US natural gas futures fell to $3.15 per MMBtu on Monday after rising to a two-week high in the previous session on supply disruptions in the Gulf of Mexico caused by Hurricane Isaias. Producers shut in around 1.3 bcfd, or 59% of offshore Gulf output. However, the impact on overall US supply was limited, as offshore production accounted for just 1.9 bcfd, or 2% of total marketed gas production in 2025. Meanwhile, the latest EIA data showed inventories rose by 85 Bcf in the week ending October 2, exceeding expectations of 79 Bcf and signaling adequate domestic supply. Further weighing on prices, LNG feedgas flows to major US export terminals averaged 17.1 bcfd so far in October, down from 18.0 bcfd in September, largely due to the delayed restart of a liquefaction train at Freeport LNG and planned maintenance at Cove Point. Still, demand for US LNG from European and Asian buyers remained strong amid persistent risks to LNG supplies from the Middle East.