Geopolitical disruptions in the Middle East have caused significant LNG supply interruptions, including damage to Qatar's facilities that will reduce capacity by 17% for several years. This has led global buyers to favor North American LNG suppliers, who benefit from more reliable infrastructure without chokepoint risks. The U.S. is expanding LNG export capacity with over 18 billion cubic feet per day under construction, expected to nearly double capacity by 2031. Canada also offers strategic advantages with West Coast terminals close to Asian markets, avoiding Panama Canal bottlenecks. Midstream infrastructure companies supporting this growth are accessible through ETFs like AMLP and ENFR, providing investment opportunities in this structural energy shift.
