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The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
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Sign InAmid radical shifts in the global energy landscape, Wood Mackenzie analysts predict the end of the cheap natural gas era in the United States over the coming decade. According to reports, prices are expected to rise sustainably through 2035 due to the dual pressures of the AI data center boom and the massive expansion of LNG export infrastructure. Analysts suggest this shift marks a structural departure from the $2-$4/MMBtu trading range that characterized the market over the last ten years.
This long-term bullish outlook arrives as electricity demand surges to fuel AI infrastructure, placing unprecedented pressure on domestic supply. Looking at sector performance, major players like Cheniere Energy have seen steady growth in liquefaction capacity, while market data indicates that gas consumption in the power generation sector faces increasing competition from international markets. Per market data, historical production trends may no longer suffice to meet these new structural requirements, reinforcing expectations of higher price floors.
Based on current data, natural gas prices remain sensitive to inventory levels and weather conditions, with specific price levels unavailable as of the July 5, 2026 close. Investors should monitor upcoming macroeconomic catalysts, including the Chinese Manufacturing PMI scheduled for June 30, which significantly impacts global energy demand sentiment. Furthermore, industrial production reports from major economies will play a pivotal role in defining short-term price trajectories.