China’s electrotech challenges the global LNG wave
December 4, 2025
US LNG capacity additions into 2026 are set to tighten the US balance and nudge Henry Hub higher, even as the wider global LNG wave caps international prices and keeps Europe well supplied—assuming pipelines and storage flexibility keep pace. The deck projects Henry Hub averaging $3.40/MMBtu in 2025 and $3.90/MMBtu in 2026 (from ~$2.20 in 2024), lifted by four forces: […]
