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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


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 For traders, it is not just about how many BCF were injected or withdrawn—it’s about flexibility, location, and future risk.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


Energy Transfer pivots away from LNG exports
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

Timothy Beggans
Dec 23, 20252 min read


What's New in Natural Gas (NGF26 @ 3.820) -12.22.2025
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

Timothy Beggans
Dec 22, 20251 min read


Natural Gas Weekly Recap (NGF26 @ 3.915) - 12.19.2025
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 19, 20251 min read


Heat Miser vs. Freeze Miser… who’s winning?
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)

Timothy Beggans
Dec 18, 20252 min read


Mid-Week Natural Gas Report (NGF26 @ 4.018) - 12.17.2025
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 17, 20251 min read


Leveraged Energy ETFs: Powerful, High Volatility Tools
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

Timothy Beggans
Dec 16, 20252 min read


What's New in Natural Gas (NGF26 @ 4.011) - 12.15.2025
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 15, 20251 min read


Natural Gas Weekly Recap (NGF26 @ 4.106) - 12.12.2025
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 12, 20251 min read


Understanding Spark, Dark, Clean-Spark & Clean-Dark Spreads: Why They Matter in Power & Energy Markets
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

Timothy Beggans
Dec 11, 20252 min read
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