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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Natural Gas Weekly Recap (NGZ25 @ 4.441) - 11.14.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Nov 141 min read


NG Stocks Jump on Colder December Forecasts
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

Timothy Beggans
Nov 131 min read


Mid-Week Natural Gas Report (NGZ25 @ 4.544) - 11.12.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Nov 121 min read


NG Volatility Is Coming — Buckle Up!
Source: Elk Trading Company LLC The natural gas market is heading into a new era of volatility. As U.S. LNG exports and data centers surge, the share of baseload (24/7/365) demand continues to grow — permanently altering the balance of flexibility that has historically smoothed seasonal swings. This shift means the remaining variable components of demand—industrial, residential, and power generation—will become more reactive to even minor shifts in weather, pipeline constrai

Timothy Beggans
Nov 111 min read


ETC What's New in Natural Gas (NGZ25 @ 4.272) - 11.10.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Nov 101 min read


Natural Gas Weekly Recap (NGZ25 @ 4.349) - 11.07.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | CIVI | CNX | CRK | MGY | MUR

Timothy Beggans
Nov 71 min read


The Perception of Risk in Energy Markets: Kahneman, Taleb, and the Barbell Defense
Source: GROK Energy markets expose a fundamental flaw in human decision-making: we misjudge risk. Daniel Kahneman, in Thinking, Fast and Slow, explains how our fast, emotional “System 1” often overrides deliberate reasoning. Nassim Taleb’s Antifragile trilogy adds that systems built on false stability eventually collapse under volatility. Together, they explain why billion-dollar energy failures keep repeating. Kahneman’s Cognitive Traps Anchoring Bias : After the 2014 oil cr

Timothy Beggans
Nov 62 min read



Timothy Beggans
Nov 40 min read


Re-Thinking Black Start: Can BESS Anchor ERCOT’s Next Grid Restoration?
Source: TESLA After Winter Storm Uri, Texas learned the hard way that its grid restoration system needs a reboot. Over 80% of ERCOT’s Black Start units failed during the 2021 freeze, exposing weaknesses in a system built around fossil generation. Now ERCOT and FERC are exploring whether Battery Energy Storage Systems (BESS) can help restart the grid after a blackout—using fast-acting, inverter-based batteries to energize substations and transmission corridors. Advantages Inst

Timothy Beggans
Nov 41 min read


What's New in Natural Gas (NGZ25 @ 4.120) - 11.03.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Nov 31 min read


Natural Gas Weekly Recap (NGZ25 @ 4.041) - 10.31.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Oct 311 min read


Texas at a Crossroads: Surging Energy Demands Amid a Looming Water Crisis
Source: GROK Texas is powering America’s future—its tech boom, manufacturing renaissance, and energy expansion are reshaping the state’s economy. But beneath the prosperity lies a rising threat: water scarcity. Houston’s peak power load is projected to surge nearly 50% within six years, driven by explosive data center growth and industrial demand. With over 390 data centers already operating across the state—from Dallas to Austin—the grid is straining under unprecedented load

Timothy Beggans
Oct 302 min read


Mid-Week Natural Gas Report (NGZ25 @ 3.818) - 10.29.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Oct 291 min read


Powering the AI Era with Clean Firm Energy: Google’s CCS Deal Signals a New Frontier
Source: https://www.flickr.com/photos/quintanomedia/52639793897/ Google’s recent agreement to purchase power from the Broadwing Energy project in Decatur, Illinois—a 400 MW natural gas-fired plant with carbon capture and storage (CCS)—marks a pioneering step in sustainable energy for AI. Unlike traditional wind or solar PPAs, this deal leverages CCS to capture ~90% of CO₂ emissions, storing them underground, ensuring firm, dispatchable clean power for Google’s 24/7 data cente

Timothy Beggans
Oct 282 min read


What's New in Natural Gas (NGX25 @ 3.367) - 10.27.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Oct 271 min read


Natural Gas Weekly Recap (NGX25 @ 3.267) - 10.24.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Oct 241 min read


North America’s LNG Boom: Opportunity or Risk for Canada?
Source: https://www.nisgaanation.ca/ North America’s LNG export capacity is set to more than double by 2029, according to the U.S. Energy Information Administration (EIA). This transformative buildout could reshape global gas flows and carries major implications for Canada’s energy strategy. But will it be a boon—or a challenge—for Canada? Opportunities for Canada The planned expansion, including West Coast and U.S. Gulf terminals, offers improved market access for western C

Timothy Beggans
Oct 232 min read


Mid-Week Natural Gas Report (NGX25 @ 3.508) - 10.22.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Oct 221 min read


Fusion Faces a Harsh Reality: Why Natural Gas Remains the Backbone of Power Reliability
Source: Helion Energy Exceptional materials degradation caused by large quantities of fusion neutrons is one of the single largest factors limiting the economics and safety of fusion energy. Despite massive R&D momentum, including the Department of Energy’s roadmap targeting deployment in the 2030s, fusion remains a distant prospect rather than a near-term solution. The challenge lies not just in achieving sustained fusion reactions, but in withstanding them. The bombardment

Timothy Beggans
Oct 211 min read


What's New in Natural Gas - 10.20.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% CIVI | CNX | CRK | MGY | MUR | NOG Today's Show was delayed with AWS outage complications. -Barchart - restored before noon -Canva - still not exporting videos at noon

Timothy Beggans
Oct 201 min read
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