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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Natural Gas Weekly Recap - August Futures (NGQ26 @ 2.895) | 07.17.2026
Timestamps 0:00 - Intro & August Spot Contract Update 0:35 - Hourly Chart & Technical Analysis (RSI) 0:49 - Current Weather & Heat Index Impacts 1:12 - EIA Storage Report Analysis 1:35 - April-October Injection Strip for 2027 2:10 - ERCOT Market: Wind, Solar, and Fuel Mix 2:36 - US Power Grid & Regional Pain Points (PJM, MISO, SPP) 3:07 - 8-14 Day Temperature Outlook 3:35 - National Heat Risk & Extreme Heat Forecast 4:22 - Long-Range Heat Index Model (July 24th Onward) 5:11 -

Timothy Beggans
Jul 172 min read


XLE at the Edge: Breakdown or Bullish Reset?
Source: Barchart.com The Energy Select Sector SPDR Fund (XLE) is flashing its first real signs of fatigue after an exceptional run. Up ~30–40% YTD and fueled by $90–$100+ oil, energy has been the market’s clear leader in 2026. But leadership rarely moves in a straight line. Technically, XLE is now testing a critical zone. Price is barely holding the 21-period moving average—often the dividing line between momentum continuation and short-term trend failure. At the same time, t

Timothy Beggans
Apr 42 min read
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