Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

<ul>
<li>For the week ending 14/Mar, U.S. natural gas prices fell by 6.7% due to milder weather forecasts and increased U.S. production.</li>
<li>Henry Hub hit a two-year high early in the week but quickly retreated due to warmer-than-expected winter forecasts. Prices ended the week below the 9-day and 21-day moving averages.</li>
<li>Henry Hub OI PCR increased to 1.03 on 14/Mar compared to 1.00 on 07/Mar. Call OI rose by 3.1% WoW, while put OI grew by 7%.</li>
</ul>


For the week ending 14/Mar, U.S. natural gas prices fell by 6.7% due to milder weather forecasts and increased U.S. production.
Henry Hub hit a two-year high early in the week but quickly retreated due to warmer-than-expected winter forecasts. Prices ended the week below the 9-day and 21-day moving averages.
Henry Hub OI PCR increased to 1.03 on 14/Mar compared to 1.00 on 07/Mar. Call OI rose by 3.1% WoW, while put OI grew by 7%.


[US Nat Gas Options Weekly 2025/11] Henry Hub Slipped on Mild Weather Forecasts and Surging Output

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>Russian pipeline gas flows to Europe to begin at 15 BCM/year in second half of 2025, increasing gradually</li><li>Likely scenario involves Russian gas flowing through Ukraine corridor, with potential for additional volumes from Nord Stream and LNG</li><li>Impact on European gas prices expected to be tight in 2025, but bearish outlook for 2026 with increased supply from Russian gas and other sources</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Russian pipeline gas flows to Europe to begin at 15 BCM/year in second half of 2025, increasing graduallyLikely scenario involves Russian gas flowing through Ukraine corridor, with potential for additional volumes from Nord Stream and LNGImpact on European gas prices expected to be tight in 2025, but bearish outlook for 2026 with increased supply from Russian gas and other sourcesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Incorporating Russian gas increase into the 2026 European balance

<ul>
<li>For the week ending 07/Mar, U.S. natural gas prices surged by 14.7% on the back of colder weather forecasts, rising LNG exports, and supply constraints.</li>
<li>Henry Hub posted its biggest weekly gain since January, hitting a 26-month high during the week ending 07/Mar. Prices closed above the 9-day and 21-day moving averages.</li>
<li>Henry Hub OI PCR was 1.00 on 07/Mar, unchanged from 28/Feb. Call OI rose by 8.7% WoW, while put OI grew by 8.6%.</li>
</ul>


For the week ending 07/Mar, U.S. natural gas prices surged by 14.7% on the back of colder weather forecasts, rising LNG exports, and supply constraints.
Henry Hub posted its biggest weekly gain since January, hitting a 26-month high during the week ending 07/Mar. Prices closed above the 9-day and 21-day moving averages.
Henry Hub OI PCR was 1.00 on 07/Mar, unchanged from 28/Feb. Call OI rose by 8.7% WoW, while put OI grew by 8.6%.


[US Nat Gas Options Weekly 2025/10] Henry Hub Rallies on Colder Weather and Record LNG Exports

<ul>
<li>For the week ending 28/Feb, U.S. natural gas prices fell by 9.5% on the back of milder weather forecasts and expectations of weakening demand.</li>
<li>Henry Hub OI PCR fell to 1.00 on 28/Feb from 1.04 on 21/Feb. Call OI fell by 9.5% WoW, while put OI decreased by 13.3%.</li>
<li>Put OI was notable at the 2, 2.5, and 3 strikes, while call OI was concentrated at 4, 5, and 6.</li>
</ul>


For the week ending 28/Feb, U.S. natural gas prices fell by 9.5% on the back of milder weather forecasts and expectations of weakening demand.
Henry Hub OI PCR fell to 1.00 on 28/Feb from 1.04 on 21/Feb. Call OI fell by 9.5% WoW, while put OI decreased by 13.3%.
Put OI was notable at the 2, 2.5, and 3 strikes, while call OI was concentrated at 4, 5, and 6.


[US Nat Gas Options Weekly 2025/09] Henry Hub Falls on Milder Weather and Weaker Demand Outlook

<ul>
<li>For the week ending 21/Feb, U.S. natural gas prices gained 13.7% on the back of colder weather forecasts, rising LNG exports, and falling inventories.</li>
<li>Henry Hub Put/Call volume ratio rose to 0.72 on 21/Feb from 0.66 on 14/Feb as call volumes increased by 81.4% WoW, while put volumes surged by 98%. </li>
<li>Henry Hub OI PCR rose to 1.04 on 21/Feb from 0.98 on 14/Feb. Call OI rose by 7.1% WoW, while put OI increased by 13.3%.</li>
</ul>


For the week ending 21/Feb, U.S. natural gas prices gained 13.7% on the back of colder weather forecasts, rising LNG exports, and falling inventories.
Henry Hub Put/Call volume ratio rose to 0.72 on 21/Feb from 0.66 on 14/Feb as call volumes increased by 81.4% WoW, while put volumes surged by 98%. 
Henry Hub OI PCR rose to 1.04 on 21/Feb from 0.98 on 14/Feb. Call OI rose by 7.1% WoW, while put OI increased by 13.3%.


[US Nat Gas Options Weekly 2025/08] Henry Hub Extends Gains for Third Week Amid Sustained Cold Snap

United States

Natural gas is a naturally occurring hydrocarbon gas mixture consisting primarily of methane, but commonly including varying amounts of other higher alkanes, and sometimes a small percentage of carbon dioxide, nitrogen, hydrogen sulfide, or helium. It is formed when layers of decomposing plant and animal matter are exposed to intense heat and pressure supplied by existing under the surface of the Earth over millions of years. The energy that the plants originally obtained from the sun is stored in the form of chemical bonds in the gas.

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Natural Gas (NATURAL GAS COMDTY)

[US Nat Gas Options Weekly 2025/11] Henry Hub Slipped on Mild Weather Forecasts and Surging Output

U.S. natural gas prices dropped 6.7% last week due to milder weather and increased production, with Henry Hub hitting a two-year high before...

Mint Finance

Global Commodities: Incorporating Russian gas increase into the 2026 European balance

The return of Russian pipeline gas to Europe is expected to begin in 2025, gradually increasing from 15 BCM per year, potentially impacting gas...

At Any Rate

[US Nat Gas Options Weekly 2025/10] Henry Hub Rallies on Colder Weather and Record LNG Exports

US natural gas prices surged 14.7% due to cold weather forecasts, rising LNG exports, and supply constraints, with Henry Hub hitting a 26-month high.

Mint Finance

[US Nat Gas Options Weekly 2025/09] Henry Hub Falls on Milder Weather and Weaker Demand Outlook

US natural gas prices dropped 9.5% due to milder weather forecasts and weakening demand, with call volumes decreasing significantly.

Mint Finance

[US Nat Gas Options Weekly 2025/08] Henry Hub Extends Gains for Third Week Amid Sustained Cold Snap

U.S. natural gas prices surged 13.7% due to colder weather forecasts, rising LNG exports, and falling inventories. However, volume and OI PCR...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[US Nat Gas Options Weekly 2025/11] Henry Hub Slipped on Mild Weather Forecasts and Surging Output

​U.S. natural gas prices dropped 6.7% last week due to milder weather and increased production, with Henry Hub hitting a two-year high before...

Mint Finance

Global Commodities: Incorporating Russian gas increase into the 2026 European balance

The return of Russian pipeline gas to Europe is expected to begin in 2025, gradually increasing from 15 BCM per year, potentially impacting gas...

At Any Rate

[US Nat Gas Options Weekly 2025/10] Henry Hub Rallies on Colder Weather and Record LNG Exports

​US natural gas prices surged 14.7% due to cold weather forecasts, rising LNG exports, and supply constraints, with Henry Hub hitting a 26-month high.

Mint Finance

[US Nat Gas Options Weekly 2025/09] Henry Hub Falls on Milder Weather and Weaker Demand Outlook

​US natural gas prices dropped 9.5% due to milder weather forecasts and weakening demand, with call volumes decreasing significantly.

Mint Finance

[US Nat Gas Options Weekly 2025/08] Henry Hub Extends Gains for Third Week Amid Sustained Cold Snap

​U.S. natural gas prices surged 13.7% due to colder weather forecasts, rising LNG exports, and falling inventories. However, volume and OI PCR...

Mint Finance

U.S. natural gas prices dropped 6.7% last week due to milder weather and increased production, with Henry Hub hitting a two-year high before...

US natural gas prices surged 14.7% due to cold weather forecasts, rising LNG exports, and supply constraints, with Henry Hub hitting a 26-month high.

US natural gas prices dropped 9.5% due to milder weather forecasts and weakening demand, with call volumes decreasing significantly.

U.S. natural gas prices surged 13.7% due to colder weather forecasts, rising LNG exports, and falling inventories. However, volume and OI PCR...