Exporting liquefied natural gas (LNG): America’s emerging energy arsenal

September 2025

Liquefied natural gas (LNG) has an important and strategic role to play in global energy production.

The United States has rapidly emerged as a major player in this arena. With abundant supply from the shale revolution, the US has transitioned from an importer of oil and natural gas to an exporter in less than a decade. This research note explains the basics of LNG, the evolution of the US export market, its impact on global energy security, and several ways institutional investors may be able to access opportunities in this growing market.