Oil Is Climbing Again. A Looming Natural Gas Shortage Could Hit US Consumers Even Harder.

Matt Smith predicts natural gas storage exhaustion by 2030 as AI data centers and LNG exports drain supply, with US consumers absorbing the cost. The Natural Gas WarningHenry Hub natural gas is currently $2.75 per million British thermal units, a depressed level after prices spiked to $30.72 during a January cold snap. Smith predicts the United States will face a natural gas shortage by 2028 and could exhaust storage by 2030, as liquefied natural gas exports and AI data center demand collide with a finite pipeline system. Electricity prices rise, which you can see some of on the forward curves in these different markets. Are we going to export natural gas to foreign buyers?