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NG/LNG - This Week's Main Drivers and the Look Ahead | 10.11.26
Source: EIA This Week's Main Drivers: EIA storage rose 85 BCF, versus +77 BCF last year and the five-year average of +96 BCF—a bullish comparison despite the sizable injection. Henry Hub gyrated between $2.912 and $3.298/MMBtu, as pipeline maintenance, lower Northeast production and weak wind generation tightened regional supply and supported prices. Hurricane Isaias became the Atlantic season's first hurricane, threatening Gulf energy infrastructure. Production shut-ins coul

Timothy Beggans
7 hours ago2 min read


The 2026 Midterms: When Energy Bills Become Ballots
Source: GROK Affordability is reshaping energy politics. As electricity, heating and transportation costs squeeze household budgets, energy is becoming a kitchen-table issue—and a potential deciding factor in the November midterms. New England’s Natural Gas Reality Massachusetts Gov. Maura Healey has urged the Trump administration to accelerate federal review of Enbridge’s Project RARE, an expansion of the Algonquin pipeline. State officials estimate it could save 600,000 gas

Timothy Beggans
1 day ago2 min read


Daily Natural Gas Report - November Futures (NGX26 @ 3.206) | 10.09.2026
Tim Beggans covers a continued Friday bid after yesterday’s +85 Bcf print, with November holding above the 13/48 EMAs. Also: salt-dome storage still well below last year, January showing a bullish RSI divergence inside the descending channel, cooler air into the Rockies and Northeast, EU storage at 73.1%, JKM January testing highs, no Ras Laffan loaders, Freeport still unstable, Golden Pass near 584k, Hurricane Isaias at 120 mph aimed at Mobile Bay / Pensacola and Saturday’s

Timothy Beggans
3 days ago2 min read


Daily Natural Gas Report - November Futures (NGX26 @ 3.224) | 10.08.2026
Tim Beggans covers storage day with November still bid after an overnight gap and a fresh 13/48 EMA cross. Also: expectations lifted to roughly +82 Bcf, Texas Eastern maintenance extended into early November (~5 Bcf/d), the first hurricane of the season (Isaias) aimed at Mobile Bay / Pascagoula and Saturday’s Alabama–Georgia game, light ERCOT wind, sharp morning power spikes (NYISO over $1,000), cooler air into the Rockies and Northeast, EU storage at 73%, UK injections with

Timothy Beggans
4 days ago2 min read


Mid-Week Natural Gas Report - November Futures (NGX26 @ 3.167) | 10.07.2026
Tim Beggans covers a continued bid that has November testing third resistance and setting up a 13/48 EMA cross on a positive close. Also: tomorrow’s storage preview (+73 to +77 Bcf), January pushing toward the upper channel, light ERCOT wind, yesterday’s $10,000 MISO spike, cooler air into the Rockies and New England, EU storage at 72.8%, UK injections with Rough still empty, TTF January firming, Cove Point back online, Freeport still choppy, Tropical Storm Isaias (Spanish fo

Timothy Beggans
5 days ago2 min read


Daily Natural Gas Report - November Futures (NGX26 @ 3.120) | 10.06.2026
Tim Beggans covers a production-led bounce that put November back above the 13- and 48-period EMAs and through first resistance. Also: light ERCOT wind forcing gas to cover the evening ramp, a Rockies cold shot with Wyoming at 14°, the Jan–Nov and Apr–Oct spreads still stretched short, EU storage at 72.7%, UK injections with Rough still empty, Golden Pass cargos covering Qatar’s force majeure at Edison’s Italian terminal, Freeport still choppy, a 90% Bay of Campeche system ai

Timothy Beggans
5 days ago2 min read


What's New in Natural Gas - November Futures (NGX26 @ 3.041) | 10.05.2026
Tim Beggans covers four headlines: at least one Freeport train down since Friday, South Korea pushing back on Alaska LNG investment, Chevron growing LNG via offtakes rather than new plants, and a Russian plague-lab death that he flags and then moves past. Also: November stuck between the pivot and first resistance, light ERCOT load with batteries charging on wind, a chimney of warmth from Texas to the Dakotas, the crowded Super El Niño winter short, EU storage at 72.4%, UK in

Timothy Beggans
7 days ago2 min read


NG/LNG - This Week's Main Drivers and the Look Ahead | 10.4.26
Source: EIA This Week's Main Drivers: EIA NG Storage: +64 BCF vs. +56 BCF last year and +80 BCF for the 5-year average. The injection was larger than last year but still below the seasonal norm. China has urged its “Big 3” energy companies—CNOOC, PetroChina and Sinopec—to halt or reduce LNG resales through the winter, potentially tightening global spot LNG availability. LNG Canada reached FID on Phase 2, doubling planned capacity from 14 to 28 MTPA and reinforcing Canada’s ro

Timothy Beggans
Oct 42 min read
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