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Forward LNG prices for Asian delivery in October through December are estimated to rise above $22 per MMBtu, according to LSEG. That compares with an average of just under $17 so far in 2026 and would be the highest Asian level since early 2023.
Tight Asian LNG supply pulls US gas exports and raises global gas costs, which supports US natural gas prices and nitrogen fertilizer costs for feed grain production.
reuters.comGavin MaguireAug 24, 2026After 136 past bullish geopolitics events, Natural Gas moved a median +2.7% over 5 sessions (63% higher; middle half -1.8% to +8.8%), and +4.0% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
