
FERC's summer 2022 assessment projects U.S. natural gas demand growth outpacing supply, with net exports up 29.4% year over year as LNG liquefaction capacity expands. Production is expected to rise only 3.4% while consumption rises 4.8%.
Wholesale electricity prices are also expected to climb.
Export-driven demand growth tightens domestic gas supply, supporting higher natural gas and power costs through summer.
After 74 past bullish report events, Natural Gas moved a median +1.3% over 5 sessions (55% higher; middle half -4.0% to +11.3%), and +2.1% 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.