LNG

2025 marked an end to a 13-quarter run of gas generation growth in the United States, where rising feedgas demand for LNG exports pushed up Henry Hub gas prices and made utilities switch to coal. Gas-burn fell by 34 TWh or -3.9%, compared with a 44 TWh or 5.4% rise last year, lowering the share of gas in the US power mix to 37.9% from over 40%, Ember think tank finds.

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