Post by Wood Mackenzie

Cheap Henry Hub prices over the last decade have given the US a huge competitive advantage. It has underpinned the US LNG export boom and the massive buildout of gas-fired power generation now supporting data centre growth across the country. But that advantage is narrowing. Henry Hub natural gas prices are entering a new era, and the ripple effect will be felt globally. Read this month’s #WMHorizons to understand the structural drivers, and the pivot points that could temper the outlook – and why our view is that the only way is up: https://okt.to/ntZvUQ

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