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Topic Cluster

Henry Hub & Natural Gas Benchmarks

Henry Hub, NYMEX, basis, LNG, and natural gas procurement intelligence for commercial energy buyers.

Reader Goal

Track benchmark gas movement, basis exposure, and procurement timing context.

API-verifiedForecastKilowattLogic analysis

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Fact labels separate data from interpretation

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Values pulled from official APIs or structured public datasets, such as EIA, ISO/RTO, or regulatory data tables.

Source-reported

Values attributed to named filings, regulatory orders, public statements, market reports, or official notices.

Forecast

Forward-looking values from named forecasts, planning cases, consensus expectations, or clearly labeled scenarios.

KilowattLogic analysis

Procurement interpretation, scenario math, and buyer context derived from sourced facts.

Cluster Articles

21 articles linked to this topic model

#1MODERATEApr 20, 2026

Natural Gas Analyst Consensus 2026: Wood Mackenzie, EIA & Street Benchmarks for Procurement

Side-by-side 2026 Henry Hub forecasts from Wood Mackenzie ($4.10), EIA STEO ($3.72), S&P Global ($3.95), Goldman, BofA, and Morgan Stanley. Consensus ~$3.85/MMBtu, range $3.20–$4.60. LNG feedgas, data-center burn, and winter 2026-2027 risk breakdown for procurement teams.

#2ELEVATEDApr 1, 2026

Henry Hub Drops to $2.90/MMBtu as April Injection Season Opens With Surplus Storage

Henry Hub natural gas falls to $2.90/MMBtu entering the April 2026 injection season. Storage above 5-year average despite record winter. EIA forecasts $3.80 annual average. Commercial procurement window analysis and why gas prices still matter for your electricity bill.

#3MODERATEMar 19, 2026

FERC March 19 Meeting: Order 917 EQR Reform, Reliability Standards, 9.57% NE ROE Ruling

FERC's March 19, 2026 commission meeting delivered Order 917 (EQR reporting overhaul using XBRL-CSV), new virtualization and CIP-003-11 cyber reliability standards, a 9.57% base ROE for New England transmission owners, and approval of Rio Grande LNG Trains 4-5 adding 12 MTPA.

#4ELEVATEDMar 12, 2026

EIA March STEO: Henry Hub Forecast Cut 13% to $3.80/MMBtu as Mild Weather Resets Outlook

The EIA March 2026 STEO slashes the Henry Hub forecast from $4.30 to $3.80/MMBtu — the largest monthly downward revision of 2026. Spot price at $3.19, 16% below revised forecast. Commercial procurement window analysis.

#5PRICE SPIKEMar 2, 2026

Henry Hub March Futures Crash to $2.90 While EIA Forecasts $4.12: The Widest Divergence of 2026

Henry Hub March 2026 futures collapsed to $2.90/MMBtu—a 30% discount to the EIA's $4.12 forecast. Storage at 2,018 Bcf. Procurement window analysis for gas and electricity buyers.

#6CRITICALFeb 28, 2026

How the U.S.-Iran Conflict Drives American Electricity Prices Higher Through LNG Market Contagion

#7WARNINGFeb 28, 2026

New England Grid Highly Vulnerable to Global LNG Spike Following U.S.-Iran Strikes

#8WARNINGFeb 28, 2026

Texas ERCOT Electricity Exposed to Global LNG Spike Following U.S.-Iran Military Strikes

#9WARNINGFeb 28, 2026

PJM Electricity Rates Face Severe Upward Pressure Driven by Global LNG Contagion

#10ELEVATEDFeb 28, 2026

New York Zone J Faces Heightened Electricity Price Risk From Global LNG Spike

#11PRICE SPIKEFeb 26, 2026

Henry Hub Gas Prices Collapse 63%: From $7.72 to $2.83 in One Month

Natural gas crashed from $7.72/MMBtu in January to $2.83 on Feb 26. Record 360 Bcf withdrawal, then warm weather collapse. Storage 123 Bcf below 5-year average.

#12MODERATEFeb 22, 2026

Industrial Natural Gas Procurement: 2026 Manufacturing Playbook

A 2026 playbook for industrial and manufacturing natural gas procurement. How to execute Block and Index hedges to protect chemical and metals plants.

#13CRITICALFeb 22, 2026

Northeast Winter Gas Basis: Algonquin Citygate Commercial Impact 2026

Analysis of natural gas basis differentials in the US Northeast for 2026. Why severe pipeline constraints cause Algonquin Citygate prices to decouple from Henry Hub.

#14WARNINGFeb 22, 2026

Henry Hub Natural Gas Forward Curve 2026: Commercial Hedging Strategy

Analysis of the 2026 Henry Hub natural gas forward curve. Learn why steep contango driven by LNG exports requires commercial buyers to hedge during spring.

#15WARNINGFeb 22, 2026

Massachusetts Commercial Natural Gas: Surviving the Winter Basis Blowout

An analysis of Massachusetts' commercial natural gas market in 2026. How National Grid customers can mitigate severe physical pipeline constraints and rising delivery tariffs.

#16WARNINGFeb 22, 2026

US LNG Export Capacity Expansion: 2026 Map and Domestic Price Impact

Track the massive buildout of U.S. Liquefied Natural Gas (LNG) export terminals in 2026 and understand how rising global demand is driving up domestic natural gas prices.

#17ELEVATED2026-02-22

Chicago Citygate Basis Premium Elevates Midwest Commercial Gas Costs

Chicago metro natural gas buyers face elevated delivered costs. Analysis of the Citygate basis premium impacting Nicor Gas and Peoples Gas territories.

#18MODERATE2026-02-22

Georgia Natural Gas Market 2026: Commercial Deregulation and AGLC Supply Strategies

Commercial facilities in Georgia face rising Henry Hub spot prices in 2026. Guide to navigating Atlanta Gas Light (AGLC) territory marketer contracts.

#19CRITICALFeb 21, 2026

Golden Pass LNG Ships First Cargo — 18 MTPA Changes the Global Gas Game

Golden Pass LNG begins exports from Sabine Pass, Texas with 18 MTPA capacity. Impact analysis on Henry Hub prices and commercial natural gas procurement.

#20WARNING2026-02-21

February 2026 Natural Gas Market Report: Prices Rising Toward $4/MMBtu

Henry Hub spot at $3.13/MMBtu. EIA storage at 2,070 Bcf (-123 below 5yr avg). Cold snaps drive basis spikes in Northeast and Chicago. LNG exports nearing record capacity.

#21WARNING2026-02-21

Henry Hub Forecast: $3.56/MMBtu for 2025, Rising to $4.01 in 2026

EIA projects natural gas prices to nearly double from 2024 lows ($2.20/MMBtu) driven by LNG export growth and colder winters. Commercial buyers should evaluate fixed-rate contracts before winter 2025.