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Options Expiration Day - Natural Gas Report - June Futures (NGM26 @ 2.981) | 05.26.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
8 hours ago1 min read


It's Memorial Day - What's New in Natural Gas - June Futures (NGM26 @ 2.945) | 05.25.2026
Top News for Natural Gas: 1.) Iran war negotiations continue 2.) LNG arb favoring Asia for spot cargoes 3.) LNG tankers turning off trackers to transit Strait 4.) US - June NG contract expires Wednesday NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
1 day ago1 min read


NG/LNG This Week’s Main Drivers and the Look Ahead | 05.24.2026
Source: Google Maps - QatarGas South Area This Week’s Main Drivers U.S. natural gas markets stayed under pressure this week as the EIA reported a +101 BCF storage injection versus market expectations near +95 BCF. The build reinforced concerns that domestic supply remains comfortably above seasonal norms despite improving LNG demand trends. At the same time, several LNG facilities and pipeline maintenance events began wrapping up, helping restore feedgas flows across the Gulf

Timothy Beggans
2 days ago2 min read


The Nitrogen Problem Threatening U.S. LNG Growth: Why Feedgas Quality Now Matters as Much as Supply
Source: Caturus - Commonwealth LNG The U.S. LNG industry is facing a growing challenge that could reshape Gulf Coast infrastructure planning over the next decade: rising nitrogen content in natural gas feedstocks. Pipeline systems can generally tolerate nitrogen concentrations up to roughly 3%, but LNG export facilities typically require feedgas closer to 1% or less to meet liquefaction efficiency standards and international cargo specifications. That widening gap is becoming

Timothy Beggans
3 days ago2 min read



Timothy Beggans
4 days ago0 min read


Daily Natural Gas Report - June Futures (NGM26 @ 3.023) | 05.21.2026
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


Mid-Week Natural Gas Report - June Futures (NGM26 @ 3.080) | 05.20.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG | VET

Timothy Beggans
6 days ago1 min read


Daily Natural Gas Report - June Futures (NGM26 @ 3.081) | 05.19.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
May 191 min read
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