Fed Near Neutral Signals Caution Ahead, Shifting Focus to Fixed Income in 2026 
Share Natural gas is growing across developed world in energy mix. In US it gained top spot in energy production mix.
- Lower fuel price and drive for clear environment has influence the rise of natural gas. This year US is going to install more electricity producing capacities that use Natural gas as fuel, while Coal and Crude oil turbines are seeing dismantling.
Influence of natural gas is growing in global energy consumption and is expected to take over crude by the coming decade. According to industry experts Natural gas' share in Global energy consumption might rise close to 35% by 2035.
Natural gas is yet to peak in global energy consumption share, however we had peak oil in 1980s and coal in 1930's and wood before that. Globe is driving to de-carbonization of energy sources.
- Increasing demand for Natural gas has so far failed to influence Natural gas prices in comex as supply remains inbound and ample, being barred from export.
However voices are rising to provide US energy producers access to global markets where rates are very high.
- Natural gas prices in Europe is hovering around $8-9/mmbtu this year, while price in US is close to $2.6/mmbtu.
Debate is expected to heat up further over presidential election as some might see the export to Europe as an opportunity to slash Russia's energy influence in the region. Chart courtesy EIA.
