debottleneck complete 2024

2.2015

Plaquemines (LA)

Venture Global

Commissioning / ramping (2024–2025)

27.2

2024-2025 (ramping)

3.6292

Calcasieu Pass (LA)

Venture Global

Operational (uprate approved)

12.4

Operational; uprate approval 2025

1.6545

Golden Pass (TX)

QatarEnergy / ExxonMobil

Operational / commissioning

18.1

Commissioning/early operation (2024-2025)

2.4150

Cameron (LA)

Sempra consortium

Operational/expansions possible

13.5

Operational (expansion studies ongoing)

1.8012

Port Arthur (TX)

Sempra / Partners

Under construction (Phase 1) / Phase 2 permitted

13.0

Phase 1 ~2027-2028 (Phase 2 later)

1.7345

Rio Grande (TX)

NextDecade

Under construction / FIDs for multiple trains (rapid expansion)

30.0

Multiple trains 2026-2031 (staged)

4.0027

Cove Point (MD)

Berkshire Hathaway Energy / Brookfield

Operational

5.75

Operational (since 2018)

0.7672

Elba Island (GA)

Kinder Morgan / Southern LNG

Operational (modular)

2.9

Operational; optimization/upgrades 2024-2025

0.3869

 Nameplate Bcf/d (adding up the numbers in the right column (rounded): 25 Bcf/d (nameplate).

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The Movie Page

Nick and Nora's After The Thin Man.

Sam Levene, police inspector. Decades later, Walter Matthau would channel Sam Levene. 

Walter Mathau in Charade sounds exactly like Sam Levene in After The Thin Man. Mathau yells at "Mrs Lampert" and Sam Levene yells at "Mrs Landis" and the "voices" are almost indistinguishable.

Wow, the "Nick/Nora" / Thin Man movies were excellent.  

Separate beds for Nick and Nora. LOL.