Friday's weekly U.S. Active Rig Count (7.25.25) posted continued growth in natural gas basin drilling @ 122 units. HH natural gas pricing remains above $3.00 / Million Btu with annual “cooling season” upon us. Expectations are for higher natural gas pricing during Q4 heating months. Soaring LNG exports and electricity demand from AI/data centers are applying strong upward pressure on natural gas consumption above normal cooling/heating season usage. Natural gas-fired electric power plant build-out is behind schedule as electricity prices increase. We're in an affordable electricity crisis.
 
This author classifies a natural gas drilling boom sustainable with +120 units over a measurable period as per constructed chart. U.S. drillers just "knocked the door" this week. Capital spending for natural gas development appears underway. Let's watch future drilling activity!