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
14 April 2026
The GECF has warned it may revise its projections for demand this year downwards in light of conflict in the Middle East, although it maintains its forecasts for 2027 and onwards
13 April 2026
Petroleum Economist analysis highlights sharp shift from crude oversupply to market deficit, with Iraq and Kuwait badly affected and key producers Saudi Arabia and the UAE also seeing output sharply lower
13 April 2026
Turkmenistan is moving ahead with a modest expansion of the giant Galkynysh field to sustain gas deliveries abroad, but persistent delays to other key pipeline projects and geopolitical risks continue to constrain its export ambitions
13 April 2026
Expensive electricity has forced out swathes of energy-intensive industry and now threatens the country’s ability to attract future investment in datacentres and the digital economy
