|
|
|
|
|
|
|
|
|
|
|
|
|
21.01.26 - 20:13
|
Appalachian NatGas Output Faces "Intense Losses" As Arctic Blast Drives Power Grid Risk Higher (ZeroHedge)
|
|
|
Appalachian NatGas Output Faces "Intense Losses" As Arctic Blast Drives Power Grid Risk Higher
The Lower 48 has entered the depths of Northern Hemisphere winter. A series of Arctic cold blasts, combined with fears of a 1996-style blizzard stretching from Texas through the Mid-Atlantic and into the Northeast, has sent U.S. natural gas futures quite literally vertical, marking the largest weekly spike on record (that's if gains hold through Friday).
But the next focus now turns to Appalachian Basin gas production, which sits at the center of severe winter reliability risk just as demand surges across the eastern half of the country.
January 20-21, 1985 low temperatures across Lower 48.
4.1°F average low temperature on the 21st. That's it.
We'll be looking at about 10°F this Sat/Sun. pic.twitter.com/4x5Jer4dX4
— Ryan Maue (@RyanMaue) January 21, 2026
Criterion Research's James Bevan, vice president of research, has drawn our attention to freeze-off risks across the critical gas ...
|
|
|
21.01.26 - 15:24
|
US NatGas Poised For Biggest Weekly Spike On Record As "Blizzard Of ′96" Fears Resurface (ZeroHedge)
|
|
|
US NatGas Poised For Biggest Weekly Spike On Record As "Blizzard Of '96" Fears Resurface
U.S. natural gas futures are on pace for the largest weekly increase on record, according to Bloomberg data spanning more than 35 years.
An Arctic air invasion of the eastern half of the US, combined with the increasing risk of a major winter storm stretching from Texas through the Mid-Atlantic and into the Northeast by this weekend, has triggered sharp upside repricing and panic-style buying in NatGas futures.
As of Wednesday morning, New York NatGas futures are up another 19%. Combined with earlier gains this week, prices have jumped roughly 50% so far. If these gains are sustained through Friday, it would mark the largest weekly increase in NatGas on record, going back to 1990.
The sharp repricing of NatGas futures nearly sent prices to the $5 level earlier in the trading session.
We have documented the incoming cold blast and winter storm threats, with impacts on energy markets in the last five days:
...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20.01.26 - 18:00
|
US NatGas Spikes Most Since Ukraine Invasion On Arctic Blast, Major Winter Storm Threat (ZeroHedge)
|
|
|
US NatGas Spikes Most Since Ukraine Invasion On Arctic Blast, Major Winter Storm Threat
US natural gas futures surged for a second straight session as an Arctic cold blast and mounting winter storm threats forced traders to reassess energy demand, with heating demand across much of the eastern US now forecast to surge sharply.
As of 09:00 ET, NatGas futures are up nearly 27%, marking the largest intraday jump since Russia's invasion of Ukraine in late January 2022. The move comes as weather models flipped sharply colder, now forecasting a massive deep freeze across the eastern half of the country through the end of the month.
NatGas prices are set to reclaim the $4 per mmbtu level.
Average temperatures across Washington, DC, are plunging and could average around 10°F by the weekend. This cold blast is far more extreme than the one in the first half of December. Notably, this period typically coincides with the most intense part of winter.
The cold blast has sent the heating demand forecast f...
|
|
|
|
|
|
|
|
|
|
|
|