Kinder Morgan Inc. is forecasting substantial growth in U.S. natural gas exports, including to Mexico via pipeline and the global market via LNG, over the coming years. 

KMI

KMI expects net U.S. natural gas exports to Mexico to reach 7 Bcf/d by 2030, up from around 6 Bcf/d in 2021, according to internal and Wood Mackenzie projections.

KMI is currently contracted to export around 4 Bcf/d to Mexico, management said. KMI pipelines serving Mexico’s natural gas market include the 640 MMcf/d Mier-Monterrey system in Mexico, the 2.1 Bcf/d Permian Highway Pipeline connecting West Texas supply with the Agua Dulce hub, and the El Paso Natural Gas system serving six U.S. states along with northern Mexico. 

The company expects U.S. LNG export demand, meanwhile, to more than double to 28...