Key Takeaways U.S. natural gas futures jumped 70% since October, hitting $5.289 on deep cold and heating demand.Record LNG exports of 10.9M metric tons in November are tightening U.S. supply during peak usage.CTRA, LNG and WMB are positioned to gain from structural shifts in demand and export-driven dynamics.U.S. natural gas futures have climbed above $5 per MMBtu for the first time since 2022, driven by a potent mix of deep winter cold and surging export flows. Prices have risen more than 70% since mid-Oct ...