Record U.S. LNG Exports Meet Ample Storage, Keeping Gas Futures Range-Bound at 2.868

U.S. LNG exports hit their highest daily rate on record in April 2026, up 20.1% year-over-year per EIA data, yet working gas in underground storage stood at 3,024 Bcf as of July 10 — a level traders tie to balanced-to-loose supply mid-injection season. That tension between surging export demand and healthy inventories has kept Henry Hub futures pinned near 2.868.