Despite volatile prices and cautious sentiment, U.S. natural gas fundamentals are tightening as disciplined supply and structural demand reshape 2026.

The tanker LNG GENEVA, which departs from the Port of Cameron, USA, unloads US liquefied natural gas at the Revithoussa terminal near Athens, in Megara, Greece, on November 7, 2025. Greece emerges as ...

The production of US natural gas and demand for it will both end the year at record highs, according to the US Energy Information Administration’s Short-Term Energy Outlook cited by Reuters on Dec. 9.

Equinor and Cheniere remain buy-rated amid a deepening European natural gas supply/demand gap and surging spot prices. Click here to read my analysis.

I rate EQT a buy, driven by a bullish long-term outlook for US natural gas prices due to rising demand and constrained supply. AI/data center growth and climate change are boosting electricity demand, ...