Why Natural Gas (NATGAS) rose 3.65%
Natural Gas (NATGAS) rose 3.65% on October 13, 2026 — LNG shortage and tighter Gulf flows squeeze gas supply.
What happened
Natural gas rose 3.7% as a deepening LNG shortage pushed buyers toward alternatives, with global coal demand rising as a result.
Why it moved
Gulf LNG flows running below prior levels tighten the global gas balance, so each supply disruption lifts prices as importers scramble for replacement cargoes.
Why it matters
This extends the Natural Gas Cycle theme, where LNG export demand and tight global balances have been lifting gas prices for weeks, with new pipeline and export deals adding demand.
What would break the thesis
If Gulf LNG flows normalize or new supply comes online to cover the shortfall, the premium should unwind quickly.