Tim Beggans covers a third straight down day in October NG, today’s storage print, failed 13/48 EMA crossover, possible 114 Bcf/d production, WTI over $100 and a closed Hormuz, the Jan–Oct spread rebound, ERCOT demand with weak wind, lingering Texas heat vs incoming northern fall, Europe/Asia weather and storage, U.S. LNG feedgas, quiet tropics and Saharan dust, Anak Krakatau / Java Trench quakes, and the E&P watch list. Contract / levels: October near 2.778–2.788, down ~3–4¢

Tim Beggans covers the October selloff below the 13- and 48-period EMAs, tomorrow’s storage print, possible 114 Bcf/d production and Hue Brinson / Permian flows, ERCOT and national grid demand, lingering Texas heat vs northern cooling, JKM vs TTF arb into winter, EU/UK storage, quiet Hormuz / empty Ras Laffan, U.S. LNG feedgas, tropics and Saharan dust, Anak Krakatau, and the E&P watch list. Contract / levels: October near 2.837–2.841, down ~7–8¢ Below the 13- and 48-period E

Tim Beggans covers the October selloff, failed $3 tests, options open interest at $3 and $4, the Jan–Oct gap fill at 92.7¢, February / El Niño analog years, ERCOT and national grid demand, lingering southern heat vs northern cooling, Europe/UK storage, Asia temperatures, a Qatari LNG cargo through Hormuz, U.S. LNG feedgas, quiet tropics and Saharan dust, Severe Weather Europe snow outlook, Anak Krakatau, and the E&P watch list (now including LandBridge). Contract / levels: Oc

The UK is facing a precarious energy situation this winter. In this video, I react to Jacob Rees-Mogg’s assessment of the UK's gas storage crisis and domestic production decline. We dive deep into why the Rough storage field is empty, the impact of North Sea production drops, and why the UK is now so dependent on US LNG. With the Ormen Lange field underperforming and global supply routes like the Strait of Hormuz facing disruptions, what happens if the UK faces a "Dunkelflaut

Source: EIA This Week’s Main Drivers: The EIA reported a +30 BCF storage injection—right on expectations, but bullish versus +50 BCF last year and the +37 BCF five-year average. The storage surplus to the five-year average continues to narrow. Tropical Storm Edouard delivered heavy rain across East Texas, but had little apparent impact on LNG exports. Meanwhile, low Texas wind generation and weaker solar output increased gas-fired power demand, while the South Central salt-st

Source: Marine Traffic China remains the larger LNG importer, with 2026 imports projected at roughly 61–64 million MT, versus 28–29 million MT for India. But the more important story this year is how differently the two markets responded to the Iran-US conflict and the disruption of Middle Eastern LNG flows. Month-by-Month Jan–Feb: Demand was relatively normal before the conflict. India imported about 4.45 MT combined, while China’s February imports fell to approximately 3.38

Tim Beggans recaps the week in October NG: holding the 13-period EMA, no 13/48 crossover yet, yesterday’s +30 Bcf storage print, a tightening surplus vs last year and the 5-year average, the Jan–Oct injection spread, cooler ERCOT after Edouard, national heat and power prices, Europe/UK storage and weather swings, Asia cooling, U.S. LNG loadings (including Plaquemines and Golden Pass), tropics, West drought, NOAA’s strong El Niño outlook, and the E&P watch list. Contract / lev

Tim Beggans covers storage-day setup for October NG, narrow daily bars above the 13- and 48-period EMAs, the Jan–Oct injection spread, cooler ERCOT after Edouard, batteries on the Texas grid, national power-price volatility, lingering U.S. heat vs incoming northern fall, Europe/Asia weather and storage, JKM, U.S. LNG feedgas including a tanker at Golden Pass, tropics, West drought, Lake Gatun, and the E&P watch list. Contract / levels: October near 2.983–2.988, up ~3¢ Above t