Source: IEA After years as the driver of global LNG growth, China has eased off the throttle in 2025. Imports have slipped as domestic gas production rises, pipeline flows from Russia expand, industrial demand softens, and rapid renewable additions cut into gas-fired power. Cargoes once destined for China are increasingly redirected to Europe, Japan, South Korea, and emerging Asia. The Positives • Price relief:  A major supply wave from the U.S., Qatar, and others arriving 20

Source: TradingView.com Natural gas equities are surging as colder December forecasts drive renewed bullish sentiment across the market. Leading producers like EQT, Comstock (CRK), Antero (AR), and CNX  have all rallied in recent sessions, boosted by expectations of stronger heating demand and record-setting LNG export volumes . While updated models now project higher Heating Degree Days (HDDs) for December, they still trail last year’s levels. Yet, the market’s reaction sugg

Source: Elk Trading Company LLC The natural gas market is heading into a new era of volatility. As U.S. LNG exports and data centers surge, the share of baseload  (24/7/365) demand continues to grow — permanently altering the balance of flexibility that has historically smoothed seasonal swings. This shift means the remaining variable components of demand—industrial, residential, and power generation—will become more reactive to even minor shifts in weather, pipeline constrai

Source: GROK Energy markets expose a fundamental flaw in human decision-making: we misjudge risk. Daniel Kahneman, in Thinking, Fast and Slow, explains how our fast, emotional “System 1” often overrides deliberate reasoning. Nassim Taleb’s Antifragile trilogy adds that systems built on false stability eventually collapse under volatility. Together, they explain why billion-dollar energy failures keep repeating. Kahneman’s Cognitive Traps Anchoring Bias : After the 2014 oil cr

Source: GROK Texas is powering America’s future—its tech boom, manufacturing renaissance, and energy expansion are reshaping the state’s economy. But beneath the prosperity lies a rising threat: water scarcity. Houston’s peak power load is projected to surge nearly 50% within six years, driven by explosive data center growth and industrial demand. With over 390 data centers already operating across the state—from Dallas to Austin—the grid is straining under unprecedented load

Source: https://www.nisgaanation.ca/ North America’s LNG export capacity is set to more than double by 2029, according to the U.S. Energy Information Administration (EIA). This transformative buildout could reshape global gas flows and carries major implications for Canada’s energy strategy. But will it be a boon—or a challenge—for Canada? Opportunities for Canada  The planned expansion, including West Coast and U.S. Gulf terminals, offers improved market access for western C

Source: Helion Energy Exceptional materials degradation caused by large quantities of fusion neutrons is one of the single largest factors limiting the economics and safety of fusion energy. Despite massive R&D momentum, including the Department of Energy’s roadmap targeting deployment in the 2030s, fusion remains a distant prospect rather than a near-term solution. The challenge lies not just in achieving sustained fusion reactions, but in withstanding them. The bombardment

Source: EIA Electricity prices are surging across the U.S., thrusting energy affordability into the political spotlight. From Virginia to New Jersey, escalating costs are fueling debate as utilities grapple with soaring demand from AI-driven data centers and rapid electrification. In the PJM region — spanning Illinois to New Jersey — wholesale power costs have climbed more than 30% year-over-year , according to Reuters and EIA data. Much of this increase stems from the surge

Source: https://www.datacentermap.com/usa/ The U.S. natural gas grid is being reshaped by two powerful new demand drivers: AI data...

Source: TradingView.com Comstock Resources has doubled down on natural gas development, signaling it sees sustained strength ahead....

Source: GROK U.S. natural gas prices are showing signs of a floor, with Henry Hub averaging $3.66/MMBtu in 1H 2025 , up sharply from...

Source: https://www.mononachamber.com The U.S. grid is undergoing a fundamental transformation. One of the most innovative projects...

Source: SuperGrok EQT Corporation, the largest U.S. natural gas producer, is executing a “wellhead-to-water” LNG strategy aimed at capturing international premiums and diversifying beyond domestic markets. The plan, highlighted in the Q2 2025 Earnings Presentation and recent announcements, rests on long-term liquefaction capacity secured via 20-year Sale and Purchase Agreements (SPAs). Core Moves in 2025: Commonwealth LNG (LA): 1.0 MTPA under SPA, FID expected 2025. Rio Grand

Source: SuperGrok The global LNG market is once again being reshaped—not by price cycles or supply shocks, but by tariffs and...

Source: ChatGPT The global natural gas market is navigating a mix of bullish and bearish signals as we move through late summer 2025:...

Source: Energy Transfer Once considered a declining natural gas province, the San Juan Basin  may be staging a comeback thanks to the...

Source: GROK The Western Haynesville  is emerging as one of the most strategically important natural gas plays in the United States — and...

Source: Swiss Federal Office of Energy SFOE Natural gas prices are still looking for a floor as bullish and bearish forces compete in...

Source: Windy.com (TEXAS) Late July typically brings peak cooling demand—and rising natural gas prices. But in late July 2025, prices...

Source: SuperGrok The Permian Basin is undergoing a quiet revolution—electrification. As production soars in the Delaware and Midland...