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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


April–October 2026 NG strip poised for further upside
Source: www.tradingview.com Last year’s April–October natural gas strip quietly set the stage. Priced near ~$3.600/MMBtu at the start of the year, it looked benign—until winter arrived. As cold weather emerged in January 2025, the strip first rallied to $3.994, pulled back to $3.390, and then ultimately surged to $5.120/MMBtu. Markets don’t repeat, but they do rhyme. The question now: is the April–October 2026 strip winding up for another outsized move to the upside? The answ

Timothy Beggans
Dec 30, 20251 min read


Energy Transfer pivots away from LNG exports
Source: Google Maps (Lake Charles LNG facility) Energy Transfer’s decision to step back from the Lake Charles LNG export project is telling. ET had lined up two large off-takers, yet sought equity partners to absorb roughly 80% of the project risk. When that structure failed to clear, management chose to pivot—redirecting capital toward U.S. data center growth and other domestic demand opportunities rather than doubling down on LNG exports. This raises a timely question: is t

Timothy Beggans
Dec 23, 20252 min read


AI is Moving to the Laptop—What Does It Mean for Power Demand?
Source: ChatGPT On August 5, 2025, OpenAI released GPT-OSS, its first open-weight models since GPT-2: 🔹 gpt-oss-20b – Runs efficiently...

Timothy Beggans
Aug 7, 20251 min read


Early Summer Heat Tests PJM Grid: A Call for Resilience
Source: PJM A scorching heat wave in June 2025 pushed the PJM Interconnection, serving over 65 million people across the Mid-Atlantic and...

Timothy Beggans
Jun 26, 20251 min read
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