#LNG

Energy Consultancy | Wellhead to Global LNG, Sustainability and AI

China’s LNG Pause: A Market Reset, Not a Collapse

Source: IEA After years as the driver of global LNG growth, China has eased off the throttle in 2025. Imports have slipped as domestic gas production rises, pipeline flows from Russia expand, industrial demand softens, and rapid renewable additions cut into gas-fired power. Cargoes once destined for China are increasingly redirected to Europe, Japan, South Korea, and emerging Asia. The Positives • Price relief: A major supply wave from the U.S., Qatar, and others arriving 20

Timothy Beggans

Dec 21 min read

Hedging Strategies in Natural Gas: Swaps, Costless Collars, and Three-way Collars

Source: Elk Trading Company LLC Natural gas producers operate in a landscape shaped by weather volatility, LNG-driven baseload demand, and shifting production growth. In this environment, hedging isn’t a luxury—it’s fundamental risk management. While structures evolve with market conditions, three tools dominate E&P portfolios: swaps, costless collars, and three-way collars. Each carries a different balance of protection, opportunity, and complexity. Swaps The most widely use

Timothy Beggans

Nov 252 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 131 min read

NG Volatility Is Coming — Buckle Up!

Source: Elk Trading Company LLC The natural gas market is heading into a new era of volatility. As U.S. LNG exports and data centers surge, the share of baseload (24/7/365) demand continues to grow — permanently altering the balance of flexibility that has historically smoothed seasonal swings. This shift means the remaining variable components of demand—industrial, residential, and power generation—will become more reactive to even minor shifts in weather, pipeline constrai

Timothy Beggans

Nov 111 min read

North America’s LNG Boom: Opportunity or Risk for Canada?

Source: https://www.nisgaanation.ca/ North America’s LNG export capacity is set to more than double by 2029, according to the U.S. Energy Information Administration (EIA). This transformative buildout could reshape global gas flows and carries major implications for Canada’s energy strategy. But will it be a boon—or a challenge—for Canada? Opportunities for Canada The planned expansion, including West Coast and U.S. Gulf terminals, offers improved market access for western C

Timothy Beggans

Oct 232 min read

Rising Power Costs are Suddenly a Political Hot Potato!

Source: EIA Electricity prices are surging across the U.S., thrusting energy affordability into the political spotlight. From Virginia to New Jersey, escalating costs are fueling debate as utilities grapple with soaring demand from AI-driven data centers and rapid electrification. In the PJM region — spanning Illinois to New Jersey — wholesale power costs have climbed more than 30% year-over-year , according to Reuters and EIA data. Much of this increase stems from the surge

media4035

Oct 162 min read

Will Data Centers and LNG Export Facilities Rewrite the Natural Gas Pipeline Flow Patterns?

Source: https://www.datacentermap.com/usa/ The U.S. natural gas grid is being reshaped by two powerful new demand drivers: AI data...

Timothy Beggans

Oct 91 min read

Comstock Resources Is on a Tear — What Is It Saying About the Natural Gas Market?

Source: TradingView.com Comstock Resources has doubled down on natural gas development, signaling it sees sustained strength ahead....

Timothy Beggans

Oct 72 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 22 min read

EQT Corporation’s LNG Strategy – Wellhead to Water

Source: SuperGrok EQT Corporation, the largest U.S. natural gas producer, is executing a “wellhead-to-water” LNG strategy aimed at capturing international premiums and diversifying beyond domestic markets. The plan, highlighted in the Q2 2025 Earnings Presentation and recent announcements, rests on long-term liquefaction capacity secured via 20-year Sale and Purchase Agreements (SPAs). Core Moves in 2025: Commonwealth LNG (LA): 1.0 MTPA under SPA, FID expected 2025. Rio Grand

Timothy Beggans

Sep 161 min read