ProCap Insights · April 27, 2026
3 stocks to bet on with the US as the dominant LNG exporter in the world
U.S. LNG exports hit an all-time monthly record of 11.7 million metric tons in March 2026, while Iranian strikes on Qatar's Ras Laffan complex sidelined roughly 17% of Qatari capacity and dragged global LNG supply down by approximately 20%.1,2,3 Three stocks stand out as the cleanest U.S.-listed expressions of that structural ramp.