US natural gas production set for record 122.5 Bcf/d in 2026, up 3.4%: EIA
Forecast record natural gas output indicates increased future supply of gas into the market.
Source →The trace
How it reaches your house.
Starting from Natural gas wellhead production, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Natural gas wellhead production →supply upWellhead production is the direct upstream source for residential natural gas, so higher output makes that end-use gas more available.
99% confidenceNatural gas wellhead production →Stands to benefitThe record U.S. production forecast means the main producing country is directly helped by higher output volumes.
94% confidenceHop 2
United States →supply upInterstate natural gas transmission pipelines
Higher U.S. natural gas production increases the amount of gas available to the domestic interstate pipeline network, which is entirely U.S.-sourced per the 100% country share.
93% confidenceNatural gas (home) →Stands to benefitInterstate natural gas transmission pipelines
Record higher gas supply should raise volumes moving through interstate pipelines, increasing utilization and toll revenue.
83% confidenceNatural gas (home) →Stands to benefitHop 3
Interstate natural gas transmission pipelines →supply upMore wellhead gas output should raise delivered gas availability through this critical pipeline input.
86% confidenceInterstate natural gas transmission pipelines →supply upInterstate pipelines serve the full U.S. market, so higher gas production should lift national delivered supply.
82% confidenceInterstate natural gas transmission pipelines →supply upNortheast US (New England + Mid-Atlantic)
This high-share regional market depends on interstate pipeline deliveries, so extra upstream gas should ease local supply.
Hop 4
Kinder Morgan, Inc. →supply upRecord U.S. natural gas production directly expands the availability of pipeline-grade gas, easing supply constraints for Kinder Morgan's gas-related operations.
92% confidenceSiemens Energy AG →Stands to benefitNatural gas compressor stations & engines
Record U.S. gas output should raise demand for compression capacity and engine equipment in gathering and transmission, benefiting Siemens Energy's gas-compressor segment, which has a meaningful 20% share and long replacement lead time.
83% confidenceSoutheast US (Carolinas through Florida) →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Natural gas (home)
In the MyPRIA app, this is checked against your own holdings.