Tim Beggans recaps a sideways October market that still can’t hold $3: yesterday’s +44 Bcf print, a widening deficit vs last year, the February / El Niño fade watch, ERCOT with solar now the top renewable, volatile national power prices and data-center load, lingering Dallas–St. Louis heat vs incoming fall, EU/UK storage gaps, Typhoon Dewan staying offshore Japan, quiet Hormuz, mixed U.S. LNG (Cameron back, Freeport and Golden Pass off), a historically quiet Atlantic, ENSO fl

Tim Beggans covers the October selloff, failed $3 tests, options open interest at $3 and $4, the Jan–Oct gap fill at 92.7¢, February / El Niño analog years, ERCOT and national grid demand, lingering southern heat vs northern cooling, Europe/UK storage, Asia temperatures, a Qatari LNG cargo through Hormuz, U.S. LNG feedgas, quiet tropics and Saharan dust, Severe Weather Europe snow outlook, Anak Krakatau, and the E&P watch list (now including LandBridge). Contract / levels: Oc

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