Natgas stocks to end 2025 mixed amid surge in LNG exports, strong output

Shares of U.S. natgas companies are set to end the year on a mixed note due to colder weather forecasts and record gas flows to liquefied natural gas export plants NGA/

Natural gas has gained more than 4.3% year-to-date

"Our view for 2026 and beyond is kind of twofold," says Robert DiDona, president of Energy Ventures Analysis. "One is that we see healthy power generation coming from the gas-fired sector to support the electric demand growth, and two is we're about to hit the next wave of the LNG boom."

However, U.S. natgas futures NGc1 down 5.1% at $3.77 per million British thermal units, pressured by forecasts of above normal temperatures next week

Expand Energy EXE.O posts the strongest gains among natgas companies, advancing 12.5% YTD

Williams Companies WMB.N up 11.1% and CNX Resources CNX.N up 2.3% in the year

Cheniere Energy LNG.N down 10% YTD

ETFs United States Natural Gas Fund UNG.P down ~22% and ProShares Ultra Bloomberg Natural Gas BOIL.P down 53.5% YTD