Tim Beggans recaps a quiet Friday bid that looks like weekend short covering, with November still below the 13- and 48-period EMAs. Also: yesterday’s +64 Bcf print, Polo’s 3.5 inches of rain in Montgomery County, ERCOT gas share above 50% on a cloudy light-load day, Jan–Dec holding a Super El Niño premium, EU storage stuck near 71.5%, a third U.S. carrier into the Middle East, UK injections with Rough still empty, Polo’s remnants reaching New England, three ships at Sabine Pa

Tim Beggans covers storage day for November, pinned near the daily pivot ahead of a +64 Bcf print. Also: Polo clouds cutting ERCOT solar and lifting gas share, PJM and MISO price spikes, the first real Northeast chill vs lingering Southwest heat, a bullish divergence on the winter–November spread, China telling its top importers not to resell LNG, EU/UK storage (Rough still empty, UK finally injecting), JKM January firming, Polo rain into the Texas Panhandle, a late-season Ca

Mid-Week Natural Gas Report – November Futures (NGX26) Tim Beggans covers the last day of September and Q3, with November still giving back the MX-P 100 squeeze and a bearish 13/48 EMA cross. Also: thin ERCOT gas share on strong wind, national grid spikes, the switch to fall temperature maps, a Nov–Mar strip still in the sell channel, Thursday’s neutral storage setup, EU/UK storage (Rough still empty), Asia weather, no Ras Laffan loader, two ships at Plaquemines, U.S. LNG wit

Tim Beggans covers the first session of November as front month after October expired at $3 even. The MX-P 100 outage squeeze is fully given back; November is below the 13- and 48-period EMAs just north of $3. Also: cooler ERCOT load with gas still beating wind + solar, national grid volatility into fall nuclear maintenance, Canadian cold into the Great Lakes vs lingering Houston heat, the crowded Super El Niño winter short, EU/UK storage (Rough still empty), Asia weather, Ki

Tim Beggans covers four headlines on October expiry day: Columbia Gas lifting the MX-P 100 force majeure, thin October open interest, EU storage at ~70% with a month of injections left, and a nor’easter that slammed New Jersey. Also: ERCOT still burning a lot of gas on low wind, a bifurcated U.S. weather map (southern 90s vs Canadian cold into the Plains), the crowded Super El Niño winter channel, UK storage with Rough still empty, JKM off on Hormuz talks, Kitimat’s first wee

Source: EIA This Week's Main Drivers: EIA storage increased +53 BCF, versus +77 BCF last year and +76 BCF for the five-year average. YTD injections remain materially below last year, reinforcing the tighter seasonal setup. October gas broke above $3/MMBtu as Columbia Gas declared Force Majeure on TCO Line 100, impacting roughly 1.8 BCF/D and triggering significant short covering. The U.S. nuclear fleet is entering fall maintenance/refueling, while Cove Point LNG began its ann

Source: To Europe & Beyond The global natural gas market is increasingly divided into two worlds. The U.S. has relatively abundant gas and expanding LNG capacity, while Europe and Asia remain exposed to constrained global LNG supply, geopolitical risk and winter weather. That disconnect is the story — and the risk. Why the Market Has Split U.S. gas remains structurally cheaper because production is strong and LNG export capacity, while expanding, cannot instantly absorb every

Tim Beggans covers the giveback after yesterday’s squeeze to 3.317: a Columbia Gas / TCO force majeure of ~1.8 Bcf/d on Line MX-P 100 in West Virginia (weekend outage, Sunday update), yesterday’s +53 Bcf print, Friday options / Monday futures expiry, ERCOT and a volatile national grid plus an early East Coast nor’easter, the last heat-risk maps, Canadian cold into the Upper Midwest, the Nov–Mar strip snapping back into its channel, EU/UK storage (Rough still empty), Asia weat