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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


What's New in Natural Gas (NGX25 @ 3.367) - 10.27.2025
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 27, 20251 min read


Natural Gas Weekly Recap (NGX25 @ 3.267) - 10.24.2025
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 24, 20251 min read


North America’s LNG Boom: Opportunity or Risk for Canada?
Source: https://www.nisgaanation.ca/ North America’s LNG export capacity is set to more than double by 2029, according to the U.S. Energy Information Administration (EIA). This transformative buildout could reshape global gas flows and carries major implications for Canada’s energy strategy. But will it be a boon—or a challenge—for Canada? Opportunities for Canada The planned expansion, including West Coast and U.S. Gulf terminals, offers improved market access for western C

Timothy Beggans
Oct 23, 20252 min read


Mid-Week Natural Gas Report (NGX25 @ 3.508) - 10.22.2025
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 22, 20251 min read


Fusion Faces a Harsh Reality: Why Natural Gas Remains the Backbone of Power Reliability
Source: Helion Energy Exceptional materials degradation caused by large quantities of fusion neutrons is one of the single largest factors limiting the economics and safety of fusion energy. Despite massive R&D momentum, including the Department of Energy’s roadmap targeting deployment in the 2030s, fusion remains a distant prospect rather than a near-term solution. The challenge lies not just in achieving sustained fusion reactions, but in withstanding them. The bombardment

Timothy Beggans
Oct 21, 20251 min read


What's New in Natural Gas - 10.20.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% CIVI | CNX | CRK | MGY | MUR | NOG Today's Show was delayed with AWS outage complications. -Barchart - restored before noon -Canva - still not exporting videos at noon

Timothy Beggans
Oct 20, 20251 min read


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 17, 20251 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 16, 20252 min read



Timothy Beggans
Oct 14, 20250 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 9, 20251 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 8, 20251 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 7, 20252 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 6, 20251 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 2, 20252 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 30, 20252 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 29, 20251 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 26, 20251 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 25, 20252 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 24, 20251 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 23, 20251 min read
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