Could Natural Gas Prices Reach Nearly $5 in 2026? It’s a Good Bet on Rising LNG Exports, Domestic Consumption

Could Natural Gas Prices Reach Nearly $5 in 2026? It’s a Good Bet on Rising LNG Exports, Domestic Consumption

Author: NGI: Natural Gas Intelligence June 16, 2025 Duration: 21:04
NGI’s Patrick Rau, senior vice president of research and analysis, checks all the boxes in sharing his expertise about the outlook for U.S. natural gas in a sitdown with NGI’s Carolyn Davis, managing editor of news.  Where are domestic natural gas prices headed into 2026? Pat says it’s not one thing or another, as rising demand is ahead as more LNG export capacity comes online, and as industrial and residential/commercial sector consumption climbs.  E&Ps are likely waiting for bullish natural gas price signals to spur activity in the second half of 2025, but they will be accelerating their activity, according to Pat.  The odds of adding natural gas infrastructure, both midstream and by utilities, also is discussed as hyperscalers compete to build a plethora of data centers.

For those navigating the complex and fast-moving North American natural gas landscape, NGI’s Hub & Flow cuts through the noise. This isn't a lengthy seminar; it's a focused conversation designed for professionals who need clarity without sacrificing depth. Each episode features the seasoned reporters, editors, and analysts from NGI: Natural Gas Intelligence, who live and breathe this market daily. They break down the immediate factors influencing supply and demand, parse price movements, and track the critical flows of gas and LNG across the U.S., Canada, and Mexico. You'll hear straightforward analysis on what happened this week and why it matters for the week ahead, from pipeline constraints and storage data to weather impacts and global export dynamics. The discussion in this podcast naturally evolves from the latest data and on-the-ground reporting, offering a trusted perspective that goes beyond headlines. Tune in for a concise, authoritative take that helps you understand the fundamental drivers behind the numbers, all delivered in a format that fits into a busy schedule. Whether you're trading, planning, or simply need to stay informed, NGI’s Hub & Flow provides the essential context for making sense of a market in constant motion.
Author: Language: English Episodes: 50

NGI’s Hub & Flow
Podcast Episodes
Heat Wave Bear Market? Inside the US Natural Gas Summer Paradox [not-audio_url] [/not-audio_url]

Duration: 17:06
For much of mid-2026, sweltering summer heat waves and soaring electricity demand across the United States failed to ignite a sustained rally in natural gas pricing, with Henry Hub futures continuing to face downward pre…
Are California’s Low Natural Gas Prices Here to Stay? [not-audio_url] [/not-audio_url]

Duration: 25:40
The California energy market has historically been defined by extreme contradictions: a regulatory push toward a renewable energy stack on one side, and total dependence on neighboring regions for physical natural gas mo…
When Will Canada’s AECO NatGas Prices Find Support? [not-audio_url] [/not-audio_url]

Duration: 16:23
Western Canada is currently a land of stark contrasts: record natural gas production on one side, and a mountain of natural gas with nowhere to go on the other. As AECO basis remains wide, and storage levels continue to…
The Second Shock: US LNG and the Global Natural Gas Stalemate [not-audio_url] [/not-audio_url]

Duration: 20:42
The global energy market continues to grapple with its second major shock of the decade as the Iran war, which began in late February, stretches into an indefinite stalemate. With critical LNG production offline in Qatar…
The Venezuela Opening: Unlocking a Stranded Natural Gas Giant [not-audio_url] [/not-audio_url]

Duration: 22:12
The political and energy landscape in Venezuela was upended in early January, sparking a sudden and rapid opening of the country’s massive oil and natural gas reserves. As the Iran war shifts the global spotlight, Venezu…