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Mont Belvieu: High Inventories Keep Prices Weak, Even as Production Drops

Mont Belvieu propane slid earlier this year but has bounced off the early-February low and is holding in the mid-$0.60s/gal. Inventories remain well above normal despite draws, while a sharp production drop could offer short-term support….
February 5, 2026

Supply and Demand: Production Rebounds, But Risks Remain Elevated

U.S. gas balances are tightening as cold weather sustains demand and inventories continue to draw sharply. Production has…
February 4, 2026

Volatility Rises as Metals Test Elevated Levels

Metals saw sharp intraday swings with wide ranges but limited closes. Copper stayed the key benchmark, while gold…
February 3, 2026

A Brief Outlook on LNG in Latin America

Weekly insight on the Latin America LNG outlook, covering key developments in Argentina, Peru and Trinidad & Tobago…
January 29, 2026

Winter Conditions Drive Tighter U.S. Natural Gas Balances

U.S. natural gas markets are tightening as extreme winter weather drives deeper storage withdrawals, disrupts production, and keeps…
January 28, 2026

Winter cold drives 70% rally in natural gas

US natural gas prices rallied nearly 70% in five sessions as colder weather boosted heating demand, tightened supply,…
January 26, 2026

Houston Ship Channel: Rallies Sharply as Winter Risk Arrives

The U.S. natural gas market has entered a phase of aggressive repricing as winter risk returned abruptly to…

January 21, 2026

Supply and Demand: Winter Tightens Gas Balance, Production Falls and Storage Draws Accelerate

U.S. natural gas balances tighten as freeze-offs reduce production, LNG exports remain strong, and storage drawdowns accelerate under…
January 21, 2026

EPSM: Prices Stay Weak Below Normal Levels

El Paso South Mainline prices remain weak, trading below the recent range and long-term averages as elevated inventories…
January 20, 2026

Waha: Pipeline Constraints Continue to Weigh on West Texas Gas Prices

West Texas natural gas prices remain weak as pipeline congestion and limited takeaway capacity continue to pressure the…
January 19, 2026

Copper Continues Setting New Records

Copper prices continue to reach new record highs amid tight supply, speculative flows, and growing regional imbalances in…
January 16, 2026

Houston Ship Channel: Prices Decline Through the Winter Period

Houston Ship Channel prices fell as early-December strength faded. Softer weather expectations and weaker near-term demand pressured prices……
January 16, 2026

Supply and Demand: U.S. Gas Market Balances Strong Supply with Heightened Winter Demand

Storage declined but remains high, supported by stable production and strong LNG activity….
January 13, 2026

Asia: China LNG Weekly Briefing

China’s LNG imports have lost momentum again, remaining below seasonal expectations despite the progression of winter….
January 13, 2026

Price and Weather: Colder Forecasts Emerge as Prices Sink to Seasonal Lows

Spot prices extended losses across U.S. gas hubs, with Henry Hub breaking below seasonal norms. However, colder late-January…
January 12, 2026

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…
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

Asia: 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

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