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One Gas Market Now: How U.S. LNG Is Forcing Global Price Convergence
Source: https://oilgas-info.jogmec.go.jp/nglng_en/ For decades, global gas markets moved to different rhythms. Europe followed TTF, Asia followed JKM, and carbon prices lived in their own universe. That fragmentation is fading fast. The reason is U.S. LNG. Unlike legacy LNG supply, U.S. cargoes generally lack destination clauses, allowing molecules to flow wherever netbacks are strongest. As U.S. export volumes scale higher, these flexible cargoes are increasingly arbitraging

Timothy Beggans
7 hours ago2 min read


Trading Time Itself: Why Natural Gas Calendar Spread Options Are Heating Up
Source: www.tradingview.com Volatility in outright Henry Hub prices often steals the spotlight—but some of the most interesting risk-adjusted opportunities right now are quietly developing in Natural Gas Calendar Spread Options (CSOs). CSOs let traders express a view on relative value between two delivery months, rather than outright price direction. In markets where weather risk, storage dynamics, LNG feed-gas, and production growth don’t hit every month equally, that distin

Timothy Beggans
19 hours ago2 min read


Natural Gas Weekly Recap (NGH26 @ 3.590) - 02.06.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
2 days ago1 min read


Daily Natural Gas Report (NGH26 @ 3.410) - 02.05.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
3 days ago1 min read


Mid-Week Natural Gas Report (NGH26 @ 3.410) - 02.04.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
4 days ago1 min read


Tuesday Natural Gas Report (NGH26 @ 3.354) - 02.03.2026
NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
5 days ago1 min read


What's New in Natural Gas (NGH26 @ 3.543) - 02 02 2026
Top News for Natural Gas: 1.) US - Weather Models shift warmer 2.) Devon and Coterra $58B merger 3.) Europe - Bitter cold weather driving storage stocks dangerously low 4.) Golden Pass LNG expected to be online in early March NG Stock Watch List Oil & Gas EMP Sector Market Cap 2-10B, short float over 10% BKV | CNX | CRK | MGY | MUR | NOG

Timothy Beggans
6 days ago1 min read


China’s LNG Futures Gambit: Redrawing the Rules of Global Gas Trade
Source: Shanghai Futures Exchange China is taking a decisive step toward reshaping global LNG pricing with plans to introduce LNG futures on the Shanghai Futures Exchange (SHFE). For the world’s largest LNG importer, this is about far more than financial innovation—it’s about control, transparency, and strategic leverage. Who benefits most? Chinese domestic LNG importers gain a powerful new hedging tool tied to local demand fundamentals. A yuan-denominated LNG contract reduce

Timothy Beggans
Feb 12 min read
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