#EnergyTrading

Energy Consultancy | Wellhead to Global LNG, Sustainability and AI

Why the EIA Storage Report Moves Markets

Source: EIA Weekly Natural Gas Storage Report The weekly EIA Natural Gas Storage Report is one of the most market-moving data releases in U.S. energy. For traders, it is not just about how many BCF were injected or withdrawn—it’s about flexibility, location, and future risk. The U.S. relies on three types of natural gas storage, each with different implications for price volatility: Salt Dome Storage Primarily located along the Gulf Coast, salt caverns offer extremely high de

Timothy Beggans

Jan 12 min read

Leveraged Energy ETFs: Powerful, High Volatility Tools

Source: www.tradingview.com Leveraged energy ETFs attract traders for one reason: amplified moves. Funds like ERX and GUSH deliver 2x daily exposure, which means they can outperform dramatically in strong trends—but they are far more volatile than the underlying futures or equities they track. The instruments ERX – Direxion Daily Energy Bull 2X Shares Targets twice the daily return of the Energy Select Sector Index, dominated by integrated majors, refiners, and oilfield serv

Timothy Beggans

Dec 16, 20252 min read

Understanding Spark, Dark, Clean-Spark & Clean-Dark Spreads: Why They Matter in Power & Energy Markets

Source: Tradingview.com (ERCOT North Spark Spread) In energy markets, spreads such as spark and dark (and their “clean” variants) reveal the economic incentives for power-plant dispatch. They also act as support or resistance levels for underlying fuels — especially natural gas. Spark Spread The spark spread measures the theoretical margin for a gas-fired generator. Formula: Spark Spread = Electricity Price − (Natural Gas Price × Heat Rate) Dark Spread The dark spread applie

Timothy Beggans

Dec 11, 20252 min read

NG Stocks Jump on Colder December Forecasts

Source: TradingView.com Natural gas equities are surging as colder December forecasts drive renewed bullish sentiment across the market. Leading producers like EQT, Comstock (CRK), Antero (AR), and CNX have all rallied in recent sessions, boosted by expectations of stronger heating demand and record-setting LNG export volumes . While updated models now project higher Heating Degree Days (HDDs) for December, they still trail last year’s levels. Yet, the market’s reaction sugg

Timothy Beggans

Nov 13, 20251 min read

Powering the AI Era with Clean Firm Energy: Google’s CCS Deal Signals a New Frontier

Source: https://www.flickr.com/photos/quintanomedia/52639793897/ Google’s recent agreement to purchase power from the Broadwing Energy project in Decatur, Illinois—a 400 MW natural gas-fired plant with carbon capture and storage (CCS)—marks a pioneering step in sustainable energy for AI. Unlike traditional wind or solar PPAs, this deal leverages CCS to capture ~90% of CO₂ emissions, storing them underground, ensuring firm, dispatchable clean power for Google’s 24/7 data cente

Timothy Beggans

Oct 28, 20252 min read