Winter’s Final Sting: EIA Reports Significant Drop in Natural Gas Inventories as US Market Braces for Spring ThawThe U.S. Energy Information Administration (EIA) released its latest weekly storage report on February 26, 2026, confirming that the massive withdrawals triggered by mid-winter Arctic blasts have left domestic natural gas inventories at their lowest late-February levels in years. While the most recent weekly draw of 52 billion cubic
Cheniere Energy (LNG) Reports Massive Q4 Earnings Beat of $10.68 Per ShareIn a definitive display of operational dominance and strategic timing, Cheniere Energy (
NYSE: LNG) reported a staggering fourth-quarter 2025 earnings per share of $10.68 yesterday, February 26, 2026. This figure blew past analyst expectations of roughly $3.90, marking a watershed moment for the Houston-based liquefied natural gas (LNG)
The Great Gas Divide: U.S. Prices Surge as Europe Stabilizes in New Global LNG OrderThe global natural gas market has entered a period of unprecedented structural divergence, as a "perfect storm" of climatic and industrial factors reshaped the energy landscape in early 2026. While the United States grapples with a violent upward trajectory in domestic benchmarks—highlighted by a staggering 78.4% price spike
Cheniere Energy (LNG) 2026 Research Feature: The King of U.S. Exports Faces a Shifting Global TideAs of February 26, 2026, Cheniere Energy, Inc. (
NYSE: LNG) stands as a titan of the global energy transition, representing the largest producer of liquefied natural gas in the United States and the second-largest operator globally. Following its latest Q4 and Full-Year 2025 earnings report, released today, the company finds itself at a critical juncture. [...]
The LNG King: Inside Cheniere Energy’s Record-Breaking 2025 and the ’30/30′ VisionAs of February 26, 2026, Cheniere Energy (
NYSE: LNG) stands as the undisputed titan of the American liquefied natural gas (LNG) sector. At a time when global energy security remains at the forefront of geopolitical discourse, Cheniere’s role as the primary bridge between North American shale abundance and energy-hungry markets in Europe and Asia has [...]
Natural Gas Prices Break Support as "Winter Storm Fern" Premium EvaporatesThe natural gas market has undergone a dramatic reversal in late February 2026, as the "weather premium" that propelled prices to historic highs just weeks ago has completely evaporated. After a period of extreme volatility, natural gas prices have surrendered to persistent negative pressure, decisively breaking below the critical $3.
Cheniere and CPC Sign Long-Term LNG Sale and Purchase Agreement
Cheniere Energy, Inc. (“Cheniere” or the “Company”) (
NYSE: LNG) announced today that its subsidiary, Cheniere Marketing International LLP (“Cheniere Marketing”), has entered into a long-term liquefied natural gas (“LNG”) sale and purchase agreement (“SPA”) with CPC Corporation, Taiwan (“CPC”).
The Great Decoupling: Oxford Economics Forecasts a Fractured Commodity Market for 2026The era of broad-based commodity cycles, where a rising tide of global growth or a falling dollar lifted all boats, appears to have reached a definitive end. According to the February 2026 commodity price forecast released this week by Oxford Economics, the market is entering a phase of "widening dispersion.
Winter Storm Fern Triggers Historic Energy Crisis: EIA Hikes Natural Gas Price Forecasts by 40%The U.S. Energy Information Administration (EIA) has sent shockwaves through the energy markets with the release of its February 2026 Short-Term Energy Outlook (STEO), significantly upwardly revising near-term natural gas price forecasts by a staggering 40%. The revision comes in the wake of "Winter Storm Fern," an aggressive Arctic
US Natural Gas Prices Surge 78% to $7.82 as Winter Storms and LNG Exports Drain SupplyUS natural gas prices have undergone a violent transformation in early 2026, with the Henry Hub benchmark surging 78% to reach $7.82 per million British thermal units (MMBtu). This represents the highest sustained price level since the global energy crisis of late 2022, signaling a definitive end to the
Cheniere Celebrates 10 Years of LNG Exports
Cheniere Energy, Inc. (“Cheniere”) (
NYSE: LNG) today celebrates the 10th anniversary of its first export cargo of liquefied natural gas (“LNG”).
Natural Gas Markets Shaken as Winter Volatility Triggers Massive 78% Price SurgeThe United States energy market is reeling after a historic mid-winter "perfect storm" sent natural gas prices skyrocketing by more than 78% in the first weeks of 2026. This dramatic escalation, driven by a combination of record-breaking Arctic temperatures and structural supply constraints, has rippled through the broader economy, contributing
Winter’s Wrath: U.S. Natural Gas Prices Surge 78% as Arctic Blast Rocks Energy MarketsThe American energy landscape was sent into a tailspin in early 2026 as U.S. natural gas prices experienced a staggering 78.4% spike, a move that reverberated through global commodities and sent shockwaves across industrial and residential sectors. This unprecedented volatility was the primary driver behind a 12% surge
Arctic Blast Ignites Natural Gas Markets: NYMEX Futures Surge 18% as 'Winter Storm Fern' Paralyses U.S. ProductionIn a month defined by atmospheric volatility, the U.S. natural gas market has undergone a historic convulsion. Prices on the New York Mercantile Exchange (NYMEX) recently skyrocketed, with front-month futures jumping a staggering 18.1% in a single session to settle at $7.8270 per million British thermal units
US and Taiwan Strike Landmark $84 Billion Trade Accord to Slash Tariffs and Secure Energy FutureIn a move that significantly recalibrates the geopolitical and economic landscape of the Pacific, the United States and Taiwan finalized a sweeping trade agreement on February 13, 2026. This "U.S.–Taiwan Agreement on Reciprocal Trade" (ART) marks a transformative shift in bilateral relations, centering on a massive exchange: the
Natural Gas Plunges Below Key $3.20 Support Level as Mild Weather and Sluggish Inventory Draws Weigh on SentimentThe natural gas market faced a decisive technical breakdown today, February 17, 2026, as prices officially breached the long-held $3.20 per million British thermal units (MMBtu) support level. A combination of unseasonably warm weather forecasts and a federal storage report that failed to meet market expectations has sent the
From Freeze to Flush: US Natural Gas Markets Retreat as Record Production and Warm Fronts Blunt Winter Storm Fern’s ImpactThe United States natural gas market is currently navigating a period of extraordinary volatility, transitioning from a historic price surge in January to a rapid cooling phase as of February 11, 2026. Just weeks ago, Winter Storm Fern gripped the nation, driving spot prices to record highs and forcing the
Arctic Chill: The 'Greenland Episode' Ignites US-EU Trade War and Threatens Sticky InflationThe geopolitical landscape was rocked in early 2026 by the so-called "Greenland Episode," a diplomatic and economic confrontation that has pushed the relationship between the United States and the European Union to its lowest point in decades. What began as a renewed U.S. strategic interest in the Arctic territory
The Great Rebalancing: Why the 'Old Economy' is Outpacing Big Tech in 2026As of February 6, 2026, the dominant narrative on Wall Street has shifted from the virtual to the tangible. After years of dominance by Silicon Valley’s software giants, a powerful "Great Rotation" is underway, with institutional capital aggressively migrating toward the backbone of the physical economy. Investors are increasingly
Winter’s Fury: Behind the 78.4% Surge in U.S. Natural Gas PricesThe U.S. energy market was rocked in January 2026 as natural gas prices skyrocketed by a staggering 78.4%, catapulting from a December average of $4.25 per million BTU to a peak average of $7.58. This historic surge, detailed in the latest World Bank Commodity Markets report,
The Great Sector Rotation of 2026: Why Capital is Fleeing AI Tech for the 'Old Economy'The U.S. stock market is currently witnessing a tectonic shift in capital allocation as the "AI hype cycle" of the early 2020s gives way to the "Physical Reality" of 2026. In the first five weeks of the year, a massive sector rotation has seen billions of dollars exit high-multiple
The Great Divergence: Why U.S. Natural Gas Skyrocketed as Global Benchmarks TumbledThe books closed on 2025 with the global natural gas market presenting a striking study in regional contrast. While American consumers and industrial users grappled with a sharp 12.1% surge in Henry Hub prices during December, their counterparts in Europe and Australia enjoyed a surprising reprieve. The Dutch TTF,
