Natural Gas - 2026-05-11
Date:
Tuesday, May 12, 2026
Summary:
Not a new high for US production, but the upward trend is clear and intact. Because of the war in Iran, Asia is desperate for natural gas. The US could easily supply it, if only we could acceleration our LNG export capacity. That's a big infrastructure job, and it will take time. In the meantime, AI will eat all the gas we can frack anyway.