Capital discipline from US gas producers is expected to continue to blunt support from high prices on production levels, which could lead to dramatically higher US gas prices this winter, according to S&P Global Platts Analytics leaders in an Oct. 14 call with reporters. Receive daily email alerts, subscriber notes & personalize your experience. Register Now “If this capital discipline remains, you are talking about $12/MMBtu, $14/MMBtu gas to incentivize either curtailing LNG exports or curtailing exports to Mexico,” Simon Thorne, head of generating fuel and power analytics at Platts Analytics, said. Supply concerns Even as the NYMEX Henry Hub prompt-month contract climbed above $5/MMBtu into heights last sustained in 2009, US gas supply has not been ramped up in tandem. Platts Analytics data shows that US dry gas production has averaged 90.3 Bcf/d over the last 30 days, more than 6 Bcf/d below record highs observed in late […]