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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


What's New in Natural Gas - October Futures Expiration (NGV26 @ 3.080) | 09.28.2026
Tim Beggans covers four headlines on October expiry day: Columbia Gas lifting the MX-P 100 force majeure, thin October open interest, EU storage at ~70% with a month of injections left, and a nor’easter that slammed New Jersey. Also: ERCOT still burning a lot of gas on low wind, a bifurcated U.S. weather map (southern 90s vs Canadian cold into the Plains), the crowded Super El Niño winter channel, UK storage with Rough still empty, JKM off on Hormuz talks, Kitimat’s first wee

Timothy Beggans
5 days ago2 min read


Daily Natural Gas Report - October Futures (NGV26 @ 2.886) | 09.22.2026
Tim Beggans covers an October bounce that is still below the 13- and 48-period EMAs and short of $3, Thursday’s storage setup, ERCOT and national grid demand, lingering Texas heat vs an early-October Canadian cold push, the Jan ’28 vs Apr ’27 injection-season spread at record levels, softer TTF on U.S.–China / Iran talks, EU/UK storage (Rough still empty), Asia weather and Japan Silver Week, quiet Hormuz, U.S. LNG feedgas with Golden Pass ticking higher, Tropical Storm Fay we

Timothy Beggans
Sep 212 min read


What's New in Natura Gas - October Futures (NGV26 @ 2.857) | 09.21.2026
Tim Beggans covers four top headlines, October still stuck between the 13- and 48-period EMAs and unable to hold $3, ERCOT and national grid demand, lingering southern heat into early October, EU/UK storage, quiet Hormuz (only ~4% of normal traffic), mixed U.S. LNG feedgas plus a Corpus Christi 2027 outage notice, Tropical Storm Fay weakening in the Mid-Atlantic, ENSO / Hawaii cold pool, and the E&P watch list (MGY back on the board). Top News for Natural Gas: 1.) Tropical S

Timothy Beggans
Sep 202 min read


Natural Gas Weekly Recap - October Futures (NGV26 @ 2.824) | 09.11.2026
Tim Beggans opens with a 9/11 remembrance, then recaps October NG after yesterday’s storage print, the bounce off first support, ERCOT and national grid demand, lingering Texas heat vs incoming northern fall, Europe/Asia weather and storage, TTF/JKM January panic with Hormuz still tight, two tankers at Ras Laffan, strong U.S. LNG feedgas, a historically quiet Atlantic, West drought, and the E&P watch list. Contract / levels: October near 2.817–2.824 Below the 13- and 48-perio

Timothy Beggans
Sep 112 min read


Natural Gas Weekly Recap - October Futures (NGV26 @ 2.951) | 09.04.2026
Tim Beggans recaps the week in October NG: holding the 13-period EMA, no 13/48 crossover yet, yesterday’s +30 Bcf storage print, a tightening surplus vs last year and the 5-year average, the Jan–Oct injection spread, cooler ERCOT after Edouard, national heat and power prices, Europe/UK storage and weather swings, Asia cooling, U.S. LNG loadings (including Plaquemines and Golden Pass), tropics, West drought, NOAA’s strong El Niño outlook, and the E&P watch list. Contract / lev

Timothy Beggans
Sep 42 min read


Daily Natural Gas Report - October Futures (NGV26 @ 2.872) | 09.01.2026
Tim Beggans covers the October contract selloff as Tropical Storm Edward approaches landfall between Beaumont and Houston, lower ERCOT load, battery charge/discharge on the Texas grid, national power-price volatility, the Jan–Oct spread, lingering U.S. heat into mid-September, Europe/Asia weather and storage, Hormuz tanker traffic, U.S. LNG feedgas around the storm track, and the E&P watch list. Contract / levels: October near 2.857–2.872, down ~6–8¢ Testing the 13-period EMA

Timothy Beggans
Sep 12 min read


What's New in Natural Gas - October Futures (NGV26 @ 2.883) | 08.31.2026
Tim Beggans covers the top headlines, October price action, last week’s storage print, ERCOT and national grid demand, wind pickup across the Plains, lingering U.S. heat into mid-September, Europe/Asia weather and storage, U.S. LNG loadings, Tropical Storm Dolly remnants plus a 70% Gulf system off Louisiana, West drought, and the E&P watch list. **Top news:** 1. Iran–U.S. exchange of fire — crude and gas bid higher 2. Venture Global CP2 clears a legal hurdle 3. CNOOC signal

Timothy Beggans
Aug 312 min read


Natural Gas Weekly Recap - September Futures (NGV26 @ 2.889) | 08.28.2026
Tim Beggans recaps September expiration, the first day of October as front month, yesterday’s EIA storage print, ERCOT heat and fuel mix, national power-price volatility, the Jan–Oct injection spread, lingering U.S. heat into early September, JKM/Europe/Asia weather and storage, Ras Laffan still offline, U.S. LNG feedgas, Tropical Storm Dolly, West drought, and the E&P watch list. Contract / levels: October near 2.880–2.889, down ~2.5¢ Above the 13-period EMA, below the 48-pe

Timothy Beggans
Aug 282 min read


Daily Natural Gas Report - September Futures (NGU26 @ 2.937) | 08.27.2026
Tim Beggans covers the September contract rally into storage day, technical levels, ERCOT heat and low wind, national power-price volatility, the Jan–Oct injection spread, expanding U.S. heat risk, Europe/Asia weather and storage, Ras Laffan still offline, U.S. LNG feedgas, Invest 96L / potential Hurricane Dolly, a Louisiana spaceport note, and the E&P watch list. Contract / levels: Trading near 2.923–2.937, up ~8–9.5¢ Clear of the 48-period EMA Above daily pivot 2.846 Cleare

Timothy Beggans
Aug 271 min read


Mid-Week Natural Gas Report - September Futures (NGU26 @ 2.830) | 08.26.2026
Tim Beggans covers the bounce in the September contract, key technical levels, tomorrow’s storage print, ERCOT heat-driven gas burn, the Jan–Oct storage spread, expanding U.S. heat risk, Europe/Asia weather and storage, Ras Laffan still offline, U.S. LNG terminal feedgas, and a quiet Atlantic tropics update. Contract / levels: Trading near 2.839, up ~6.9¢ (~2.5%) Approaching 48-period EMA ~2.873 Above daily pivot 2.757 First resistance now support ~2.817 Testing toward ~2.865

Timothy Beggans
Aug 251 min read


Daily Natural Gas Report - September Futures (NGU26 @ 2.763) | 08.25.2026
Tim Beggans breaks down the September natural gas contract, technical levels, power grid demand (especially ERCOT heat), storage spreads, multi-week temperature outlooks across the U.S., Europe, and Asia, plus the latest on global LNG flows with the Strait of Hormuz still disrupted and U.S. terminals ramping. Key levels watched: Below daily pivot 2.829 First support 2.767 (now resistance) 50% level ~2.733 Secondary support 2.699 Highlights: Strong ERCOT gas burn on extreme he

Timothy Beggans
Aug 242 min read


Super El Niño: In Like Heat Miser, Out Like Snow Miser?
Source: Severe Weather Europe What if the biggest natural-gas weather surprise of Winter 2026–27 comes after the holidays? The Super El Niño story is getting harder to ignore. NOAA’s latest August 13 update says El Niño is strengthening, with greater than a 90% chance of a very strong event this fall and winter—and a 69% probability that October–December reaches historic strength, exceeding El Niño events going back to 1950. (Climate Prediction Center) But here’s where the wi

Timothy Beggans
Aug 152 min read


Will Summer Doldrums Lead to Winter Volatility?
Source: WXCharts.com Natural gas markets have become increasingly comfortable with lower prices. Storage injections remain healthy, summer demand is beginning to ease, and many traders have embraced the bearish narrative. But when everyone is on the same side of the trade, it often pays to ask: what could change? Several developing trends suggest today's complacency could give way to a much different winter. Meteorologists continue to monitor the evolution of a potential Supe

Timothy Beggans
Aug 82 min read


Why Isn't Natural Gas Rallying? The Market Is Ignoring the Heat...For Now
Source: NWS HeatRisk Map Record-breaking heat across much of the U.S. would normally be a recipe for significantly higher natural gas prices. Instead, the market remains stuck in a well-defined trading range. Why? Several bearish fundamentals continue to offset the surge in power demand. LNG feedgas demand has been lower than expected as maintenance limits export capacity. At the same time, renewable generation has remained strong, while nuclear and coal plants continue to pr

Timothy Beggans
Jul 112 min read


Heat Miser vs. Freeze Miser… who’s winning?
Source: www.WXcharts.com As December 2025 unfolds, the U.S. weather pattern feels familiar—but not identical—to what we experienced in January 2025. The same climate “players” are on the field, yet their alignment is subtly different, shifting the balance between warmth and cold. Below is a side-by-side snapshot of the key atmospheric drivers. Climate Indices: Then vs. Now ENSO • Mid-Dec 2025: Weak La Niña continues • Jan 2025: La Niña firmly in place Arctic Oscillation (AO)

Timothy Beggans
Dec 18, 20252 min read
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