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NG/LNG - This Week's Main Drivers and the Look Ahead | 10.18.26
Source: EIA This Week's Main Drivers: EIA Storage: +67 BCF versus +80 BCF last year and the +90 BCF five-year average. Storage remains above the five-year benchmark, but the surplus is narrowing. Pacific Region: A rare 5 BCF withdrawal highlights regional supply and replenishment challenges. Columbia Gas Transmission: A second, separate force majeure involving MXP Line-100 near Saunders Creek, West Virginia, took effect October 14. Monitor PHMSA and pipeline notices for updat

Timothy Beggans
3 hours ago2 min read


Natural Gas Volatility Surges: Storage Tightness, Pipeline Leaks & Short-Squeeze Risk
Source: Saunders Regulator Station (TCO) - Google Maps Natural gas markets face a volatile mix of pipeline disruptions, fluctuating LNG feedgas demand, production changes and unpredictable weather. With winter approaching, even modest fundamental shifts could accelerate price movements. Storage: A Mixed Signal The EIA’s October 15 report showed a 67 BCF injection for the week ending October 9, bringing inventories to 3,567 BCF. Stocks remain 143 Bcf (3.9%) below last year but

Timothy Beggans
1 day ago2 min read


Natural Gas Weekly Recap - November Futures (NGX26 @ 3.076) | 10.16.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, High short float over 10% BKV | CNX | CRGY | CRK | LB | MGY | MTDR | NOG | RRC

Timothy Beggans
3 days ago1 min read


Daily Natural Gas Report - November Futures (NGX26 @ 3.262) | 10.15.2026
Tim Beggans covers storage day with November firm after a fresh leak on the Mountain Express / MXP 100 line near Saunders Creek, West Virginia. Also: expectations near +74 Bcf versus last year +80 and the five-year +90, Houston’s last 90° day before a sharp front, ERCOT renewable coverage jumping tomorrow, power-market spikes from fall outages, a Mar–Apr widowmaker retest, EU storage at 74%, UK injections with Rough still empty, JKM January forming three peaks, continued Horm

Timothy Beggans
4 days ago2 min read


Mid-Week Natural Gas Report - November Futures (NGX26 @ 3.203) | 10.14.2026
Tim Beggans covers a pullback that left November still above the 13- and 48-period EMAs with the hourly RSI oversold near first support. Also: tomorrow’s storage preview (+74 to +76 Bcf versus last year +80 and the five-year +90), a 55° St. Louis temperature swing, a widening Dec–Jan Super El Niño premium, model gyrations in the U.S. and Europe, UK injections with Rough still empty, Freeport back near 1.82 after maintenance, Golden Pass near 666k, continued Hormuz attacks, Si

Timothy Beggans
5 days ago2 min read


Daily Natural Gas Report - November Futures (NGX26 @ 3.230) | 10.13.2026
Tim Beggans covers a rebound that put November back above the daily pivot after the 13- and 48-period EMAs held as support. Also: better LNG demand, Thursday’s storage setup versus last year +80 and the five-year +90, an Apr–Oct spread bounce toward the 50-day EMA, UK NBP at new records on Hormuz risk, EU storage at 73.8% with Germany still at 60%, colder European air into Germany by the 22nd, Simon moisture toward the Texas Panhandle, one Ras Laffan loader (likely a Kuwait s

Timothy Beggans
5 days ago2 min read


What's New in Natural Gas - November Futures (NGX26 @ 3.130) | 10.12.2026
Tim Beggans covers four headlines: expanding Iran hostilities (ballistic missile attack on a Riyadh airport), demand destruction from two U.S. hurricanes, Cove Point LNG back online, and Golden Pass hitting a new feedgas high. Also: November testing the 13-day EMA after a GFS cold shot that the Euro model did not confirm, hedge funds still short roughly 145k contracts, a widening Jan–Dec Super El Niño premium, EU storage at 73.6%, TTF January firming on Hormuz risk, Isaias th

Timothy Beggans
6 days ago2 min read


NG/LNG - This Week's Main Drivers and the Look Ahead | 10.11.26
Source: EIA This Week's Main Drivers: EIA storage rose 85 BCF, versus +77 BCF last year and the five-year average of +96 BCF—a bullish comparison despite the sizable injection. Henry Hub gyrated between $2.912 and $3.298/MMBtu, as pipeline maintenance, lower Northeast production and weak wind generation tightened regional supply and supported prices. Hurricane Isaias became the Atlantic season's first hurricane, threatening Gulf energy infrastructure. Production shut-ins coul

Timothy Beggans
Oct 112 min read
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