Mid-Week Natural Gas Report - September Futures (NGU26 @ 2.830) | 08.26.2026

https://youtu.be/Cq4IjFQtGg8

Tim Beggans covers the bounce in the September contract, key technical levels, tomorrow’s storage print, ERCOT heat-driven gas burn, the Jan–Oct storage spread, expanding U.S. heat risk, Europe/Asia weather and storage, Ras Laffan still offline, U.S. LNG terminal feedgas, and a quiet Atlantic tropics update.

Contract / levels:

Trading near 2.839, up ~6.9¢ (~2.5%)

Approaching 48-period EMA ~2.873

Above daily pivot 2.757

First resistance now support ~2.817

Testing toward ~2.865

NG Stock Watch List Oil & Gas EMP Sector

Market Cap 2-10B, short float over 10%

BKV | CNX | CRGY | CRK | MTDR | NOG

Storage (tomorrow):

Expected +22 Bcf vs last year +17 and 5-year average +33 (neutral)

Timestamps:

0:00 – Open & September contract bounce

0:53 – Hourly chart, pivot & resistance/support

1:20 – ERCOT demand, low renewables, gas share of fuel mix

1:48 – National power prices

2:17 – Jan vs October storage spread

2:59 – U.S. heat-risk maps

4:01 – Extended temperature models into early September

4:58 – 6-10 day, 8-14 day & September monthly outlooks

5:34 – Europe weather + EU/UK/NL storage

6:29 – JKM / Asia temperatures

7:18 – Ras Laffan offline + Strait of Hormuz

8:16 – U.S. LNG terminals (Cameron through Golden Pass)

9:16 – Atlantic tropics, SSTs, Gulf

10:42 – Saharan air layer

11:03 – Lake Mead / West drought

11:24 – E&P stock watch list (BKV, CNX, CRGY, CRK, MTDR, NOG)

11:54 – Recap, storage preview (+22 Bcf), close

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