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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Natural Gas Weekly Recap - April Futures (NGJ26 @ 3.055) - 03.20.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG | VET

Timothy Beggans
19 hours ago1 min read


Daily Natural Gas Report - April Futures (NGJ26 @ 3.244) | 03.19.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG | VET

Timothy Beggans
2 days ago1 min read


Mid-Week Natural Gas Report - April Futures (NGJ26 @ 3.033) | 03.18.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
3 days ago1 min read


🍀Top of the Morning🍀 Natural Gas Report - April Futures (NGJ26 @ 3.070) | 03.17.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
4 days ago1 min read


What's New in Natural Gas - April Futures (NGJ26 @ 3.108) | 03.16.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
5 days ago1 min read


NG/LNG: This Week’s Main Drivers — And the Look Ahead
Source: By Matthew Smith @ Flickr - https://www.flickr.com/photos/96701339@N04/39650222120/, CC BY 2.0, https://commons.wikimedia.org/w/index.php?curid=83823860 Global natural gas markets have shifted abruptly from a winter weather narrative to a geopolitical one. As of mid-March 2026, escalating conflict in the Middle East has triggered one of the most volatile weeks for LNG markets in years, exposing the growing link between geopolitics, LNG trade flows, and regional gas pr

Timothy Beggans
6 days ago2 min read


The AI Grid Shock: Why Data Centers Are Supercharging Power Demand in ERCOT and PJM
Source: SuperMicro Artificial intelligence, cloud computing, and hyperscale data centers are rapidly reshaping electricity demand across the United States. After nearly two decades of relatively flat power consumption, the grid is entering a new era of sustained load growth—and the epicenter of that surge is concentrated in two regions: ERCOT and PJM. Recent forecasts from the U.S. Energy Information Administration (EIA) show U.S. electricity demand rising steadily through 20

Timothy Beggans
7 days ago2 min read


Natural Gas Weekly Recap - April Futures (NGJ26 @ 3.157) | 03.13.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 131 min read


Daily Natural Gas Report - April Futures (NGJ26 @ 3.210) | 03.12.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 121 min read


Mid-Week Natural Gas Report - April Futures (NGJ26 @ 3.091) | 03.11.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 111 min read


Daily Natural Gas Report - April Futures (NGJ26 @ 3.038) | 03.10.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 101 min read


What's New in Natural Gas - April Futures (NGJ26 @ 3.247) | 03.09.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 91 min read


Ready, Set, Go… Here Comes First LNG
Source: Golden Pass LNG The transition from construction to first cargo at an LNG export facility is one of the most technically demanding startup sequences in the energy industry. As commissioning advances at Golden Pass LNG near Port Arthur, Texas, the project is entering the final stretch before its first export cargo. Jointly developed by QatarEnergy and ExxonMobil, Golden Pass will add roughly 18 mtpa of liquefaction capacity to the U.S. Gulf Coast. But before LNG flows

Timothy Beggans
Mar 82 min read


War Comes for LNG: How Drones Are Rewriting the Rules of Global Gas Trade
Source: By Roysma For decades, the LNG industry operated on a simple assumption: the greatest risks were commercial—price volatility, weather disruptions, and infrastructure constraints. Today, a new threat has emerged that is far cheaper, harder to defend against, and capable of disrupting global energy flows overnight: drones. Recent incidents demonstrate how quickly geopolitical risk is entering the LNG value chain. An Iranian drone attack that damaged infrastructure at th

Timothy Beggans
Mar 72 min read


Natural Gas Weekly Recap - April Futures (NGJ26 @ 3.097) | 03.06.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 61 min read


Daily Natural Gas Report - April Futures (NGJ26 @ 2.952) | 03.05.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 51 min read


Mid-Week Natural Gas Report - April Futures (NGJ26 @ 2.927) | 03.04.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 41 min read


Daily Natural Gas Report - April Futures (NGJ26 @ 3.139) | 03.03.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 31 min read


What's New in Natural Gas - April Futures (NGJ26 @ 2.295) | 03.02.2026
Top News for Natural Gas: 1.) War with Iran breaks out 2.) Qatar halts LNG production 3.) European NG prices soar on Qatar news 4.) US - Warmer weather muting impact on domestic NG price 5.) Bonus News! NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 21 min read


Golden Pass LNG fires up: A New Wave in U.S. Export Growth
Source: Google Maps After years of construction and commissioning, Golden Pass LNG is now poised to ship its first cargo from Sabine Pass, Texas in early March 2026—a defining milestone for U.S. export capacity. As commissioning advances, feedgas volumes have surged, recently reaching roughly 300 MMcf/d as refrigeration systems and liquefaction trains stabilize. These early flows are typical as operators calibrate equipment before sustained production begins. Golden Pass LNG—

Timothy Beggans
Mar 11 min read
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