# 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.

- **Source date:** 2026-10-09
- **Original source:** [U.S. Energy Information Administration (EIA)](https://www.eia.gov/outlooks/steo/report/)
- **Reading time:** 1 min
- **Language:** en
- **URL:** https://voltformer.com/news/energy-october-2026-lng-supply-delivered-costs
- **Markdown:** https://voltformer.com/news/energy-october-2026-lng-supply-delivered-costs.md

## 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](https://www.eia.gov/outlooks/steo/report/) · [EIA — October 2026 STEO archive (PDF)](https://www.eia.gov/outlooks/steo/archives/oct26.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.

## Related analysis

[How energy costs reach industrial projects](/articles/energy-cost-transmission-power-oil-aug-oct-2026)

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