Natural Gas Weekly Recap - September Futures (NGV26 @ 2.889) | 08.28.2026
- Timothy Beggans

- 2 days ago
- 2 min read
Tim Beggans recaps September expiration, the first day of October as front month, yesterday’s EIA storage print, ERCOT heat and fuel mix, national power-price volatility, the Jan–Oct injection spread, lingering U.S. heat into early September, JKM/Europe/Asia weather and storage, Ras Laffan still offline, U.S. LNG feedgas, Tropical Storm Dolly, West drought, and the E&P watch list.
Contract / levels:
October near 2.880–2.889, down ~2.5¢
Above the 13-period EMA, below the 48-period EMA (~2.912)
Bounced off second support ~2.834
Daily pivot ~2.932
Storage (yesterday):
+15 Bcf headline
South Central salt-dome storage −20 Bcf
NG Stock Watch List Oil & Gas EMP Sector
Market Cap 2-10B, short float over 10%
BKV | CNX | CRGY | CRK | MTDR | NOG
Timestamps
0:00 – Open: October is now spot, weekly price action
1:00 – Hourly chart, support/resistance & daily pivot
1:33 – EIA storage recap (+5 Bcf; South Central salt −20)
1:47 – ERCOT demand, rain, gas share of fuel mix
2:22 – National grid volatility (PJM, ERCOT, MISO, SPP)
2:43 – Jan vs October injection spread
3:25 – U.S. heat-risk maps through midweek
4:43 – Extended models; last triple-digit days in Texas
6:01 – 6-10 day & 8-14 day outlooks
6:18 – JKM & Strait of Hormuz
6:41 – Europe weather / possible last heat wave
7:20 – EU storage (NL, UK still lagging)
7:56 – Asia temperatures
8:58 – Ras Laffan empty + Hormuz congestion
9:26 – U.S. LNG terminals (Cameron, Freeport, Sabine, Corpus, Calcasieu, Plaquemines, Golden Pass)
10:39 – Tropical Storm Dolly: satellite, track, Gulf
12:14 – Saharan dust & two-week Atlantic outlook
12:40 – U.S. drought monitor
13:17 – E&P stock watch list
13:29 – Recap & close


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