Wood Mackenzie analysts predict the end of cheap U.S. natural gas by 2035, driven by AI data center demand and LNG export expansion. Despite this long-term outlook, futures prices declined in mid-July due to larger-than-expected inventory builds and cooler weather forecasts. Additionally, planned maintenance at the Freeport LNG facility is expected to reduce both demand and export volumes.
Natural gas futures extended losses as revised weather forecasts signal lower domestic demand and maintenance at Freeport LNG threatens to curb export volumes.
Read the full storyU.S. natural gas futures fell following a bearish storage report and news of reduced export capacity due to planned maintenance at a major LNG terminal.
Wood Mackenzie analysts project a structural shift in gas prices through 2035 as AI data center demand and LNG exports outpace production.