POWER · T04
Will the Henry Hub front-month natural gas settlement price close above $7.00/MMBtu on any trading day before 2027-12-31?
Combined AI datacenter gas burn, LNG export ramp, and slowing shale supply growth push Henry Hub above $7 at least once, showing the gas bridge is supply-constrained rather than cheap.
Questions 6Open 6Call held 0Call missed 0
Gas is the bridge fuel for AI load
Incremental power-sector gas demand from datacenters stacks on top of record LNG feedgas while associated-gas growth from maturing shale plays decelerates. Storage draws deepen and the Henry Hub curve spikes above $7, raising the cost of the gas bridge and inviting substitution or load curtailment.
2 voices
Henry Hub stays under $7 through 2027
Fast-build gas-fired generation is the industry's answer to exponential AI power demand, and that buildout incentive supports continued drilling and production growth that can keep pace with power-sector and LNG demand. On this view, dry gas and associated gas supply expand enough that Henry Hub stays below $7 through 2027 despite rising AI and export demand. This side would be shown right if drilling activity and pipeline takeaway capacity expand enough that storage stays near historical norms.
2 voices
The questions
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