Natural Gas Weekly Recap - October Futures (NGV26 @ 2.824) | 09.11.2026
Tim Beggans opens with a 9/11 remembrance, then recaps October NG after yesterday’s storage print, the bounce off first support, ERCOT and national grid demand, lingering Texas heat vs incoming northern fall, Europe/Asia weather and storage, TTF/JKM January panic with Hormuz still tight, two tankers at Ras Laffan, strong U.S. LNG feedgas, a historically quiet Atlantic, West drought, and the E&P watch list.
Contract / levels:
October near 2.817–2.824
Below the 13- and 48-period EMAs
Daily pivot ~2.810
First support ~2.770
First resistance ~2.868
Storage (yesterday):
+40 Bcf vs expectations ~+31
Last year +69 / 5-year average +52
Next week also set up bullish vs last year (+87) and the 5-year (+74)
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: 9/11 remembrance
0:22 – October contract, EMAs & post-storage bounce
0:50 – Hourly pivot, support & first resistance
1:17 – EIA +40 Bcf recap; next week’s setup
1:58 – ERCOT load, wind recovery, gas share of fuel mix
2:25 – National grid (PJM, MISO, ERCOT)
2:54 – U.S. heat-risk maps through next week
3:54 – Extended models; last triple digits fading
4:38 – 6-10 day & 8-14 day outlooks
5:11 – Europe weather
6:08 – EU / Germany storage
6:41 – Asia temperatures
7:09 – January TTF & JKM surge
7:58 – Asia forecast maps
8:38 – Ras Laffan loadings & Hormuz backlog
9:05 – U.S. LNG terminals
10:23 – Quiet Atlantic / record-late hurricane watch
10:51 – Hazard outlook & Saharan dust
11:31 – Drought monitor
12:03 – E&P watch list
12:27 – Recap & close
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