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NG/LNG This Week's Main Drivers and the Look Ahead | 6.14.26
Source: EIA This Week's Main Drivers: The natural gas market received a mixed set of signals this week. The EIA storage report showed a +108 Bcf injection, essentially neutral versus last year's +110 Bcf build but bearish relative to the five-year average of +95 Bcf. Storage continues to refill at a healthy pace, but upcoming injections are expected to moderate as summer demand increases. Weather remained supportive early in the week, with above-normal temperatures boosting c
Timothy Beggans
1 day ago2 min read


Mexico's Natural Gas Reality Check: AI, Power Demand, and a Growing Dependence on U.S. Supply
Source: EIA Mexico is making one of the largest natural gas infrastructure bets in its history, but a fundamental question remains: can domestic production keep pace with soaring demand? The Mexican government recently unveiled an $8.1 billion investment plan through 2030 to expand, modernize, and maintain its 21,149-kilometer pipeline network. CENAGAS alone plans to add 3.64 Bcf/d of new transportation capacity, while CFE is building pipelines to supply 13 new gas-fired powe
Timothy Beggans
2 days ago2 min read
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