{
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  "docSlug": "717a4a3b9695902b",
  "documentTitle": "US Natural Gas Future",
  "authorId": "BCG",
  "authorName": "BCG",
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  "sourceTypeSlug": "strategy_consulting",
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  "notes": "The slide uses a value chain diagram for the top half and a decision-tree/segmentation matrix for the bottom half.",
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      "kind": "callout",
      "text": "To identify the right strategic path forward, US natural gas players need to consider their company's fit with the capabilities they need",
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      "kind": "metric",
      "text": "Projected CAGR to 2030",
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      "text": "Over $250 billion has been invested in US infrastructure to deliver natural gas to demand centers, but capacity remains inadequate",
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      "kind": "source-note",
      "text": "Sources: GlobalData; EIA; Rystad Energy; BCG analysis.",
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      "kind": "source-note",
      "text": "Sources: Rystad Energy; BCG LNG SupplyVision, NERC; EIA; Energy Innovation Policy Simulator; BCG analysis.",
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      "text": "Segmentation of US natural gas growth plays by sector and market metrics",
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      "kind": "title",
      "text": "Tomorrow's Growth Plays for the US Natural Gas Industry",
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  "metrics": [],
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      "evidence": "Bottom: Natural gas branches to Global/Domestic, Domestic to US LNG/Electric/Other.",
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      "evidence": "Top title: '$250B invested but capacity remains inadequate' states the gap.",
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      "evidence": "Value-chain stages each represented by a green industrial icon.",
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      "evidence": "Natural gas value chain",
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      "evidence": "Two stacked frameworks (value chain + issue tree) with strong title hierarchy.",
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  "frameworks": [
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      "evidence": "Branching tree: Natural gas to Global/Domestic to US LNG/Electric power/Other sectors.",
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      "evidence": "Top half of the slide depicts the natural gas and LNG value chains.",
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      "name": "Value Chain",
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      "matchId": "019dd95a-1d21-7467-a460-b575d9f5c92d",
      "evidence": "Labelled 'Natural gas value chain' with stages Extraction-Processing-Pipelines-Distribution-Storage.",
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      "beatName": "Solution & Approach",
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      "evidence": "Value chain growth plays + six LNG business models (p12-13).",
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      "evidence": "p12 displays an explicit natural-gas + LNG value chain; p13 unpacks six business models on top of it.",
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