What's New in Natural Gas - October Futures (NGV26 @ 2.883) | 08.31.2026

https://youtu.be/-Hy_8s8mgqQ

Tim Beggans covers the top headlines, October price action, last week’s storage print, ERCOT and national grid demand, wind pickup across the Plains, lingering U.S. heat into mid-September, Europe/Asia weather and storage, U.S. LNG loadings, Tropical Storm Dolly remnants plus a 70% Gulf system off Louisiana, West drought, and the E&P watch list.

**Top news:**

1. Iran–U.S. exchange of fire — crude and gas bid higher

2. Venture Global CP2 clears a legal hurdle

3. CNOOC signals interest in U.S. energy projects

4. Tropical system off Louisiana — 70% chance of development

**Contract / levels:**

- October near 2.883–2.904

- Waffling around the daily pivot ~2.885

- First resistance ~2.935

**Storage:**

- Last week +15 Bcf (South Central salt still drawing)

- Next prints expected bullish vs last year (+50) and the 5-year average (+37)

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 & top four headlines

0:50 – October contract, EMAs & overnight action

1:43 – Hourly chart, pivot & first resistance

2:08 – Last week’s EIA storage (+15) and this week’s setup

2:40 – ERCOT demand, wind/solar, gas share of fuel mix

3:12 – National grid (ERCOT, PJM, SPP, Ontario)

3:41 – Windy.com wind-accumulation map

4:10 – U.S. heat-risk maps through the weekend

5:01 – Extended models; last triple digits vs incoming fall

6:10 – 6-10 day & 8-14 day outlooks

6:33 – NBP / TTF and Hormuz

7:09 – Europe weather

7:54 – EU country storage (Belgium, France, Germany, UK, Netherlands)

9:12 – Asia temperatures

9:41 – Maritime loadings & U.S. LNG terminals

11:06 – Tropics: Dolly remnants + 70% Louisiana system

12:56 – Saharan air layer & hazard outlook through Sept 15

13:14 – Drought monitor

13:37 – E&P stock watch list

13:59 – Recap & close

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