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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Mid-Week Natural Gas Report (NGG26 @ 3.158) - 01.14.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 141 min read


Tuesday Natural Gas Report (NGG26 @ 3.349) - 01.13.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 131 min read


What's New in Natural Gas (NGG26 @ 3.265) - 01.12.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 111 min read


Fog Majeure: When Weather, Not Contracts, Stops LNG Flow
Source: GROK Force Majeure usually points to hurricanes or mechanical failures. But along the U.S. Gulf Coast, a quieter risk is emerging—“Fog Majeure.” This term captures a growing operational reality: LNG terminals can be physically unable to move cargo when dense sea fog shuts down tanker traffic, even when demand is strong and contracts are firm. Why it happens Gulf of Mexico sea fog is most prevalent in winter. It forms when warm, moist air flows over cooler shelf waters

Timothy Beggans
Jan 112 min read


Europe’s Gas Alarm Bells: Why U.S. LNG Is Back in the Spotlight
Source: Samsung Heavy Industries Europe is starting 2026 with a growing energy vulnerability. Natural gas storage levels across the EU have slipped below 60%, with Gazprom data showing inventories at just 58.1% as of January 6. Germany—the region’s largest gas consumer—is in an even tighter position at 54.1%, well below last year’s levels. The drawdown has been swift. EU storage is 10.7 bcm lower than January 2025, driven by a powerful Arctic outbreak now gripping the contine

Timothy Beggans
Jan 102 min read


Natural Gas Weekly Recap (NGG26 @ 3.296) - 01.09.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CRGY | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 91 min read


Thursday Natural Gas Report (NGG26 @ 3.427) - 01.08.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CRGY | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 81 min read


Mid-Week Natural Gas Report (NGG26 @ 3.497) - 01.07.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CRGY | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 71 min read



Timothy Beggans
Jan 60 min read


What's New in Natural Gas (NGG26 @ 3.414) - 01.05.2026
Top News for Natural Gas: 1.) US captures Venezuelan President Maduro 2.) US - Weather models back off cold until 3rd week of January 3.) US becomes first country to export 100m tonnes of LNG in a single year. 4.) Berlin suffers power outage from arson NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CRGY | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 51 min read


Hidden Liquidity: How Natural Gas Block Trades Move Markets Without Making Noise
Source: www.cmegroup.com In fast-moving energy markets, some of the most consequential trades never hit the screen in real time. Natural Gas block trades are one such mechanism—quiet, efficient, and critical for managing scale. A block trade is a privately negotiated futures or options transaction executed away from the public order book, then submitted to an exchange like CME Group for clearing. For Henry Hub Natural Gas futures (NG), the minimum threshold is typically 50 co

Timothy Beggans
Jan 41 min read


Unlocking Futures Secrets: How TAS Can Signal Price Swings
Source: www.barchart.com In the fast-paced world of futures trading, Trade at Settlement (TAS) is a powerful but often underappreciated tool. TAS allows market participants to buy or sell eligible futures contracts during the trading session at the official settlement price, plus or minus a small predefined spread (typically a few ticks, depending on the contract). Offered by exchanges such as CME Group and ICE, TAS removes the need to chase intraday price moves. For traders

Timothy Beggans
Jan 32 min read


Natural Gas Weekly Recap (NGG26 @ 3.573) - 01.02.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CRGY | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Jan 21 min read


Why the EIA Storage Report Moves Markets
Source: EIA Weekly Natural Gas Storage Report The weekly EIA Natural Gas Storage Report is one of the most market-moving data releases in U.S. energy. For traders, it is not just about how many BCF were injected or withdrawn—it’s about flexibility, location, and future risk. The U.S. relies on three types of natural gas storage, each with different implications for price volatility: Salt Dome Storage Primarily located along the Gulf Coast, salt caverns offer extremely high de

Timothy Beggans
Jan 12 min read


Mid-Week Natural Gas Report (NGG26 @ 4.520) - 12.31.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CRGY | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Dec 31, 20251 min read


April–October 2026 NG strip poised for further upside
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

Timothy Beggans
Dec 30, 20251 min read


Natural Gas Weekly Recap (NGF26 @ 4.376) - 12.26.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CRGY | CNX | CRK | MGY | MUR | NOG
Joshua H
Dec 29, 20251 min read


Natural Gas Weekly Recap (NGF26 @ 4.376) - 12.26.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CRGY | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Dec 26, 20251 min read


Grid Stress Meets Climate Whiplash: Is Winter Reliability the Canary in the Energy Coal Mine?
Source: Beacon Hotel (NYC in snow) NERC’s 2025 Winter Reliability Assessment delivers a clear warning: peak winter electricity demand could spike ~25%, driven by electrification, data centers, and more extreme cold snaps. While the grid is largely prepared for average winter conditions, it is increasingly exposed to high-impact, low-probability weather events. Looking ahead, volatility may rise further. Climate models suggest La Niña fades in 2026, shifting to ENSO-neutral, t

Timothy Beggans
Dec 25, 20252 min read


Mid-Week Natural Gas Report (NGF26 @ 4.295) - 12.24.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Dec 24, 20251 min read
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