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BRENT CRUDE$82.45+1.2%WTI CRUDE$78.14+1.5%GOLD SPOT$2,342.10+0.4%SILVER$28.15-0.1%COPPER HG$4.52-0.2%URANIUM U3O8$92.00+2.8%LITHIUM CARB$13,400-4.1%WHEAT ZW$562.25+0.1%NATURAL GAS$2.85+3.2%ALUMINUM$2,340+0.6%NICKEL$17,200-1.8%COCOA$7,850+5.4%BRENT CRUDE$82.45+1.2%WTI CRUDE$78.14+1.5%GOLD SPOT$2,342.10+0.4%SILVER$28.15-0.1%COPPER HG$4.52-0.2%URANIUM U3O8$92.00+2.8%LITHIUM CARB$13,400-4.1%WHEAT ZW$562.25+0.1%NATURAL GAS$2.85+3.2%ALUMINUM$2,340+0.6%NICKEL$17,200-1.8%COCOA$7,850+5.4%
Intelligence Engine
Energy · NG · USD / MMBtu

Natural Gas

US Henry Hub trading well below global parity ($12+ in Europe/Asia) as LNG export capacity additions through 2027 will compress the arbitrage. Power demand from AI data centers represents an underappreciated structural tailwind.

Spot
$2.85
Δ 24h
+3.2%
Realized Vol
38.4%
Cycle Phase
Accumulation
Price Timeline · 10Y

Interactive History

Hover · Click events
20152016201720182019202020212022202320242025
Annotated Macro Events
2022European Gas CrisisTTF spikes to €340/MWh; US Henry Hub follows to $9+.
2023Mild Winter ResetStorage exits winter at record highs; prices halve.
2024Freeport LNG OutageExtended outage strands US supply.
2025AI Datacenter Capex BoomHyperscaler power contracts reset demand narrative.
Cycle Phase Breakdown

Where Natural Gas Sits in Its Supercycle

40%
25%
15%

Accumulation

40%

Current — bombed-out sentiment, capex pulled, LNG capacity arriving.

Early Bull

25%

Winter draw + LNG ramp-up scenario.

Expansion

15%

Sustained export pull-through.

Peak Euphoria

10%

Tail risk.

Collapse

10%

Storage flood scenario.

Supply & Demand
  • US Storage vs 5Y Avg+8%
  • LNG Feedgas13.8 Bcf/d
  • EU TTF Spread$9.20
Cross-Asset Correlation
  • Brent
    0.31
  • Heating Degree Days
    0.68
  • Power Prices PJM
    0.72
Exposure Vehicles
  • UNG
    United States Natural Gas Fund
  • FCG
    First Trust Natural Gas ETF
View Full Tracker →
Related in Energy

Brent Crude

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WTI Crude

+1.5%
$78.14
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Uranium U3O8

+2.8%
$92.00
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