Daily Natural Gas Report - October Futures (NGV26 @ 2.908) | 09.08.2026
Tim Beggans covers the October selloff, failed $3 tests, options open interest at $3 and $4, the Jan–Oct gap fill at 92.7¢, February / El Niño analog years, ERCOT and national grid demand, lingering southern heat vs northern cooling, Europe/UK storage, Asia temperatures, a Qatari LNG cargo through Hormuz, U.S. LNG feedgas, quiet tropics and Saharan dust, Severe Weather Europe snow outlook, Anak Krakatau, and the E&P watch list (now including LandBridge).
Contract / levels:
October near 2.908–2.922, down ~5–7¢
13-period EMA ~2.897 — a close below would be negative
Daily pivot ~2.954
First support ~2.923
Failed overnight push through $3
Other:
Jan–Oct last downside gap filled at 92.7¢
EU storage ~66.9% full; UK still ~31.3%
NG Stock Watch List Oil & Gas EMP Sector
Market Cap 2-10B, High short float over 10%
BKV | CNX | CRGY | CRK | LB | MTDR | NOG
Timestamps
0:00 – Open: October decline, 13/48 EMAs, failed $3
1:13 – Hourly chart, pivot & first support
1:43 – Options open interest at $3 and $4
2:15 – Jan vs October gap fill at 92.7¢
2:47 – February contract & El Niño analog years (1997 / 2015)
4:29 – ERCOT load, renewables, gas share of fuel mix
5:06 – National grid (MISO, NYISO, ERCOT, PJM)
5:38 – U.S. heat-risk maps; heat south of 37°N
6:21 – Extended models; last triple digits fading
6:50 – 6-10 day & 8-14 day outlooks
7:20 – Europe weather
8:04 – EU / UK storage
8:50 – Asia weather & temperatures
9:58 – Ras Laffan empty; LNG cargo through Hormuz
10:29 – U.S. LNG terminals
11:46 – Tropics, Gulf, Atlantic & Saharan dust
12:37 – Severe Weather Europe DJF snow / El Niño
13:40 – Anak Krakatau watch
14:38 – E&P watch list (LB added)
15:02 – Recap & close
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