US natural gas futures May 26 rose 1.07% to $2.538/MMBtu on 16 April 2026, tracking oil gains amid uncertain US‑Iran truce talks.
EIA projects US net natural gas exports to increase 18% to 18.7 Bcf/d in 2026 and 10% to 20.5 Bcf/d in 2027, with LNG averaging 17.0 Bcf/d in 2026 (+9% in 2027).
Ongoing diplomatic uncertainty, with JD Vance slated to lead US talks and a US naval blockade of Iranian ports remaining in place.
European TTF net long positions fell 37 TWh to 271 TWh week‑ended 10 April, as traders brace for prolonged Middle‑East supply disruptions.