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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Mid-Week Natural Gas Report - June Futures (NGM26 @ 2.693) | 05.06.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
19 hours ago1 min read


Daily Natural Gas Report - June Futures (NGM26 @ 2.810) | 05.05.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
2 days ago1 min read


What's New in Natural Gas - June Futures (NGM26 @ 2.856) | 05.04.2026
Top News for Natural Gas: 1.) US to guide vessels through Strait of Hormuz 2.) Chinese LNG imports (April) lowest since 2018 3.) Three Seas Initiative (3SI) announces investment in Eastern Europe 4.) US - LNG spring maintenance NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
3 days ago1 min read


NG/LNG – This Week’s Main Drivers and the Look Ahead | 05.03.2026
Source: NOAA/Climate Prediction Center This Week Natural gas markets remained volatile, driven by a mix of bearish storage data and supportive demand signals. EIA Storage Report: The latest build came in near expectations at +79 Bcf, following the prior week’s +103 Bcf injection, reinforcing a loose supply backdrop with inventories now well above the five-year average. Storage Surplus: Total inventories have expanded to ~2.1 Tcf, maintaining a meaningful cushion heading into

Timothy Beggans
4 days ago2 min read


PJM Reopens the Queue — And Natural Gas Is Back in the Driver’s Seat
Source: PJM After years of delays and reform, the PJM Interconnection has officially reopened its interconnection queue—and the response has been immediate and massive. Queue Cycle #1 attracted 800+ projects totaling ~220 GW of capacity. What stands out: natural gas is the single largest fuel type in the queue, even as renewables dominate project count. That headline deserves a second look. Historically, only a small fraction of interconnection requests actually reach commerc

Timothy Beggans
5 days ago2 min read


Natural Gas Weekly Recap - June Futures (NGM26 @ 2.761) | 05.01.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
6 days ago1 min read


Daily Natural Gas Report - June Futures (NGM26 @ 2.665) Storage DAY! | 04.30.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
7 days ago1 min read


Mid-Week Natural Gas Report - June is Spot | 04.29.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
Apr 291 min read


Daily Natural Gas Report - May Futures Expiration Today (NGK26 @ 2.544) | 04.28.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
Apr 281 min read


What's New in Natural Gas - Option Expiration Day - May Futures (NGK26 @ 2.615) | 04.27.2026
Top News for Natural Gas: 1.) Iran war negotiation dance continues 2.) US Southwest - NG prices trading under $1 3.) Golden Pass LNG feed gas rate steady 4.) EU NG storage injections off to a slow start NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
Apr 271 min read


NG/LNG – This Week’s Main Drivers and the Look Ahead | 04.26.2026
Source: EIA This Week The U.S. natural gas market turned sharply bearish following a strong U.S. Energy Information Administration storage report showing a +103 Bcf injection — well above expectations and the five-year average. Inventories rose to 2,063 Bcf, now ~137 Bcf above normal, reinforcing a loose near-term balance. Canadian production continues to push record highs, adding incremental supply pressure into an already well-supplied North American market. Globally, Wheat

Timothy Beggans
Apr 262 min read


Asia’s LNG Pull vs. Europe’s Storage Race: Can the EU Still Reach 90% Before Winter?
Global LNG flows are being reshaped in real time—and Europe is in a tightening race against the market. Flexible cargoes that once cleared into the Atlantic Basin are increasingly heading east. The driver is clear: Japan-Korea Marker (JKM) pricing continues to command a premium over Title Transfer Facility (TTF), often exceeding the full marginal shipping cost from the U.S. Gulf Coast. When that spread holds, molecules follow price—away from Europe. That shift comes at a crit

Timothy Beggans
Apr 252 min read


Natural Gas Weekly Recap - May Futures (NGK26 @ 2.529) | 04.24.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
Apr 241 min read


Daily Natural Gas Report - May Futures (NGK26 @ 2.648) | 04.23.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
Apr 231 min read


Mid-Week Natural Gas Report - May Futures (NGK26 @ 2.733) | 04.22.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
Apr 221 min read


Daily Natural Gas Report - May Futures (NGK26 @ 2.677) | 04.21.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
Apr 211 min read


What's New in Natural Gas - May Futures (NGK26 @ 2.690) | 04.20.2026
Top News for Natural Gas: 1.) The Strait of Hormuz is shut (again) 2.) Golden Pass LNG export cargo(es) delayed 3.) Europe 4.) Costa Azul LNG construction nearly complete

Timothy Beggans
Apr 201 min read


NG/LNG – This Week’s Main Drivers and the Look Ahead | 04.19.2026
Source: EIA This week, U.S. natural gas and LNG markets remained under pressure from soft domestic fundamentals despite some global support from ongoing Middle East supply disruptions. This Week’s Main Drivers The headline event was Thursday’s bearish EIA storage report. For the week ending April 10, working gas in storage rose by 59 Bcf to 1,970 Bcf. This build exceeded consensus expectations and pushed inventories 108 Bcf above the five-year average and 126 Bcf higher than

Timothy Beggans
Apr 192 min read


Energy ETFs: Targeted Exposure for Evolving Market Conditions
Source: GROK Energy ETFs are drawing renewed interest amid LNG bottlenecks, refining constraints, and surging power demand from AI, data centers, and electrification. These structural drivers create distinct opportunities across the energy value chain. A simple 9/21 moving average crossover serves as a practical tool to spot capital rotations and match the right ETF to prevailing market environments. Broad and Upstream Exposure XLE (Energy Select Sector SPDR Fund) delivers br

Timothy Beggans
Apr 182 min read


Natural Gas Weekly Recap - May Futures (NGK26 @ 2.662) | 04.17.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
Apr 171 min read
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