Natural Gas (XNGUSD)
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U.S. Natural Gas Face Supply Pressures Amid Global Shifts

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U.S. Natural Gas Face Supply Pressures Amid Global Shifts

U.S. natural gas futures climbed above $3 per MMBtu in early September, rebounding from a nine-month low of $2.73 on August 20 as expectations of lower domestic supply gained traction.
Fresh data revealed that Russian LNG exports fell over 6% year-over-year through August, boosting the U.S. share in global LNG trade as Europe and Asia sought alternative sources. This shift has intensified bidding competition for limited U.S. gas supplies, adding upward price pressure.
Storage levels remain tight, with EIA data showing a 3.4% annual decline. On the demand side, ExxonMobil projects global natural gas consumption to increase over 20% in the next 25 years, driven by the transition away from coal.
However, after the Labor Day weekend, U.S. futures slipped 3.5% to $2.893/MMBtu, retreating from Friday’s $3 test. Analysts note that the market is entering the low-demand shoulder season, but a sustained dip in supply could revive bullish momentum, potentially pushing prices above $3.00 later this month.

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