Daily Natural Gas Report - October Futures (NGV26 @ 2.886) | 09.22.2026
Tim Beggans covers an October bounce that is still below the 13- and 48-period EMAs and short of $3, Thursday’s storage setup, ERCOT and national grid demand, lingering Texas heat vs an early-October Canadian cold push, the Jan ’28 vs Apr ’27 injection-season spread at record levels, softer TTF on U.S.–China / Iran talks, EU/UK storage (Rough still empty), Asia weather and Japan Silver Week, quiet Hormuz, U.S. LNG feedgas with Golden Pass ticking higher, Tropical Storm Fay weakening, ENSO / Hawaii cold pool, and the E&P watch list.
NG Stock Watch List Oil & Gas EMP Sector
Market Cap 2-10B, High short float over 10%
BKV | CNX | CRGY | CRK | LB | MGY | MTDR | NOG
Storage (Thursday):
Expected +56 to +60 Bcf
Last year +77 / 5-year average +76 (historically bullish this week and next)
NG Stock Watch List — Oil & Gas E&P, market cap $2–10B, short float over 10%:
BKV | CNX | CRGY | CRK | LB | MGY | MTDR | NOG
Timestamps
0:00 – Open: October bid, still below the EMAs
0:56 – Hourly pivot & first resistance
1:14 – Storage preview (+56 to +60 vs +77 / +76)
1:34 – ERCOT load, very low wind, gas share of fuel mix
2:06 – National grid (MISO, PJM, NYISO)
2:37 – U.S. heat-risk maps (Houston still extreme)
3:28 – Models: Canadian cold into Colorado / Great Lakes
4:56 – 6-10 day & 8-14 day outlooks
5:17 – Jan ’28 vs Apr ’27 injection-season spread
5:50 – TTF softer on geopolitics talks
6:23 – EU / Germany / France storage
7:10 – Europe weather
7:47 – UK withdrawals; Rough still empty (~35% full)
8:53 – Asia weather; Japan Silver Week
9:57 – India monsoon rains & Pacific storms
11:07 – Ras Laffan empty; Hormuz ~13% of normal traffic
11:38 – U.S. LNG terminals (Golden Pass ~600k MMBtu)
12:59 – Tropical Storm Fay & Gulf / Acapulco watch
14:16 – Hazard outlook & Saharan dust
14:35 – El Niño / Hawaii cold pool & jet stream
15:23 – E&P watch list
15:54 – Recap & close
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