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NG/LNG This Week's Main Drivers and the Look Ahead | 6.14.26
Source: EIA This Week's Main Drivers: The natural gas market received a mixed set of signals this week. The EIA storage report showed a +108 Bcf injection, essentially neutral versus last year's +110 Bcf build but bearish relative to the five-year average of +95 Bcf. Storage continues to refill at a healthy pace, but upcoming injections are expected to moderate as summer demand increases. Weather remained supportive early in the week, with above-normal temperatures boosting c

Timothy Beggans
7 hours ago2 min read


Mexico's Natural Gas Reality Check: AI, Power Demand, and a Growing Dependence on U.S. Supply
Source: EIA Mexico is making one of the largest natural gas infrastructure bets in its history, but a fundamental question remains: can domestic production keep pace with soaring demand? The Mexican government recently unveiled an $8.1 billion investment plan through 2030 to expand, modernize, and maintain its 21,149-kilometer pipeline network. CENAGAS alone plans to add 3.64 Bcf/d of new transportation capacity, while CFE is building pipelines to supply 13 new gas-fired powe

Timothy Beggans
1 day ago2 min read


Natural Gas Weekly Recap - July Futures (NGN26 @ 3.101) | 06.12.2026
GOOOOOD Morning Natural Gas Traders! Tim Begins, President of Elk Trading Company, analyzes the natural gas market as the July spot contract trades around 3.091. The session covers a "mixed bag" of influences, including technical indicators like the RSI, bearish storage data (+108 BCF), and cooling weather patterns in the Midwest contrasted with extreme heat risks building in the Carolinas and the Interior West. Tim also examines the impact of overseas markets (UK, TTF, JKM),

Timothy Beggans
2 days ago1 min read


Daily Natural Gas Report - July Futures (NGN26 @ 3.112) | 06.11.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | MTDR | NOG

Timothy Beggans
3 days ago1 min read



Timothy Beggans
4 days ago0 min read


Daily Natural Gas Report - July Futures (NGN26 @ 3.155) | 06.09.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRGY | CRK | MGY | NOG

Timothy Beggans
5 days ago1 min read


What's New in Natural Gas - July Futures (NGN26 @ 3.136) | 06.08.2026
Top News for Natural Gas: 1.) Iran war flares up with missile attack 2.) LNG cargoes diverting from China to Japan and Korea 3.) Coastal Azul produces first LNG 4.) Delfin takes FID on first FLNG facility

Timothy Beggans
6 days ago1 min read


NG/LNG – This Week's Main Drivers and the Look Ahead | 6.7.26
Source: EIA Natural gas markets continue to balance tightening fundamentals, LNG growth, weather-driven demand, and geopolitical uncertainty. This week provided several bullish signals that helped support forward pricing across key regions. This Week's Main Drivers: The EIA reported a +95 Bcf storage injection, below market expectations of +101 Bcf. While inventories remain comfortable, the smaller-than-expected build reinforced expectations that storage surpluses could narro

Timothy Beggans
Jun 72 min read
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