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NG/LNG - This Week’s Main Drivers and the Look Ahead | 5.17.26
Source: IEEFA This Week’s Main Drivers Natural gas markets continued grinding higher this week as improving LNG demand, lower U.S. production, and growing global weather risks helped offset still-comfortable storage levels. The EIA storage report came in at +85 BCF, directly in line with expectations. While neutral versus the five-year average of +84 BCF, the build was notably tighter than last year’s +109 BCF injection, reinforcing the idea that the market is gradually tight

Timothy Beggans
14 hours ago2 min read


NGSA’s 2026 Summer Outlook Signals a Structural Bull Market for U.S. Natural Gas
Source: NGSA The Natural Gas Supply Association’s 2026 Summer Outlook highlights a major transformation underway in the U.S. natural gas market. What once was primarily a weather-driven market is increasingly becoming a structurally demand-driven market powered by LNG exports, record electricity consumption, industrial expansion, and the rapid growth of AI infrastructure. NGSA forecasts total U.S. natural gas demand this summer to average nearly 109 Bcf/d, representing a year

Timothy Beggans
2 days ago2 min read


Daily Natural Gas Report - June Futures (NGM26 @ 2.803) | 05.14.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
4 days ago1 min read


Mid-Week Natural Gas Report - June Futures (NGM26 @ 2.886) | 05.13.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
5 days ago1 min read


Daily Natural Gas Report - June Futures (NGM26 @ 2.835) | 05.12.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
6 days ago1 min read


What's New in Natural Gas - June Futures (NGM26 @ 2.873) | 05.11.2026
Top News for Natural Gas: 1.) Iran war negotiations continue 2.) Qatar LNG tanker clears the Strait of Hormuz 3.) Yamal LNG hit record output on EU demand 4.) US NG production trending lower due to weak prices NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
7 days ago1 min read


NG/LNG – This Week’s Main Drivers and the Look Ahead | 05.10.2026
Source: EIA This Week Global LNG markets remained highly geopolitical this week as traders assessed whether the Iran conflict has truly ended — and who ultimately controls regional security going forward. The reopening of the Strait of Hormuz became a central focus, with ADNOC successfully moving a second LNG tanker through the corridor, helping calm immediate supply fears while raising new questions around future pipeline and export infrastructure investments designed to byp

Timothy Beggans
May 102 min read


European Natural Gas Funds: Surging Returns or Volatile Gamble?
Source: GROK Europe’s energy market remains one of the most geopolitically sensitive commodity arenas in the world. Between Russian supply disruptions, LNG competition with Asia, weather volatility, and rising power demand from AI-driven data centers, Dutch TTF natural gas prices continue to swing sharply — creating both opportunity and risk for investors. One of the purest ways to gain exposure is through the WisdomTree European Natural Gas ETC (ISIN: XS2872233403, ticker: T

Timothy Beggans
May 92 min read
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