Since the war in Iran started, oil prices have spiked, but natural gas prices in the US have barely budged. Here's why. The Middle East conflict has resulted in the closure of the straight of Hormuz, which is a crucial waterway for oil and natural gas trade.Even with the ceasefire, traffic through the waterway remains very limited, and negotiations could still fall apart. Since the war began, US benchmark oil prices have surged well above $100 a barrel. By contrast, domestic natural gas prices have actually ...

US President Donald Trump's war against Iran, now entering its fourth week, is threatening to derail some of his oil-industry backers' longer-term plans, even as they benefit from the recent surge in crude and natural gas prices.Read more: https://t.co/srIyySJFnD📷️: AFP/Getty Images ...

European natural gas prices will be a whopping 40% higher than previously projected for 2026 and will stay elevated through 2027 as the Iran war and closure of the Strait of Hormuz set off a supply shortfall, according to a report from HSBC https://t.co/f33mFSnRJK ...

Slovakia’s largest fertilizer producer said it’s curbing ammonia output after natural gas prices surged, in another sign that the Middle East conflict is starting to hit the industry in Europe https://t.co/cMVEyptLgd ...

The euro is sliding as a surge in oil and natural gas prices calls attention to Europe’s vulnerability https://t.co/4TjtKyB5as ...

Group 1: Company Performance - CF Industries Holdings, Inc. (CF) has experienced a 23% year-over-year increase in net sales, reaching approximately $1.87 billion in the fourth quarter, driven by higher nitrogen prices and strong global demand for nitrogen fertilizers [4][11] - The company reported a net cash flow from operating activities of $539 million in the fourth quarter, marking a 28.3% increase year-over-year [5] - CF Industries has returned $1.7 billion to shareholders in 2025, completing a $3 billion share repurchase program and initiating a new $2 billion program effective through 2029 [5] Group 2: Market Demand and Pricing - Global nitrogen demand is expected to remain strong due to recovering industrial activity and favorable farmer economics, particularly in the U.S. where high corn-planted acres are driving nitrogen demand [3][7] - Brazil and India are projected to be the largest importers of urea globally, contributing to robust consumption driven by higher domestic demand [3][7] - Higher nitrogen prices have positively impacted CF Industries' revenues, with average selling prices for core products increasing due to supply disruptions and strong demand [4][11] Group 3: Cost Pressures - The company faces challenges from rising natural gas prices, a key feedstock for nitrogen fertilizer, with average costs increasing to $3.20 per MMBtu in the fourth quarter from $2.43 per MMBtu a year ago [6] - Natural gas prices have surged in Europe and Asia due to supply constraints, which is expected to pressure CF's margins moving forward [6]

I think that what we saw from the the outbreak and the the swiftness with which with which they did this was really a signal to the market that should there be any kind of major disruptions, that OPEC is absolutely willing to hike production very swiftly to accommodate that. Now, obviously, the big question is, well, if the major oil producers here, Saudi Arabia, you know, Iraq, Kuwait, the UAE, you know, if if they're experiencing any kind of disruptions to either their oil infrastructure or just the abili ...

Group 1: Market Overview - April natural gas prices closed up by +3.53% on Monday, indicating a positive market sentiment [1] - The closure of Qatar's Ras Laffan plant, which accounts for about 20% of global liquefied natural gas supply, is expected to boost US natural gas exports [2] - European natural gas prices surged by +39% to a one-year high, providing additional support to US natural gas prices [2] Group 2: Production and Demand - US dry gas production reached 110.2 billion cubic feet per day (bcf/day), reflecting a +2.6% year-over-year increase [4] - Lower-48 state gas demand decreased to 93.1 bcf/day, down -2.0% year-over-year [4] - Estimated LNG net flows to US export terminals were 19.5 bcf/day, a decline of -2.1% week-over-week [4] Group 3: Future Projections - The EIA has raised its forecast for 2026 US dry natural gas production to 109.97 bcf/day, up from the previous estimate of 108.82 bcf/day, indicating expectations of increased production [5] - Active US natural gas rigs are at a 2.5-year high, suggesting ongoing investment and production activity in the sector [5] Group 4: Weather Impact - Forecasts for warmer temperatures across the US from March 7-11 are expected to temper natural gas heating demand [3] - A significant storm in January caused a spike in natural gas prices due to production disruptions, with about 50 billion cubic feet of natural gas offline, representing 15% of total US production [6] Group 5: Inventory and Supply - Recent EIA reports indicated a draw of -52 billion cubic feet in natural gas inventories, slightly larger than market expectations but below the five-year average draw of -168 billion cubic feet [8] - As of February 20, natural gas inventories were up +9.7% year-over-year and -0.3% below the five-year seasonal average, indicating near-normal supply levels [8] - European gas storage was reported to be 30% full, compared to a five-year seasonal average of 47% for this time of year [8]

Group 1: Natural Gas Prices and Inventory - April Nymex natural gas prices closed down by -0.041 (-1.43%), reaching a 5-month nearest-futures low due to a below-average draw in weekly inventories and a warmer US weather outlook [1] - The weekly EIA natural gas inventories fell by -52 billion cubic feet (bcf) for the week ended February 20, significantly smaller than the five-year average draw of -168 bcf [1] Group 2: Weather Impact and Production - Forecasts of warmer-than-normal late-winter weather in the US are expected to reduce natural gas heating demand, with above-normal temperatures projected for most of the US from March 3-7 and the eastern half from March 8-12 [2] - US dry gas production was reported at 112.7 bcf/day, reflecting a year-over-year increase of +6.5%, while gas demand was at 91.6 bcf/day, up +15.1% year-over-year [3] Group 3: Future Production Projections - The EIA has raised its forecast for 2026 US dry natural gas production to 109.97 bcf/day from the previous estimate of 108.82 bcf/day, indicating a bearish outlook for prices as production nears record highs [4] - Active US natural gas rigs reached a 2.5-year high last Friday, contributing to the increased production levels [4] Group 4: Historical Context - Natural gas prices surged to a 3-year high on January 28 due to an Arctic storm that disrupted production and increased heating demand, with approximately 50 bcf of natural gas offline, representing about 15% of total US production [5] - The Edison Electric Institute reported a year-over-year decline of -13.46% in US electricity output for the week ended February 21, although the output for the 52-week period rose by +1.7% year-over-year [6]

Canadian energy shares are poised for their first record close in nearly eighteen years, helped by rising oil and natural gas prices and a return of investor interest in the sector. https://t.co/QQzYG3QFA9 ...