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Commodities

Corpus Christi LNG Expansion Makes Facility 2nd Largest in US, EIA Says

Cheniere Energy (LNG) has completed its Corpus Christi Liquefaction Stage 3 project in Texas, taking custody and control of the seventh and final liquefied natural gas train and making it the second-largest LNG export facility in the US, Energy Information Administration strategists said on Tuesday.EIA analysts said the expanded Corpus Christi terminal now boasts a total nominal capacity of 3.1 billion cubic feet per day, with a peak capacity reaching 3.9 Bcf/d.The expansion positions Corpus Christi just behind the Sabine Pass facility in Louisiana, which maintains a nominal capacity of 3.6 Bcf/d and a peak capacity of 4.6 Bcf/d.CCL Stage 3 comprises seven midscale trains delivering a combined nominal capacity of 1.3 Bcf/d and a peak capacity of 1.5 Bcf/d.The EIA said that production at the site has climbed steadily as each of the preceding six trains came online sequentially.Meanwhile, growth at the Texas terminal is set to continue.Construction is already underway on the Corpus Christi Liquefaction Midscale project, which adds two additional trains designed to contribute an extra 0.4 Bcf/d of nominal capacity and 0.5 Bcf/d at peak, with operations set to begin in 2028.Price: $272.29, Change: $-1.99, Percent Change: -0.73%

$LNG
Commodities

Midstream M&A Gains Momentum as Permian, Power Demand Support Growth, RBC Says

Midstream mergers and acquisitions are accelerating as companies pursue scale and new volumes, while RBC's preferred picks offer growth tied to gas, power and Permian demand, RBC Capital Markets said in a Friday note.The Alerian Midstream Index gained 0.6% for the week ended Sep. 10, compared with a 2% decline for the S&P 500 as West Texas Intermediate crude rose about 12% to $102.48 per barrel.Year to date, the AMZ has advanced 25.5% versus a 10.9% rise for the S&P 500, outperforming utilities and real estate investment trusts by 2,473 and 1,305 basis points.The AMZ remains behind oilfield services and exploration and production stocks by 2,208 and 2,933 basis points, respectively, while Henry Hub natural gas declined about 3% to $2.83 per million British thermal units.Venture Global (VG) led RBC's coverage universe with a 7.0% weekly gain, helped by higher Dutch Title Transfer Facility prices, while Cheniere Energy (LNG) fell 4.5% after missing the latest S&P 500 rebalance.Master limited partnerships rose 0.4% over the week and outperformed C-corporations, which slipped 0.1%, while RBC estimates its coverage universe trades at 10.3 times 2027 estimated enterprise value to EBITDA.RBC said midstream deal activity has accelerated, citing ONEOK's (OKE) acquisition of Brazos Midstream's Permian Midland assets and renewed market attention on a potential Kinetik (KNTK) sale.RBC has long viewed Kinetik Holdings as an attractive acquisition target because of its Permian presence, natural gas liquids exposure and New Mexico sour-gas capabilities, which could add scale and near-term growth.Kinetik could benefit from stronger customer demand in New Mexico, including an expansion of its KL2 processing plant, which RBC expects to enter service in mid-2028.RBC also noted that external insurance capital could help finance acquisitions.The US Third Circuit Court of Appeals vacated a water-quality certificate for the Northeast Supply Enhancement project on technical and procedural grounds, sending the matter back to the New Jersey Department of Environmental Protection.Williams (WMB) does not expect the ruling to affect construction and continues to target an in-service date in the fourth quarter of 2027, while viewing the remand as a path to resolve the outstanding issues.RBC sees Kinetik well positioned for growth in the second half of 2026 and beyond as new Permian gas takeaway capacity comes online and producer interest rises across the Northern Delaware Basin.A May 2026 federal lease sale generated about $4 billion in bids, compared with the prior record of $972 million in 2018, underscoring the scale of producer interest in the Northern Delaware Basin.Kinetik Holdings has built its sour-gas handling system, giving it an advantage over new entrants because permits for acid-gas injection wells can take more than three years.RBC expects Kodiak Gas Services (KGS) to deliver about 16% annual adjusted EBITDA growth over five years, supported by Permian production, tight compression capacity and rising data-center power demand.RBC favors Targa Resources (TRGP), citing customer-backed growth projects that reduce capital-spending risk, expanded customer agreements and exposure to well-capitalized Permian producers. Rising gas-to-oil ratios could also support mid-single-digit gas growth.RBC also favors Williams, which it sees benefiting from rising power and natural gas demand through 2030 and beyond. The company targets more than 11% adjusted EBITDA growth through 2030.Midstream M&A Gains Momentum as Permian, Power Demand Support Growth, RBC Says

$KGS$KNTK$LNG$OKE$TRGP$VG$WMB
Sectors

Sector Update: Energy Stocks Mixed Late Afternoon

Energy stocks were mixed late Friday afternoon, with the NYSE Energy Sector Index down 0.1% and the State Street Energy Select Sector SPDR ETF (XLE) adding 0.3%.The Philadelphia Oil Service Sector Index fell 0.3%, and the Dow Jones US Utilities Index shed 0.3%.Front-month West Texas Intermediate crude oil fell 1.9% to $100.51 a barrel, and the global benchmark Brent crude contract dropped 2.6% to $104.87 a barrel. Henry Hub natural gas futures were steady at $2.83 per 1 million BTU.In sector news, the White House is mulling ways it can use the Defense Production Act to expand US oil refining capacity, Reuters reported. The suggestion to use the act occurred in a recent meeting between President Donald Trump and nearly a dozen US refiners, the report said, citing sources, who added that no final decisions were made and that participants expected conversations to continue.In corporate news, Chevron (CVX) CEO Mike Wirth said oil buffers that curbed the rise in crude prices since the start of the US-Iran war are depleted, and the conflict may drive prices higher in the coming months, Reuters reported Friday, citing his speech at an energy conference in Austin, Texas. "I think the risks remain to the upside over the next few months," Wirth said, according to the report. Chevron shares were up 0.7%.Venture Global (VG), Cheniere Energy (LNG), and Woodside Energy (WDS) are included in a group of companies that are in talks with QatarEnergy for liquefied natural gas contracts aimed at replacing capacity in the Ras Laffan facility damaged by Iranian attacks, Reuters reported. Venture shares rose 1.8%, Cheniere added 0.2%, and Woodside was down 1.4%.TotalEnergies (TTE) said it has agreed to acquire Plastic Energy's 35% stake in the Grandpuits plastics recycling plant in France, making it the sole owner of the facility. Shares were up 0.5%.Shell (SHEL) disclosed Thursday that it has acquired 100% of Hunlock Creek Generating, which owns 169 megawatts of natural gas-fired generation capacity in Pennsylvania. Shell also disclosed it has agreed to sell interests in RISEC, which owns a 609-MW, two-unit combined cycle gas turbine power plant in New England, to Constellation Energy (CEG), for $715 million. Shell shares added 0.6%, and Constellation was down 0.5%.

$CEG$CVX$LNG$SHEL$TTE$VG$WDS
Wire

Update: Market Chatter: Venture Global, Cheniere, Other Companies in Talks With QatarEnergy for Long-Term LNG Supply Contracts

(Updates with response from Cheniere in fourth paragraph.)Venture Global (VG), Cheniere Energy (LNG), and Woodside Energy Group (WDS) are included in a group of companies that are in talks with QatarEnergy for liquefied natural gas contracts aimed at replacing capacity in the Ras Laffan facility damaged by Iranian attacks, Reuters reported Friday, citing three trading and industry sources.QatarEnergy is targeting to secure multi-year US LNG contracts through 2031 to replace volumes lost due to the Iranian attacks, according to the report.State-owned QatarEnergy, which stopped production in March, has renewed force majeure notices monthly, with the most recent extension into November, the report said.Woodside and Cheniere declined to comment, while Venture Global and QatarEnergy did not immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $15.69, Change: $+0.19, Percent Change: +1.19%

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Sectors

Sector Update: Energy Stocks Advance Friday Afternoon

Energy stocks were higher Friday afternoon, with the NYSE Energy Sector Index up 0.1% and the State Street Energy Select Sector SPDR ETF (XLE) gaining 0.4%.The Philadelphia Oil Service Sector Index was decreasing 0.9%, and the Dow Jones US Utilities Index was 0.2% higher.Front-month West Texas Intermediate crude oil fell 2.4% to $100.05 a barrel, and the global benchmark Brent crude contract dropped 2.5% to $104.92 a barrel. Henry Hub natural gas futures shed 1% to $2.81 per 1 million BTU.In sector news, the White House is mulling ways it can use the Defense Production Act to expand US oil refining capacity, Reuters reported. The suggestion to use the act occurred in a recent meeting between President Donald Trump and nearly a dozen US refiners, the report said, citing sources, who added that no final decisions were made and that participants expected conversations to continue.In corporate news, Chevron's (CVX) $7 billion expansion in Venezuela will be funded with cash generated from the country, Bloomberg reported, citing CEO Mike Wirth as saying at the University of Texas' Energy Symposium in Austin. Shares were up 0.6%.Venture Global (VG), Cheniere Energy (LNG), and Woodside Energy (WDS) are included in a group of companies that are in talks with QatarEnergy for liquefied natural gas contracts aimed at replacing capacity in the Ras Laffan facility damaged by Iranian attacks, Reuters reported. Venture shares rose 3%, Cheniere added 0.5%, and Woodside was down 1.5%.TotalEnergies (TTE) said it has agreed to acquire Plastic Energy's 35% stake in the Grandpuits plastics recycling plant in France, making it the sole owner of the facility. Shares were up 0.4%.

$CVX$LNG$TTE$VG$WDS
Wire

Update: Market Chatter: Venture Global, Cheniere, Other Companies in Talks With QatarEnergy for Long-Term LNG Supply Contracts

(Updates with response from Woodside in fourth paragraph.)Venture Global (VG), Cheniere Energy (LNG), and Woodside Energy Group (WDS) are included in a group of companies that are in talks with QatarEnergy for liquefied natural gas contracts aimed at replacing capacity in the Ras Laffan facility damaged by Iranian attacks, Reuters reported Friday, citing three trading and industry sources.QatarEnergy is targeting to secure multi-year US LNG contracts through 2031 to replace volumes lost due to the Iranian attacks, according to the report.State-owned QatarEnergy, which stopped production in March, has renewed force majeure notices monthly, with the most recent extension into November, the report said.Woodside declined to comment, while Venture Global, Cheniere, and QatarEnergy did not immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $15.60, Change: $+0.10, Percent Change: +0.61%

$LNG$VG$WDS
Wire

Market Chatter: Venture Global, Cheniere, Other Companies in Talks With QatarEnergy for Long-Term LNG Supply Contracts

Venture Global (VG), Cheniere Energy (LNG), and Woodside Energy Group (WDS) are included in a group of companies that are in talks with QatarEnergy for liquefied natural gas contracts aimed at replacing capacity in the Ras Laffan facility damaged by Iranian attacks, Reuters reported Friday, citing three trading and industry sources.QatarEnergy is targeting to secure multi-year US LNG contracts through 2031 to replace volumes lost due to the Iranian attacks, according to the report.State-owned QatarEnergy, which stopped production in March, has renewed force majeure notices monthly, with the most recent extension into November, the report said.Venture Global, Cheniere, Woodside, and QatarEnergy did not immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $15.71, Change: $+0.21, Percent Change: +1.32%

$LNG$VG$WDS
Oil & Energy

Market Chatter: QatarEnergy Pursues US LNG Supply Deals To Replace Lost Volumes

QatarEnergy is in talks with several producers for US LNG supplies through 2031 as it seeks to offset volumes lost after Iranian strikes damaged two Ras Laffan LNG trains and a gas-to-liquids facility in March, Reuters reported Friday, citing trading and industry sources.QatarEnergy's discussions include Venture Global (VG), Cheniere Energy (LNG) and Woodside Energy (WDS). QatarEnergy has maintained force majeure since March, renewing the notices monthly through November, with further extensions possible as the Strait of Hormuz remains closed, the report said.QatarEnergy Trading, the company's LNG trading arm, is targeting annual supplies of 2 million to 3 million metric tons through 2031, according to the report.QatarEnergy, Venture Global, Cheniere Energy and Woodside Energy did not immediately reply to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $15.67, Change: $+0.16, Percent Change: +1.06%

$LNG$VG$WDS
Commodities

US Natural Gas Update: Futures Climb to 8-Week High on Heat Demand, LNG Feedgas Recovery

US natural gas futures prices extended earlier gains, surpassing an eight-week high by midday on Wednesday, supported by persistent heat across the central US and a rebound in LNG feedgas flows.Both the front-month Henry Hub futures contract and the continuous contract rose 1.58% to $2.950 per million British thermal units.October natural gas futures gained as forecasts indicated temperatures would remain mostly above normal across the central and eastern US through mid-September, likely keeping demand for gas-fired power generation elevated.Power burn, or natural gas consumed for power generation, remained elevated at roughly 48.5 billion cubic feet per day, about 20% above September 2025 levels, NRG Energy said. Gelber & Associates pegged power burn at 48.3 Bcf/d on Wednesday.LNG feedgas demand was holding at 18.7 Bcf/d on Wednesday despite softer nominations at Sabine Pass following Tropical Depression Edouard. No prolonged storm-related disruption had been confirmed at Gulf Coast export facilities, keeping LNG demand relatively strong as the storm moved inland, G&A said.Trading Economics said its data showed average gas flows to the nine major LNG export plants rose to 18.3 Bcf/d in early September from 17.2 Bcf/d in August, as Cheniere Energy's (LNG) Corpus Christi facility and Freeport LNG in Texas returned to full operations following maintenance.Strong production also helped temper price gains. G&A estimated US natural gas production at 110.8 Bcf/d on Wednesday, with Canadian imports at 5.9 Bcf/d, putting total supply near 116.7 Bcf/d.However, it said the production figure should be treated with some caution because recent early-cycle declines have been revised higher later in the day, but the current reading was still helping to support prices.Trading Economics said output in August reached a record 111.5 Bcf/d, up from 110.7 Bcf/d in July.The US Energy Information Administration's weekly storage report due for release on Thursday is expected to provide the next gauge of late-summer gas-market tightness, G&A said, while forecasting a 28 Bcf injection for the week ended Aug. 28, compared with a 45 Bcf build in the comparable week last year and a five-year average of about 37 Bcf.The 28 Bcf estimate would represent a 17 Bcf tighter build year over year. G&A said strong cooling demand and elevated LNG exports during the storage week helped explain the smaller expected injection, particularly after inventories rose by only 15 Bcf in the previous report.A build near 28 Bcf would extend the recent run of below-normal injections while keeping projected fall inventories near 3.9 trillion cubic feet, it said.Additionally, geopolitical tensions surrounding the Strait of Hormuz remain a key upside risk for energy prices, with further disruptions potentially tightening global crude and LNG balances and adding volatility across the broader energy complex, NRG Energy said.Price: $295.49, Change: $+1.36, Percent Change: +0.46%

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Commodities

US Natural Gas Update: Futures Gain as Cooling Demand, LNG Exports Offset Ample Supply

US natural gas futures rose in after-hours trade Monday with hotter weather and a rebound in LNG exports outweighing near-record production, as the market weighed strong short-term demand against an increasingly comfortable supply picture.The front-month Henry Hub contract and the continuous contract both rose 1.49% to $2.93 per million British thermal units.Forecasts indicated hotter conditions in the coming weeks, potentially boosting gas demand from power plants as consumers increase air-conditioning use, according to a Bloomberg report, citing Natgasweather.com.Cooling demand is expected to ease through mid-September as temperatures return toward seasonal norms, Gelber & Associates said.Forward prices also moved higher across the curve, with calendar strips for 2027 and beyond gaining between $0.01/MMBtu and $0.02/MMBtu, NRG Energy said.Gains were likely limited by robust production over the weekend, with output reaching near-record levels for the year, according to Bloomberg.Lower-48 dry gas production stood at roughly 114.6 billion cubic feet per day on Monday, up 5.9% from a year earlier, while total Lower-48 gas demand was about 78.4 Bcf/day, up 17.8% over the year, Bloomberg said.Canadian imports of roughly 5.8 Bcf/d are also adding to an already ample supply picture, Gelber & Associates said.Separately, US natural gas production rose to 109.8Bcf/d over the weekend, while total demand ranged between 84.5 Bcf/d and 89.5 Bcf/d, according to NRG Energy.Power-sector gas demand increased to 51 Bcf/d from 47 Bcf/d, while LNG feedgas demand rose to 18 Bcf/d from 16.5 Bcf/d, NRG Energy said.Gas flows to LNG export terminals reached about 19.6 Bcf/day Monday, up 15.8% from the prior week and the highest level since late June, as maintenance wrapped up at the Freeport LNG facility in Texas last week, Bloomberg said. The site's return from repair work has added to feedgas demand.Additionally, LNG feedgas demand is providing a strong counterweight to slowing cooling demand, as new and recently expanded Gulf Coast facilities absorb more domestic supply, Gelber & Associates said.The firm expects that support to remain significant as weather-driven consumption fades heading into the shoulder season.Meanwhile, Cheniere Energy (LNG) said Monday it has substantially completed its Corpus Christi Liquefaction Stage 3 project in Texas, marking another expansion of US LNG export capacity.Storage builds are expected to pick up once cooling demand eases more meaningfully, though sustained feedgas demand near current levels would limit the pace of that loosening, Gelber & Associates said.Current forecasts put peak fall storage inventories near 4 trillion cubic feet, a level Gelber & Associates described as comfortable without signaling an excessive surplus.Storage injections for the week ended Aug. 28 and the week ending Sep. 4 are both projected to be relatively light, which could weigh on end-of-season storage expectations, Pinebrook Energy Advisors said.Pinebrook noted that with production back near record levels and weather-driven demand expected to fade in the coming weeks, the market isn't pricing in much lasting impact from the current heat.

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Commodities

Cheniere Completes Corpus Christi Expansion, Exports 5,000th LNG Cargo

Cheniere Energy (LNG) said on Monday it had completed the expansion of its Corpus Christi liquefied natural gas facility in Texas, adding more than 20% to the company's production capacity as global demand for the fuel continues to grow.The company said that it achieved substantial completion of the Corpus Christi Liquefaction Stage 3 project on Aug. 28, when engineering and construction contractor Bechtel Energy handed over the seventh and final LNG production train.The expansion lifts Cheniere's operating LNG production capacity to about 56 million metric tons per year. Cheniere began work on the project in June 2022 and produced its first LNG from the initial Stage 3 train in December 2024.Cheniere said it had produced and exported its 5,000th LNG cargo from its US Gulf Coast operations, reaching the milestone faster than any other LNG producer. The cargo was loaded onto the Yari LNG carrier at the energy firm's Sabine Pass facility on Aug. 29, and the carrier departed for Asia.The company produced its first LNG cargo in 2016 and has since supplied more than 340 million tons of LNG to global markets. Its LNG operations now account for more than 10% of global LNG capacity.Cheniere operates liquefaction facilities at Sabine Pass and Corpus Christi on the US Gulf Coast, with combined production capacity of about 56 mtpa. It also has about 5 mtpa of additional capacity under construction.Price: $293.03, Change: $+10.70, Percent Change: +3.79%

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Wire

Update: Cheniere Energy Shares Rise After Substantial Completion of Texas LNG Expansion Project

(Updates with recent stock movement in headline and first paragraph.)Cheniere Energy (LNG) shares were up 2.7% in Monday afternoon trading after the company said it achieved substantial completion of the Corpus Christi Liquefaction Stage 3 Project in Texas with the turnover of the seventh and last train of the project by engineering, procurement and construction contractor Bechtel Energy.The project expands Cheniere's production capacity of liquefied natural gas by more than 20% to 56 million metric tons per annum, the company said.Additionally, Cheniere said it has produced and exported its 5,000th cargo of LNG from its US Gulf Coast operations.Price: $289.82, Change: $+7.49, Percent Change: +2.65%

$LNG
Commodities

US Natural Gas Update: Futures Rise on Hotter Weather, Freeport LNG Restart

US natural gas futures rose in midday trading Monday as hotter-than-expected weather forecasts pointed to stronger cooling demand, boosting power-sector gas use, while the end of maintenance at Freeport LNG lifted feedgas flows, pushing prices higher.The front-month Henry Hub contract and the continuous contract both rose 1.73% to $2.93 per million British thermal units.Forecasts indicated hotter conditions in the coming weeks, potentially boosting gas demand from power plants as consumers increase air-conditioning use, according to a Bloomberg report, citing Natgasweather.com.Forward prices also moved higher across the curve, with calendar strips for 2027 and beyond gaining between $0.01/MMBtu and $0.02/MMBtu, NRG Energy said.Gains were likely limited by robust production over the weekend, with output reaching near-record levels for the year, according to Bloomberg.Lower-48 dry gas production stood at roughly 114.6 billion cubic feet per day on Monday, up 5.9% from a year earlier, while total Lower-48 gas demand was about 78.4 Bcf/day, up 17.8% over the year, Bloomberg said.Separately, US natural gas production rose to 109.8Bcf/d over the weekend, while total demand ranged between 84.5 Bcf/d and 89.5 Bcf/d, according to NRG Energy.Power-sector gas demand increased to 51 Bcf/d from 47 Bcf/d, while LNG feedgas demand rose to 18 Bcf/d from 16.5 Bcf/d, NRG Energy said.Gas flows to LNG export terminals reached about 19.6 Bcf/day Monday, up 15.8% from the prior week and the highest level since late June, as maintenance wrapped up at the Freeport LNG facility in Texas last week, Bloomberg said. The site's return from repair work has added to feedgas demand.Cheniere Energy (LNG) said Monday it substantially completed its Corpus Christi Liquefaction Stage 3 project in Texas, marking another expansion of US LNG export capacity.Price: $287.38, Change: $+5.05, Percent Change: +1.79%

$LNG
Commodities

US Gas Power Demand Trails 2024 Levels as Renewables Gain Share, UBS Says

US gas power demand remains below 2024 levels as renewables gain market share, while ample storage weighs on the near-term outlook, according to a UBS note on Wednesday.The US Energy Information Administration reported 163.2 million megawatt-hours of gas consumption for power generation in June, down about 1% from a year earlier and 3% below June 2024.Gas demand for power generation rose 2% over the year in the first half of 2026 but remained 3% below the 2024 pace, UBS said.Gas accounted for 38.4% of total power generation demand in the first half of 2026, down from 38.5% in H1 2025 and 41.3% in H1 2024.UBS forecasts gas power generation demand will rise 3.7% in 2026, although data through June suggests the outlook may face downside risk.Coal demand for power generation fell 11% over the year in Q2, while gas demand rose about 2.5%, indicating a shift toward gas generation.Lower gas prices likely supported some of that switch, UBS said, with Henry Hub front-month prices averaging about $2.79 per million British thermal units during Q2.Coal's share of total power generation fell to 14.4% in the first half of 2026 from 16.6% in 2025 and 14.6% in 2024, while coal demand declined 11% over the same period.Solar power generation consumption climbed about 22% over the year in H1 2026 and rose about 68% from H1 2024, UBS said.Renewable power generation, excluding solar, increased 6% over the year through June and was 8% above H1 2024 levels, indicating continued growth across renewable sources.Cheniere Energy (LNG) said Monday that its Corpus Christi LNG facility was undergoing maintenance, with feedgas flows falling from about 3.7 billion cubic feet per day to 2.44 Bcf/d.Flows then rebounded to 3.66 Bcf/d Wednesday, suggesting the maintenance work could be nearing completion, according to UBS.Freeport LNG exports averaged 1.35 Bcf/d since July 10, versus 2.02 Bcf/d in H1 2026 and 2.29 Bcf/d during the first week of July.The weekly storage forecast calls for a 36 Bcf build, versus 18 Bcf in 2025 and a 33 Bcf five-year average, while LNG exports averaged 17.8 Bcf/d over four weeks and 18.6 Bcf/d year to date.Consensus estimates indicate domestic gas balances are 179 Bcf above the five-year average, leaving the market 0.5 Bcf/d oversupplied.Natural gas prices have lagged oil and broader commodities in 2026, with front-month gas down 6.9% year to date, versus a 27.1% gain for the Goldman Sachs Commodity Index and a 43.9% gain for WTI.Front-month natural gas traded between $2.95/MMBtu and $5.29/MMbtu in 2025, ending 1% higher, while the Goldman Sachs Commodity Index was flat and WTI fell 20%.UBS forecasts Henry Hub natural gas at $3.75/MMbtu in both 2026 and 2027, while Lower 48 storage stood 0.4 Bcf/d above the five-year average in the first half of 2026.UBS expects the market to gradually tighten through the second half of 2026 and sees long-term Henry Hub prices at $3.50/MMbtu to $4/MMbtu as production grows to meet higher LNG exports and power demand from artificial intelligence and data centers.Faster production growth from exploration and production companies remains the key supply risk, with oil prices, Permian pipeline expansion and Haynesville inventory also affecting output.Weather could shift residential and commercial demand by about 2 Bcf/d annually, while LNG delays, utilization, and greater use of renewable energy and storage could affect demand, according to UBS.Price: $282.38, Change: $-1.70, Percent Change: -0.60%

$LNG
Commodities

US Natural Gas Update: Futures Edge Down on Weak Fundamentals

US natural gas futures remained under downward pressure in midday trade on Tuesday as traders weighed shifting weather forecasts, above-average storage and the approaching expiration of the September contract, amid ample supplies.The front-month Henry Hub contract fell by 0.54% to $2.767 per million British thermal units, while the continuous contract lost 0.32% to trade at $2.826/MMBtu.While near-term weather forecasts have shifted toward hotter conditions, the market looked toward lower demand expected in the approaching shoulder season.Above-average temperatures are expected across the Gulf, Midwest and Mid-Atlantic from Aug. 30 through Sep. 8, Bloomberg said, citing Commodity Weather Group, which supports continued immediate gas-fired cooling demand.Market positioning around the September contract is also contributing to price volatility. With the front-month contract approaching expiration and traders rolling positions into October, market participants are squaring positions and shifting exposure, potentially amplifying price moves and adding downward pressure, Natural Gas Intelligence said Tuesday.Above-average storage levels are another bearish factor. US underground inventories remain roughly 5% to 6% above the five-year average, while solid injections through late summer have eased concerns about supply ahead of the winter heating season.Current storage trends suggest inventories could approach 4 trillion cubic feet before winter.Production remains robust despite some recent fluctuations. Bloomberg pegged Lower-48 dry gas production at 110.9 billion cubic feet per day on Tuesday, up 1.4% from the same period last year.Gelber & Associates said production was running at its weakest level in two weeks, while Canadian imports stood at 4.6 Bcf/d, putting total supply at 115.6 Bcf/d.That compares with modeled demand of 116 Bcf/d, narrowing some of the supply surplus that had built earlier in August.The tighter balance, however, has not yet been viewed as a durable supply concern, with the market treating the production decline as a temporary interruption rather than the start of a sustained shortage, Gelber & Associates said.On the export side, Bloomberg put US LNG feedgas flows at 17.4 Bcf/d. Flows remained below capacity as Golden Pass continued its slow production ramp-up and maintenance at Cheniere Energy's (LNG) Corpus Christi plant, while Freeport LNG reduced feedgas demand.Price: $278.94, Change: $-1.86, Percent Change: -0.66%

$LNG
Commodities

US Natural Gas Update: Futures Slide Over 2% Amid Milder Weather Forecasts, Strong Output

US natural gas futures fell sharply on Tuesday as markets weighed expectations for milder autumn temperatures amid elevated domestic supplies.Both the front-month Henry Hub contract and the continuous contract declined by 2.66% to $2.708 per million British thermal units.Near-term weather forecasts continued to soften, with the Northeast and Northwestern parts of the country expected to see near- to below-normal temperatures from September 01 through September 07, according to the National Weather Service, easing space-cooling demand and gas-fired power burn.Meanwhile, dry gas output is expected to rise by 0.5 billion cubic feet per day, while demand is projected to decline by 0.3 Bcf/d on Tuesday, according to NRG Energy.US LNG export feedgas flows were expected at 17.38 Bcf/d, compared to the 30-day moving average of 17.80 Bcf/d, according to the Bloomberg LNG Feedgas Model.This comes amid the Cheniere (LNG) facility in Corpus Christi undergoing scheduled maintenance, weighing on LNG exports in the near term.Price: $279.41, Change: $-1.38, Percent Change: -0.49%

$LNG
Commodities

Update: Market Chatter: Cheniere's Corpus Christi LNG Plant Sees Lower Gas Flows During Maintenance

(Updates with Cheniere's comments in the 4th paragraph.)Cheniere Energy's (LNG) Corpus Christi LNG export plant in Texas continued to see reduced natural gas demand on Monday as planned maintenance work continued, Reuters reported, citing preliminary data from LSEG.The facility was reportedly on track to consume about 1.8 billion cubic feet per day of natural gas, below its typical intake of around 2.6 Bcf/d.Feedgas deliveries to US LNG export plants totaled about 16.7 Bcf/d on Monday, below national capacity of nearly 18 Bcf/d, Reuters said.In an emailed response to, a Cheniere spokesperson confirmed that Corpus Christi Liquefaction has been undergoing planned maintenance activities but declined to comment on timing and the units involved.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$LNG
Commodities

Market Chatter: Cheniere's Corpus Christi LNG Plant Sees Lower Gas Flows During Maintenance

Cheniere Energy's (LNG) Corpus Christi LNG export plant in Texas continued to see reduced natural gas demand on Monday as planned maintenance work continued, Reuters reported, citing preliminary data from LSEG.The facility was reportedly on track to consume about 1.8 billion cubic feet per day of natural gas, below its typical intake of around 2.6 Bcf/d.Feedgas deliveries to US LNG export plants totaled about 16.7 Bcf/d on Monday, below national capacity of nearly 18 Bcf/d, Reuters said.Cheniere did not immediately respond to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$LNG
Wire

Cheniere Energy to Deliver Cash Flow Growth as LNG Capacity Expands, RBC Says

Cheniere Energy (LNG) is expected to deliver steady cash flow growth as new LNG capacity starts up, while stronger operations, firm global LNG prices and further expansion projects could support additional upside, RBC Capital Markets said in a note Monday.Improving reliability, shorter maintenance periods and plant upgrades should continue to lift production, while additional optimization could add further earnings support, according to the note.Tight global LNG supply following lower exports from Qatar and the UAE has supported pricing, while Cheniere's flexible contracts allow it to send more cargoes to higher-priced markets, RBC said.The investment firm said it expects Cheniere's growth pipeline to remain a major driver, with more Corpus Christi capacity coming online and Sabine Pass Train 7 moving toward a possible final investment decision in early 2027.RBC raised its 2026 and 2027 adjusted EBITDA forecasts to $8.25 billion and $7.90 billion, respectively, maintained its outperform rating and increased its price target to $319 from $300.Price: $277.65, Change: $+0.13, Percent Change: +0.05%

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Commodities

US LNG Output Gains as Cheniere's Corpus Christi Production Rises, UBS Says

US LNG production rose from the prior week and month, with Cheniere Energy's (LNG) Corpus Christi output increasing while other major terminals posted mixed results, UBS said in a Wednesday note.Total weekly LNG production reached 16,141 million cubic feet per day, compared with 16,015 MMcf/d a week earlier and 15,795 MMcf/d a month earlier, according to UBS.Cheniere Energy's Corpus Christi terminal produced 3,356 MMcf/d, up from 3,280 MMcf/d a week earlier and 3,088 MMcf/d a month earlier.Cheniere Energy's Sabine Pass terminal, meanwhile, produced 3,968 MMcf/d, down from 4,012 MMcf/d a week earlier but above 3,877 MMcf/d a month earlier.Venture Global's (VG) Plaquemines terminal produced 3,273 MMcf/d, down from 3,296 MMcf/d a week earlier and 3,388 MMcf/d a month earlier, UBS said.Venture Global's Calcasieu Pass terminal produced 1,427 MMcf/d, up from 1,423 MMcf/d a week earlier but below 1,439 MMcf/d a month earlier.Golden Pass weekly production rose to 316 MMcf/d from 253 MMcf/d a week earlier and 311 MMcf/d a month earlier, following the terminal's first LNG export cargo in April, UBS said.UBS' tracker uses data from the Energy Information Administration and the Federal Energy Regulatory Commission to monitor daily terminal gas deliveries and train-level changes in baseload and peak LNG production.Price: $14.47, Change: $+0.68, Percent Change: +4.89%

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