US natural gas production growth is slowing in response to low prices, and rising seasonal demand is expected to drive a modest price recovery toward late 2026.
Key Takeaways
- 1.US natural gas production growth has slowed to 2.5-3.0 bcf/d, roughly half of last year's pace, due to sustained low prices.
- 2.Rising temperatures are expected to drive higher demand and a modest price recovery, though renewable growth limits the upside.
- 3.Higher LNG exports are projected for the second half of 2026, supported by new export terminals.
Table of Contents
- Supply responds to lower prices
- CIO View: Natural gas
- Appendix
- Risk information
- Generic investment research – Risk information
- Important Information About Sustainable Investing Strategies
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Authors
Giovanni StaunovoWayne Gordon
Securities
US Natural Gas
Themes
Supply Side Response to Low PricingLNG Infrastructure and Export CapacityRenewable Energy Displacement of Gas
Regions
North AmericaUnited States