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“Fastest Newsletter in EnergyTM — Here’s What You Need to Know and Nothing You Don’t.”

🛢️ Tuesday, May 28, 2025✏️ By The Valve Guy

Author

The Valve Guy
May 30, 2025

🗣️ “Every energy boom starts with a valve turning somewhere – stay lubricated, folks.”

📰 OG Oil Gas Energy News — The Valve Guy

💥 Today’s Take: Natural Gas is Quietly Heating Up Again
→ Prices Rising Slightly
→ June Futures Bounce from Oversold Territory
→ Supply Dips, Demand Holding — Rebalance Brewing
→ LNG Exports Set to Roar from Argentina to Asia
→ Alvopetro in Brazil, Indian Growth, Valve Demand — All Signs Point North

📈 MARKET SNAPSHOT:

Commodity

Price (May 30)

Change

Sentiment

Natural Gas (Henry Hub)

$2.62/MMBtu

▲ +4.4%

Rebounding

WTI Crude Oil

$79.15/barrel

▲ +1.6%

Stabilizing

Brent Crude

$83.90/barrel

▲ +1.3%

Cautiously Bullish

🔻 Natural Gas Front-Month Futures Prices — May 2025
→ Shows early May slump, rebound in final week
→ Highlights the ~2.1% gain after the June contract expiration

💡 Natural Gas Market Recap:

  • After a mid-May dip, Henry Hub natural gas bounced ~2.1% Monday to ~$2.66/MMBtu.

  • June contracts expired strong on weather, supply disruptions, and shifting sentiment.

  • Production dropped slightly in the Lower 48 (per Bloomberg), supporting prices.

  • Demand is steady — both power burn and LNG exports trending above 5-year norms.

🔻 Natural Gas Production vs. Demand — 2024 vs. 2025 YTD

🌎 Global LNG Watch:

  • Argentina could emerge as a major LNG exporter, targeting Europe & Asia.

  • Brazil’s Alvopetro reported a blowout Q1 2025 — expanding infrastructure fast.

  • India’s gas use is booming alongside GDP. Analysts see huge LNG import upside.

  • China is quietly cutting carbon — pivoting to clean energy and LNG imports over coal.

🔻Emerging LNG Exporters & Importers
→ Highlight Argentina, Brazil, India, China
→ Show LNG flow arrows from South America to Asia

🔩 The Valve Guy’s Take:

If you sell valves, actuators, or infrastructure — watch these hotspots:

  • Argentina LNG terminals (cryogenic, high-pressure gas valves)

  • Brazil upstream midstream builds (gas control valves, automation)

  • India’s industrial energy boom (metering skids, turbine bypass valves)

  • Global LNG tankers (emergency shutoffs, lined valves, cryo-rated actuators)

🔻 → Lined Valves, Actuators, Control Valves, Emergency Shutoff

📈 Bonus: WTI oil prices remain range-bound at $78–79, tracking global macro & OPEC+ posture.

📣 News You Can Use

🛢️ “Natural gas bounced back Monday after a rocky May. Futures up ~2.1%” — FX Empire
🌬️ “Early losses turned to gains — signs of shifting fundamentals” — NGI
📉 “US output dipped, but demand didn’t. Prices catching up.” — P&GJ
🌎 “Argentina could rival Qatar someday in LNG” — BNamericas
🚀 “Alvopetro’s gas sales, profits, growth all beat. Brazil’s gas future bright.” — Investing News
🔥 “India’s boom could be bigger than Apple — gas & energy plays central” — Energy and Capital
🏗️ “Valve & actuator demand projected to surge 2025–2030” — OpenPR

📌Upcoming Events June 2025 Oil Energy & Gas

🧠 TL;DR:
→ Natural gas is rising from the ashes — production down, demand steady, futures bouncing.
→ LNG exports are the long-term play — Argentina, Brazil, India, China in the mix.
→ If you touch energy infrastructure — this is your moment.

🧵 Threads coming on:
→ LNG valve specs & standards
→ What India’s energy mix means for midstream players
→ Supply chain forecasts for actuator OEMs

Changes in commodity prices (Natural Gas, WTI Crude, and Brent Crude) as of May 30, 2025.

📊 Get Graphs & Charts Only here.
🎧 Catch me on the pod — “The Valve Guy” —

— The Valve Guy™

📚 Sources: