IEEFA – Why Mexico? Dissecting the LNG Industry’s Plans for Mexico’s Pacific Coast

This report analyzes the LNG industry's expansion plans along Mexico’s Pacific Coast within the broader context of North America's LNG export growth.

It highlights the rapid growth of LNG exports in North America, the stress this places on the continent’s gas system, delays and cost overruns in Canadian and Mexican LNG projects, and the U.S. becoming the world’s top LNG exporter. The report also discusses the expected doubling of LNG export capacity by 2030, the concentration of LNG industry on the U.S. Gulf Coast, increasing share of exports in U.S. gas demand, and the resulting price volatility in gas markets.