Mid-Week Natural Gas Report - October Futures (NGV26 @ 2.837) | 09.09.2026
Tim Beggans covers the October selloff below the 13- and 48-period EMAs, tomorrow’s storage print, possible 114 Bcf/d production and Hue Brinson / Permian flows, ERCOT and national grid demand, lingering Texas heat vs northern cooling, JKM vs TTF arb into winter, EU/UK storage, quiet Hormuz / empty Ras Laffan, U.S. LNG feedgas, tropics and Saharan dust, Anak Krakatau, and the E&P watch list.
Contract / levels:
October near 2.837–2.841, down ~7–8¢
Below the 13- and 48-period EMAs
Daily pivot ~2.931
First support ~2.848
Hourly RSI oversold
Storage (tomorrow):
NGI ~+34 Bcf vs last year +69 and 5-year average +52 (historically bullish)
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 drop, EMAs, lost weather & 114 Bcf/d production
0:43 – Hourly chart, pivot & first support
1:02 – Storage preview (+34 vs +69 / +52)
1:28 – Production ramp & Hue Brinson / Permian
2:00 – ERCOT load, low wind, gas share of fuel mix
2:28 – National grid (MISO, PJM, ERCOT, SPP)
3:12 – NYISO / Ontario power-export watch
3:32 – U.S. heat-risk maps
4:25 – Models past Sept 15; heat locked in Texas
5:11 – 6-10 day & 8-14 day outlooks
5:44 – Europe weather
6:26 – JKM vs TTF; winter LNG bidding war
7:32 – EU country storage (DE, FR, NL, UK)
8:16 – Asia temperatures
9:01 – Hormuz quiet; Ras Laffan empty
9:35 – U.S. LNG terminals
10:52 – Tropics, peak season Sept 11, Saharan dust
11:53 – Anak Krakatau
12:12 – E&P watch list
12:37 – Recap & close
Comments