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How the U.S. Became the World’s Biggest Gas Supplier

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How the U.S. Became the World’s Biggest Gas Supplier

Top exporters of liquefied natural gas

Source: S&P Global

Note: Data reflects annual average liquefied natural gas exports by country.

In just eight years, the United States has rocketed from barely selling any gas overseas to becoming the world’s No. 1 supplier, a remarkable shift that has profited oil and gas companies and strengthened American influence abroad. But climate activists worry that soaring exports of liquefied natural gas could make global warming worse.

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Last month, the Biden administration said it would pause the permitting process for new facilities that export liquefied natural gas in order to study their impact on climate change, the economy and national security. Even with the pause, the United States is still on track to nearly double its export capacity by 2027 because of projects already permitted and under construction. But any expansions beyond that are now in doubt.

At the core of the debate over whether to allow more exports is a thorny question: With governments across the globe pledging to transition away from fossil fuels, how much more natural gas does the world need?

America’s gas export boom initially caught many policymakers by surprise. In the early 2000s, natural gas was relatively scarce at home, and companies were spending billions of dollars to build terminals to import gas from places like Qatar and Australia.

Fracking changed all that. In the mid-2000s, U.S. drillers perfected methods to unlock vast reserves of cheap natural gas from shale rock. At the same time, natural gas prices began spiking elsewhere in the world, especially after Japan shut down its nuclear plants in the wake of the Fukushima reactor meltdown in 2011 and began demanding more fuel.

That led to a stunning reversal. American companies, led by Cheniere Energy, began spending billions more to convert import terminals into export terminals, and shipments of U.S. gas to other countries began to surge.

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Major demand growth’

Natural gas is most easily transported by pipeline. To send it across oceans, the gas must be chilled to 260 degrees Fahrenheit below zero, turning it into a liquid. The process of making and shipping liquefied natural gas adds complexity and cost, but if the difference between U.S. natural gas prices and overseas prices is big enough, it is profitable.

“It comes down to economics,” said Kenneth Medlock, senior director at the Center for Energy Studies at Rice University. “Production just keeps growing in the United States, which keeps prices low. And then we keep seeing major demand growth in the rest of the world.”

The export boom has transformed America’s role in energy geopolitics.

Where U.S. liquefied natural gas exports go

Source: Department of Energy

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Note: Data available through Oct. 2023

Europe has become the biggest importer of American gas in recent years, enabling the continent to slash by more than half its reliance on Russian gas since Russia’s invasion of Ukraine in 2022.

In the future, Europe is expected to curb its appetite for gas by adding more renewable energy sources like wind and solar power. The main growth markets for natural gas are expected to be fast-growing Asian countries such as China, India, Pakistan, Bangladesh and Vietnam that want to use the fuel for electricity, heating or industrial purposes.

But as U.S. exports keep skyrocketing, critics have raised concerns about the climate change impact of transporting and selling more gas around the world.

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A complex climate question

The last time the Energy Department studied this issue, in 2019, it concluded that U.S. liquefied natural gas often produced fewer greenhouse gas emissions than other types of coal or gas used around the world. That meant that more exports could actually be beneficial for climate change if U.S. gas replaced those other fossil fuels. (When gas is scarce, some countries like Pakistan and Bangladesh have recently opted to burn more coal instead.)

But some environmentalists have disputed those conclusions, arguing that the analysis didn’t fully account for all the planet-warming methane leaks that can accompany natural gas production, and that it didn’t study whether a glut of gas might displace cleaner renewable energy rather than coal. The Energy Department is expected to study these questions while it puts permits for new projects on hold.

In the meantime, the U.S. gas boom is far from over, even with the permitting pause.

U.S. export capacity is set to nearly double, even with a permitting pause

Source: U.S. Energy Information Administration

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Note: Export capacity shown reflects each facility’s baseload capacity. Start dates are approximate.

Since 2016, U.S. energy companies have built seven large facilities in Texas, Louisiana, Maryland and Georgia that can export around 11.4 billion cubic feet of liquefied natural gas per day, according to the Energy Information Administration.

Another five projects along the Gulf Coast are already permitted and under construction and will be able to export an additional 9.7 billion cubic feet per day by 2027 — nearly doubling America’s export capacity. Three more facilities are currently being built in Mexico that will receive U.S. gas by pipeline and then ship it abroad.

The pause, however, could affect nearly a dozen proposed projects in the United States and Mexico that, if built, could boost export capacity by another 10 billion cubic feet per day, according to research by Clearview Energy Partners, a consulting firm. Whether those projects ultimately go forward remains to be seen.

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With so many projects locked in, experts say it will be crucial to ensure that methane leaks from gas production are kept as low as possible. (The Biden administration has put forward several new regulations on methane.) “This is an area where we can actually deliver an emissions win, maybe more so than delaying or even killing a future supply project,” said Ben Cahill, a senior fellow at the Center for Strategic and International Studies. “Because it’s what we do with the emissions on the projects that we know are with us today.”

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What’s in a Name? For These Snails, Legal Protection

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What’s in a Name? For These Snails, Legal Protection

The sun had barely risen over the Pacific Ocean when a small motorboat carrying a team of Indigenous artisans and Mexican biologists dropped anchor in a rocky cove near Bahías de Huatulco.

Mauro Habacuc Avendaño Luis, one of the craftsmen, was the first to wade to shore. With an agility belying his age, he struck out over the boulders exposed by low tide. Crouching on a slippery ledge pounded by surf, he reached inside a crevice between two rocks. There, lodged among the urchins, was a snail with a knobby gray shell the size of a walnut. The sight might not dazzle tourists who travel here to see humpback whales, but for Mr. Avendaño, 85, these drab little mollusks represent a way of life.

Marine snails in the genus Plicopurpura are sacred to the Mixtec people of Pinotepa de Don Luis, a small town in southwestern Oaxaca. Men like Mr. Avendaño have been sustainably “milking” them for radiant purple dye for at least 1,500 years. The color suffuses Mixtec textiles and spiritual beliefs. Called tixinda, it symbolizes fertility and death, as well as mythic ties between lunar cycles, women and the sea.

The future of these traditions — and the fate of the snails — are uncertain. The mollusks are subject to intense poaching pressure despite federal protections intended to protect them. Fishermen break them (and the other mollusks they eat) open and sell the meat to local restaurants. Tourists who comb the beaches pluck snails off the rocks and toss them aside.

A severe earthquake in 2020 thrust formerly submerged parts of their habitat above sea level, fatally tossing other mollusks in the snail’s food web to the air, and making once inaccessible places more available to poachers.

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Decades ago, dense clusters of snails the size of doorknobs were easy to find, according to Mr. Avendaño. “Full of snails,” he said, sweeping a calloused, violet-stained hand across the coves. Now, most of the snails he finds are small, just over an inch, and yield only a few milliliters of dye.

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Video: This Parrot Has No Beak, But Is at the Top of the Pecking Order

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Video: This Parrot Has No Beak, But Is at the Top of the Pecking Order

new video loaded: This Parrot Has No Beak, But Is at the Top of the Pecking Order

Bruce, a disabled kea parrot, is missing his top beak. The bird uses tools to keep himself healthy and developed a jousting technique that has made him the alpha male of his group.

By Meg Felling and Carl Zimmer

April 20, 2026

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Contributor: Focus on the real causes of the shortage in hormone treatments

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Contributor: Focus on the real causes of the shortage in hormone treatments

For months now, menopausal women across the U.S. have been unable to fill prescriptions for the estradiol patch, a long-established and safe hormone treatment. The news media has whipped up a frenzy over this scarcity, warning of a long-lasting nationwide shortage. The problem is real — but the explanations in the media coverage miss the mark. Real solutions depend on an accurate understanding of the causes.

Reporters, pharmaceutical companies and even some doctors have blamed women for causing the shortage, saying they were inspired by a “menopause moment” that has driven unprecedented demand. Such framing does a dangerous disservice to essential health advocacy.

In this narrative, there has been unprecedented demand, and it is explained in part by the Food and Drug Administration’s recent removal of the “black-box warning” from estradiol patches’ packaging. That inaccurate (and, quite frankly, terrifying) label had been required since a 2002 announcement overstated the link between certain menopause hormone treatments and breast cancer. Right-sizing and rewording the warning was long overdue. But the trouble with this narrative is that even after the black-box warning was removed, there has not been unprecedented demand.

Around 40% of menopausal women were prescribed hormone treatments in some form before the 2002 announcement. Use plummeted in its aftermath, dipping to less than 5% in 2020 and just 1.8% in 2024. According to the most recent data, the number has now settled back at the 5% mark. Unprecedented? Hardly. Modest at best.

Nor is estradiol a new or complex drug; the patch formulation has existed for decades, and generic versions are widely manufactured. There is no exotic ingredient, no rare supply chain dependency, no fluke that explains why women are suddenly being told their pharmacy is out of stock month after month.

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The story is far more an indictment of the broken insurance industry: market concentration, perverse incentives and the consequences of allowing insurance companies to own the pharmacy benefit managers that effectively control drug access for the majority of users. Three companies — CVS Caremark, Express Scripts and OptumRx — manage 79% of all prescription drug claims in the United States. Those companies are wholly owned subsidiaries of three insurance behemoths: CVS Health, Cigna and UnitedHealth Group, respectively. This means that the same corporation that sells you your insurance plan also decides which drugs get covered, at what price, and whether your pharmacy can stock them. This is called vertical integration. In another era, we might have called it a cartel. The resulting problems are not unique to hormone treatments; they have affected widely used medications including blood thinners, inhalers and antibiotics. When a low-cost generic such as estradiol — a medication with no blockbuster profit margins and no patent protection — runs into friction in this system, the friction is not random. It is structural. Every decision in that chain is filtered through the same corporate profit motive. And when the drug in question is an off-patent estradiol patch that has negligible profit margins because of generic competition but requires logistical investment to keep consistently in stock? The math on “how much does this company care about ensuring access” is not complicated.

Unfortunately, there is little financial incentive to ensure smooth, consistent access. There is, however, significant financial incentive to steer patients toward branded alternatives, or simply to let supply tighten — because the companies aren’t losing much profit if sales of that product dwindle. This is not a conspiracy theory: The Federal Trade Commission noted this dynamic in a report that documented how pharmacy benefit managers’ practices inflate costs, reduce competition and harm patient access, particularly for independent pharmacies and for generic drugs.

Any claim that the estradiol patch shortage is meaningfully caused by more women now demanding hormone treatments is a distraction. It is also misogyny, pure and simple, to imply that the solution to the shortage is for women’s health advocates to dial it down and for women to temper their expectations. The scarcity of estradiol patches is the outcome of a broken system refusing to provide adequate supply.

Meanwhile, there are a few strategies to cope.

  • Ask your prescriber about alternatives. Estradiol is available in multiple formulations, including gel, spray, cream, oral tablet, vaginal ring and weekly transdermal patch, which is a different product from the twice-weekly patch and may be more consistently available depending on manufacturer and region.
  • Consider an online pharmacy. Many are doing a good job locating and filling these prescriptions from outside the pharmacy benefit manager system.
  • Call ahead. Patch shortages are inconsistent across regions and distributors. A call to pharmacies in your area, or a broader geographic radius if you’re able, can locate stock that your regular pharmacy doesn’t have.
  • Consider a compounding pharmacy. These sources can sometimes meet needs when commercially manufactured products are inaccessible. The hormones used are the same FDA-regulated bulk ingredients.

Beyond those Band-Aid solutions, more Americans need to fight for systemic change. The FTC report exists because Congress asked for it and committed to legislation that will address at least some of the problems. The FDA took action to change the labeling on estrogen in the face of citizen and medical experts’ pressure; it should do more now to demand transparency from patch manufacturers.

Most importantly, it is on all of us to call out the cracks in the current system. Instead of repeating “there’s a patch shortage” or a “surge in demand,” say that a shockingly small minority of menopausal women still even get hormonal treatments prescribed at all, and three drug companies control the vast majority of claims in this country. Those are the real problems that need real solutions.

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Jennifer Weiss-Wolf, the executive director of the Birnbaum Women’s Leadership Center at New York University School of Law, is the author of the forthcoming book When in Menopause: A User’s Manual & Citizen’s Guide. Suzanne Gilberg, an obstetrician and gynecologist in Los Angeles, is the author of “Menopause Bootcamp.”

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