Timestamps 0:00 - Market Update: September Natural Gas Futures 0:20 - Storage Expectations and RSI Analysis 1:00 - Hourly Chart: Daily Pivot and Support Levels 1:20 - April-October Strip & El Niño Storage Concerns 1:51 - ERCOT Power Grid: Renewables vs. Natural Gas Mix 2:21 - Regional Volatility: PJM, MISO, and NYISO Price Spikes 2:48 - U.S. Weather Outlook: 6-14 Day Temperature Forecasts 3:23 - Extreme Heat Risk: Regional Impact Assessments 4:31 - Global Markets: Japan/Korea

Timestamps: 0:00 Market Overview & September Futures 0:40 DeMark Sequential & Oversold Reversal Signal 1:28 Hourly Chart: Support Levels & RSI 2:04 Jan vs. Oct Spreads 2:20 ERCOT & US Grid Demand Analysis 3:13 Renewable Energy Market Share Impact 3:44 US Weather Forecast (6-14 Day Outlook) 4:48 European Market (TTF) & Storage Status 6:47 Asia Weather: Typhoon Dolphin Impact 7:54 LNG Tanker Activity & US Export Facilities 9:28 Tropical Activity & African Dust Plume 10:07 US Nu

Top News for Natural Gas: 1.) Global LNG price markers down on Iran negotiation 2.) EU - Extreme heat to return on August 13-14th 3.) US - Storage expectations center around +25 BCF 4.) Two LNG tankers hit by drones in the Strait of Hormuz over the weekend Timestamps 0:00 - Introduction & Top News Highlights 0:49 - September Natural Gas Futures Analysis 1:13 - Hourly Chart & Momentum Check 1:39 - April-October Strip & Bullish Requirements 2:14 - ERCOT Grid Performance

Global natural gas markets remain increasingly driven by geopolitics, weather, and LNG infrastructure reliability. While U.S. storage remains healthy, tightening global supply risks continue to support longer-term volatility. This Week's Main Drivers • EIA Storage: +28 Bcf, below the +36 Bcf consensus, signaling balanced supply despite strong summer demand. • August NYMEX Expiration: The August natural gas contract settled at $2.725/MMBtu, keeping pressure on producers while

Source: NOAA Most natural gas traders are focused on storage, LNG exports, and geopolitics. But one of the biggest market drivers over the next year may already be forming in the Pacific. NOAA's latest outlook indicates a 97% probability that El Niño persists through early spring 2027, with an 81% chance of strengthening into a very strong event. If history is any guide, a Super El Niño could reshape weather patterns well beyond this winter. For natural gas markets, the first

In this video, Tim Begains, President of ELK TRADING Co LLC, provides an in-depth analysis of a recent letter from Chronometer Partners regarding the potential structural tightening of the natural gas market by 2028. While external experts suggest "unbounded and convex" upside risk for prices due to AI data center demand and LNG exports, Tim offers a counter-perspective grounded in industry fundamentals. Key Topics Covered: Supply Resilience: Why the US Geological Service's 1

Timestamps 0:00 – September Spot Contract & Technical Analysis (RSI/EMA) 0:34 – Storage Expectations & Market Sentiment 1:05 – Hourly Chart, Daily Pivots, and Support Levels 1:31 – Global News: Egypt LNG Facility Drone Attacks 2:02 – U.S. System-wide Demand & Current Fuel Mix (Solar vs. Gas) 2:37 – National Grid & Power Price Forecasts (ERCOT/PJM) 2:59 – 6-14 Day National Temperature Outlook 3:32 – Long-range Forecast: Seasonal Patterns & El Niño Development 4:22 – April-Octo

Timestamps 0:00 August Natural Gas Expiration Day Overview 0:46 Hourly Chart & Pivot Points (Support/Resistance) 1:16 CME NYMEX Open Interest & Volatility Warning 1:36 Winter Spreads: Focus on European Storage & Jan/Oct Spread 2:18 ERCOT Fuel Mix: Renewables vs. Natural Gas Demand in Texas 3:22 National Electricity Grid: Peak Demand & Price Points 3:46 6-10 & 8-14 Day Temperature Outlooks 4:15 Extreme Heat Risk Map & Population Impact 4:54 European AI Weather Model & Temperat

Timestamps 00:00 – Market Open: August Natural Gas Down 2% 00:22 – Technical Analysis: RSI and Moving Averages 00:30 – Option Expiration & 2.75 Put Strike Trigger 00:56 – Hourly Chart: Support and Pivot Levels 01:27 – NYMEX Open Interest & Option Clusters 02:03 – Front-to-Back Spreads (Jan vs. Oct) 02:25 – ERCOT Load Analysis: Solar vs. Natural Gas 03:22 – National Grid Pain Points: PJM & MISO Spikes 04:04 – 8-14 Day National Weather Outlook 04:35 – Heat Risk Forecast: Interi

Timestamps 00:00 – Natural Gas Top News: Global Supply & Exports 00:52 – August Futures & Spot Contract Analysis 01:18 – Hourly Chart & Daily Pivot Points 01:58 – Open Interest & Options Strike Review (2.75 Level) 02:29 – Front-to-Back Spreads: Jan vs. Oct 02:51 – ERCOT Fuel Mix: Wind & Solar Impact in Texas 03:32 – National Grid Pain Points: SPP, PJM, & MISO 03:57 – U.S. Temperature Outlook: 8-14 Day Forecast 04:47 – Extreme Heat Risk & Population Centers 05:43 – European We

Source: EIA This Week's Main Drivers: The EIA reported a +32 Bcf storage injection, slightly tighter than expectations (+35 Bcf) and above both last year (+27 Bcf) and the five-year average (+30 Bcf). The report was largely neutral but reinforced a tightening supply-demand balance. Geopolitics dominated headlines as Qatar extended Force Majeure on LNG exports into mid-October, an LNG vessel was struck by a projectile in the Strait of Hormuz, and the Iran conflict intensified.

Source: Al Jazeera (Yemen) Europe is heading into the 2026-27 heating season with one of its weakest natural gas cushions in years. Storage remains well below last year's level and the five-year average, increasing the likelihood of heightened price volatility if winter demand exceeds expectations. The market's greatest uncertainty isn't just storage—it's geopolitics. Iran continues to use the threat of disrupting the Strait of Hormuz as leverage in negotiations over its nucl

Timestamps 0:00 Market Overview: August Futures Performance 1:01 Technical Analysis: Daily Pivot & RSI Trends 1:46 Storage Report Breakdown & Bearish Comparisons 2:31 Global LNG Outlook: Panic for Winter? 3:00 Grid Reliability: Data Centers & Voltage Issues 4:22 Major Heat Risk: 100-Degree Forecasts 6:14 International Markets: Europe & France Heatwave 7:50 Asian Market Forecast & Northern China Heat 8:21 LNG Tanker Logistics & US Export Capacity 10:11 US Power Fleet & Tropica

Timestamps 00:00 – Market Open: August Futures Trading @ 2.933 00:30 – EIA Storage Day: Expectations vs. 5-Year Average 00:45 – Technical Analysis: Hourly Chart and Daily Pivot Levels 01:29 – ERCOT Power Grid: Record Demand and Low Wind Impact 02:15 – National Grid Pricing: Volatility Across PJM and ISO-NE 02:52 – Weather Outlook: 8-14 Day Extreme Heat Risk Map 04:39 – Europe & Asia Updates: TTF Panic and Cooling Degree Days 07:07 – LNG Export Tracking: Terminal Flows and Tan

Timestamps 01:06 Storage Expectations & Bullish/Bearish Scenarios 01:31 April-October Strip & Injection Season Analysis 02:02 Electricity Market & ERCOT Record Load 02:44 US Grid Volatility & Regional Pricing (PJM, ISO-NE, SPP) 03:24 Temperature Outlook: 8-14 Day Forecast 03:39 Extreme Heat Risk Maps & Tropical Storm Bertha Impact 04:40 Heat Index Projections for Texas & Midwest 05:37 European Weather Outlook & First Week of August Forecast 06:28 EU Gas Storage Levels & Regio

Timestamps 00:00 Introduction and Current Market Prices 00:24 Technical Analysis: RSI and Conflicting Signals 00:47 Tropical Storm Bertha and Demand Impact 00:57 Hourly Chart: Support and Resistance Levels 01:36 April-October Strip and Super El Niño Outlook 01:59 ERCOT Power Demand and Fuel Mix Update 02:38 National Grid Electricity Price Spikes 03:07 8-14 Day Temperature Outlook (US and Europe) 03:32 Heat Risk and Humidity Forecast 04:24 European AI Weather Model (August 5th

Timestamps: 0:00 - Introduction & Top News: Iran War, Europe/Asia Panic, and Tropical Depression 2 0:33 - August Futures Analysis: Technical Support & $2.75 Option Strike 2:04 - April-October Strip & Long-Term Support at $3.00 2:45 - ERCOT Power Mix: Renewables vs. Natural Gas in the Texas Heat 3:42 - National Temperature Outlook: 8-14 Day Forecast & Heat Risk 5:48 - European & Asian Weather Patterns: August Outlook 7:44 - EU Storage Status & United Kingdom Supply Concerns 8:

Source: EIA This Week's Main Drivers: Natural gas markets continued to wrestle with conflicting signals. The EIA reported a +41 Bcf storage injection versus expectations of +37 Bcf, reinforcing that supply remains adequate despite elevated summer demand. The Strait of Hormuz once again became a focal point for global energy markets, reminding traders how quickly geopolitical risk can influence LNG pricing and global gas flows. Domestically, Freeport LNG remains largely offlin

Source: NOAA As the calendar moves toward winter, the global natural gas market is quietly shifting from summer injections to winter risk management. Europe enters the second half of the refill season with natural gas storage only 52% full, compared with 60% at the same point last year. Several key countries—including Great Britain, Belgium, and the Netherlands—are sitting at or near five-year storage lows, leaving less margin for error if cold weather arrives early. At the s

Timestamps 0:00 - Intro & August Spot Contract Update 0:35 - Hourly Chart & Technical Analysis (RSI) 0:49 - Current Weather & Heat Index Impacts 1:12 - EIA Storage Report Analysis 1:35 - April-October Injection Strip for 2027 2:10 - ERCOT Market: Wind, Solar, and Fuel Mix 2:36 - US Power Grid & Regional Pain Points (PJM, MISO, SPP) 3:07 - 8-14 Day Temperature Outlook 3:35 - National Heat Risk & Extreme Heat Forecast 4:22 - Long-Range Heat Index Model (July 24th Onward) 5:11 -