Tim Beggans covers four headlines on October expiry day: Columbia Gas lifting the MX-P 100 force majeure, thin October open interest, EU storage at ~70% with a month of injections left, and a nor’easter that slammed New Jersey. Also: ERCOT still burning a lot of gas on low wind, a bifurcated U.S. weather map (southern 90s vs Canadian cold into the Plains), the crowded Super El Niño winter channel, UK storage with Rough still empty, JKM off on Hormuz talks, Kitimat’s first wee

Tim Beggans covers an October bounce that is still below the 13- and 48-period EMAs and short of $3, Thursday’s storage setup, ERCOT and national grid demand, lingering Texas heat vs an early-October Canadian cold push, the Jan ’28 vs Apr ’27 injection-season spread at record levels, softer TTF on U.S.–China / Iran talks, EU/UK storage (Rough still empty), Asia weather and Japan Silver Week, quiet Hormuz, U.S. LNG feedgas with Golden Pass ticking higher, Tropical Storm Fay we

Tim Beggans covers four top headlines, October still stuck between the 13- and 48-period EMAs and unable to hold $3, ERCOT and national grid demand, lingering southern heat into early October, EU/UK storage, quiet Hormuz (only ~4% of normal traffic), mixed U.S. LNG feedgas plus a Corpus Christi 2027 outage notice, Tropical Storm Fay weakening in the Mid-Atlantic, ENSO / Hawaii cold pool, and the E&P watch list (MGY back on the board). Top News for Natural Gas: 1.) Tropical S

Source: EIA This Week's Main Drivers: EIA storage increased +44 BCF well below last year's +87 BCF and the five-year average of +74 BCF—another materially bullish storage signal. Yet natural gas remains unable to break and hold above $3/MMBtu. LNG operations remain a key variable. Cameron LNG lost one train mid-week, while Golden Pass Train 1 continues its slow ramp, now around 62%. Meanwhile, the Strait of Hormuz remains severely restricted, with LNG flows still disrupted. A

Source: EIA This Week's Main Drivers: EIA NG Storage: +40 BCF vs. +69 BCF last year and the +52 BCF 5-year average. The smaller injection keeps the storage deficit narrative alive as we approach winter. Crude oil rocketed above $100/BBL. as the Iran-US war continues to disrupt energy flows and effectively shut the Strait of Hormuz to LNG exports. No LNG tankers transited Hormuz Wednesday, underscoring the severity of the disruption. Summer heat is finally retreating, with the

Tim Beggans opens with a 9/11 remembrance, then recaps October NG after yesterday’s storage print, the bounce off first support, ERCOT and national grid demand, lingering Texas heat vs incoming northern fall, Europe/Asia weather and storage, TTF/JKM January panic with Hormuz still tight, two tankers at Ras Laffan, strong U.S. LNG feedgas, a historically quiet Atlantic, West drought, and the E&P watch list. Contract / levels: October near 2.817–2.824 Below the 13- and 48-perio

Tim Beggans recaps the week in October NG: holding the 13-period EMA, no 13/48 crossover yet, yesterday’s +30 Bcf storage print, a tightening surplus vs last year and the 5-year average, the Jan–Oct injection spread, cooler ERCOT after Edouard, national heat and power prices, Europe/UK storage and weather swings, Asia cooling, U.S. LNG loadings (including Plaquemines and Golden Pass), tropics, West drought, NOAA’s strong El Niño outlook, and the E&P watch list. Contract / lev

Tim Beggans covers the October contract selloff as Tropical Storm Edward approaches landfall between Beaumont and Houston, lower ERCOT load, battery charge/discharge on the Texas grid, national power-price volatility, the Jan–Oct spread, lingering U.S. heat into mid-September, Europe/Asia weather and storage, Hormuz tanker traffic, U.S. LNG feedgas around the storm track, and the E&P watch list. Contract / levels: October near 2.857–2.872, down ~6–8¢ Testing the 13-period EMA

Tim Beggans covers the top headlines, October price action, last week’s storage print, ERCOT and national grid demand, wind pickup across the Plains, lingering U.S. heat into mid-September, Europe/Asia weather and storage, U.S. LNG loadings, Tropical Storm Dolly remnants plus a 70% Gulf system off Louisiana, West drought, and the E&P watch list. **Top news:** 1. Iran–U.S. exchange of fire — crude and gas bid higher 2. Venture Global CP2 clears a legal hurdle 3. CNOOC signal

This Week's Main Drivers: Storage: EIA reported a +15 Bcf injection, versus +17 Bcf last year and the +33 Bcf 5-year average—another bullish signal for near-term gas demand. Texas heat: Excessive heat remains locked into Texas into September. Low wind generation is adding to ERCOT gas burn, while South Central salt storage drew 20 Bcf this week, potentially setting up another large draw next week. Global LNG: Qatar is cutting government spending by as much as 30% as the Iran

Tim Beggans recaps September expiration, the first day of October as front month, yesterday’s EIA storage print, ERCOT heat and fuel mix, national power-price volatility, the Jan–Oct injection spread, lingering U.S. heat into early September, JKM/Europe/Asia weather and storage, Ras Laffan still offline, U.S. LNG feedgas, Tropical Storm Dolly, West drought, and the E&P watch list. Contract / levels: October near 2.880–2.889, down ~2.5¢ Above the 13-period EMA, below the 48-pe

Tim Beggans covers the September contract rally into storage day, technical levels, ERCOT heat and low wind, national power-price volatility, the Jan–Oct injection spread, expanding U.S. heat risk, Europe/Asia weather and storage, Ras Laffan still offline, U.S. LNG feedgas, Invest 96L / potential Hurricane Dolly, a Louisiana spaceport note, and the E&P watch list. Contract / levels: Trading near 2.923–2.937, up ~8–9.5¢ Clear of the 48-period EMA Above daily pivot 2.846 Cleare

Tim Beggans covers the bounce in the September contract, key technical levels, tomorrow’s storage print, ERCOT heat-driven gas burn, the Jan–Oct storage spread, expanding U.S. heat risk, Europe/Asia weather and storage, Ras Laffan still offline, U.S. LNG terminal feedgas, and a quiet Atlantic tropics update. Contract / levels: Trading near 2.839, up ~6.9¢ (~2.5%) Approaching 48-period EMA ~2.873 Above daily pivot 2.757 First resistance now support ~2.817 Testing toward ~2.865

Tim Beggans breaks down the September natural gas contract, technical levels, power grid demand (especially ERCOT heat), storage spreads, multi-week temperature outlooks across the U.S., Europe, and Asia, plus the latest on global LNG flows with the Strait of Hormuz still disrupted and U.S. terminals ramping. Key levels watched: Below daily pivot 2.829 First support 2.767 (now resistance) 50% level ~2.733 Secondary support 2.699 Highlights: Strong ERCOT gas burn on extreme he

Timestamps 00:00 - September Contract & Storage Day Expectations 00:56 - Hourly Chart: Daily Pivot & Support Levels 01:21 - Front-to-Back Spreads: Jan vs. Oct Profit Taking 01:54 - US Temperature Outlook: 6-10 & 8-14 Day Forecasts 02:16 - ERCOT Grid Demand & Renewable Fuel Mix 03:06 - Power Market Volatility: PJM & MISO Updates 03:34 - National Heat Risk Map & Weekend Outlook 04:19 - Regional Temperature Models (Southwest to Northeast) 04:48 - Europe Weather Update: Fall Temp

Timestamps 00:00 - September Contract Update & Technical Analysis 00:52 - Hourly Chart & Storage Estimates 01:35 - Front-to-Back Spreads & Storage Pulls 02:01 - US Weather Outlook: 8-14 Day Forecast 03:06 - ERCOT Demand & Renewable Energy Mix 04:03 - National Grid Activity & Heat Risk Maps 04:43 - Regional Temperature Models (Texas & Northeast) 05:20 - Europe Update: Weather & Production Relief 05:57 - Norway Production & TTF Storage Levels 06:50 - Ormen Lange Facility Issues

Top News for Natural Gas: 1.) US - Weather models moderate extreme heat 2.) Iran war nears six-month mark 3.) Asia turns to the US for LNG cargoes 4.) US - NG production reaches new high on Permian takeaway Timestamps 00:00 – Top Natural Gas News: Weather, Geopolitics, and Global Demand 00:49 – Market Analysis: September Spot Contract & RSI Trends 01:29 – Technical Review: Support Levels & Production Impacts 02:20 – Spreads & Storage: Front-to-Back Analysis 02:52 – Weathe

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 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

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