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IEA’s Molnar: New Market
Gergely Molnár, Gas Analyst, International Energy Agency Keynote Address, 7th Budapest LNG Summit, May 7, 2026 The Middle East conflict has fundamentally disrupted the global gas market outlook. IEA Gas Analyst Gergely Molnár reported that global LNG supply grew a strong 10% (29 bcm) in 2025-26, with nearly half coming from a single plant in […]
No Impact on Domestic Prices
U.S. LNG Exports Have Not Had any Sustained and Significant Direct Impact on U.S. Natural Gas Prices. The USLNG Association, operating under the global brand name “LNG Allies,” released an updated economic analysis today which finds—once again—that U.S. LNG exports “have not had any sustained and significant direct impact on U.S. natural gas prices.” The […]
Study: USLNG Exports and Prices
R. Dean Foreman—formerly API’s Chief Economist—prepared a statistically valid framework to examine the impact of USLNG exports on Henry Hub prices. Foreman conducted an exhaustive correlation analysis and the constructed a holistic, fundamentals-drive framework that accurately forecasts U.S. natural gas prices. The key finding is that, with exception of brief periods, USLNG net exports have […]