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S&P Global Energy analysts expect US natural gas price volatility to rise because coal retirements have eroded demand flexibility and upstream consolidation has limited supply response. They forecast the market to tighten in the second half of 2025 and stay in deficit through mid-2026, with Henry Hub averaging about $5/MMBtu in 2026.
Haynesville drilling is expected to lag rising LNG feedgas demand until producers see higher prices.
Expected tightening and rising LNG feedgas demand point to firmer domestic gas prices, which raise nitrogen fertilizer production costs for feed grain and oilseed supply chains.
spglobal.comKillian Staines23 may 2025Tras 155 eventos alcista de macro pasados, Gas natural se movió una mediana de +0,1 % en 5 sesiones (51% al alza; mitad central entre -4,0 % y +7,1 %), y +2,0 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
