Williams CEO Sees U.S. LNG Output Doubling, Market Share Exceeding 25%

Williams Cos., one of the world’s largest natural-gas pipeline operators, expects U.S. liquefied natural gas to more than double in output over the next decade, Chief Executive Officer Chad Zamarin said in an interview on 5 August. The company projects LNG’s share of the domestic gas market will climb from about 15 percent today to above 25 percent by the mid-2030s, driven by new export terminals along the Gulf Coast and rising international demand. Zamarin cited higher rates on the company’s Transco pipeline system, recently approved expansion projects and Washington’s trade-policy push for energy exports as tailwinds that will keep U.S. LNG cost-competitive despite tariffs. Surging power needs from data centers and artificial-intelligence applications are also underpinning long-term demand for gas, he said. On 4 August the Tulsa-based company raised its 2025 full-year earnings-before-interest-taxes-depreciation-and-amortization guidance by $50 million to $7.75 billion on the strength of LNG growth prospects. Even so, Williams shares fell as much as 5.4 percent in New York trading after second-quarter adjusted earnings missed analyst estimates.