NGSA projects U.S. dry gas output to reach a record 112.5 Bcf per day in the 2026-27 winter outlook
AI Market Summary
NGSA projects U.S. dry gas output reaching a record 112.5 Bcf/d in winter 2026-27 alongside elevated storage of 3.88 Tcf, implying a strong supply cushion. Demand growth is led by LNG exports (+2.3 Bcf/d y/y) and rising power burn from data centers, but near-capacity pipelines remain a constraint. Near term, the supply outlook is price-negative unless extreme cold tightens balances.
Impact level
● Medium
Affected assets
NCCO7241NATGAS2USD/USDT-1.42%
AI Insight · NCCO7241NATGAS2USD/USDTAI Insight
▼ Bearish
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The Natural Gas Supply Association’s 2026-27 winter outlook projects U.S. dry gas production will reach a record 112.5 billion cubic feet per day, with storage at 3.88 trillion cubic feet. It expects demand growth to be driven largely by liquefied natural gas exports, projected to rise 2.3 Bcf per day year over year. The outlook also points to long-term structural electricity needs tied to expanding data center capacity. Natural gas supplies about 40% of U.S. electricity generation, according to NGSA.
