Tim Beggans covers a production-led bounce that put November back above the 13- and 48-period EMAs and through first resistance. Also: light ERCOT wind forcing gas to cover the evening ramp, a Rockies cold shot with Wyoming at 14°, the Jan–Nov and Apr–Oct spreads still stretched short, EU storage at 72.7%, UK injections with Rough still empty, Golden Pass cargos covering Qatar’s force majeure at Edison’s Italian terminal, Freeport still choppy, a 90% Bay of Campeche system ai

Tim Beggans covers four headlines: at least one Freeport train down since Friday, South Korea pushing back on Alaska LNG investment, Chevron growing LNG via offtakes rather than new plants, and a Russian plague-lab death that he flags and then moves past. Also: November stuck between the pivot and first resistance, light ERCOT load with batteries charging on wind, a chimney of warmth from Texas to the Dakotas, the crowded Super El Niño winter short, EU storage at 72.4%, UK in

Source: EIA This Week's Main Drivers: EIA NG Storage: +64 BCF vs. +56 BCF last year and +80 BCF for the 5-year average. The injection was larger than last year but still below the seasonal norm. China has urged its “Big 3” energy companies—CNOOC, PetroChina and Sinopec—to halt or reduce LNG resales through the winter, potentially tightening global spot LNG availability. LNG Canada reached FID on Phase 2, doubling planned capacity from 14 to 28 MTPA and reinforcing Canada’s ro

Source: Grok China’s LNG strategy may be shifting just as global markets enter the winter heating season. Reports indicate Beijing has urged its three major state energy companies—CNOOC, PetroChina and Sinopec—to prioritize domestic LNG supplies and curb resales through the winter period. That matters because China has become more than the world’s largest LNG buyer—it has become a significant portfolio trader. IEEFA estimates Chinese companies resold 17–19 million tonnes of L

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