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Volatility Spikes Fade as Prices Return to Deep Negative Territory Waha remains structurally weak as Permian pipeline constraints continue to drive persistent volatility and pricing dislocations. Spot prices briefly spiked into positive territory in early February but quickly reversed, returning…

March 18, 2026

HSC Stabilizes Near $2.49 After Sharp Winter Pullback Houston Ship Channel prices continued their descent through February following…

Propane Finds Short-Term Support After Winter Weakness Propane moved lower earlier this year and has been trading mostly…

March 12, 2026

Winter Spike Fades as Henry Hub Prices Stabilize Near $3.00/MMBtu Henry Hub prices experienced extreme volatility during the…

Escalating tensions between Iran, Israel and the United States have reintroduced geopolitical risk into global energy markets, with…

U.S. Natural Gas Inventories Continue to Decline As of February 20, U.S. natural gas inventories declined to 2,018…

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

Financial hedging and cost stability in industrial companies Industrial companies operate with cost structures that depend on raw…

February 23, 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

U.S. natural gas inventories have recorded exceptionally large winter withdrawals in recent weeks, including one of the largest…

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

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