Henry Hub Horizons
A new Pacific export sink looks Henry Hub bullish. The gas is additive Montney supply, the signal is Western Canadian, and the lever is a pending FID.
Henry Hub Horizons
NOAA's 2026 Atlantic outlook is below-normal. The Gulf Coast LNG footprint is structurally larger than at Hurricane Laura. The asymmetry, explained.
Henry Hub Horizons
U.S. gas exports run through three LNG corridors now, not one. The third, through Mexico, doesn't show up in U.S. LNG export accounting. The molecules go anyway.
Henry Hub Horizons
The US is on track to add 7 Bcf/d of LNG export capacity through end-2027. The price impact depends on the regime. The corridor impact arrives regardless.
