LNG export forecast highlights the gap between upstream gas and delivered fuel
The October outlook gives an export-volume reference; buyers still need a complete delivered-cost calculation.
- Publish date: 2026-10-09
- Category: Oil & Gas
- Original source: U.S. Energy Information Administration (EIA)
- Reading time: 1 min
Export volume is projected
The source outlook was released on 6 October 2026, with inputs finalized on 1 October; future values below are forecasts.
EIA projects U.S. LNG exports of 18.6 billion cubic feet/day in 2027. This forecast is not a measurement of October exports or a guaranteed allocation to any importing market.
U.S. Energy Information Administration — October 2026 STEO · EIA — October 2026 STEO archive (PDF)
A cargo has several cost layers
Our analysis: an LNG buyer combines feedgas, liquefaction, shipping, regasification and local transport. Contract indexation and exchange rates can change the result even when upstream gas is cheaper. A domestic U.S. gas benchmark therefore cannot be used directly as the fuel price for an importing country’s power station.
Compare contracts at the delivery point
For gas-fired generation planning, align the delivery point, energy unit and contract period before comparing LNG offers with pipeline gas. Include terminal access and flexibility charges. The export forecast helps frame a supply scenario; the contract and infrastructure available to the buyer determine its actual delivered cost.