Daily Natural Gas Report - October Futures (NGV26 @ 2.872) | 09.01.2026
- Timothy Beggans

- 3 days ago
- 2 min read
Tim Beggans covers the October contract selloff as Tropical Storm Edward approaches landfall between Beaumont and Houston, lower ERCOT load, battery charge/discharge on the Texas grid, national power-price volatility, the Jan–Oct spread, lingering U.S. heat into mid-September, Europe/Asia weather and storage, Hormuz tanker traffic, U.S. LNG feedgas around the storm track, and the E&P watch list.
Contract / levels:
October near 2.857–2.872, down ~6–8¢
Testing the 13-period EMA ~2.852
Daily pivot ~2.905
First support now resistance ~2.862
Second support ~2.790
Storage (Thursday):
Expected bullish vs last year and the 5-year average
NG Stock Watch List Oil & Gas EMP Sector
Market Cap 2-10B, short float over 10%
BKV | CNX | CRGY | CRK | MTDR | NOG
Timestamps
0:00 – Open: October selloff & Tropical Storm Edward
0:55 – Daily chart, 13-period EMA & uptrend
1:19 – Hourly chart, oversold RSI, pivot & support
1:50 – Jan vs October spread
2:14 – ERCOT load, solar/wind & gas share with Edward
2:51 – ERCOT batteries charging/discharging
3:27 – National grid prices (PJM, SPP, ISO-NE)
4:03 – Global/Asia temperatures
4:28 – U.S. heat-risk maps through next week
5:27 – Extended models & 6-10 / 8-14 day outlooks
6:26 – Europe weather / next heat wave then cool-down
7:18 – EU storage (Belgium, France, Germany, UK, Netherlands)
8:25 – JKM & Strait of Hormuz traffic
8:51 – Asia forecast
9:27 – Edward track vs Sabine / Freeport / Houston
10:06 – U.S. LNG terminals (Cameron through Golden Pass)
11:15 – Edward details, SSTs, satellite
12:04 – Dolly remnants, Mid-Atlantic, hazard outlook
12:41 – Saharan air layer
12:53 – E&P stock watch list
13:19 – Recap & close

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