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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Natural Gas Weekly Recap (NGX25 @ 2.951) - 10.17.2025
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 171 min read


Rising Power Costs are Suddenly a Political Hot Potato!
Source: EIA Electricity prices are surging across the U.S., thrusting energy affordability into the political spotlight. From Virginia to New Jersey, escalating costs are fueling debate as utilities grapple with soaring demand from AI-driven data centers and rapid electrification. In the PJM region — spanning Illinois to New Jersey — wholesale power costs have climbed more than 30% year-over-year , according to Reuters and EIA data. Much of this increase stems from the surge
media4035
Oct 162 min read



Timothy Beggans
Oct 140 min read


Will Data Centers and LNG Export Facilities Rewrite the Natural Gas Pipeline Flow Patterns?
Source: https://www.datacentermap.com/usa/ The U.S. natural gas grid is being reshaped by two powerful new demand drivers: AI data...

Timothy Beggans
Oct 91 min read


Mid-Week Natural Gas Report (NVX25 @ 3.420) - 10.08.2025
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 81 min read


Comstock Resources Is on a Tear — What Is It Saying About the Natural Gas Market?
Source: TradingView.com Comstock Resources has doubled down on natural gas development, signaling it sees sustained strength ahead....

Timothy Beggans
Oct 72 min read


What's New in Natural Gas (NVX25 @ 3.362) - 10.06.2025
Top News for Natural Gas: 1.) Qatar halts maritime operations due to GPS "technical" issue 2.) Cove Point LNG maintenance set to end...

Timothy Beggans
Oct 61 min read


Is Natural Gas forming a long-term price bottom?
Source: GROK U.S. natural gas prices are showing signs of a floor, with Henry Hub averaging $3.66/MMBtu in 1H 2025 , up sharply from...

Timothy Beggans
Oct 22 min read


How High Voltage Direct Current (HVDC) Transmission Lines Can Decarbonize and Strengthen the Power Grid
Source: https://www.mononachamber.com The U.S. grid is undergoing a fundamental transformation. One of the most innovative projects...

Timothy Beggans
Sep 302 min read


What's New in Natural Gas (NVX25 @ 3.215) - 09.29.2025
Top News for Natural Gas: 1.) Hurricane Humberto and Tropical Storm Imelda dance off US SE coast 2.) Above normal temperatures expected...

Timothy Beggans
Sep 291 min read


Natural Gas Weekly Recap (NGV25 Expiration Today @ 2.815 | NVX25 @ 3.141) - 09.26.2025
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
Sep 261 min read


Winter Storms URI and ELLIOTT: Atmospheric Drivers and Energy System Impacts
Source: The Weather Channel Winter storms Uri (Feb 2021) and Elliott (Dec 2022) were extreme cold events with distinct atmospheric...

Timothy Beggans
Sep 252 min read


Mid-Week Natural Gas Report (NGV25 @ 2.877) - 09.24.2025
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
Sep 241 min read


Energy ETFs: What Are They Telling Us About the Natural Gas Market?
Source: TradingView.com Natural gas (NG) markets are flashing warning signs, and energy ETFs like BOIL, KOLD, UNG, and UNL are...

Timothy Beggans
Sep 231 min read


What's New in Natural Gas (NGV25 @ 2.912) - 09.22.2025
Top News for Natural Gas: 1.) Cove Point LNG enters annual maintenance period until October 10th 2.) Hurricane Gabrielle now 2nd...

Timothy Beggans
Sep 221 min read


Natural Gas Weekly Recap (NGV25 @ 2.889) -09.19.2025
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
Sep 191 min read


Riding the Rally: High Short Float Energy Stocks in a Rising Natural Gas Market
Source: Tradingview.com Natural gas futures are firming. The prompt contract has rebounded from recent lows, supported by...

Timothy Beggans
Sep 181 min read


Mid-Week Natural Gas (NGV25 @ 3.155) - 09.17.2025
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
Sep 171 min read


EQT Corporation’s LNG Strategy – Wellhead to Water
Source: SuperGrok EQT Corporation, the largest U.S. natural gas producer, is executing a “wellhead-to-water” LNG strategy aimed at capturing international premiums and diversifying beyond domestic markets. The plan, highlighted in the Q2 2025 Earnings Presentation and recent announcements, rests on long-term liquefaction capacity secured via 20-year Sale and Purchase Agreements (SPAs). Core Moves in 2025: Commonwealth LNG (LA): 1.0 MTPA under SPA, FID expected 2025. Rio Grand

Timothy Beggans
Sep 161 min read


What's New in Natural Gas (NGV25 @ 2.972) - 09.15.2025
Top News for Natural Gas: 1.) Atlantic Hurricane activity likely to fire up soon 2.) Woodside breaks ground on $17.5B Louisiana...

Timothy Beggans
Sep 151 min read
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