Source: Google Maps (Lake Charles LNG facility) Energy Transfer’s decision to step back from the Lake Charles LNG export project is telling. ET had lined up two large off-takers, yet sought equity partners to absorb roughly 80% of the project risk. When that structure failed to clear, management chose to pivot—redirecting capital toward U.S. data center growth and other domestic demand opportunities rather than doubling down on LNG exports. This raises a timely question: is t

Top News in Natural Gas: 1.) US - Weather Models turn colder 2.) Europe - Cold start to the new year 3.) US begins blockade of Venezuelan oil exports 4.) Ukraine war negotiations continue in Miami NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Source: www.WXcharts.com As December 2025 unfolds, the U.S. weather pattern feels familiar—but not identical—to what we experienced in January 2025. The same climate “players” are on the field, yet their alignment is subtly different, shifting the balance between warmth and cold. Below is a side-by-side snapshot of the key atmospheric drivers. Climate Indices: Then vs. Now ENSO • Mid-Dec 2025: Weak La Niña continues • Jan 2025: La Niña firmly in place Arctic Oscillation (AO)

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Source: www.tradingview.com Leveraged energy ETFs attract traders for one reason: amplified moves. Funds like ERX and GUSH deliver 2x daily exposure, which means they can outperform dramatically in strong trends—but they are far more volatile than the underlying futures or equities they track. The instruments ERX – Direxion Daily Energy Bull 2X Shares Targets twice the daily return of the Energy Select Sector Index, dominated by integrated majors, refiners, and oilfield serv

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Source: Tradingview.com (ERCOT North Spark Spread) In energy markets, spreads such as spark and dark (and their “clean” variants) reveal the economic incentives for power-plant dispatch. They also act as support or resistance levels for underlying fuels — especially natural gas. Spark Spread The spark spread measures the theoretical margin for a gas-fired generator. Formula: Spark Spread = Electricity Price − (Natural Gas Price × Heat Rate) Dark Spread The dark spread applie

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Source: www.pivotalweather.com Pipeline systems depend on balance—too much gas in or too much taken out can threaten pressure, integrity, and firm service. That’s why operators issue Operational Flow Orders (OFOs), a critical tool to stabilize system conditions during stress. Why OFOs Are Called   OFOs typically arise when linepack is tight, weather spikes demand, storage swings are limited, or shippers’ receipts and deliveries drift out of balance. When these conditions thr

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CIVI | CNX | CRK | MGY | MUR | NOG

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Source: GROK Predictive markets are increasingly shaping how analysts interpret geopolitical risk—often offering clearer, faster signals than traditional intelligence channels. Nowhere is this more evident than in markets tracking the probability of a Chinese invasion of Taiwan. Platforms like Polymarket, Kalshi, Manifold, and Metaculus aggregate thousands of independent forecasts. While each uses different mechanisms, all point to the same broad takeaway: low near-term proba

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Source: IEA After years as the driver of global LNG growth, China has eased off the throttle in 2025. Imports have slipped as domestic gas production rises, pipeline flows from Russia expand, industrial demand softens, and rapid renewable additions cut into gas-fired power. Cargoes once destined for China are increasingly redirected to Europe, Japan, South Korea, and emerging Asia. The Positives • Price relief:  A major supply wave from the U.S., Qatar, and others arriving 20

Top News for Natural Gas: 1.) Weather models add more HDD's to forecast 2.) Oil rig count keeps falling 3.) Ukraine peace talks erode TTF "war premium" 4.) US LNG feed-gas demand set to reach 20 BCF/D by Q1 2026 NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CIVI | CNX | CRK | MGY | MUR | NOG

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Source: Xai (Colossus site) After years of breakneck expansion, some of the nation’s largest data-center markets — including Virginia and parts of PJM — are showing signs of cooling demand. Not because tech is slowing, but because power, water, and retail rate pressure are forcing a rethink. In northern Virginia, long the epicenter of hyperscale development, utilities and regulators are signaling that future growth cannot rely on unlimited access to cheap electricity and wate

NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG