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  "documentTitle": "US Natural Gas Future Standalone",
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      "text": "Investment Issues. Jolted by tariffs, inflation, and labor shortages, project costs are rising sharply. For instance, the labor costs of pipeline construction are up by 19%, and gas plant construction costs have risen by 200%—from $785 per kW in 2022 to $2,400 per kW in 2025.",
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      "text": "No Peaking. BCG's forecasts don't suggest that output will soon peak. All five of the scenarios we developed find it likely that US natural gas consumption and LNG exports will keep growing over the next decade.",
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      "text": "Growth Dependencies. The sector's growth will depend on domestic demand for natural gas-based power and on the global market for LNG exports. Electricity demand, driven in part by increasing numbers of large data centers being built in the US, could rise by 58% by 2030, and we expect LNG exports to rise by 60% to 2035.",
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      "text": "Infrastructure Constraints. Despite bullish trends in sectors large and small, infrastructure strains in the US are unmistakable. Pipeline constraints have caused price volatility, from negative prices in Texas (Waha Hub) to spikes in the Northeast, reflecting the inadequacy of existing infrastructure to meet demand.",
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      "text": "Supply Chain Tangles. Shortages and rising lead times—as, for example, in the case of steam turbine supply times, which, in the past 12 months or so, have ballooned from 12 months to 40 months—will dampen the growth of natural gas generation.",
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      "text": "LNG export growth: 60%",
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