NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Source: Tradingview.com (ERCOT North Spark Spread) In energy markets, spreads such as spark and dark (and their “clean” variants) reveal the economic incentives for power-plant dispatch. They also act as support or resistance levels for underlying fuels — especially natural gas. Spark Spread The spark spread measures the theoretical margin for a gas-fired generator. Formula: Spark Spread = Electricity Price − (Natural Gas Price × Heat Rate) Dark Spread The dark spread applie

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Source: www.pivotalweather.com Pipeline systems depend on balance—too much gas in or too much taken out can threaten pressure, integrity, and firm service. That’s why operators issue Operational Flow Orders (OFOs), a critical tool to stabilize system conditions during stress. Why OFOs Are Called   OFOs typically arise when linepack is tight, weather spikes demand, storage swings are limited, or shippers’ receipts and deliveries drift out of balance. When these conditions thr

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CIVI | CNX | CRK | MGY | MUR | NOG

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Source: GROK Predictive markets are increasingly shaping how analysts interpret geopolitical risk—often offering clearer, faster signals than traditional intelligence channels. Nowhere is this more evident than in markets tracking the probability of a Chinese invasion of Taiwan. Platforms like Polymarket, Kalshi, Manifold, and Metaculus aggregate thousands of independent forecasts. While each uses different mechanisms, all point to the same broad takeaway: low near-term proba

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Source: IEA After years as the driver of global LNG growth, China has eased off the throttle in 2025. Imports have slipped as domestic gas production rises, pipeline flows from Russia expand, industrial demand softens, and rapid renewable additions cut into gas-fired power. Cargoes once destined for China are increasingly redirected to Europe, Japan, South Korea, and emerging Asia. The Positives • Price relief:  A major supply wave from the U.S., Qatar, and others arriving 20

Top News for Natural Gas: 1.) Weather models add more HDD's to forecast 2.) Oil rig count keeps falling 3.) Ukraine peace talks erode TTF "war premium" 4.) US LNG feed-gas demand set to reach 20 BCF/D by Q1 2026 NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CIVI | CNX | CRK | MGY | MUR | NOG

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Source: Xai (Colossus site) After years of breakneck expansion, some of the nation’s largest data-center markets — including Virginia and parts of PJM — are showing signs of cooling demand. Not because tech is slowing, but because power, water, and retail rate pressure are forcing a rethink. In northern Virginia, long the epicenter of hyperscale development, utilities and regulators are signaling that future growth cannot rely on unlimited access to cheap electricity and wate

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Source: Elk Trading Company LLC Natural gas producers operate in a landscape shaped by weather volatility, LNG-driven baseload demand, and shifting production growth. In this environment, hedging isn’t a luxury—it’s fundamental risk management. While structures evolve with market conditions, three tools dominate E&P portfolios: swaps, costless collars, and three-way collars. Each carries a different balance of protection, opportunity, and complexity. Swaps The most widely use

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Source: Twitter (X) In recent weeks, a swirl of geopolitics—from Iran to China to Russia—is casting a growing shadow over global energy markets. These tensions aren’t just headlines; they’re potential inflection points for risk premiums, upstream disruptions, and price volatility. Iran: Drought, Crackdowns & Tanker Seizures Iran is grappling with a historic drought, rising internal unrest, and the seizure of a Marshall Islands–flagged oil tanker in the Strait of Hormuz. Becau

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Source: Pivotal Weather (December 1, 2025) As we turn toward the tail end of the year, the energy derivatives market is flashing clear signals of concern—and opportunity. Both December and January call-option activity on the CME Group’s energy complex show elevated volume in deep out-of-the-money (OTM) strikes, pointing to traders hedging for upside exposure amid a potential cold snap. Here’s what’s driving the shift: Recent weather-model runs from both the GFS (Global Foreca

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG