The Broad Impacts of NatGas’s Big Inflection Point

Monday, 01/05/2026  Published by: Housley Carr RBN Energy

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GasCon Is the Best and the Rest Is All Drips – The Broad Impacts of NatGas’s Big Inflection Point

Sure, natural gas markets have experienced plenty of changes over the past few years. Rising associated gas production in the Permian. New pipeline and storage capacity. New LNG demand. Pricing ups and downs. But we’d argue that all this was merely a prelude. That the main event — a veritable transformation of gas markets, especially along the Gulf Coast — is about to begin. A doubling of LNG demand (to 32 Bcf/d!). Another 10 Bcf/d of new pipelines out of West Texas, plus at least 15 Bcf/d more along the coast. Production revivals in the Haynesville and the Eagle Ford. And don’t forget soaring demand for gas-fired power generation. In today’s RBN blog, we discuss the massive, market-transforming changes just ahead — and our upcoming GasCon 2026 conference, which is hyper-focused on this market-shifting inflection point.

With all the announcements in 2022-25 — upstream and midstream consolidation, new pipelines and storage projects, new LNG export terminals, etc. — you’d be tempted to think this has been a period of extraordinary change. And you’d be right. But the fact is, the past few years in the U.S. natural gas market have really been just a teaser, a preview, an appetizer. Now, finally, all the planning and shifting is coalescing. A major, five-year ramp-up in LNG capacity is beginning in earnest. Soaring gas demand along the Gulf Coast will support stronger gas prices and, with that, more drilling and production, not just in the Permian but the Haynesville, the Eagle Ford and, very likely, other basins further afield. And to connect the supply and demand, new multi-Bcf/d pipelines will be coming online and storage projects will be developed.