GAS AND LNG NEWS

Data center developers had hoped to more rapidly expand capacity over the next few years, but access to power is emerging as a major barrier.

The two-week ceasefire in the Mideast Gulf War and upcoming talks in Pakistan provide the first concrete hope of a diplomatic off-ramp to the conflict. The ceasefire is tenuous and the parties must overcome large hurdles to reach a deal. As part of updated Energy Intelligence scenarios, there remains a strong chance that hostilities resume or talks drag on, potentially leading to a frozen conflict. For oil markets, major tightness in the physical markets will persist for months, while for LNG, prices also dropped but are likely to stay elevated into 2027 as European re-injection season begins.

Monthly and bidweek natural gas prices at major hubs and regions, with comparative coal, fuel oil, heating oil and ULSD prices, monthly from 2001.