What's New in Natural Gas - October Futures (NGV26 @ 2.883) | 09.14.2026
Tim Beggans covers the bounce back toward the 13- and 48-period EMAs, four top headlines, WTI over $104, ERCOT and national grid demand, lingering Texas heat vs incoming northern fall, Europe/UK storage, JKM vs NBP, quiet Hormuz after a weekend tanker hit, U.S. LNG feedgas ramping into winter, a Mid-Atlantic tropical watch (possible Fay), West drought, Lake Gatun, Java Trench quakes, and the E&P watch list.
Top news:
Iran–U.S. war expands to include Yemen and Saudi Arabia
Shell warns of a ~36 MTPA LNG shortfall due to the war
Cove Point LNG maintenance starting next week
U.S. LNG terminals ramping feedgas ahead of winter
Contract / levels:
October near 2.880–2.883, up ~5¢
Testing the 13- and 48-period EMAs
Daily pivot ~2.817
First resistance now support ~2.860
Second resistance ~2.933
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 & top four headlines
0:52 – October bounce, 13/48 EMAs
1:39 – Hourly pivot, resistance & global LNG pull
2:15 – WTI over $104; Iran war spikes
3:07 – ERCOT load, strong wind, gas share of fuel mix
3:38 – National grid (MISO, ERCOT, PJM, NYISO)
4:17 – U.S. heat-risk maps
5:17 – Extended models; fall in the northern tier
6:04 – 6-10 day & 8-14 day outlooks
6:31 – Europe weather
7:13 – UK / EU storage
7:47 – Asia temperatures & Pacific storms
8:24 – January JKM vs NBP
9:01 – Asia forecast maps
9:35 – Ras Laffan tanker; Hormuz hit over the weekend
10:02 – U.S. LNG terminals
11:32 – Tropics: Mid-Atlantic 30% system, possible Fay
12:44 – Hazard outlook & Saharan dust
13:19 – Drought monitor
13:38 – Lake Gatun / Panama Canal
14:11 – Java Trench / Anak Krakatau
14:40 – E&P watch list
15:04 – Recap & close
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