Henry Hub to $3.20 by Q3 2026: the associated-gas glut case

Henry Hub to $3.20 by Q3 2026: the…

Henry Hub natural gas reaches $3.20/MMBtu by September 30, 2026 in the base case, $3.70 in the bull case and $2.60 in the bear case. The mechanism is counterintuitive: the same Strait of Hormuz shock…