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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: roguedolphin who wrote (108736)	12/18/2025 1:16:00 PM
From: roguedolphin	Respond to of 108766

Working gas in storage was 3,579 Bcf as of Friday, December 12, 2025, according to EIA estimates. This represents a net decrease of 167 Bcf from the previous week. Stocks were 61 Bcf less than last year at this time and 32 Bcf above the five-year average of 3,547 Bcf. < Today gas in storage is below the 5-year average. It will be confirmed by EIA next week. At 3,579 Bcf, total working gas is within the five-year historical range. < But demand for U.S. natural gas is MUCH HIGHER than it was five years ago. Celsius Energy's forecast for the week ending December 19 is a draw of 170 Bcf, which would be 60 Bcf larger than the 5-year average. Last winter from 12/14/2024 through 3/7/2025 the draws from storage totaled 1,924 Bcf, which was 374 Bcf larger than the 5-year average. This winter LNG exports are going to be 3 to 4 Bcf PER DAY more than they were last winter. It is normal for draws to continue through March, but last winter the final draw was during the week that ended March 7th. The eastern half of the U.S. has a very mild spring last year, which allowed storage to rebuild much faster than normal, which is why natural gas prices plunged. With just an average winter, natural gas in U.S. storage should be 200 to 400 Bcf below the 5-year average at the end of Q1 2026. By the end of 2026 the U.S. LNG export capacity will be close to 22 Bcf per day, an increase of 3.5 Bcfpd over what it is today. In 2027 there will be a lot more natural gas burned to generate electricity. < The next five years look very bullish for the "Gassers". Dan Steffens Energy Prospectus Group