Companies operating in Brazil have expanded the country's liquefied natural gas (LNG) regasification infrastructure since 2020, more than doubling its import capacity as the country seeks to diversify its energy supply and enhance energy security. Brazil's regasification capacity grew from 2.5 billion cubic feet per day (Bcf/d) in 2020 to 5.1 Bcf/d in August 2025.
The pace of capacity additions for U.S. biofuel production slowed in 2024, with production capacity increasing by a modest 3% from the start of 2024 to the start of 2025, according to our latest biofuels production capacity reports. A deceleration in production capacity in our category renewable diesel and other biofuels accounted for most of slowdown in growth. Sustainable aviation fuel (SAF), renewable naphtha, and renewable propane make up virtually all of the other biofuels.
Since 2021, electricity demand within the Texas electricity grid operated by the Electric Reliability Council of Texas (ERCOT) has steadily increased. In the first nine months of 2025, electricity demand in ERCOT, which manages about 90% of the state's load, reached a record high compared with the same period in previous years. Over those same months, ERCOT had the fastest electricity demand growth among U.S. electricity grids between 2024 and 2025. From January through September 2025, demand for electric power in ERCOT increased 5% compared with the same period in 2024 to 372 terawatthours (TWh), 23% more than the same months in 2021. Since 2023, wind and solar generation, especially utility-scale solar, have been the fastest-growing sources of electricity in ERCOT and are increasingly meeting rising demand.
The United States is on track to export a record amount of fuel ethanol for the second year in a row in 2025, driven by growing international demand. This growing market for exports is supporting increased U.S. fuel ethanol production, even as domestic consumption stagnates.
U.S. natural gas pipeline exports to Mexico averaged 7.5 billion cubic feet per day (Bcf/d) in May 2025, the most of any month on record as Mexico's demand for natural gas, particularly in the electric power sector, increases. On an annual basis, U.S. natural gas pipeline exports to Mexico averaged 6.4 Bcf/d in 2024, a 25% increase compared with 2019 and the highest on record in data going back as early as 1975.
