Natural Gas: A Research Odyssey

Goehring & Rozencwajg Associates 1.03K Follower s Follow 5 Share Save Play ( 24min ) Comments Summary U.S. natural gas remained weak in the third quarter, with Henry Hub prices falling nearly 5%. Weak prices have once again created a broadly bearish mood around North American natural gas. We have long believed that U.S. natural gas prices are on a path to converge with international prices. U.S. natural gas supply is no longer growing and is, in fact, on the verge of declining. Every shale play except the Permian has either stopped growing or has already begun to decline. alvarez/E+ via Getty Images The following segment was excerpted from the Goehring & Rozencwajg Natural Resource Market Q3 2025 Commentary originally posted on Nov. 26, 2025. U.S. natural gas remained weak in the third quarter, with Henry Hub prices falling nearly This article was written by Goehring & Rozencwajg Associates 1.03K Follower s Follow Goehring & Rozencwajg (G&R) is a fundamental research firm focused exclusively on contrarian natural resource investments, with a team with over 30 years of dedicated resource experience. G&R is an SEC-Registered Investment Advisor. Note: This account is not managed or monitored by Goehring & Rozencwajg, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Goehring & Rozencwajg's official channels.

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