Shares of U.S. natural gas producers could rise in the summer — Freedom

Rising natural gas prices in the coming weeks could provide a seasonal increase in demand. Freedom analysts expect this factor to support both gas prices and the shares of the крупнейших производителей. 

According to the U.S. Department of Energy forecast, natural gas consumption in July will increase by 11% compared with June. Traditionally, peak demand occurs in late July to early August, when the load on the power grid rises due to active use of air conditioners.

Freedom analysts believe that during the summer period the price of natural gas in the U.S. could exceed $3,5 per млн БТЕ, which is about 9,5% above current quotes. 

Gas inventories in July 2026

Figures published by the U.S. Department of Energy showed that gas inventories increased by 87 billion cubic feet in the last week of June. Analysts consider this factor temporary and expect a slowdown in the pace of gas injections into underground storage facilities. Experts note that this will lead to a сокращении предложения and support gas prices.
For gas-producing companies, this is an important factor: their financial results напрямую зависят от цен на природный gas. If demand continues to grow in July and storage filling slows, this will support the shares of the largest producers in the sector.

What’s happening in the gas market

Freedom previously noted that summer heat could push up  gas prices in the U.S., as electricity consumption for cooling premises increases in hot periods, along with gas demand from power plants. 
According to the U.S. Energy Information Administration, in early June gas inventories in the U.S. rose by 108 billion cubic feet, which was above market expectations. Such an increase weighed on quotes, but Freedom pointed out that further dynamics will depend not only on the volume of reserves but also on the pace of seasonal consumption.
Not an individual investment recommendation.