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Natural Gas Weekly Recap (NGF26 @ 4.729) - 11.28.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
16 minutes ago1 min read
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The Data Center Slowdown: Why Power, Water, and Rising Bills Are Rewriting Growth Plans
Source: Xai (Colossus site) After years of breakneck expansion, some of the nation’s largest data-center markets — including Virginia and parts of PJM — are showing signs of cooling demand. Not because tech is slowing, but because power, water, and retail rate pressure are forcing a rethink. In northern Virginia, long the epicenter of hyperscale development, utilities and regulators are signaling that future growth cannot rely on unlimited access to cheap electricity and wate

Timothy Beggans
1 day ago2 min read
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Mid-Week Natura Gas Report (NGF26 @ 4.587) - 11.26.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
2 days ago1 min read
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Hedging Strategies in Natural Gas: Swaps, Costless Collars, and Three-way Collars
Source: Elk Trading Company LLC Natural gas producers operate in a landscape shaped by weather volatility, LNG-driven baseload demand, and shifting production growth. In this environment, hedging isn’t a luxury—it’s fundamental risk management. While structures evolve with market conditions, three tools dominate E&P portfolios: swaps, costless collars, and three-way collars. Each carries a different balance of protection, opportunity, and complexity. Swaps The most widely use

Timothy Beggans
3 days ago2 min read
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What's New in Natural Gas (NGZ25 @ 4.498) - 11.24.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
4 days ago1 min read
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The Fog of War, Fractures and Rifts: How Will the Energy Markets React?
Source: Twitter (X) In recent weeks, a swirl of geopolitics—from Iran to China to Russia—is casting a growing shadow over global energy markets. These tensions aren’t just headlines; they’re potential inflection points for risk premiums, upstream disruptions, and price volatility. Iran: Drought, Crackdowns & Tanker Seizures Iran is grappling with a historic drought, rising internal unrest, and the seizure of a Marshall Islands–flagged oil tanker in the Strait of Hormuz. Becau

Timothy Beggans
Nov 202 min read
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Mid-Week Natural Gas Report (NGZ25 @ 4.721) - 11.19.2025
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% APA | BKV | CIVI | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
Nov 191 min read
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December Polar Vortex? Options market heats up!
Source: Pivotal Weather (December 1, 2025) As we turn toward the tail end of the year, the energy derivatives market is flashing clear signals of concern—and opportunity. Both December and January call-option activity on the CME Group’s energy complex show elevated volume in deep out-of-the-money (OTM) strikes, pointing to traders hedging for upside exposure amid a potential cold snap. Here’s what’s driving the shift: Recent weather-model runs from both the GFS (Global Foreca

Timothy Beggans
Nov 182 min read
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