特朗普时代引发美国天然气管道建设自2008年以来的最大繁荣。
Trump Era Sparks Biggest U.S. Gas Pipeline Boom Since 2008

原始链接: https://www.zerohedge.com/markets/trump-era-sparks-biggest-us-gas-pipeline-boom-2008

德克萨斯州、路易斯安那州和俄克拉荷马州正在进行大规模的天然气管道基础设施扩建,规模为自2008年以来最大,受到液化天然气(LNG)全球需求激增的推动。预计明年将完成约一打项目,区域运输能力将增加13%,相当于加拿大总消费量。 虽然这一繁荣早于近期政策,但与美国主导全球能源市场和支持新的液化天然气出口终端的目标一致。面临管道限制甚至负气价的二叠纪盆地是主要受益者。 Enbridge、Kinder Morgan和Energy Transfer等公司正在主导建设,项目包括Rio Bravo和Hugh Brinson管道。 尽管行业强调液化天然气在摆脱污染燃料中的作用,但环保组织警告说,这将导致数十年对化石燃料的依赖。人工智能数据中心等新兴行业的需求进一步推动了扩张,表明这一管道繁荣将持续。

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原文

A massive pipeline buildout is sweeping across Texas, Louisiana and Oklahoma, marking the largest expansion of Gulf Coast natural-gas capacity since the 2008 shale boom, according to Bloomberg.

As many as a dozen projects are slated for completion next year, enough to boost the region’s gas-shipping capacity by 13%—roughly the equivalent of Canada’s total consumption, according to US Energy Information Administration data.

“This is the most activity I’ve seen in my 20 years in the industry,” said Jack Weixel of East Daley Analytics.

Though most projects long predate Donald Trump’s second term, the timing aligns neatly with his push to expand US LNG exports and strengthen US dominance in global energy markets. New LNG terminals scheduled for service in 2027 and beyond will rely heavily on these pipelines. As one analyst put it, “Pipeline development tends to respond to LNG export capacity — not so much drive it.”

The surge is powered by rising global LNG demand and by the US—the world’s largest exporter—sinking tens of billions into new terminals from Sempra, NextDecade, Venture Global and others. Texas and Louisiana regulators, typically friendlier to fossil-fuel infrastructure, have also sped up approvals.

Bloomberg writes that environmental groups warn the boom locks in decades of gas use, but industry insists LNG helps countries transition away from dirtier fuels.

Among the major lines underway are Enbridge’s 137-mile Rio Bravo line and the 366-mile Blackcomb Pipeline, along with new or expanded systems from Kinder Morgan, Williams and Energy Transfer. The Permian Basin, awash in associated gas, badly needs the relief; prices there routinely fall below zero because pipelines are maxed out. “The general rule of thumb is the Permian needs a mega pipeline every 16 to 18 months,” said Amol Wayangankar of Enkon Energy Advisors.

Energy Transfer says its 442-mile Hugh Brinson Pipeline will be its most profitable asset yet, helped by rising demand from AI-driven data centers. More capacity is also planned for 2027, suggesting the boom is far from over.

As Caitlin Tessin of Enbridge summed it up: “Natural gas is definitely on. The country is thirsty.”

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