What's New in Natural Gas - September Futures (NGU26 @ 2.744) | 08.03.2026

https://youtu.be/DdnOFjLXY0c

Top News for Natural Gas:

1.) Global LNG price markers down on Iran negotiation

2.) EU - Extreme heat to return on August 13-14th

3.) US - Storage expectations center around +25 BCF

4.) Two LNG tankers hit by drones in the Strait of Hormuz over the weekend

Timestamps

0:00 - Introduction & Top News Highlights

0:49 - September Natural Gas Futures Analysis

1:13 - Hourly Chart & Momentum Check

1:39 - April-October Strip & Bullish Requirements

2:14 - ERCOT Grid Performance & Fuel Mix

2:42 - National Grid Stability & ISO Outlook

3:00 - 6-14 Day US Temperature Outlook

3:33 - Heat Risk Map & Major City Centers Forecast

4:18 - Long-range Weather Models (August 10+)

5:13 - Europe Weather & Heatwave Return

5:48 - TTF Price Analysis & Iran Negotiations

6:38 - Norway Production & European Storage Levels

7:24 - Asian Market Trends (Shanghai & Beijing)

7:45 - US LNG Feedgas (Cameron, Freeport, Corpus Christi)

8:18 - Venture Global & Golden Pass Pipeline Updates

8:54 - US Nuclear Fleet Outages & Maintenance

9:23 - Tropical Weather & Saharan Dust Impact

9:58 - Wildfire Risks & Air Conditioning Load

10:33 - Global Seismic Activity (Japan Nuclear Units)

10:48 - Oil & Gas Stock Performance (E&P Sector)

11:17 - Summary & Storage Expectations

In today’s Natural Gas update for Monday, August 3rd, 2026, we dive into the top four stories moving the market, including the impact of Iran negotiations on global LNG markers and the return of extreme heat across France and Spain. We also break down US storage expectations, currently centering around a +25 BCF build.

Key Topics Covered:

Technical Analysis: A deep dive into the September contract (NGU26), the 13-period EMA, and what we need to see for a sustained bullish move.

Grid & Demand: Current ERCOT performance with solar leading the mix and a look at stable national grid conditions for the week ahead.

Weather Outlook: Analyzing the 6-14 day temperature forecasts and why the northern tier is seeing a milder summer compared to triple-digit heat in the South.

Global Markets: Why TTF prices are reacting to Middle East negotiations and the status of European storage as we head into the final three months of injection season.

Infrastructure: Updates on US LNG facilities, including Freeport maintenance and the ramp-up at Corpus Christi.

NG Stock Watch List Oil & Gas EMP Sector

Market Cap 2-10B, short float over 10%

BKV | CRGY | CRK | MTDR | NOG