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U.S. natural gas exports to Mexico set to rise in 2026

In 2026, Mexico is likely to import more U.S. gas as power, LNG activity, and industry grow. Border capacity is ample, but internal bottlenecks and limited storage keep supply disruption risk elevated….
January 9, 2026

Mont Belvieu Prices Slide to Seasonal Lows

Mont Belvieu prices slid to early-January lows as the forward strip repriced lower. Heavy inventories and record output…
January 8, 2026

Venezuela After Maduro: Implications for the Global LNG Market

Maduro’s removal renews focus on Venezuela’s gas potential: no immediate LNG impact, but a long term opportunity, especially…
January 7, 2026

Japan’s LNG Imports Falls Despite Onset of Winter

Spot prices slipped while JKM rose modestly. Japan’s LNG demand softened despite colder weather, as imports fell and…
January 7, 2026

Rising LNG Imports Reflect Taiwan’s Energy Transition and Power System Needs

Taiwan’s LNG imports are rising as renewables expand and nuclear declines, making gas the key flexible backup for…
January 6, 2026

Gas-Electric Coordination Risks in the U.S. Energy System Beyond 2025

After 2025, the U.S. power grid will rely more on natural gas, raising vulnerability. Pipeline, storage, or compression…
December 30, 2025

U.S. LNG Exports Expected to Keep Growing, Supporting Global Supply Needs

U.S. LNG exports are set to rise through 2025–2026 as new Gulf Coast capacity ramps up, driven by…
December 26, 2025

Copper Hits All-Time High

Copper has reached record levels amid tight supply dynamics, a surge in U.S. inventories, and aggressive fund positioning….
December 23, 2025

EPSM Holds Steady as Southwest Fundamentals Stay Balanced

El Paso South Mainline prices eased into year-end amid mild demand and stable SoCal storage. Narrow spreads to…
December 23, 2025

Record U.S. Propane Inventories Enter Winter, Keeping Mont Belvieu Prices Under Pressure

U.S. propane inventories entered the 2025–26 winter at record highs, keeping Mont Belvieu prices under pressure. Strong production…
December 22, 2025

Sharp Storage Decline Signals Early Winter Tightening

Storage fell sharply amid record LNG exports and softening output. December vessel departures trail prior months……
December 19, 2025

Waha Prices Stabilize After Pipeline-Driven Collapse

Waha saw extreme volatility: prices collapsed on localized constraints, including an El Paso Line 1103 force majeure, then…
December 19, 2025

HSC Rebounds, Then Slips as Weather Turns Less Bullish

Houston Ship Channel surged into early winter, briefly above its seasonal range, then eased as weather turned less…
December 18, 2025

Sharp Drop in JKM Front-Month Highlights Market Bearishness

Spot LNG prices in Northeast Asia held steady, but JKM fell sharply. Japan’s imports dipped, while colder weather…
December 17, 2025

Sharp Storage Decline Signals Early Winter Tightening

Storage fell sharply amid record LNG exports and softening output. December vessel departures trail prior months, while weather-driven…
December 16, 2025

Warm Shift in Weather Forecast Undercuts Gas Market Rally

Spot and forwards declined as revised forecasts erased cold risks. HDDs turned below normal, and Waha collapsed further….
December 15, 2025

LNG Imports Surge Above Seasonal Range Amid Tactical Year-End Rebalancing

China’s LNG imports rose sharply to 338.38 mcm/d, briefly exceeding seasonal norms, but the increase appears tactical rather…
December 15, 2025

EU Moves to Eliminate Russian Gas as LNG Becomes the Backbone of Europe’s Energy Security

Europe is phasing out Russian gas and shifting fully to LNG. Russian volumes will fall to zero by…
December 12, 2025

Loose Fundamentals Keep Mont Belvieu Propane Soft Despite Recent Bounce

Mont Belvieu prices have firmed but remain in the lower end of the range. High stocks and strong…
December 12, 2025

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