Daily Natural Gas - Report September Futures (NGU26 @ 2.785) | 08.11.2026
- Timothy Beggans
- 3 days ago
- 2 min read
Timestamps
0:00 – Market Intro & September Spot Contract Update
0:38 – Storage Expectations: Bullish vs. Bearish Trends
1:02 – Hourly Chart Analysis & Daily Pivot Support
1:37 – Weather Outlook: 6-10 Day Bullseye & Extreme Heat Risk
2:06 – Grid Performance & Fuel Mix: ERCOT, PJM, & NYISO
4:39 – European Market Focus: Extreme Heat in France & Germany
5:09 – Europe & UK Storage Challenges
5:38 – Asia Update: Typhoon Dolphin’s Impact on Cooling
6:07 – LNG Terminal Updates: Cameron, Freeport, & Corpus Christi
7:40 – Atlantic Hurricane Season: Tracking New Developments
8:38 – The Super El Niño Factor: 6-Month Outlook
10:28 – Oil & Gas E&P Sector: Stock Performance & Short Float
10:48 – Summary & Final Thoughts
Market Stability or a Brewing Storm? September Natural Gas Analysis
In today’s update for Tuesday, August 11th, 2026, we dive into the current state of the September natural gas spot contract as it trades sideways around the 2.79 mark. With the market holding above the 13-period EMA, the big question is whether we can find the momentum to reach the 48-period average at 2.93.
In this video, we cover:
Storage & Pivot Points: We break down the storage expectations for Thursday (+36 BCF) and why they might lean slightly bearish relative to the 5-year average.
The Heat Wave: Extreme heat risk is expanding across the Southeast U.S., with over 120 million people soon to be under heat alerts. We look at how this impacts the fuel mix and grid demand.
Global Insights: From the "panic button" being hit in the UK due to low storage to Typhoon Dolphin cooling off parts of Asia, we look at the international factors influencing prices.
LNG & Tropical Outlook: Steady performance at U.S. terminals like Cameron and Freeport, plus a 70% chance of development for a new Atlantic system.
The El Niño Factor: Why the strengthening Super El Niño is the topic to watch for the next six months and its potential impact on winter demand.
What are your thoughts on the current choppy market? Are you using the pivot system to navigate the sideways trend? Let us know in the comments!
NG Stock Watch List Oil & Gas EMP Sector
Market Cap 2-10B, short float over 10%
BKV | CNX | CRGY | CRK | MTDR | NOG
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