Source: NGSA The Natural Gas Supply Association’s 2026 Summer Outlook highlights a major transformation underway in the U.S. natural gas market. What once was primarily a weather-driven market is increasingly becoming a structurally demand-driven market powered by LNG exports, record electricity consumption, industrial expansion, and the rapid growth of AI infrastructure. NGSA forecasts total U.S. natural gas demand this summer to average nearly 109 Bcf/d, representing a year