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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI



Timothy Beggans
Apr 30 min read


Daily Natural Gas Report - May Futures (NGK26 @ 2.793) | 04.02.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG | VET

Timothy Beggans
Apr 21 min read


Mid-Week Natural Gas Report - May Futures (NGK26 @ 2.829) | 04.01.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG | VET

Timothy Beggans
Apr 11 min read


Daily Natural Gas Report - May Futures (NGK26 @ 2.939) | 03.31.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG | VET

Timothy Beggans
Mar 311 min read


What's New in Natural Gas - May Futures (NGK26 @ 2.860) | 03.30.2026
Top News for Natural Gas: 1.) US - Moderate weather pushing prices lower 2.) EU - The Netherlands NG storage hits 5.27% full 3.) Australia - Cyclone Narelle damages Wheatstone LNG facility 4.) TC agrees to double Coastal Link pipeline capacity NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG | VET

Timothy Beggans
Mar 301 min read


NG/LNG - This Week’s Main Drivers and the Look Ahead
Source: NOAA This week in natural gas and LNG delivered a sharp mix of bullish fundamentals and geopolitical disruption. A strong storage report (-54 Bcf) came in well below both last year’s +33 Bcf build and the five-year average of -21 Bcf, reinforcing a tightening supply backdrop. At the same time, the Iran conflict appears to be entering a terminal phase—but not before materially impacting global LNG flows. Qatar has declared force majeure on roughly 17% of its output fol

Timothy Beggans
Mar 292 min read


Canada’s LNG Surge: The Race to Supply Asia Is No Longer Theoretical
Source: Canadian Energy Regulator The global LNG race is accelerating—and Canada is finally moving from promise to execution. For Asia, the strategic shift is clear: diversify supply. Recent disruptions have reinforced the need to reduce reliance on concentrated exporters. Canada is increasingly positioned as a core pillar in that pivot. But the real story today is project status—and it’s changing fast. Canada is no longer just a pipeline of ideas: LNG Canada, Kitimat: Now op

Timothy Beggans
Mar 282 min read


Natural Gas Weekly Recap - April Futures Expiration Day! (NGJ26 @ 3.055) | 03.27.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG | VET

Timothy Beggans
Mar 271 min read


Daily Natural Gas Report - April Futures (NGJ26 @ 2.967) | 03.26.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG | VET

Timothy Beggans
Mar 261 min read


Mid-Week Natural Gas Report - April Futures (NGJ26 @ 2.914) | 03.25.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% CNX | CRGY | CRK | MGY | MUR | NOG | VET

Timothy Beggans
Mar 251 min read


Daily Natural Gas Report - April Futures (NGJ26 @ 2.914) | 03.24.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 241 min read


What's New in Natural Gas - April Futures (NGJ26 @ 2.943) | 03.23.2026
Top News for Natural Gas: 1.) The Iran war enters the terminal phase 2.) Profit-taking across risk assets as war premium erodes quickly 3.) US - Southwest heat dome builds 4.) EU to lower NG Storage targets due to Qatar FM NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG | VET

Timothy Beggans
Mar 231 min read


NG/LNG: This Week’s Main Drivers — And the Look Ahead
Source: Google Maps - Ras Laffan (Train 4,6 damaged) Part 1: This Week’s Market Movers The global gas market was jolted by a major escalation in the Middle East. Israeli strikes on Iran’s South Pars gas infrastructure triggered retaliation targeting Qatar’s Ras Laffan LNG complex. Qatar’s declaration of Force Majeure—potentially extending 3–5 years—has sent shockwaves through global LNG supply chains, pushing international gas prices sharply higher and reintroducing structura

Timothy Beggans
Mar 222 min read


Hudson Bay LNG: Canada’s Shorter Route to Europe Is Taking Shape
Source: NeeStaNan (First Nations) A new LNG corridor is emerging in Canada—one that could reshape Atlantic Basin gas flows. The NeeStaNan Project, led by an Indigenous-owned consortium including the Fox Lake Cree Nation, is advancing plans for a liquefied natural gas export terminal near Port Nelson on the western shore of Hudson Bay. The vision: unlock Western Canadian gas and deliver it to Europe through a significantly shorter shipping route. At the core of the proposal is

Timothy Beggans
Mar 212 min read


Natural Gas Weekly Recap - April Futures (NGJ26 @ 3.055) - 03.20.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG | VET

Timothy Beggans
Mar 201 min read


Daily Natural Gas Report - April Futures (NGJ26 @ 3.244) | 03.19.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG | VET

Timothy Beggans
Mar 191 min read


Mid-Week Natural Gas Report - April Futures (NGJ26 @ 3.033) | 03.18.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 181 min read


🍀Top of the Morning🍀 Natural Gas Report - April Futures (NGJ26 @ 3.070) | 03.17.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 171 min read


What's New in Natural Gas - April Futures (NGJ26 @ 3.108) | 03.16.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MUR | NOG

Timothy Beggans
Mar 161 min read


NG/LNG: This Week’s Main Drivers — And the Look Ahead
Source: By Matthew Smith @ Flickr - https://www.flickr.com/photos/96701339@N04/39650222120/, CC BY 2.0, https://commons.wikimedia.org/w/index.php?curid=83823860 Global natural gas markets have shifted abruptly from a winter weather narrative to a geopolitical one. As of mid-March 2026, escalating conflict in the Middle East has triggered one of the most volatile weeks for LNG markets in years, exposing the growing link between geopolitics, LNG trade flows, and regional gas pr

Timothy Beggans
Mar 152 min read
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