Gas, Power, Coal & Carbon
HH

Henry Hub Gas

CME Group - NYMEX

The price of American gas at a Louisiana pipeline junction, now the supply anchor of the entire global LNG market.

Top Producers

United States: 25%United States 25%Russia: 16%Russia 16%Iran: 6%Iran 6%China: 6%China 6%Rest of world: 38%Rest of world 38%Qatar: 4%Qatar 4%Canada: 5%Canada 5%

share of 2024 global gas production

Top Consumers

United States: 22%United States 22%Russia: 12%Russia 12%China: 10%China 10%Iran: 6%Iran 6%Rest of world: 44%Rest of world 44%Saudi Arabia: 3%Saudi Arabia 3%Canada: 3%Canada 3%

share of 2024 global gas consumption

Main Uses

Power: 39%Power 39%LNG export: 8%LNG export 8%Commercial: 10%Commercial 10%Residential: 15%Residential 15%Industry: 28%Industry 28%

US natural gas consumption by sector, 2024 (EIA)

Top Exporters

United States: 22%United States 22%Australia: 19%Australia 19%Qatar: 18%Qatar 18%Rest of world: 28%Rest of world 28%Malaysia: 6%Malaysia 6%Russia: 7%Russia 7%

share of 2024 LNG exports

Top Importers

China: 18%China 18%Japan: 16%Japan 16%South Korea: 12%South Korea 12%Rest of world: 19%Rest of world 19%India: 7%India 7%European Union: 28%European Union 28%

share of 2024 LNG imports

US dry gas production

roughly 107 Bcf/d

as of 2025

US LNG export capacity

roughly 15 Bcf/d nominal, with feedgas peaks near 20 Bcf/d

as of early 2026

Futures contract size

10,000 MMBtu (NYMEX NG)

Shale-era trading range

mostly $2-3/MMBtu

2015-2020

All-time futures settlement high

$15.378/MMBtu

December 13, 2005

Henry Hub is a physical interconnection of more than a dozen pipelines at Erath, Louisiana, and since 1990 it has been the delivery point of the NYMEX natural gas futures contract. For two decades it priced a closed continental market. The shale revolution changed its character: horizontal drilling and hydraulic fracturing pushed US dry gas production above 100 billion cubic feet per day, and Henry Hub spent most of 2015 through 2020 trading between $2 and $3 per MMBtu, with a pandemic low near $1.50 in June 2020. Cheap, abundant, storable gas made the United States the lowest-cost large gas market on earth.

That abundance built an export industry. The first LNG cargo left Sabine Pass in February 2016, and by 2023 the United States had become the world's largest LNG exporter, ahead of Qatar and Australia. New capacity keeps arriving: Venture Global's Plaquemines terminal and Cheniere's Corpus Christi Stage 3 both shipped first cargoes in December 2024 and ramped through 2025, with Golden Pass following. Every train added converts more domestic gas into a globally priced molecule, tightening the link between Henry Hub and the TTF and JKM prices that the cargoes chase.

The contract itself remains the most liquid gas instrument in the world: physically delivered, 10,000 MMBtu per lot, with a deep options market and a forward curve that carries a pronounced winter premium. The structural question of the late 2020s is whether export demand, plus electricity demand from data centers, lifts Henry Hub permanently out of its $2-3 shale-era range.

How It Trades

VenueCME Group (NYMEX), with a parallel financial market on ICE
Benchmark contractNYMEX Henry Hub Natural Gas futures (NG)
Contract size10,000 MMBtu
Price termsUSD per MMBtu, delivered at Henry Hub, Erath, Louisiana
SettlementPhysical delivery at Henry Hub; final settlement three business days before the first day of the delivery month. Most positions are closed or rolled financially before expiry.
Typical curveSeasonal sawtooth: winter months (December through February) trade at a premium to summer, with the January contract usually the peak. Multi-year contango or backwardation overlays the seasonality depending on the supply cycle.
LiquidityThe deepest gas market in the world: hundreds of thousands of futures lots daily plus a large options and basis-swap complex covering dozens of regional US hubs.

Where It Trades

78%CME Group (NYMEX NG futures and options)roughly 400,000-500,000 NG lots daily plus the dominant options book
14%ICE (Henry Hub look-alike futures)cleared cash-settled Henry Hub futures mirroring NYMEX
8%ICE and OTC basis swapsregional hub basis swaps against Henry Hub across dozens of points

approximate share of global traded volume, 2025

Supply and Demand

Top producers

  1. United States (largest gas producer globally, roughly 103 Bcf/d dry production in 2024)
  2. Appalachian Basin (Marcellus and Utica, the largest producing region)
  3. Permian Basin (associated gas that grows with oil drilling regardless of gas price)
  4. Haynesville Shale (the swing supply closest to Gulf Coast LNG terminals)

Permian associated gas is produced as a byproduct of crude drilling, so a meaningful slice of US supply does not respond to gas prices at all. Storage in salt caverns and depleted fields, cycled between summer injection and winter withdrawal, buffers the seasonal swing.

Top consumers

  1. US power generation (the largest single use, roughly 40 percent of consumption)
  2. Industrial users (petrochemicals, fertilizer, steel, refining)
  3. Residential and commercial heating
  4. LNG export terminals (the fastest-growing demand source, mid-teens Bcf/d and rising in 2025)
  5. Pipeline exports to Mexico

Major uses

  • Electricity generation
  • Space heating
  • Industrial process heat and feedstock
  • LNG export feedgas

Data center electricity growth from 2024 onward feeds through to gas demand, since gas-fired plants are the marginal generator in most US markets.

What Moves the Price

  • Weather: heating degree days in winter, cooling degree days in summer, measured against the 10-year normal
  • Storage inventories versus the five-year average, reported weekly by the EIA
  • LNG export terminal demand, including unplanned outages such as the Freeport explosion in June 2022
  • Associated gas growth from Permian oil drilling
  • Power burn and the pace of coal plant retirements and data center load growth
  • Hurricane risk to Gulf Coast production and export infrastructure
  • Rig counts and producer capital discipline in the Haynesville and Appalachia

Moments That Made the Market

1990

NYMEX launches the Henry Hub futures contract, creating the US gas benchmark.

2005

Hurricanes Katrina and Rita shut in Gulf production; futures spike above $15/MMBtu in December 2005.

2012

Shale supply glut drives prices below $2/MMBtu in April 2012, the low of the early shale era.

2016

First LNG export cargo leaves Sabine Pass in February 2016, connecting Henry Hub to world prices.

2020

Pandemic demand collapse sends spot prices near $1.50/MMBtu in June 2020.

2022

Freeport LNG explodes in June 2022, trapping gas at home; prices still reach about $9.70/MMBtu in August 2022 on global pull.

2023

The United States becomes the world's largest LNG exporter for the full year.

2024

Plaquemines and Corpus Christi Stage 3 ship first cargoes in December 2024, starting the next export wave.

What Changed Since the 2010 Handbook Era

  • In 2010 the United States was finishing LNG import terminals; by 2023 it was the largest LNG exporter on earth.
  • Shale lifted dry gas production from roughly 58 Bcf/d in 2010 to about 103 Bcf/d in 2024.
  • Henry Hub went from a continental island price to the supply anchor of global LNG arbitrage.
  • Coal-to-gas switching made gas the largest source of US electricity, roughly 40 percent of generation.
  • Data center electricity demand turned long-flat US gas burn into a growth story from 2024 onward.

Related Markets