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While everyone was distracted by the SpaceX IPO, Elon Musk quietly started
backing a NEW AI startup…
That has been called "the fastest-growing business in the history of
capitalism."
Even though this has nothing to do with robots, self-driving cars, and
rockets…
It's growing faster than Tesla… faster than SpaceX… and even 23 times faster
than Nvidia.
Click here and Jeff Brown will give you its name, completely free of charge…
and show you how to claim a stake for as little as $50.
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US Natural Gas Prices Are Holding Near Two-Month Highs — Even as Domestic
Supply Stays Ample — Because Europe and Asia Are Racing to Replace
Iran-Disrupted Middle East Gas With American LNG. Here Is What the Export Boom
Means for Your Portfolio.
US natural gas prices are hovering near $2.90 per MMBtu, close to a two-month
high, even though domestic inventories remain roughly5% above the five-year
average and Lower 48 production is running at a record112.9 billion cubic feet
per day. The disconnect comes from the export side: gas flows to the nine major
US LNG export plants climbed to18.1 billion cubic feet per day in September from
17.2 in August, as European and Asian buyers scramble to secure US cargoes to
replace Middle East gas supplies disrupted by the ongoing conflict and to build
inventories ahead of winter. That global scramble has pushed international
benchmarks far higher than the domestic price: the European TTF benchmark has
averaged$14.74 per MMBtu this year, up more than 12%, while the Asian JKM
benchmark has climbed past$15.50, up nearly 18%.
For your portfolio, this is a case where domestic and international gas prices
are telling very different stories, and US LNG exporters sit right at the
profitable gap between them: they buy gas at the relatively cheapUS price and
sell it abroad at benchmarks running well above two to five times that level.
If you hold LNG export or midstream names, this dynamic is a durable tailwind
as long as the Middle East disruption and winter restocking demand persist,
though it's worth remembering that a genuine de-escalation in the Iran conflict
would likely narrow the gap between US and international gas prices faster than
most investors expect. Domestic gas-dependent industries and utilities, by
contrast, are largely insulated from this squeeze for now, since ample US
supply is keeping the price American consumers actually pay relatively
contained.
Sources: Trading Economics, September 2026 · American Gas Association,
September 2026
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