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US EIA Natural Gas Storage Rises 64 Bcf for Week Ended Sept. 25

US natural gas inventories rose 64 billion cubic feet in the week ended September 25, the EIA reported, following a 53 bcf build the prior week. The larger injection points to ample supply as the market tracks storage ahead of the winter heating season.

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AI take

The step-up in injections signals that supply is comfortably outrunning demand even before the heating season begins, which shifts the debate from whether inventories are adequate to how much surplus carries into winter. That matters most for producers and for gas-linked power and industrial consumers weighing winter exposure. Whether the build pace keeps accelerating — and whether it starts pressuring the curve — is the open question.

Generated by AI for reference only.

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