Record LNG Exports Offset by Full Storage, Holding Gas Futures Near 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 underground gas storage stood at 3,024 Bcf on July 10 — a level traders call balanced-to-loose for this point in the injection season. Surging export demand meets ample supply, keeping Henry Hub futures pinned near 2.868.