Loading…
Senior executives including Vitol Americas CEO Ben Marshall said US gas supply can grow without meaningful upstream limits at a forward strip of about $3-3.50/MMBtu. S&P Global data shows Lower 48 output averaging nearly 111 Bcf/d, up about 4% from 2025.
Ample supply that responds to price caps US gas upside over the medium term. Lower expected gas costs support US fertilizer and processing margins.
spglobal.comJeremy BeamanNov 12, 2026After 59 past bearish macro events, Natural Gas moved a median +1.3% over 5 sessions (58% higher; middle half -5.0% to +5.2%), and -2.0% 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.
