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Natural Gas: Is the AI Premium on the Forward Curve About to Unwind? The Back End May Be Telling Us Something.
Source: www.tradingview.com The natural gas forward curve may be signaling a shift in market sentiment. As the AI/Data Center narrative loses momentum, the premium assigned to longer-dated natural gas contracts deserves a closer look. The Trade to Watch: January 2028 Henry Hub minus January 2027 Henry Hub. This spread offers a snapshot of how the market values natural gas one year further into the future. The January 2028 premium reflects expectations for future supply, deman

Timothy Beggans
1 hour ago2 min read


Natural Gas Weekly Recap - December Futures (NGZ26 @ 2.986) | 11.06.2026
In today's natural gas weekly recap for Friday, November 6, 2026, Elk Trading Company President Tim Beggans breaks down what's driving the spot December contract (NGZ26). December futures are up, trading near 2.994 (+4.7 cents, about 1.6%) after testing the 13-period EMA near 3.03, with a session high of 3.04 and the RSI pointing up. Colder weather is moving in, especially for the Southeast, and LNG is surprising to the upside, even at Freeport. Yesterday's EIA report showed

Timothy Beggans
1 day ago3 min read


Daily Natural Gas Report - December Futures (NGZ26 @ 2.956) | 11.05.2026
In today's natural gas market update for Thursday, November 5, 2026, Elk Trading Company President Tim Beggans breaks down what's driving the spot December contract (NGZ26). December futures are trading near 2.956, essentially unchanged, well below the 13- and 48-period EMAs after several oversold, sideways sessions. It's storage day, with expectations around +81 to +84 Bcf, versus +39 Bcf last year and a five-year average of +61 Bcf, so this week and next face headwinds. The

Timothy Beggans
2 days ago2 min read


Daily Natural Gas Report - December Futures (NGZ26 @ 2.894) | 11.04.2026
In today's natural gas market update for Wednesday, November 4, 2026, Elk Trading Company President Tim Beggans breaks down what's driving the spot December contract (NGZ26). December futures are trading at 2.894, down one tick, well below the 13- and 48-period EMAs with the RSI deeply oversold. Tomorrow's storage report is expected around +84 Bcf, versus +39 Bcf last year and a five-year average of +61 Bcf. Weather remains too warm and LNG is wobbly, so prices are going nowh

Timothy Beggans
3 days ago2 min read


Mid-Week Natural Gas Report - December Futures (NGZ26 @ 2.867) | 11.03.2026
In today's natural gas market update for Tuesday, November 3, 2026, Elk Trading Company President Tim Beggans breaks down what's driving the spot December contract (NGZ26). December futures are up 1.1 cents to 2.867, but after three straight days of sideways action, the market is going nowhere fast. The RSI is oversold, but there's no bullish catalyst yet from weather or LNG. The Jan/Dec spread is near 47.8 cents, well above the normal 25 cents, and should snap in if colder w

Timothy Beggans
4 days ago2 min read


What's New in Natural Gas - December Futures (NGZ26 @ 2.927) | 11.02.2026
Top News for Natural Gas: 1.) US NG Storage on track for 3.90 TCF 2.) World holds its breath on Iran 3.) Qatar moves to acquire global LNG supply portfolio 4.) ST LNG (offshore TX) wins port license In today's natural gas market update for Monday, November 2, 2026, Elk Trading Co President Tim Beggans breaks down the top news for natural gas and what's driving the spot December contract (NGZ26). December futures are getting a relief rally, up 2.9 cents to 2.927, as the RSI

Timothy Beggans
5 days ago2 min read


NG/LNG - This Week's Main Drivers and the Look Ahead | 11.1.26
Source: EIA This Week's Main Drivers: EIA Storage: +80 BCF vs. +75 BCF last year and +77 BCF five-year average. South Central led inventory additions. EU enters winter with storage approximately 75% full. Qatar extends Force Majeure through year-end 2026 for Edison (Italy) and Pakistan. US warns Iran strikes could resume after midterm elections. EQT acquires Range Resources in an all-stock deal valued at approximately $50 billion. Freeport LNG feedgas demand gyrates for a sec

Timothy Beggans
6 days ago2 min read


2027 Natural Gas Crystal Ball: 15 Predictions That Could Shake Up Energy Markets!
Source: GROK Wild guesses, not investment advice. Some may prove remarkably accurate; others may be spectacularly wrong. Let's revisit them at the end of 2027! My 15 Prognostications for 2027 — Ranked by Likelihood: AI/Data Centers: Electricity demand growth accelerates faster than expected, driving additional power generation and gas demand. Permian Gas: Henry Hub averages near $2.50/MMBtu as associated gas production offsets demand growth due to elevated crude prices. LNG S

Timothy Beggans
Oct 312 min read
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