In this update, we examine each market balancing mechanism in depth. How is capital discipline unfolding in the upstream sector as oil prices continue to rise? What role will growing global demand for North America LNG exports play in price support? Will new gas pipeline infrastructure be needed to relieve constraints? We also explore how energy transition themes continue to evolve and impact gas demand and what will drive renewables penetration in the power sector. And for the first time, this outlook incorporates renewable natural gas (RNG) and blue hydrogen in the modelled fuel mix to gain a clearer picture of how developing technologies are impacting the North America gas market as the world aims to decarbonize.