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U.S. Pipeline Gas Exports to Mexico Hit Record 7.5 Bcf/Day in May, EIA Says

The surge reflects heat-driven electricity demand in a system constrained by pipelines plus scant storage.

Overview

  • The May average eclipsed 2024’s full-year mean of 6.4 bcf/d and stood 25% above 2019, marking the highest level since records began in 1975.
  • Industrial use, especially power generation, drove the increase as households, schools, businesses and factories extended cooling hours during the hot season.
  • Mexico imports roughly 70% of the natural gas it consumes as overall demand climbed 11.68% from 2019 to 2024 to about 8.6 bcf/d.
  • The EIA notes binding limits from pipeline capacity, delayed permits and minimal storage, even as late-term interconnection projects in central and southwestern Mexico boosted flows.
  • Pipelines from west and south Texas supplied 91% of U.S. gas sent to Mexico in 2024, while the government’s Plan México targets raising domestic output to 5 bcf/d by 2030.