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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Tuesday Natural Gas Report (NGH26 @ 3.354) - 02.03.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
9 hours ago1 min read


What's New in Natural Gas (NGH26 @ 3.543) - 02 02 2026
Top News for Natural Gas: 1.) US - Weather Models shift warmer 2.) Devon and Coterra $58B merger 3.) Europe - Bitter cold weather driving storage stocks dangerously low 4.) Golden Pass LNG expected to be online in early March NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
1 day ago1 min read


China’s LNG Futures Gambit: Redrawing the Rules of Global Gas Trade
Source: Shanghai Futures Exchange China is taking a decisive step toward reshaping global LNG pricing with plans to introduce LNG futures on the Shanghai Futures Exchange (SHFE). For the world’s largest LNG importer, this is about far more than financial innovation—it’s about control, transparency, and strategic leverage. Who benefits most? Chinese domestic LNG importers gain a powerful new hedging tool tied to local demand fundamentals. A yuan-denominated LNG contract reduce

Timothy Beggans
2 days ago2 min read


Japan’s LNG Storage Strategy: Building a Shock Absorber for a Volatile World
Source: JERA Japan is quietly reshaping the global LNG market by expanding storage capacity—and the reasons go far beyond winter demand. At the core is energy security. Japan imports nearly all of its natural gas, yet lacks a fully connected national pipeline system. LNG storage tanks function as the country’s primary buffer, ensuring power and industrial continuity when global supply chains falter. Storage is also becoming an economic shock absorber. With LNG prices increasi

Timothy Beggans
3 days ago1 min read



Timothy Beggans
5 days ago0 min read


Thursday Natural Gas Report (NGH26 @ 3.852) - 01.29.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
5 days ago1 min read


Mid-Week Natural Gas Report (NGG26 @ 6.500) - 01.28.2026 | Feb NG Expiration
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
6 days ago1 min read



Timothy Beggans
Jan 270 min read


What's New in Natural Gas (NGG26 @ 6.208) - 01.26.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 261 min read


Newfoundland’s LNG Moment: Fermeuse Energy and a New Atlantic–Arctic Gateway
Source: Crown LNG Eastern Canada may be on the cusp of a major LNG breakthrough. Fermeuse Energy’s proposed LNG export development in Newfoundland and Labrador links three strategic assets: offshore gas from the Jeanne d’Arc Basin, the ice-free deepwater Fermeuse Harbour, and growing global demand for secure natural gas supply. The Jeanne d’Arc Basin, long known for oil production (Hibernia, Terra Nova, White Rose), also holds significant volumes of associated natural gas tha

Timothy Beggans
Jan 252 min read


Fern Ignites a Perfect Storm for Natural Gas Volatility
Source: www.pivotalweather.com Winter Storm Fern is barreling into the South, threatening millions with a dangerous mix of ice, snow, and high winds. Power outages and travel disruptions are likely—but for energy markets, the bigger story may be the volatility ahead. Natural gas is entering a high-risk week with multiple catalysts converging at once. Options expire Tuesday, futures expire Wednesday, and the EIA storage report on Thursday is widely expected to post a new all-t

Timothy Beggans
Jan 241 min read



Timothy Beggans
Jan 230 min read


Thursday Natural Gas Report (NGG26 @ 5.528) - 01.22.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 221 min read


Mid-Week Natural Gas Report (NGG26 @ 4.928) - 01.21.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 211 min read


Tuesday Natural Gas Report (NGG26 @ 3.853) - 01.20.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 201 min read


What's New in Natural Gas (NGG26 @ 3.689) - 01.19.2026
Happy Martin Luther King Day

Timothy Beggans
Jan 191 min read


Golden Pass LNG: When Supply Arrives Before the Ships
Source: Golden Pass Pipeline Golden Pass LNG was expected to begin loading its first cargoes from Train 1 as early as February 2026. Instead, the project appears to be moving through commissioning more slowly than many market participants had penciled in, pushing meaningful volumes further out on the calendar. That timing matters. U.S. dry natural gas production has climbed to roughly 113 Bcf/d, as producers positioned supply in anticipation of new LNG demand—Golden Pass bein

Timothy Beggans
Jan 182 min read


Why Data Centers Are Paying the Power Bill — And What It Signals for Investors
Source: Microsoft As electricity prices rise and communities push back against energy-intensive infrastructure, data centers are becoming a political hot potato. Microsoft just made a decisive move to cool tensions: it announced plans to cover electricity costs tied to its data centers, fund grid upgrades, and replenish more water than its facilities consume — insulating retail customers from AI-driven power demand. This isn’t charity; it’s risk management. Across the U.S., u

Timothy Beggans
Jan 172 min read


Natural Gas Weekly Recap (NGG26 @ 3.114) -01.16.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 161 min read


Thursday Natural Gas Report(NGG26 @ 3.105) - 01.15.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 151 min read
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