China’s electrotech challenges the global LNG wave
December 4, 2025
Low Henry Hub pricing alongside healthy U.S. storage and robust shale output points to continued cost-advantaged U.S. LNG feedgas into 2025–26, barring unexpected demand or supply shocks. The Dallas Fed’s latest Energy Slideshow (updated Sept 30, 2025) shows Henry Hub at $2.89/MMBtu (Aug 31) with the futures curve as of Sept 24; U.S. gas in storage ~3.5 Tcf in late […]
