US gas production forecasts get nudged up this month, but not the wholesale upgrade given to crude. That's because while the US could supply the world during the Strait of Hormuz crisis, there's simply no more LNG export capacity that can be enlisted on short notice. That's our own version of the Strait, our own chokepoint. The only one blocking it is ourselves.
Natural Gas
Natural Gas
Tuesday, March 10, 2026
The Department of Energy radically upgrades its forecast for natural gas production. At last they got the memo about these hyperscaler data centers.
Natural Gas
Tuesday, February 10, 2026
Welcome to Data Insights: Natural Gas, the latest in our series of data-visualization chartbooks. With hyperscaler datacenters leading a productivity supercycle, gas is going to be the fuel of choice. How nice, then, for our inaugural edition, that the Department of Energy has sharply upgraded its production forecast. We're going to use it!