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The American Gas Association reported record US gas demand in January 2025 and record storage withdrawals during the cold. It also flagged that the 30-day pause on Canadian and Mexican imports, including a 10% tariff on Canadian natural gas, ends March 4 unless changed.
Expiry of the tariff pause on Canadian gas imports could tighten US supply and lift gas prices, which feeds into fertilizer and energy costs.
aga.orgAmerican Gas AssociationMar 1, 2025After 59 past bullish trade events, Natural Gas moved a median +1.3% over 5 sessions (61% higher; middle half -2.7% to +10.6%), and +8.0% 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.
