Top News for Natural Gas: 1.) Iran war negotiation dance continues 2.) US Southwest - NG prices trading under $1 3.) Golden Pass LNG feed gas rate steady 4.) EU NG storage injections off to a slow start NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Source: EIA This Week The U.S. natural gas market turned sharply bearish following a strong U.S. Energy Information Administration storage report showing a +103 Bcf injection — well above expectations and the five-year average. Inventories rose to 2,063 Bcf, now ~137 Bcf above normal, reinforcing a loose near-term balance. Canadian production continues to push record highs, adding incremental supply pressure into an already well-supplied North American market. Globally, Wheat

Global LNG flows are being reshaped in real time—and Europe is in a tightening race against the market. Flexible cargoes that once cleared into the Atlantic Basin are increasingly heading east. The driver is clear: Japan-Korea Marker (JKM) pricing continues to command a premium over Title Transfer Facility (TTF), often exceeding the full marginal shipping cost from the U.S. Gulf Coast. When that spread holds, molecules follow price—away from Europe. That shift comes at a crit

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Top News for Natural Gas: 1.) The Strait of Hormuz is shut (again) 2.) Golden Pass LNG export cargo(es) delayed 3.) Europe 4.) Costa Azul LNG construction nearly complete