The U.S.-Canada natural gas and electricity trade value rose in 2025
美国能源信息署 · 能源市场分析 · August 5, 2026 at 10:00 AM ET
In-brief analysis
Oct 2, 2026
U.S. natural gas production reached a record high in July 2026
U.S. natural gas production hit an all-time high in July 2026, driven primarily by increased output in the Permian Basin, according to our latest Natural Gas Monthly.
In-brief analysis
Oct 1, 2026
U.S. exports of propane reached records in the first half of 2026
U.S. propane exports increased to 2 million barrels per day (b/d) in the first half of 2026, 11% more than during the same period in 2025. Increased U.S. propane production and changing trade flows, particularly increased exports to India and other countries in South Asia, drove propane exports to a record high of 2.1 million b/d in April 2026. Since then, total propane exports, including exports to India, have continued at levels well above the five-year average.
In-brief analysis
Sep 30, 2026
U.S. electricity use for electric vehicles increasing at a slower pace in 2026
We estimate light-duty electric vehicles in the United States consumed 8% more electricity during the first six months of 2026 than in the last half of 2025 (2H25) in our Monthly Energy Review, down from the 13–24% growth seen in six-month periods in recent years. The slowing electric vehicle electricity consumption growth followed a decline in sales after U.S. federal tax credits expired in September 2025. Overall, U.S. light-duty electric vehicle electricity use has more than doubled since 1H23, totaling nearly 14 billion kilowatthours in 1H26.
In-brief analysis
Sep 25, 2026
Henry Hub natural gas prices this summer were 6% lower than last summer
Data source: U.S. Energy Information Administration, Refinitiv Eikon
The Henry Hub natural gas spot price averaged $2.93 per million British thermal units from June through August, 6% less than the same period last year. Prices were lower this summer despite exceptionally hot weather that increased electricity demand for air conditioning. Natural gas-fired power plants often help meet higher demand during such periods.
In-brief analysis
Sep 22, 2026
Public companies produce most U.S. crude oil and natural gas
This article has been reposted to correct a data point related to production per well.
Data source: Enverus
Note: Crude oil and natural gas production in barrels of oil equivalent
Publicly traded companies represent a tiny share of the total number of companies producing crude oil and natural gas in the United States, but they make up a large share of U.S. production. In 2025, publicly traded companies accounted for just 2% of about 12,000 oil and natural gas producers but produced 68% of the crude oil and natural gas in the Lower 48 states.
In-brief analysis
Sep 18, 2026
What goes into diesel prices?
The price of distillate fuel oil, often sold as diesel, is driven by the price of crude oil, retail margins, distribution costs, taxes, and crack spreads, the indicator we use for refining margins. Tight global supplies of distillate fuel oil and elevated crude oil prices have driven prices higher in recent months.
In-brief analysis
Sep 15, 2026
Corpus Christi LNG expansion makes facility the second-largest in the United States
Data source: U.S. Energy Information Administration, Liquefaction Capacity File
Note: LNG=liquefied natural gas; FLNG=Floating Liquefied Natural Gas
On August 28, 2026, Cheniere Energy, Inc., completed its Corpus Christi Liquefaction Stage 3 Project (CCL Stage 3) in Texas, taking custody and control of the seventh and last liquefied natural gas (LNG) train in the project.
In-brief analysis
Sep 10, 2026
United States on track for record crude oil production in 2026
Data source: U.S. Energy Information Administration, Short-Term Energy Outlook, September 2026
Note: 1H2026=first half of 2026
We forecast U.S. crude oil production will average 13.8 million barrels per day (b/d) in 2026, surpassing the previous record of 13.7 million b/d set in 2025, in our latest Short-Term Energy Outlook (STEO).
In-brief analysis
Sep 9, 2026
New England natural gas prices have been trading near record discounts to Henry Hub
Data source: Natural Gas Intelligence
Low-cost Appalachian and Canadian natural gas supplies coupled with lower-than-usual regional consumption have pushed down natural gas prices at a major New England pricing hub in recent months to trade at a discount to the widely cited U.S. benchmark, Henry Hub.
In-brief analysis
Sep 4, 2026
Elevated crack spreads and crude oil prices contribute to higher prices at the pump
Data source: U.S. Energy Information Administration, Gasoline and Diesel Fuel Update; Bloomberg L.P.
Note: The data for the week ending September 5 are estimated based on data through September 3. Refinery margin is calculated as the difference between the price of a gallon of wholesale gasoline at New York Harbor and the spot market price of a gallon of Brent crude oil. Retail, distribution, and taxes captures retail margins, distribution costs, and federal and state taxes; it is calculated as the difference between the U.S. average regular gasoline retail price and the wholesale gasoline price at New York Harbor. Crude oil reflects the spot market price of a gallon of Brent crude oil.
What are crack spreads and why are they elevated?
Crack spreads are indicators of the profitability of refining crude oil into petroleum products such as gasoline and diesel. One common crack spread is calculated by subtracting the spot market price of a gallon of crude oil from the wholesale price of a gallon of refined product. Since May, the gasoline crack spread in New York Harbor has averaged about $1 per gallon (gal) higher than in 2025, when the crack spread peaked around 60 cents/gal. Gasoline crack spreads are elevated primarily because of tight gasoline supplies globally.
In-brief analysis
Sep 3, 2026
Weekly average load in ERCOT continues near record high
Data source: U.S. Energy Information Administration, Hourly Electric Grid Monitor
Note: ERCOT=Electric Reliability Council of Texas. Weekly average load is based on hourly data that are averaged across the week.
Sustained high temperatures have contributed to persistently high electricity demand in the Electric Reliability Council of Texas (ERCOT), the regional transmission organization for most of the state:
In-brief analysis
Sep 1, 2026
U.S. LNG exports rose 23% in the first half of 2026 because of higher capacity
Data source: U.S. Energy Information Administration, Liquefaction Capacity File; U.S. Department of Energy, Natural Gas Imports and Exports Monthly
Note: Golden Pass LNG exported less than 0.2 Bcf/d of gas between April and June 2026; Corpus Christi totals include Stage 3 trains.
U.S. liquefied natural gas (LNG) exports averaged 17.4 billion cubic feet per day (Bcf/d) in the first six months of the year, 23% more than the same period in 2025, according to our Natural Gas Monthly. In our latest Short-Term Energy Outlook, we estimate U.S. LNG exports will average 17.3 Bcf/d in the second half of 2026 (2H26) before rising to 18.7 Bcf/d in 1H27.
In-brief analysis
Aug 28, 2026
U.S. uranium production more than tripled in 2025 and was the highest since 2017
In 2025, uranium concentrate production in the United States totaled 2.1 million pounds of triuranium octoxide (U3O8), the base component of nuclear reactor fuel. U.S. U3O8 production in 2025 was the most since 2017 and more than triple the volume produced in 2024.
In-brief analysis
Aug 26, 2026
Eight petroleum liquids pipeline projects have been completed since the start of 2025
In the 2026 release of our Liquids Pipeline Projects Database, we tracked the completion of 8 liquid fuels pipeline projects since the start of 2025, and an additional 14 new projects have been announced.
In-brief analysis
Aug 24, 2026
Dangote refinery drives increase in petroleum shipments from Nigeria
Data source: Vortexa Analytics
Note: Intra-Nigeria shipments are shipped between ports within Nigeria.
Seaborne petroleum product exports from Nigeria have grown seven-fold since 2023, playing an increasing role in the international market for petroleum products at a time when supplies from other areas have been constrained.