US gas goes from glut to crunch
After years of bloated stocks and low prices US gas supply is about to get much tighter
FOLLOWING years of a glut the US is now heading towards a gas supply crunch because of a lack of new investment in shale projects. A combination of increasing consumption and depleting stocks will tighten supply and push gas prices higher as the US enters a cold, harsh winter, according to commodities brokerage firm finnCap. "Due to reduced investment in shale over the past two years, production is now forecast to decline, resulting in higher (gas) prices," finnCap said in a report at the beginning of August. "A mild winter and a hot summer has resulted in a rapidly depleting inventory, and should the US have a cold winter there is scope for a supply crunch." The country’s Clean Power Plan h
Also in this section
24 March 2026
It is an unusual story of out with the new and in with the old, as America First Refining shows the US going back to trusted energy security developments
23 March 2026
A complex and sometimes contradictory web of factors that include unpredictable oil prices, the globalisation of LNG markets, the expansion of Middle Eastern sovereign capital and the growth of datacentre demand will shape the energy landscape beyond 2026
23 March 2026
The Strait of Hormuz crisis highlights how key waterways can become global chokepoints
20 March 2026
Attacks on key oil and LNG assets across the Gulf mean a prolonged supply disruption, with damage to Qatar’s export capacity undermining confidence in the global gas system






