What's New in Natura Gas - October Futures (NGV26 @ 2.857) | 09.21.2026
Tim Beggans covers four top headlines, October still stuck between the 13- and 48-period EMAs and unable to hold $3, ERCOT and national grid demand, lingering southern heat into early October, EU/UK storage, quiet Hormuz (only ~4% of normal traffic), mixed U.S. LNG feedgas plus a Corpus Christi 2027 outage notice, Tropical Storm Fay weakening in the Mid-Atlantic, ENSO / Hawaii cold pool, and the E&P watch list (MGY back on the board).
Top News for Natural Gas:
1.) Tropical Storm Fay forms
2.) US-China discuss cutting tariffs on US LNG
3.) EU - Sanctions on Russian LNG start January 1st
4.) EIA forecasts NG Storage at 3.969 TCF by Nov.1st.
NG Stock Watch List Oil & Gas EMP Sector
Market Cap 2-10B, High short float over 10%
BKV | CNX | CRGY | CRK | LB | MGY | MTDR | NOG
Contract / levels:
October near 2.857–2.870, down ~4–6¢
Still between the 13- and 48-period EMAs (no bullish crossover)
Daily pivot ~2.900
First support ~2.858
NG Stock Watch List — Oil & Gas E&P, market cap $2–10B, short float over 10%:
BKV | CNX | CRGY | CRK | LB | MGY | MTDR | NOG
Timestamps
0:00 – Open & top four headlines
0:56 – October selloff; EMAs still not crossed
1:29 – Hourly pivot & first support
1:58 – ERCOT load, very low wind, gas share of fuel mix
2:42 – National grid (CAISO, PJM, NYISO) & data-center load
3:24 – U.S. heat-risk maps
4:04 – Extended models; heat into early October
5:11 – 6-10 day & 8-14 day outlooks
5:50 – UK NBP / LNG index
6:12 – EU / UK / Germany / France / Netherlands storage
7:30 – Europe weather
8:13 – EU flow balance (Norway + LNG)
8:54 – UK storage detail (~34% full)
9:11 – Asia weather, Dewan near Tokyo, India monsoon deficit
10:38 – Ras Laffan empty; Hormuz monitor (~4% of normal traffic)
11:34 – U.S. LNG terminals
12:09 – Corpus Christi 2027 outage notice & May contract
13:18 – Corpus Christi satellite / expansion
13:46 – Calcasieu Pass, Plaquemines, Golden Pass
14:12 – Tropical Storm Fay & Gulf / Tampa watch
15:31 – Tropical hazards & Saharan dust
15:53 – El Niño / Hawaii cold pool & late-winter jet stream
16:36 – E&P watch list (MGY added)
17:00 – Recap & close
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