Source: EIA Mexico is making one of the largest natural gas infrastructure bets in its history, but a fundamental question remains: can domestic production keep pace with soaring demand? The Mexican government recently unveiled an $8.1 billion investment plan through 2030 to expand, modernize, and maintain its 21,149-kilometer pipeline network. CENAGAS alone plans to add 3.64 Bcf/d of new transportation capacity, while CFE is building pipelines to supply 13 new gas-fired powe

GOOOOOD Morning Natural Gas Traders! Tim Begins, President of Elk Trading Company, analyzes the natural gas market as the July spot contract trades around 3.091. The session covers a "mixed bag" of influences, including technical indicators like the RSI, bearish storage data (+108 BCF), and cooling weather patterns in the Midwest contrasted with extreme heat risks building in the Carolinas and the Interior West. Tim also examines the impact of overseas markets (UK, TTF, JKM),

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MTDR | 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.) Iran war flares up with missile attack 2.) LNG cargoes diverting from China to Japan and Korea 3.) Coastal Azul produces first LNG 4.) Delfin takes FID on first FLNG facility

Source: EIA Natural gas markets continue to balance tightening fundamentals, LNG growth, weather-driven demand, and geopolitical uncertainty. This week provided several bullish signals that helped support forward pricing across key regions. This Week's Main Drivers: The EIA reported a +95 Bcf storage injection, below market expectations of +101 Bcf. While inventories remain comfortable, the smaller-than-expected build reinforced expectations that storage surpluses could narro

Source: Mexico Pacific LNG North America is in the midst of the largest LNG infrastructure expansion in its history. More than 20 Bcf/d of new export capacity is under construction or advancing toward final investment decisions across the United States, Canada, and Mexico. Yet the story isn't simply about new liquefaction trains. It's about execution. Projects that were once expected to arrive in 2025 and early 2026 are increasingly shifting into late 2026 and 2027 as develop