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 Overview: August contract down hard 0:26 – Impacts of EIA Storage Report & Freeport LNG news 0:48 – Hourly Chart Analysis & Support Levels ($2.92, $2.80) 1:21 – EIA Storage Data Deep Dive (+61 Bcf) 1:55 – August Options Open Interest & Magnet Strikes 2:13 – Front-to-Back Spreads (Jan vs. Oct) 2:42 – ERCOT Fuel Mix: Wind & Solar Performance 3:15 – National Grid Volatility (PJM, MISO, SPP) 3:39 – 8-14 Day Temperature Outlook & Heat Risk Maps 5:44 – Euro