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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Daily Natural Gas - Report September Futures (NGU26 @ 2.785) | 08.11.2026
Timestamps 0:00 – Market Intro & September Spot Contract Update 0:38 – Storage Expectations: Bullish vs. Bearish Trends 1:02 – Hourly Chart Analysis & Daily Pivot Support 1:37 – Weather Outlook: 6-10 Day Bullseye & Extreme Heat Risk 2:06 – Grid Performance & Fuel Mix: ERCOT, PJM, & NYISO 4:39 – European Market Focus: Extreme Heat in France & Germany 5:09 – Europe & UK Storage Challenges 5:38 – Asia Update: Typhoon Dolphin’s Impact on Cooling 6:07 – LNG Terminal Updates: Camer

Timothy Beggans
3 days ago2 min read


NG/LNG - This Week's Main Drivers and the Look Ahead | 7.19.26
Source: EIA This Week's Main Drivers: Natural gas markets continued to wrestle with conflicting signals. The EIA reported a +41 Bcf storage injection versus expectations of +37 Bcf, reinforcing that supply remains adequate despite elevated summer demand. The Strait of Hormuz once again became a focal point for global energy markets, reminding traders how quickly geopolitical risk can influence LNG pricing and global gas flows. Domestically, Freeport LNG remains largely offlin

Timothy Beggans
Jul 192 min read


Is Europe Betting on a Mild Winter While U.S. LNG Prepares for the Worst?
Source: NOAA As the calendar moves toward winter, the global natural gas market is quietly shifting from summer injections to winter risk management. Europe enters the second half of the refill season with natural gas storage only 52% full, compared with 60% at the same point last year. Several key countries—including Great Britain, Belgium, and the Netherlands—are sitting at or near five-year storage lows, leaving less margin for error if cold weather arrives early. At the s

Timothy Beggans
Jul 182 min read


Natural Gas Weekly Recap - August Futures (NGQ26 @ 2.888) | 07.10.2026
Timestamps 0:00 – Market Overview: August contract down hard 0:26 – Impacts of EIA Storage Report & Freeport LNG news 0:48 – Hourly Chart Analysis & Support Levels ($2.92, $2.80) 1:21 – EIA Storage Data Deep Dive (+61 Bcf) 1:55 – August Options Open Interest & Magnet Strikes 2:13 – Front-to-Back Spreads (Jan vs. Oct) 2:42 – ERCOT Fuel Mix: Wind & Solar Performance 3:15 – National Grid Volatility (PJM, MISO, SPP) 3:39 – 8-14 Day Temperature Outlook & Heat Risk Maps 5:44 – Euro

Timothy Beggans
Jul 102 min read


NG/LNG - This Week's Main Drivers and the Look Ahead | 7.5.26
Source: EIA Natural gas markets enter July balancing strong summer demand with growing signs that the global LNG market is already shifting its attention toward winter. This Week's Main Drivers: • EIA Storage: +87 Bcf versus expectations of +82 Bcf, above both last year's +61 Bcf and the five-year average of +64 Bcf. The build was modestly bearish but reflects continued robust production. • Heat Wave: Record temperatures across the U.S. Northeast pushed gas-fired power demand

Timothy Beggans
Jul 52 min read


Energy ETFs: Targeted Exposure for Evolving Market Conditions
Source: GROK Energy ETFs are drawing renewed interest amid LNG bottlenecks, refining constraints, and surging power demand from AI, data centers, and electrification. These structural drivers create distinct opportunities across the energy value chain. A simple 9/21 moving average crossover serves as a practical tool to spot capital rotations and match the right ETF to prevailing market environments. Broad and Upstream Exposure XLE (Energy Select Sector SPDR Fund) delivers br

Timothy Beggans
Apr 182 min read


NG/LNG – This Week’s Main Drivers and the Look Ahead | 04.12.2026
Source: https://www.marinetraffic.com/en/photos/by/copyright:Gianluca%20Balloni Natural gas markets softened this week as bearish near-term fundamentals outweighed lingering geopolitical risk. Still, volatility remains just below the surface. This Week’s Main Drivers Storage Build (+50 Bcf): A larger-than-expected injection reinforced the view that supply remains comfortable heading into shoulder season. Mild Spring Temperatures: Weak heating demand and delayed cooling load r

Timothy Beggans
Apr 122 min read
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