Latest · Market Insight: LNG supply expansion changes the tone for 2026

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A wave of LNG supply, led by North America, is reshaping global gas markets. Stronger availability is improving balance and linking regions more closely……
February 25, 2026
Waha remains under severe pressure as Permian pipeline congestion keeps prices in deep negative territory and well below…
February 24, 2026

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February 23, 2026
Prices remain near record highs as spreads compress, inventories rise, and the forward curve shifts, signaling easing tightness…
February 20, 2026
U.S. natural gas balances are tightening as winter withdrawals continue, while production has rebounded from late-January disruptions and…
Houston Ship Channel prices have retreated from winter-driven highs and stabilized in the mid-range, trading below last year’s…
February 17, 2026
U.S. gas production rebounded after winter disruptions and is approaching record highs, with output expected to reach new…
February 16, 2026
EPSM continues to trade below its historical range, reflecting regional softness. The forward curve shows a typical seasonal…
Henry Hub prices saw sharp winter-driven volatility but have since normalized as weather risks eased. Current levels remain…
February 10, 2026
February 9, 2026
Mont Belvieu propane slid earlier this year but has bounced off the early-February low and is holding in…
U.S. gas balances are tightening as cold weather sustains demand and inventories continue to draw sharply. Production has…
Metals saw sharp intraday swings with wide ranges but limited closes. Copper stayed the key benchmark, while gold…
February 3, 2026
Weekly insight on the Latin America LNG outlook, covering key developments in Argentina, Peru and Trinidad & Tobago…
January 29, 2026
U.S. natural gas markets are tightening as extreme winter weather drives deeper storage withdrawals, disrupts production, and keeps…
US natural gas prices rallied nearly 70% in five sessions as colder weather boosted heating demand, tightened supply,…
January 26, 2026
U.S. natural gas balances tighten as freeze-offs reduce production, LNG exports remain strong, and storage drawdowns accelerate under…
El Paso South Mainline prices remain weak, trading below the recent range and long-term averages as elevated inventories…

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