NGPL, Creole Trail Maintenance Seen Tightening Sabine Pass Natural Gas Supply
Natural gas pipelines Creole Trail and NGPL are entering short maintenance windows that will curtail feed‑gas deliveries to Sabine Pass LNG. Creole Trail’s pigging operation will cap capacity at 700,000 MMBtu/d, while NGPL’s Compressor Station 348 work cuts flow by roughly 442,000 MMBtu/d. Prices on the Gulf Coast slipped modestly on Thursday, with Henry Hub at $3.075/MMBtu, but the supply reductions could pressure prices if weather or demand shifts. Sabine Pass can tap alternative pipelines, but historical rerouting often falls short of available capacity.
July Natural Gas Futures Navigate Tightening Inventories, Heavy Injection Risks
July NYMEX natural‑gas futures rose on Thursday after the U.S. Energy Information Administration reported a 92 Bcf storage injection for the week ending May 22, the first prompt‑month figure. While the injection matched analysts’ expectations, it further tightens the seasonal surplus as...
Mexico’s Gato Negro LNG Gains Permit as Waha Natural Gas Glut Persists
Mexico’s Gato Negro LNG export project in Colima has received its final environmental permit from the Agencia de Seguridad, Energía y Ambiente, clearing a major regulatory hurdle. Phase 1 is designed for 3 million tonnes per year, with a target commercial start‑up...
Could the Strait of Hormuz Oil Crisis Tank Henry Hub Prices?
A closure of the Strait of Hormuz is removing a sizable share of global crude supply, re‑introducing a geopolitical risk premium that has pushed Brent toward $70 per barrel. The resulting surge in crude prices is expected to lift associated...
Lower 48 LNG Feedgas Flows Stabilize Near 18 Bcf/D After Holiday Weekend Recovery
US lower‑48 LNG feedgas nominations rebounded after the holiday weekend, stabilizing near 18 billion cubic feet per day (Bcf/d) and lifting pipeline utilization to about 51% of capacity. Golden Pass LNG saw a 24% jump to over 350,000 MMBtu/d, positioning the plant...
Prompt Month Expiry, Demand Signals Send Natural Gas Futures Flying
Natural gas futures rallied as the June prompt‑month contract approached expiry, driven by stronger-than‑expected cooling demand and a looming heat wave across the Lower 48. Traders weighed robust supply readings—U.S. production hovering near 109 Bcf/d—against an anticipated EIA output print in...
Natural Gas Spot Prices Cook With Summer Temperatures and LNG Demand Poised to Rise
Natural gas spot prices surged on Tuesday, with the prompt‑month contract reaching $2.97 per MMBtu before settling at $2.955, up 4.8 cents. The rally was driven by forecasts of an early‑summer heat wave and expectations of stronger LNG export demand....
Clashes Near Strait of Hormuz Cast Doubt on Peace Deal, Revive LNG Supply Risks
Clashes near the Strait of Hormuz have heightened uncertainty around the pending U.S.-Iran peace agreement, reigniting concerns over liquefied natural gas (LNG) supply disruptions. The unrest coincides with a broader geopolitical backdrop that includes intensified fighting in Ukraine and a...
REX Restricts Flows, Lifting Prices in Curveball to Natural Gas Buyers
On May 19, Rockies Express (REX) pipeline announced a force majeure after an incident at its Hamilton Compressor Station, tightening east‑west flows and pushing the Zone 3 delivered price up 20.5 cents to $2.695 per MMBtu. The outage cut segment 380 capacity by...
As Temperatures Tumble, Physical Natural Gas Prices Follow Suit
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Will LNG Exporters Dodge Hurricane Season Again This Year?
The National Weather Service forecasts a below‑normal 2026 Atlantic hurricane season, projecting 8‑14 named storms with fewer hurricanes than average. Gulf Coast LNG exporters and offshore producers stand to benefit from reduced storm‑related disruptions, though late‑season systems could still target...
Triple-Digit Storage Print Leaves Natural Gas Futures Fighting to Sustain $3 Handle
Spot natural gas prices slipped on Wednesday as cooling demand softened and temperatures fell across the central and eastern United States. The Energy Information Administration reported a 101 Bcf increase in storage, the largest weekly build in recent years, putting downward...
Sempra Seeks DOE Approval for Port Arthur LNG Cooldown Cargoes
Sempra Energy has formally requested permission from the U.S. Department of Energy to import and re‑export LNG cooldown cargoes at its upcoming Port Arthur LNG export terminal in Texas. The filing comes as the company’s timeline for commissioning the first...
Could Permian’s High Nitrogen Natural Gas Pose Hurdle for Gulf Coast LNG Exporters?
U.S. Gulf Coast LNG exporters are counting on cheap Permian Basin gas, but the feedstock’s elevated nitrogen content is creating operational hurdles. Nitrogen dilutes the gas, lowering liquefaction efficiency and forcing plants to install costly nitrogen removal systems, such as...
Aspen Sanctions Katy Header Buildout to Feed Gulf Coast Natural Gas Demand
Aspen Midstream announced a final investment decision on its Aspen Katy Hub header, a 3 billion‑cubic‑feet‑per‑day (Bcf/d) facility designed to transport Permian Basin natural gas toward Gulf Coast markets. The project targets early‑2027 startup, aiming to collapse the volatile Katy‑Waha price...
Natural Gas Pares Gains After Bearish Storage Surprise
U.S. natural‑gas futures slipped after the Energy Information Administration disclosed a 101 billion‑cubic‑foot (Bcf) weekly storage build, larger than analysts expected. Despite the pullback, the June NYMEX contract stayed in positive territory, trading at $3.040 per million British thermal units (MMBtu)...
Kitsault Energy Revives BC Export Hub as LNG Reshapes AECO
Developers of the Kitsault Energy project are repurposing a former mining site in northwest British Columbia into a $30 billion natural‑gas export hub aimed at Asian LNG markets. The initiative aligns with Canada’s broader strategy to deepen energy ties with Asian...
Floating Natural Gas Plant Heads to Yucatán as Power Deficits Bite
Mexico has signed a contract with Turkish firm Karpowership to deploy a 250 MW floating natural‑gas power plant off the Yucatán Peninsula as summer demand peaks. The mobile LNG‑fueled unit is intended to alleviate chronic grid deficits and provide dispatchable electricity...
NERC Flags Fewer Grid Risks as Natural Gas Demand Climbs
North America’s power grid is deemed more resilient for the summer of 2026, according to the latest NERC reliability outlook, which flags fewer systemic risks than a year ago. At the same time, natural‑gas demand is projected to climb sharply...
Natural Gas Power Burn Holds Ground as Lower Prices Counter Record Solar Output
Spot natural gas prices fell on Wednesday as milder temperatures reduced cooling demand across the central and eastern U.S. Despite the price dip, natural‑gas‑fired power generation rose 4 % in the week ending May 15, driven by coal‑to‑gas switching. Solar output hit...
Natural Gas Futures Tumble as Production Revision, Cooler Forecasts Challenge Rally
Natural‑gas futures slipped on Wednesday as cooler weather trimmed heating demand and a sharp upward revision to Lower‑48 production added supply pressure. The June contract fell amid elevated storage levels that blunted price support, even as geopolitical tension over Iran...
US LNG Demand Reshapes Natural Gas Storage Indicators as Henry Hub Nears $3
U.S. natural‑gas storage saw a 92 Bcf injection for the week ending May 15, keeping the overall surplus near 140 Bcf for a third straight week. LNG export flows to Lower 48 liquefaction plants rose to 18.1 Bcf/d, underscoring a structural shift toward export‑driven demand....
Bullish Forecasts Push Natural Gas Futures, Cash Prices Near $3
Natural gas futures surged on Friday, with June NYMEX contracts climbing 5.6 cents to $3.016 per MMBtu, edging past the psychologically significant $3 mark for the first time since late March. The rally follows a 20.3‑cent weekly gain driven by hotter...
Qatar Finally Exports LNG Shipments, but Has No Plans for Other Stranded Cargoes
Qatar resumed LNG exports this week, delivering two cargoes through the Strait of Hormuz after a shutdown triggered by Iran’s closure of the waterway in February. The pause followed attacks that damaged two of QatarEnergy’s liquefaction trains, with repairs projected...
ECA LNG Nears Startup in Mexico, Boosting Permian Outlook
Sempra’s ECA LNG project in Mexico is on track to begin operations in 2027, marking the country’s first liquefied natural gas export terminal. Forward natural‑gas prices for summer 2027 are already in positive territory, buoyed by a strong West Texas...
Midwest Natural Gas Storage Deficit Endures as Summer Demand Approaches
Midwest natural‑gas inventories lagged the five‑year norm, sitting 0.8 % below average as of May 8. Production shortfalls and spring weather‑driven demand spikes limited storage builds, leaving the region with a 24 Bcf injection shortfall. Meanwhile, ANR Pipeline’s extended repair timeline threatens to...
Mild Weather Masks Upside for ANR SE Amid Prolonged Pipe Work, Looming Summer Heat
Mild weather has kept natural‑gas price upside limited for ANR SE, even as the ANR Pipeline’s Midwest repairs stretch into late June. The ANR SE premium over REX Zone 3 Delivered peaked at 26.2 cents in March, slipped to 18.9 cents in May,...
Natural Gas Power Burn Eyes 2027 Rebound as Data Centers Lift Demand, EIA Says
The U.S. Energy Information Administration projects natural‑gas‑fired electricity generation to remain essentially flat in 2026 before accelerating sharply in 2027. The rebound is tied to soaring power demand from data centers, which are expected to consume a larger share of...
Hammerfest LNG Outage Tests Europe’s LNG Supply Cushion
Norway’s Hammerfest LNG export terminal has been forced offline after an operational fault, with repairs expected to take several days. The unexpected shutdown arrives as Europe prepares for a competitive summer storage‑refilling season, tightening the regional LNG balance. U.S. liquefied...
US LNG Feed Gas Flows Retreat From April Highs as Terminal Work Weighs on Demand
U.S. LNG feed‑gas nominations slipped below 17 billion cubic feet per day, retreating from April’s peak levels. The decline is driven by a Freeport LNG outage that trimmed Texas terminal flows and continued reduced nominations at the Corpus Christi facility. Extended commissioning...
Aramco Expects Oil, Natural Gas Supply Chain Disruptions for Months Even if Hormuz Reopens Soon
Saudi Aramco warns that oil and natural‑gas supply chains will stay disrupted for months even if the Strait of Hormuz reopens soon. About 600 vessels—including crude, LNG and product tankers—are stranded, with daily transits limited to just two to five...
Natural Gas Cash Markets Heat Up
U.S. natural gas cash prices rallied on Monday, with Tuesday‑delivery contracts strengthening across most regions. The surge was fueled by warmer weather forecasts, scheduled pipeline maintenance, and a sharp rally in NYMEX futures that added momentum. Despite the gains, the...
Bigger Natural Gas Storage Build Ahead, but Gap to Last Year Continues to Close
Natural Gas Intelligence estimates an 86 Bcf injection for the week ending May 8, matching the five‑year average and narrowing the annual surplus to 52 Bcf, down from 75 Bcf a year earlier. The injection marks a 23 Bcf week‑over‑week rise and supports higher forward...
Permian Natural Gas Prices Surpass 2025’s Negative Run
Permian Basin natural gas prices are on track to spend a record number of days in negative territory in 2026, with the Waha hub already posting 118 negative‑price flow days. Excess production has forced shut‑ins exceeding 620 MMcf/d, highlighting a severe...
Natural Gas Futures Sustain Intraday Momentum as Summer Demand Nears, War Endures
Natural gas futures continued their intraday rally as the market priced in a hotter summer and persistent geopolitical tension. Prices rose roughly 3% to around $2.55 per million British thermal units, reflecting tighter European storage and higher U.S. demand for...
Why California’s Soft Natural Gas Prices May Not Last
California’s natural‑gas prices, among the nation’s lowest, are under pressure as expanding LNG export capacity, rising western power demand, and shifting pipeline flows tighten regional supply. The SoCal Citygate and PG&E Citygate benchmarks have historically lagged the Henry Hub, but...
Bulls Gaining Edge in ‘Tug of War’ as Natural Gas Trying to Break Through Resistance
Natural gas June futures are testing a key technical resistance, with prices probing the upper Bollinger Band. Production outlook remains bearish and LNG export constraints are dampening market sentiment. Forecasts show rising summer heat, adding demand pressure. The market is...
Natural Gas Bulls Look to LNG Risks for Support as Shoulder Season Drags On
Natural gas spot prices were largely flat on Saturday‑Monday delivery, except in West Texas where they plunged amid robust production and weaker LNG demand. Maintenance outages at key LNG facilities and milder shoulder‑season weather further dampened demand. June NYMEX futures...
Traders Eye Northwest Natural Gas Repricing as Canadian Imports Plummet, but Improved Flows Limit Upside (For Now)
Northwest natural‑gas prices rebounded in early May, climbing above $1.30 per MMBtu after a month of sub‑$1 levels. The price gap between California’s Malin hub and the Northwest Sumas point tightened dramatically, reaching just 2 cents—a fraction of the typical...
Golden Pass LNG Feed Gas Climbs as Second Cargo Prepares to Leave Texas
Golden Pass LNG loaded its second export cargo from the Texas terminal as feed‑gas nominations surged to a new high. The ramp‑up of Train 1 continues, signaling progress toward the plant’s full commercial capacity. This milestone comes amid ongoing global LNG...
Canadian Natural Hits Record Natural Gas Output, Holds Montney Supplies ‘in the Bank’
Canadian Natural Resources posted a record 2.668 billion cubic feet per day (Bcf/d) of natural gas in the latest quarter, the highest output in the company’s history. The surge coincided with a 6% rise in natural‑gas prices, reflecting tightening global...
Some LNG Passing Through Strait of Hormuz as Operators Conceal Vessel Movements
UAE state‑owned ADNOC and charterers are deliberately masking the movements of LNG tankers to slip cargoes through the Strait of Hormuz, according to ship‑tracking firm Kpler. The Mubaraz became the first fully loaded LNG vessel to transit the waterway since...
Canada Leads Way Lower as Mild Forecasts Weigh on Spot Natural Gas Prices
Spot natural gas prices in Canada fell sharply this week as milder-than-expected temperature forecasts reduced demand outlooks. The Henry Hub‑linked Canadian price slipped to its lowest level in six months, trading around C$2.10 per MMBtu (≈US$1.55). Analysts attribute the drop...
Potential for ‘Super El Niño,’ Soaring LNG Demand Lift US Forward Natural Gas Prices
Forward natural gas prices in the United States are firming as forecasts of a strong El Niño raise expectations of record‑high temperatures. At the same time, growing global demand for liquefied natural gas (LNG) is bolstering long‑term consumption outlooks, especially in...
Ksi Lisims LNG in ‘Advanced’ Discussions for More Offtakers as It Targets FID by Year’s End
The Ksi Lisims LNG project in British Columbia has secured all construction permits and begun building its feed‑gas infrastructure. So far it has signed offtake contracts for 4 million tonnes per year and is now in advanced talks with additional customers. The...
Train 6 Feed Gas Approval Marks Latest Step in Cheniere Stage 3 Ramp-Up
Cheniere Energy received federal approval to introduce 210 MMcf/d of feed gas into the cold‑end of Train 6, the latest milestone in its Stage 3 expansion at the Corpus Christi LNG export terminal. The approval signals that the train is moving into late‑stage commissioning,...
Delfin LNG Gains More Momentum With Another SPA on Path Toward FID
Gunvor Group announced a new sale‑and‑purchase agreement to buy additional LNG from the Delfin floating‑liquefaction project off Louisiana. The deal follows a similar SPA signed in 2023 and adds to Delfin’s existing contracts covering more than 4 million tonnes per year....
White House Backs Alaska LNG Tax Reform as Legislative Deadline Nears
The White House has publicly backed a package of Alaska bills that would overhaul the tax framework for the state’s long‑delayed liquefied natural gas (LNG) export project. President Biden’s administration is urging Governor Mike Dunleavy and state legislators to move...
Some in Oil, Natural Gas Sector Expected Quick Hormuz Reopening Before ‘Project Freedom’
A Dallas Federal Reserve survey found that 20% of oil and natural‑gas executives expect the Strait of Hormuz to resume normal traffic by May 2026, while 39% see reopening only by August 2026. The timeline follows President Trump’s announcement of...
Western Heat Risk Builds as Weak Hydro Raises Late Summer Natural Gas Price Upside
Forecasts indicate a hotter‑than‑normal summer across the western United States, while a weaker hydropower season erodes the traditional electricity cushion. The combination is expected to shift natural‑gas‑fired power plants from shoulder‑season balance to tighter, more volatile operations by late summer....