Market Insight: The winter tug-of-war — record supply meets record LNG demand

September 8, 2026

As the U.S. gas market enters the tail end of injection season, it does so from a position of unusual comfort: storage sits roughly 5.2% above the five-year average, and the EIA now expects inventories to reach their highest pre-winter level since 2016. That cushion is why Henry Hub remains soft — hovering near $2.9/MMBtu […]

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