AGA's Winter Heating Outlook: A Resilient Start to the Season

Each winter, the Natural Gas Supply Association publishes its outlook on the U.S. #NaturalGas market to help industry, policymakers, and stakeholders prepare for the season ahead. The 2025-2026 #WinterOutlook shows a market supported by strong supply and storage, leading to neutral pressure on prices compared to last winter. While overall conditions are stable, the outlook emphasizes that factors such as severe weather or shifts in global demand could still create volatility. #EnergyMarkets The full report is available here: https://lnkd.in/dPmzUdvu

📣📣📣📣 Natural gas futures have retreated as the storage surplus has now hit 200 Bcf. This significant surplus indicates a well-supplied market, which is typically a bearish signal for prices. The market is closely watching how this storage level, which is substantially above the five-year average, will impact short-term price movements and winter supply forecasts. #NaturalGas #EnergyMarkets #Commodities #NG #EnergyTrading #GasFutures #MarketAnalysis #PriceAction https://lnkd.in/eGKTiskH

📣📣📣📣 Natural gas futures have retreated as the storage surplus has now hit 200 Bcf. This significant surplus indicates a well-supplied market, which is typically a bearish signal for prices. The market is closely watching how this storage level, which is substantially above the five-year average, will impact short-term price movements and winter supply forecasts. #NaturalGas #EnergyMarkets #Commodities #NG #EnergyTrading #GasFutures #MarketAnalysis #PriceAction https://lnkd.in/eJNw8ymT

U.S. natural gas storage sits at 3,433 Bcf—above the 5-year average—as steady production balances record LNG exports. Prices remain near $3/MMBtu with a bearish tone heading into winter. Mild weather will keep demand low near-term, while the EPA advances new GHG reporting rollbacks. For more information, check out TPI's weekly market snapshot https://hubs.li/Q03KPv-Y0 #energynews #naturalgas #weather #energy #energymarket

𝐑𝐢𝐬𝐞 𝐄𝐧𝐞𝐫𝐠𝐲 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝐌𝐚𝐫𝐤𝐞𝐭 𝐔𝐩𝐝𝐚𝐭𝐞: Gas and Power Prices Strengthen as Winter Risk Builds 🔺📈 Energy markets turned higher in October, reversing last month’s softness. Natural gas forwards climbed sharply, led by stronger LNG exports, early heating forecasts, and firm regional spreads. Power prices followed suit across PJM, NYISO, and ISO-NE. Despite healthy storage levels, markets are clearly pricing in heightened winter risk. With colder temperatures on the horizon and volatility returning, participants are watching fuel supply and reliability dynamics closely as heating season kicks off. Dive into the full October update below or on our website: https://lnkd.in/eKVj5yMm #RiseEnergyServices #NaturalGas #Power #LNG #Demand #HenryHub #PJM #NYISO #ISONE #Energy #EnergyMarkets

📣📣📣📣 Natural gas futures dropped for a third straight session, hitting a three-week low of $2.876. This decline is fueled by a larger-than-expected +90 Bcf inventory build, which signals a strong supply. Forecasts for cooler U.S. weather in late September are also contributing to the bearish pressure by reducing demand for natural gas used in power generation. #NaturalGas #NatGas #EnergyMarkets #Commodities #Futures #SupplyAndDemand #EnergyNews https://lnkd.in/eakSjfQ7

📣📣📣📣 Natural gas futures dropped for a third straight session, hitting a three-week low of $2.876. This decline is fueled by a larger-than-expected +90 Bcf inventory build, which signals a strong supply. Forecasts for cooler U.S. weather in late September are also contributing to the bearish pressure by reducing demand for natural gas used in power generation. #NaturalGas #NatGas #EnergyMarkets #Commodities #Futures #SupplyAndDemand #EnergyNews https://lnkd.in/eakSjfQ7

Aggressive Energy Insight – Natural Gas Market Update 9/23 Front-month weakness continues as October ’25 trades firmly below $2.80. Cooler weather trends, soft LNG feedgas, and steady production are keeping balances loose. 👉🏻Storage: Larger-than-normal injections keep end-of-season inventories tracking near or above 3.9 Tcf. 👉🏻Weather Risk: With cooling degree days fading, only a colder-than-normal October could provide meaningful upside—and current models don’t show that. Aggressive Energy will continue monitoring these dynamics to keep you informed. #NaturalGas

Is European gas storage peaking?   Northwest Europe temperatures are expected to drop significantly by early next week, amid subdued wind generation.   This will bring weather-related European gas demand close to levels usually expected by mid-November, when we typically see a step increase in gas withdrawals.   On 5th October, German underground gas inventories were at 76.40%, with UGS Rehden at 28.61%, significantly short of the 45% winter target. Early withdrawals could not only jeopardise winter storage targets, but also increase the risk for low adequacy reserves at the end of the winter.   How will this unfolding scenario affect European gas prices?   Register here https://lnkd.in/dWDX7-CV, or contact Joaquin Narro directly, to receive a free, no obligations trial of Alcazar´s reports.   Our fundamental analysis complements our causality, cyclical and technical analyses.   Disclaimer: https://lnkd.in/dgi2mg8i   #gas #gasprices #powertrading #energytrading #alcazar #emissions #naturalgas #climatechange #climaterisk #voluntarycarbonmarket #carbontrading #carbonemissions #carbonoffsets #vcm #netzero #carbonneutral #carbonmarkets #coal #power #russia #trading #electricitymarkets #gasmarket #weather #weatherforecast #oil #oiltrading #hydrogen #hydrogeneconomy #electricitymarkets #co2  

Consumption of natural gas in the U.S. is forecast to increase this year by about 1 percent to a record of 91.4 billion cubic feet per day. https://ow.ly/3IjC50X2X10