FINWIRES · TerminalLIVE
FINWIRES

US Natural Gas Update: Prices Rise on Uncertainty Surrounding US-Iran Peace Negotiations

-- US natural gas futures rose in midday trading on Tuesday as the Middle East ceasefire deadline approaches, even as the conditions for the US-Iran peace talks are yet to be settled.

The front-month Henry Hub contract and the continuous benchmark both gained 0.15% to $2.69 per million British thermal units.

US-Iran ceasefire talks are increasingly uncertain as a two-week truce nears expiration. Iran says it hasn't decided whether to participate, while US Vice President J D Vance reportedly stayed in Washington instead of traveling to lead talks in Pakistan.

Both sides have warned they are ready to resume fighting if no deal is reached.

Earlier in the day, prices remained confined to a tight range below the opening price amid ample supply, before prices lifted amid doubts about the proposed talks in Islamabad.

The Wall Street Journal said Bank of America trimmed its Henry Hub price forecast for the remainder of the year by $0.20 to $3.40/MMBtu on plentiful supplies, adding that analysts there said while supply can tighten during extreme cold events, ample capacity during summer months generally reduces the risk of sharp price spikes, even during heat waves.

The US Energy Information Administration said Tuesday that the fundamentals showed a relatively comfortable supply backdrop heading into the April-October injection season.

Working gas in storage across the Lower 48 states is estimated at about 1,890 billion cubic feet at the start of the refill period. That is roughly 3% above both last year's level and the five-year average, indicating a modest cushion as injections begin.

Dry gas production remained slightly below record highs, though output eased slightly late in the week, offering limited support to prices, according to NRG Energy.

It said in line with overall softness in the market, regional cash prices in parts of Texas and the western US turned extremely weak at times, even printing negative levels in some areas, reflecting localized oversupply and strong renewable generation amid mild weather conditions.

LNG exports provided a key counterbalance to weak domestic consumption, with feedgas flows holding near record levels of around 18.9 billion cubic feet per day. That steady export demand helped prevent a sharper price decline, NRG said.

Related Articles

Asia

Shakti Pumps (India) Invests INR100 Million in EV Mobility Unit

Shakti Pumps (India) (NSE:SHAKTIPUMP, BOM:531431) said it has invested 100 million Indian rupees in its wholly owned subsidiary Shakti EV Mobility by subscribing to 10 million equity shares, according to a Tuesday filing to the Indian stock exchanges.Shares of the company rose 1% in Wednesday's trade.With this, Shakti Pumps' total investment in the EV mobility unit has increased to 650 million Indian rupees, the filing said.The investment is aimed at supporting business expansion of the subsidiary, it added.

$BOM:531431$NSE:SHAKTIPUMP
Asia

Challenger's Fiscal 2026 Q3 Update Missed Consensus Across Key Life Metrics, Jarden Says

Challenger's (ASX:CGF) fiscal 2026 third-quarter update missed consensus across key Life metrics, with FM outflows significantly worse than expected, driven by institutional equity mandate attrition in both Australian and global equities, according to a Tuesday note by Jarden.The firm's redemption of all CGFPC notes on May 25 simplifies the capital structure, reduces the AT1 coupon burden, and is earnings-per-share accretive.Jarden sees balanced risk/reward for Challenger in the future, with catalysts including capital management flexibility from the Australian Prudential Regulation Authority reform, as well as expanding retirement partnerships across superfunds.It lowered its fiscal 2026 sales forecast to reflect weaker institutional fixed-term sales, partially offset by higher retail annuity sales as partnerships come online.The investment firm retained its neutral rating on Challenger and raised the price target to AU$8.70 per share from AU$8.60 per share.

$ASX:CGF
Asia

Proya Cosmetics 2025 Profit Down 4%, Revenue Slips 2%

Proya Cosmetics (SHA:603605) posted 2025 attributable net profit of 1.50 billion yuan, down 3.5% from 1.55 billion yuan the previous year.Earnings per share slid to 3.80 yuan from 3.92 yuan, according to a Wednesday filing with the Shanghai bourse.Operating revenue declined 1.7% year over year to 10.6 billion yuan from 10.8 billion yuan.Shares of the cosmetics maker were up over 1% in recent trade.

$SHA:603605
US Natural Gas Update: Prices Rise on Uncertainty Surrounding US-Iran Peace Negotiations | FINWIRES