Myriad Global — Gas Gazette
Energy Briefing · No. 1 · July 2026
Liquefied natural gas

America’s second wave

The Gulf Coast is no longer just building LNG terminals. It is building a queue of them — and not every project in the queue will survive it.

Two decades ago America imported gas. Today its Gulf Coast hosts the largest wave of liquefaction capacity ever built in a single region, and the wave is only cresting. Two flagship terminals, Cheniere’s Sabine Pass and Venture Global’s Calcasieu Pass, have been loading tankers for years. Three newer entrants — Plaquemines, Golden Pass and Corpus Christi’s Stage 3 expansion — have joined them since December 2024, pushing nameplate export capacity toward 20 billion cubic feet a day.

Behind that front rank sits a second wave still under construction or newly sanctioned: Port Arthur, Rio Grande, CP2, Woodside’s Louisiana LNG, Commonwealth LNG and, most recently, Delfin’s floating terminal offshore Cameron Parish. A third wave — Texas LNG, Argent, Monkey Island, Coastal Bend, Gulfstream, and expansions at Freeport and Cameron — remains pre-FID, jostling for the offtake contracts and financing that turn a permit into a plant.

Not all of them will make it. Energy Transfer’s Lake Charles LNG, once a front-runner, was suspended in December 2025 and has since lost several of its buyers — a reminder that in this business, a signed heads-of-agreement is a beginning, not a guarantee.

19
Projects tracked
~230
Mtpa proposed, all stages
5
Terminals now operating
1
Suspended this cycle

Live

Operating or ramping up

Five terminals now shipping cargoes, from Cheniere’s original giant to the newest arrivals.

Project Output Key offtakers Where it stands Next / first LNG
Sabine Pass
Cameron Parish, LA
~30 mtpa (6 trains) TotalEnergies, Shell, GAIL, KOGAS, PetroChina, Centrica Fully operating since 2022; Stage 5 (Trains 7–9, +20 mtpa) in permitting Stage 5 FID late 2026/27
Calcasieu Pass
Cameron Parish, LA
10 mtpa Shell, BP, Edison, Galp, PGNiG, Repsol Operating since Jan 2022; some cargo volumes still under offtaker arbitration Operating
Plaquemines LNG
Plaquemines Parish, LA
~20 mtpa Shell, ConocoPhillips, EnBW, PGNiG First cargo Dec 2024; Phase 2 running above nameplate Full completion 2026
Corpus Christi Stage 3
Corpus Christi, TX
~10 mtpa Cheniere portfolio, CPC Taiwan Feed gas into final trains; largely complete Full completion 2026
Golden Pass LNG
Sabine Pass, TX
18 mtpa QatarEnergy / ExxonMobil (equity offtake) Train 1 first LNG Mar 2026; first cargo shipped Apr 2026 Train 2: H2 2026 · Train 3: H1 2027

Building

Under construction or freshly sanctioned

Six projects with money committed and steel going into the ground.

Project Output Key offtakers Where it stands Next / first LNG
Port Arthur LNG (Ph.1&2)
Jefferson County, TX
~26 mtpa combined ConocoPhillips, RWE, Orlen, INEOS, Engie, EQT, JERA Phase 2 FID Sept 2025; Bechtel EPC on both phases Ph.1: 2027–28 · Ph.2: 2030–31
Rio Grande LNG
Brownsville, TX
17 mtpa Ph.1 (+4 mtpa Tr.4) TotalEnergies, Shell, ExxonMobil, ConocoPhillips Trains 1–3 under construction; Train 4 FID’d H1 2027
CP2 (Calcasieu Pass 2)
Cameron Parish, LA
~20 mtpa Ph.1 EnBW, ExxonMobil, Chevron, JERA, Eni Phase 1 under construction; Phase 2 FID expected 2026 2029–2030
Louisiana LNG (Woodside)
Lake Charles, LA
16.5 mtpa (permit to 27.6) Marketed via Woodside’s equity/offtake process FID Apr 2025; Train 1 >22% complete 2029
Commonwealth LNG
Cameron Parish, LA
9.5 mtpa EQT, Glencore and others (~85% subscribed) FID reached ~May 2026 Late 2020s
Delfin LNG (FLNG 1)
Offshore Cameron Parish, LA
4.4 mtpa, floating Vitol, Expand Energy, Centrica, Gunvor, SEFE FID June 2026; $2.9bn Samsung Heavy FLNG contract ~2030

Pipeline

Pre-FID and early development

Seven hopefuls still chasing the offtake and financing needed to break ground — though one has now pulled well ahead of the pack on permitting.

Project Output Commercial signals Where it stands Target first LNG
Gulfstream LNG
Plaquemines Parish, LA
4 mtpa (3 trains) DOE FTA export permit secured; no long-term offtake signed yet In FERC’s final Certificate Proceeding stage (Docket CP25-519); US Coast Guard Waterway Suitability Assessment permit received ~2030
Texas LNG
Port of Brownsville, TX
4 mtpa RWE, Glenfarne Global Commodities — fully subscribed $5.7bn debt package assembled Feb 2026 ~2030
Argent LNG
Port Fourchon, LA
Up to 25 mtpa 5 mtpa Bangladesh deal; MOUs with Botaş, Naftogaz FERC pre-filing approved Oct 2025 Early 2030
Monkey Island LNG
Cameron Parish, LA
15.6 mtpa Ph.1 (26 total) MOU with an international oil company FEED underway via McDermott Early 2030s
Coastal Bend LNG
Texas Gulf Coast
Up to 22.5 mtpa Commercial process ongoing; ConocoPhillips tech KBR / Técnicas Reunidas selected for FEED, Jan 2026 Late this decade
Freeport LNG Train 4
Freeport, TX
~5.1 mtpa Marketing to European buyers FERC extension secured to 2028 Uncertain
Cameron LNG Expansion
Hackberry, LA
6.75 mtpa Sempra / Mitsui / Mitsubishi / TotalEnergies Seeking export-deadline extension Uncertain

Stalled

Suspended

Lake Charles LNG · Energy Transfer · Lake Charles, LA · 16.45 mtpa proposed

Development was suspended in December 2025 after Energy Transfer failed to reach a final investment decision. Several binding offtake agreements, including volumes tied to Chevron, were subsequently terminated in February 2026. The project is now being marketed to potential equity buyers — a cautionary footnote to an otherwise crowded field.

Next issue

Qatar’s North Field expansion and Australia’s next wave — Scarborough, Barossa and what follows them.

Sources: EIA; FERC and DOE filings; company disclosures; Natural Gas Intelligence; LNG Prime; Global Energy Monitor; industry reporting as of July 2026. Figures are nominal capacities and subject to revision as projects progress.