EIA Short-Term Energy Outlook projects U.S. natural gas consumption in 2026 at 92.4 bcf/d, up from a prior 92.2 bcf/d estimate.

US Global Supply Chain Pressure Index for September rose to 1.28 from a prior 1.06.

European Commission president von der Leyen said exporters to the EU will get an additional year to comply with forthcoming EU methane-emissions rules, moving enforcement originally due Jan 2027 to Jan 2028. The rules require EU oil and gas importers to report methane emissions from their suppliers. von der Leyen said the extension is intended to help firms avoid extra costs amid elevated energy prices tied to conflicts in the Middle East and Ukraine.