KOL Digest
HFIR Research · 2026.06.16 週二 · Substack

Natural Gas Enters The Pivotal Cooling Demand Season

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Natural Gas Market Fundamentals and Seasonality

  • The natural gas market has started to tighten due to higher LNG exports and lower y-o-y supplies.
  • Current storage injections are in line with the 5-year average (+396 Bcf vs +385 Bcf).
  • Bullish upside potential exists if warmer-than-normal weather patterns materialize as expected.