Top News for Natural Gas: 1.) No LNG deals from Trump China visit 2.) Commonwealth LNG reaches FID 3.) June NG breaks above $3 4.) EIA cuts 2027 NG price forecast on associated gas growth NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Source: IEEFA This Week’s Main Drivers Natural gas markets continued grinding higher this week as improving LNG demand, lower U.S. production, and growing global weather risks helped offset still-comfortable storage levels. The EIA storage report came in at +85 BCF, directly in line with expectations. While neutral versus the five-year average of +84 BCF, the build was notably tighter than last year’s +109 BCF injection, reinforcing the idea that the market is gradually tight