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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Mid-Week Natural Gas Report - August Futures (NGQ26 @ 2.879) | 07.15.2026
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

Timothy Beggans
Jul 152 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


Energy ETFs: What Are They Telling Us About the Natural Gas Market?
Source: TradingView.com Natural gas (NG) markets are flashing warning signs, and energy ETFs like BOIL, KOLD, UNG, and UNL are...

Timothy Beggans
Sep 23, 20251 min read


Riding the Rally: High Short Float Energy Stocks in a Rising Natural Gas Market
Source: Tradingview.com Natural gas futures are firming. The prompt contract has rebounded from recent lows, supported by...

Timothy Beggans
Sep 18, 20251 min read
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