As the United States works toward casting a wider net on the global natural gas market via exports, key domestic markets like the Permian Basin and Haynesville Shale could be turned upside down in 2023 as midstream bottlenecks leave gas stranded.

LNG developers on the Gulf Coast are in a race to boost liquefied natural gas exports to capitalize on rising demand in Europe and Asia. Some projects are under construction and could begin operations in 2024. A handful of others could be sanctioned this year.

East Daley Analytics Inc. projects U.S. liquefaction capacity could swell to nearly 30 Bcf/d by 2030. That’s up from around 13 Bcf/d in 2022. Gas companies up and down the value chain also see continued momentum for LNG.

Producers have taken notice of the export growth...