Kinder Morgan’s Sanders: Producers Stay Disciplined as Geopolitics Boost U.S. LNG, Pipeline Demand

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Tue, May 5, 2026 astatine 5:25 AM CDT 9 min read

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Despite accelerated geopolitical shifts, U.S. producers stay broadly disciplined and are waiting for long‑term terms signals earlier materially expanding output, though Sanders said vigor information concerns could yet favour much U.S. accumulation with the Permian cardinal to that effect (about 6.5 mb/d lipid and ~23 Bcf/d associated gas).
Sanders argued geopolitics is supporting stronger U.S. LNG and pipeline demand—he cited ~2–3 Bcf/d of Middle East liquefaction offline and manufacture forecasts of astir 19 Bcf/d U.S. state marketplace maturation implicit 4–5 years (about 13 Bcf/d from LNG)—and noted Kinder Morgan moves astir 40% of U.S. state and liquefaction feed.
Kinder Morgan is positioning to seizure that request with a $10.1 cardinal sanctioned backlog and progressive projects including the under‑construction Trident Pipeline (2 Bcf/d, expandable +1 Bcf/d via compression, online precocious adjacent year), the precocious closed Monument acquisition (~$500M), and a 570 MMcf/d GCX enlargement coming online this quarter.
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Kinder Morgan (NYSE:KMI) President Dax Sanders said U.S. producers person not broadly signaled a near-term displacement successful accumulation plans contempt the rapidly evolving geopolitical backdrop, but helium argued longer-term vigor information concerns could yet favour incremental U.S. accumulation and infrastructure development.

Speaking successful a Barclays-hosted fireside chat with expert Theresa Chen, Sanders said producers stay disciplined and are “looking for really, you know, semipermanent terms signals earlier making important changes.” He cited nationalist commentary from Chevron CEO Mike Wirth indicating Chevron was not making changes astatine the time, portion noting Diamondback had indicated plans to summation Permian crude production.

Geopolitics and the U.S. relation successful proviso

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Sanders said it was “pretty aboriginal to archer precisely what’s gonna change” successful the agelong word arsenic the quality travel shifts “seemingly by the hour.” Still, helium suggested sovereign hazard considerations could punctual a reassessment of wherever planetary buyers root lipid and gas, with the U.S. perchance benefiting if regions specified arsenic the Strait of Hormuz are viewed arsenic higher risk.

He framed the Permian Basin arsenic cardinal to immoderate U.S. response, estimating U.S. lipid accumulation astatine astir 13.5 cardinal barrels per day, with astir 6.5 cardinal barrels per time from the Permian. He besides described the Permian arsenic producing astir 23 Bcf/d of earthy gas, emphasizing the “associated gas” dynamic tied to oil-directed drilling and the request for takeaway capacity.

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