Energy Transitions and Financial Measures
Strong Gulf Coast Footprint Positioned to Serve Demand Growth
>95% of demand growth is expected to occur in Texas & Louisiana, driven by exports & industrial
U.S. NATURAL GAS DEMAND bcfd
KINDER MORGAN
127
106
LNG exports 11
LNG plant fuel 1
LNG exports 24
I LNG plant fuel 2
Industrial 32
Net Mexican exports 6
Residential &
Commercial 23
Industrial 35
Net Mexican exports 9
Residential &
Commercial 23
Power 33
Power 31
2022
2030
Midstream
WIC
NGPL
CIG
CP
TCGT
Mojave
EPNG
Sierrita
Horizon
Stagecoach
LNG Terminals
KMIP
Utopia
ā Processing/Treatment Plant
Gas Storage
TGP
Midstream
FEP
MEP
Midstream
SNG
Elba Express
KMLP
GLNG
FGT
Contracted to transport
PHP
~4 bcfd to Mexico
Cypress
GCX
ELC
Elba LNG export
Intrastates system directly connects to
petchem & industrial facilities all along
the TX Gulf Coast
Contracted ~7 bcfd today across 5
pipes to LNG export facilities &
evaluating additional opportunities
Source: WoodMackenzie, North America Gas Strategic Planning Outlook, March 2023. Industrial sector includes Wood Mackenzie's "Other" category, comprised of lease and plant fuel. LNG plant fuel is assumed to be equal to 9% of
LNG export volume. This volume would otherwise be included in the Industrial category. Numbers may not sum due to rounding. 2030 demand includes 2 bcfd attributable to Transport and Blue Hydrogen sectors.
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