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

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

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

Tim Beggans, President of Elk Trading Company, reviews the latest Goldman Sachs Exchanges discussion with Samantha Dart (Co-Head of Global Commodities Research) on the European natural gas crisis, Qatari LNG disruptions, and what it means for the U.S. market heading into winter. Key topics covered: Seasonality of natural gas demand and why winter is the critical deadline Current U.S. storage and production strength vs. Europe’s inventory shortfall Damage to Qatari LNG trains

Timestamps 0:00 – Market Intro & September Spot Contract Update 0:38 – Storage Expectations: Bullish vs. Bearish Trends 1:02 – Hourly Chart Analysis & Daily Pivot Support 1:37 – Weather Outlook: 6-10 Day Bullseye & Extreme Heat Risk 2:06 – Grid Performance & Fuel Mix: ERCOT, PJM, & NYISO 4:39 – European Market Focus: Extreme Heat in France & Germany 5:09 – Europe & UK Storage Challenges 5:38 – Asia Update: Typhoon Dolphin’s Impact on Cooling 6:07 – LNG Terminal Updates: Camer

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: 00:00 - Market Overview: August Futures & RSI Analysis 00:38 - Storage Report Expectations (BCF Forecasts) 00:56 - Hourly Chart: Pivot Points & Resistance Targets 01:28 - Strip Analysis: Novi March & El Niño Concerns 01:50 - Electricity Markets: ERCOT Demand & Fuel Mix 02:36 - Power Market Pain Thresholds: PJM, MISO, & NYISO 03:12 - 8-14 Day Temperature Outlook & Heat Risk 05:30 - Global Markets: Dutch TTF & European Storage Updates 07:17 - Asia Weather Anomaly Ma

Timestamps 00:00 – Introduction and Natural Gas News Overview 00:49 – Technical Analysis: August Spot Contract & Daily Pivot 02:13 – Winter Injection Strip (Nov-Mar) Analysis 02:46 – ERCOT Fuel Mix: Wind Capacity vs. Natural Gas Demand 03:20 – U.S. Electrical Grid Performance (PJM & MISO) 03:58 – 8-14 Day Temperature Outlook & Heat Risk Maps 04:56 – European vs. GFS Weather Model Comparison 06:35 – Global LNG Updates: Qatar & Force Majeure Status 07:11 – European Market Updat

Timestamps 0:00 – Introduction & Market Snapshot (August Futures) 0:21 – Storage Expectations & Bearish Trends 0:42 – Hourly Chart Analysis & Support Levels 1:03 – Front-to-Back Spreads & Winter Strip 1:47 – ERCOT Grid Demand & Renewables Mix 2:17 – Power Price Analysis (PJM, MISO, NYISO) 2:52 – US Weather Map: Extreme Heat Index 3:36 – Heat Risk Forecast (States Impacted) 4:28 – European Market: Temperature Anomalies & Storage 5:31 – Asia Weather Outlook 5:58 – Global LNG Up

Timestamps 00:00 - Introduction & Storage Day Expectations 00:28 - July Spot Contract Analysis (RSI & Hourly Chart) 01:02 - Injection Spreads: Jan vs. Oct 01:23 - Novi through March Strip Analysis 01:43 - 8 to 14 Day Weather Outlook (U.S. Temperature) 02:12 - Global Tropical Hazard Outlook & GFS Model 03:34 - Remnants of Tropical Storm Arthur & Drought Map 04:26 - Saharan Air Layer & ERCOT Grid Load Records 04:56 - Nuclear Fleet Update: South Texas Unit 2 Outage 05:11 - PJM &