
The EIA expects LNG prices to average $3.00 in 2025, but the forecast may be low because of new projects coming online. Two projects, Plaquemines LNG Phase 1 and Cheniere’s Corpus Christi Phase 3, will account for at least 75% of the capacity coming online this year. Regardless, a $3.00 average is about 36% above the 2024 average, with U.S. exports forecasted to rise by 17%. The takeaway is that natural gas is reaching a critical mass, and U.S. LNG companies are well-positioned to benefit.