U.S. Gas Supply Is Set to Flood the Market

U.S. natural gas production will grow 3.3% next year and 2.5% in 2027—adding roughly 3.9 billion cubic feet daily. The EIA forecasts supply outpacing demand over the next 12–18 months, weighing on prices despite summer spot strength. LNG export growth and data center demand must absorb the surge, or prices will fall.