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  "documentTitle": "US Natural Gas Future",
  "authorId": "BCG",
  "authorName": "BCG",
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  "notes": "The slide uses a concentric circle diagram to represent the progression of business models, mapped against a risk/innovation spectrum.",
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      "text": "In sum, the US natural gas industry is ready to keep growing despite the current constraints and uncertainty.",
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      "kind": "list",
      "text": "1. Build and expand long-distance pipeline infrastructure\n2. Invest in short-haul pipeline projects\n1. Contract to directly supply natural gas\n2. Attract power companies to construct electricity generators near gas processing plants\n3. Accommodate storage expansion in the form of line packs and onsite liquefied gas\n1. Offer full end-to-end solutions, from supply to power generation\n2. Provide integrated decarbonization solutions",
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      "text": "Niche upstream models can monetize stranded gas, providing onsite modular power solutions for smaller data centers (under 50 MW) and thereby capturing extra value. Midstream operators can benefit from infrastructure proximity, with projects that involve directly supplying reliable behind-the-meter power.",
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      "text": "In sum, the US natural gas industry is ready to keep growing despite the current constraints and uncertainty. Natural gas demand is poised for growth, with US exports likely to increase by 11% per year, from around 16 billion cubic feet per day (bcf/day) in 2024 to as much as 55 bcf/day by 2030.",
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      "kind": "source-note",
      "text": "Sources: Interviews with industry experts; BCG analysis.",
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      "kind": "title",
      "text": "Midstream players are exploring new business models to capture increased demand",
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      "evidence": "Midstream new business models + closing 'in sum' synthesis (p16).",
      "position": 5,
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