Source: EIA Natural gas and LNG markets navigated a week of competing bullish and bearish signals as traders balanced summer weather, LNG growth, geopolitical developments, and quarter-end positioning. This Week's Main Drivers: 1. July Contract Expiration and Holiday Trading The expiration of the July NYMEX contract and the upcoming July 4th holiday weekend contributed to heightened volatility and position squaring across energy markets. 2. Heat Arrives, But Demand Remains Un

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

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

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