US NatGas Output Set for Second Record Year on Data Center, LNG Demand

US natural gas production is on track to set a second consecutive annual record in 2026, driven by surging data center power demand and rising LNG exports, with global spot demand elevated due to Qatar's gas absence amid the Iran war. The record output underscores a structural demand shift, but the sustainability of the data center boom and the geopolitical supply gap remain key uncertainties.

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