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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 market……
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

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

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