MACROGURU Research · 007

Natural gas fell 13% in a year when every other commodity rose

NATURAL GAS is the only faller in this batch, down 13.2% over twelve months and 64.3% below its high. It also gained 68.7% through the 2022 rate shock, the largest stress-window gain of anything we track.

MacroGuru · 2026-08-10

$NATGAS$2.77-13.2%Prices from Hyperliquid. Returns from our own daily series.
Natural gas fell 13% in a year when every other commodity rose
NAT GAS, 1 year-13.2%
2022 rate shock+68.7%
52-week range$2.52 to $7.46
Worst fall, 1 year-66.2%

The only faller in the batch

NATURAL GAS traded at $2.66 on 7 August 2026.1 The series here is the front-month Henry Hub futures contract, stitched across contracts as each expires. Its twelve-month range ran from $2.52 to $7.46, leaving it 64.3% below the high and close to the low. It returned -13.2% over twelve months. Every other commodity in this batch rose, several by more than a quarter. Over five years it returned -35.7%. The recent path is weaker still. It lost 22.2% over six months and 17.1% in the past month alone. At its worst point in the past year it stood 66.2% below where it started. There is no momentum case here. The argument for natural gas begins where the trend ends.

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