The podcast explores the 2026 outlook for the US natural gas market with Pat Rau, Senior Vice President Research and Analysis at NGI. Rau suggests a constructive outlook, contingent on winter heating demand, noting that the current NGI's Henry Hub Ford Strip is at $3.77, about 6% higher than the historical average. The conversation highlights the growing demand pull from LNG and data centers, though LNG is expected to have a more significant impact. While data centers currently burn 1.5 to 2 BCF a day, LNG accounted for roughly 14% of lower 48 gas demand in 2025. Rau also addresses US exports to Mexico, which averaged 6.7 BCF a day in 2025, and the capacity of US gas production to keep pace with demand.
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