Natural gas price forecast institutional desks cite global LNG

Institutional desks cite global LNG flow shifts in shaping the "natural gas price forecast". U.S. domestic prices may remain supported above $2.55/MMBtu if Asian spot cargo demand persists. The top-rated analyst noted that elevated short-term interest rates were one of the reasons that forced OGS to revise its guidance in 2023 and 2024. He expects the Federal Reserve's interest rate cuts to benefit the company, as they will ease relative interest expense from prior periods. In summary, U.S. natural gas futures climbed to roughly $3.47/MMBtu on 1 October 2025, marking a five percent daily gain and a twenty percent year-over-year increase [59] . This rally stemmed from a combination of falling Lower-48 production—down to 107.4 bcf/d—and robust storage levels running six percent above the five-year average [60] . Though volatility has moderated compared with the chaos of 2022–23, weather-driven demand and operational hiccups at LNG export terminals continue to sway prices [61] . Summer peak cooling load is driving the "natural gas price forecast" higher, with traders watching the $2.65/MMBtu marker as a breakout point for speculative longs.