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PodcastProactive - Interviews for investorsOctober 22, 2026

VettaFi sees 40% North American natural gas demand growth over next decade

North American natural gas demand could rise ~40% by 2035, led by LNG exports, boosting midstream infrastructure growth and inflation-hedged income appeal.

  • 40% demand growth: VettaFi's Stacey Morris projects North American natural gas demand rising ~40% by 2035, driven mainly by LNG export expansion.
  • LNG capacity doubling: US LNG export capacity, already the world's largest, is set to double by 2031 from projects under construction; Canada's LNG Canada Phase 2 adds more.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.