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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Energy ETFs: Targeted Exposure for Evolving Market Conditions
Source: GROK Energy ETFs are drawing renewed interest amid LNG bottlenecks, refining constraints, and surging power demand from AI, data centers, and electrification. These structural drivers create distinct opportunities across the energy value chain. A simple 9/21 moving average crossover serves as a practical tool to spot capital rotations and match the right ETF to prevailing market environments. Broad and Upstream Exposure XLE (Energy Select Sector SPDR Fund) delivers br

Timothy Beggans
Apr 182 min read


Grid Stress Meets Climate Whiplash: Is Winter Reliability the Canary in the Energy Coal Mine?
Source: Beacon Hotel (NYC in snow) NERC’s 2025 Winter Reliability Assessment delivers a clear warning: peak winter electricity demand could spike ~25%, driven by electrification, data centers, and more extreme cold snaps. While the grid is largely prepared for average winter conditions, it is increasingly exposed to high-impact, low-probability weather events. Looking ahead, volatility may rise further. Climate models suggest La Niña fades in 2026, shifting to ENSO-neutral, t

Timothy Beggans
Dec 25, 20252 min read


Is Natural Gas forming a long-term price bottom?
Source: GROK U.S. natural gas prices are showing signs of a floor, with Henry Hub averaging $3.66/MMBtu in 1H 2025 , up sharply from...

Timothy Beggans
Oct 2, 20252 min read


LNG Spotlight: NextDecade
Source: NextDecade NextDecade Corporation (NASDAQ: NEXT) continues to gain momentum in the U.S. LNG sector, with its Rio Grande LNG...

Timothy Beggans
Mar 4, 20252 min read


Sustainable Solutions: Jevons' Paradox
Source: Wikipedia As Artificial Intelligence (AI) continues to advance, improvements in efficiency won’t necessarily lead to lower energy...

Timothy Beggans
Jan 29, 20252 min read
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