Run Details

State

Completed

Started At

September 08, 2026 at 03:17 PM

Completed At

September 08, 2026 at 03:19 PM

Duration

3 minutes

Headline

Daily Natural Gas Report - October Futures (NGV26 @ 2.908) | 09.08.2026

Data Preview

{
  "title": "Daily Natural Gas Report - October Futures (NGV26 @ 2.908) | 09.08.2026",
  "filter": {
    "keywords": [
      "natural gas"
    ],
    "match_mode": "any",
    "match_fields": [
      "title",
      "description"
    ],
    "semantic_filter": true
  },
  "source": "youtube",
  "channel": {
    "url": "https://www.youtube.com/@ElKTradingCoLLC",
    "title": "ELK TRADING Co LLC | Natural Gas Trading",
    "handle": "ElKTradingCoLLC",
    "channel_id": "UCcvcKcyIO_nhZrRubvfxO3w"
  },
  "matched": true,
  "insights": {
    "risks": [
      "A close below the 13-period exponential moving average (2.8970) for natural gas would be negative.",
      "Golden Pass Train 2 is expected to be mechanically complete by the end of the year, but given Train 1's performance, delays are anticipated.",
      "The UK faces a \"hand-to-mouth\" winter due to low gas storage and unfavorable spreads for storage.",
      "The Anak Krakatau volcano eruption could have significant environmental and potentially climatic impacts, similar to its predecessor."
    ],
    "topics": [
      "Natural Gas",
      "LNG",
      "Weather Forecasts",
      "Energy Markets",
      "Power Grids",
      "Volcanoes"
    ],
    "summary": "The video provides a daily natural gas market update, noting a downtrend in the spot October contract and a struggle to break the $3 strike. It discusses various weather forecasts, including a potential cold February in the US due to El Niño, and current heat risks in the South. LNG exports are steady, but European and UK storage levels are concerning, with the UK facing a 'hand-to-mouth' winter. Energy equities are showing positive movement despite broader market declines.",
    "entities": [
      {
        "name": "Tim Beggins",
        "type": "person",
        "context": "President of Elk Trading Company"
      },
      {
        "name": "Elk Trading Company",
        "type": "organization"
      },
      {
        "name": "Natural Gas",
        "type": "commodity"
      },
      {
        "name": "LNG",
        "type": "commodity"
      },
      {
        "name": "United States",
        "type": "region"
      },
      {
        "name": "South",
        "type": "region",
        "context": "US region"
      },
      {
        "name": "Northern Tier",
        "type": "region",
        "context": "US region"
      },
      {
        "name": "Upper Midwest",
        "type": "region",
        "context": "US region"
      },
      {
        "name": "Pacific Northwest",
        "type": "region",
        "context": "US region"
      },
      {
        "name": "Great Lakes",
        "type": "region",
        "context": "US region"
      },
      {
        "name": "Houston",
        "type": "region",
        "context": "City in Texas"
      },
      {
        "name": "Texas",
        "type": "region"
      },
      {
        "name": "Kansas",
        "type": "region"
      },
      {
        "name": "St. Louis",
        "type": "region",
        "context": "City in Missouri"
      },
      {
        "name": "Arkansas",
        "type": "region"
      },
      {
        "name": "Louisiana",
        "type": "region"
      },
      {
        "name": "Tennessee",
        "type": "region"
      },
      {
        "name": "Carolinas",
        "type": "region"
      },
      {
        "name": "Florida",
        "type": "region"
      },
      {
        "name": "Montana",
        "type": "region"
      },
      {
        "name": "North Dakota",
        "type": "region"
      },
      {
        "name": "New England",
        "type": "region"
      },
      {
        "name": "Europe",
        "type": "region"
      },
      {
        "name": "UK",
        "type": "region"
      },
      {
        "name": "France",
        "type": "region"
      },
      {
        "name": "Belgium",
        "type": "region"
      },
      {
        "name": "Germany",
        "type": "region"
      },
      {
        "name": "Asia",
        "type": "region"
      },
      {
        "name": "Southeast Asia",
        "type": "region"
      },
      {
        "name": "India",
        "type": "region"
      },
      {
        "name": "Japan",
        "type": "region"
      },
      {
        "name": "Tokyo",
        "type": "region",
        "context": "City in Japan"
      },
      {
        "name": "Beijing",
        "type": "region",
        "context": "City in China"
      },
      {
        "name": "Hong Kong",
        "type": "region",
        "context": "City in China"
      },
      {
        "name": "New Delhi",
        "type": "region",
        "context": "City in India"
      },
      {
        "name": "Shanghai",
        "type": "region",
        "context": "City in China"
      },
      {
        "name": "Koreas",
        "type": "region"
      },
      {
        "name": "Qatar",
        "type": "region"
      },
      {
        "name": "Strait of Hormuz",
        "type": "region"
      },
      {
        "name": "Indonesia",
        "type": "region"
      },
      {
        "name": "Jakarta",
        "type": "region",
        "context": "Capital of Indonesia"
      },
      {
        "name": "Appalachia",
        "type": "region"
      },
      {
        "name": "Marcellus",
        "type": "region",
        "context": "Shale play"
      },
      {
        "name": "Western Pennsylvania",
        "type": "region"
      },
      {
        "name": "West Virginia",
        "type": "region"
      },
      {
        "name": "Ohio",
        "type": "region"
      },
      {
        "name": "Utica",
        "type": "region",
        "context": "Shale play"
      },
      {
        "name": "Permian",
        "type": "region",
        "context": "Basin"
      },
      {
        "name": "El Niño",
        "type": "concept",
        "context": "Weather phenomenon"
      },
      {
        "name": "Super El Niño",
        "type": "concept",
        "context": "Stronger El Niño"
      },
      {
        "name": "Saharan Air Layer",
        "type": "concept",
        "context": "Weather phenomenon"
      },
      {
        "name": "Anak Krakatau",
        "type": "other",
        "context": "Volcano in Indonesia"
      },
      {
        "name": "Krakatoa",
        "type": "other",
        "context": "Volcano in Indonesia"
      },
      {
        "name": "Landbridge",
        "type": "organization",
        "context": "Energy company (LB)"
      },
      {
        "name": "Matador",
        "type": "organization",
        "context": "Energy company (MTDR)"
      }
    ],
    "sentiment": "mixed",
    "confidence": 0.9,
    "key_points": [
      {
        "point": "The spot October natural gas contract is currently trading down by almost 2%.",
        "timestamp": "00:11",
        "importance": "high"
      },
      {
        "point": "The 13 and 48-period exponential moving averages for natural gas have not crossed to the upside, limiting upward movement towards the $3 strike.",
        "timestamp": "00:30",
        "importance": "high"
      },
      {
        "point": "LNG exports are increasing, which is positive for natural gas demand.",
        "timestamp": "00:49",
        "importance": "medium"
      },
      {
        "point": "Northern US regions (Upper Midwest, Pacific Northwest, Great Lakes) are starting to cool down.",
        "timestamp": "00:53",
        "importance": "medium"
      },
      {
        "point": "The RSI for natural gas is trying to turn lower, and a close below the 13-period EMA at 2.8970 would be negative.",
        "timestamp": "01:00",
        "importance": "high"
      },
      {
        "point": "The $3 strike has the second most high open interest, and the $4 strike has the highest open interest, but the $3 strike has over 31,774 open interest.",
        "timestamp": "01:47",
        "importance": "medium"
      },
      {
        "point": "The Jan vs. October natural gas spread filled its last gap down to 92.7, which was the low last week.",
        "timestamp": "02:16",
        "importance": "high"
      },
      {
        "point": "European weather models suggest February could be cold in the US, especially in the South Central and Southeastern parts.",
        "timestamp": "02:50",
        "importance": "high"
      },
      {
        "point": "In El Niño years, the northern tier of the US experiences above-normal temperatures (4-6 degrees above average), while the southern tier below the 37th parallel sees warmer temperatures.",
        "timestamp": "03:30",
        "importance": "high"
      },
      {
        "point": "ERCOT system-wide demand is expected to be over 87,000 MW today, with natural gas contributing 44.5% of the fuel mix.",
        "timestamp": "04:29",
        "importance": "medium"
      },
      {
        "point": "MISO locational marginal prices hit $378 this morning, and NYISO reached $108.53, indicating volatility in power markets.",
        "timestamp": "05:13",
        "importance": "high"
      },
      {
        "point": "Extreme heat risk affects 13.2 million people from Texas to Kansas and St. Louis, but this heat is expected to dissipate and be confined below the 37th parallel later in the week.",
        "timestamp": "05:40",
        "importance": "high"
      },
      {
        "point": "ECMWF models forecast triple-digit heat indices continuing in the southern US through late September, with temperatures in the 90s from Houston to Virginia.",
        "timestamp": "06:23",
        "importance": "medium"
      },
      {
        "point": "The 6-10 and 8-14 day temperature outlooks show above-normal temperatures in the Upper Plains and near-normal in the Pacific Northwest and New England, with below-normal temperatures in the Great Lakes and New England.",
        "timestamp": "06:50",
        "importance": "medium"
      },
      {
        "point": "Europe is experiencing unusual late summer heat, with cooler weather expected briefly before above-normal temperatures return by late September.",
        "timestamp": "07:22",
        "importance": "high"
      },
      {
        "point": "EU natural gas storage is 66.9% full, which is 13% below last year's levels, though injections remain strong.",
        "timestamp": "08:05",
        "importance": "high"
      },
      {
        "point": "Great Britain's gas storage is only 31.3% full, with the Ormen Lange field at 40% through February and no gas in Rough storage, indicating a 'hand-to-mouth' winter.",
        "timestamp": "08:22",
        "importance": "high"
      },
      {
        "point": "Asian markets are seeing cooler temperatures in Northern China, parts of India, the Koreas, and Japan, with some warmer temperatures returning between Shanghai and Beijing later in the forecast.",
        "timestamp": "09:07",
        "importance": "medium"
      },
      {
        "point": "An LNG tanker, \"AL MARROUNA,\" fully loaded from Qatar, transited the Strait of Hormuz yesterday, which is good news for LNG supply to Europe and Asia.",
        "timestamp": "10:08",
        "importance": "high"
      },
      {
        "point": "US LNG export terminals (Cameron, Freeport, Creole Trail, Corpus Christi, Calcasieu Pass, Plaquemines) are running at or near full nameplate capacity, indicating strong export activity.",
        "timestamp": "10:30",
        "importance": "high"
      },
      {
        "point": "Golden Pass Train 1 has not yet ramped up to full capacity, and Train 2, expected to be mechanically complete by year-end, is likely to face delays.",
        "timestamp": "11:26",
        "importance": "high"
      },
      {
        "point": "No tropical cyclone activity is expected in the Atlantic for the next seven days, with a large Saharan Air Layer plume inhibiting storm development.",
        "timestamp": "11:46",
        "importance": "high"
      },
      {
        "point": "ECMWF seasonal forecasts for Winter 2026/2027 indicate that a strong El Niño could lead to a wetter, cooler, and more active lower southern tier of North America, resulting in more snow, particularly in Appalachia, Marcellus, and Utica regions.",
        "timestamp": "12:51",
        "importance": "high"
      },
      {
        "point": "The Anak Krakatau volcano in Indonesia has erupted, raising concerns due to its proximity to Jakarta and the historical impact of its predecessor's 1883 eruption.",
        "timestamp": "13:40",
        "importance": "medium"
      },
      {
        "point": "Energy equities are performing well, with Landbridge (LB) up 1.73% and Matador (MTDR) up 3.17%, despite a general downturn in equity markets.",
        "timestamp": "14:44",
        "importance": "medium"
      }
    ],
    "trade_ideas": [
      {
        "thesis": "Both downside gaps have been filled, and the RSI is in oversold condition, making it a good time to cover the position.",
        "direction": "neutral",
        "conviction": "medium",
        "instrument": "Jan vs October spread",
        "time_horizon": "intraday"
      }
    ],
    "price_levels": [
      {
        "note": "Current trading price",
        "value": "2.902",
        "instrument": "Natural Gas Oct 26 (NGV26)",
        "level_type": "other"
      },
      {
        "note": "Market is limited to this strike",
        "value": "$3",
        "instrument": "Natural Gas Oct 26 (NGV26)",
        "level_type": "resistance"
      },
      {
        "note": "13-period exponential moving average",
        "value": "2.8970",
        "instrument": "Natural Gas Oct 26 (NGV26)",
        "level_type": "support"
      },
      {
        "note": "Daily pivot",
        "value": "2.9540",
        "instrument": "Natural Gas Oct 26 (NGV26)",
        "level_type": "pivot"
      },
      {
        "note": "First support",
        "value": "2.9230",
        "instrument": "Natural Gas Oct 26 (NGV26)",
        "level_type": "support"
      },
      {
        "note": "First resistance",
        "value": "$3.07",
        "instrument": "Natural Gas Oct 26 (NGV26)",
        "level_type": "resistance"
      },
      {
        "note": "Last week's low, gap filled",
        "value": "92.7",
        "instrument": "Jan vs October spread",
        "level_type": "other"
      },
      {
        "note": "Not able to break down below this level",
        "value": "3.535",
        "instrument": "Natural Gas Feb 2027",
        "level_type": "support"
      },
      {
        "note": "Locational Marginal Price",
        "value": "$378",
        "instrument": "MISO",
        "level_type": "other"
      },
      {
        "note": "Locational Marginal Price",
        "value": "$108.53",
        "instrument": "NYISO",
        "level_type": "other"
      },
      {
        "note": "Locational Marginal Price",
        "value": "$87",
        "instrument": "ERCOT",
        "level_type": "other"
      },
      {
        "note": "Locational Marginal Price",
        "value": "$114",
        "instrument": "PJM",
        "level_type": "other"
      },
      {
        "note": "Recap trading price",
        "value": "2.908",
        "instrument": "Natural Gas Oct 26 (NGV26)",
        "level_type": "other"
      }
    ],
    "time_horizon": "short_term",
    "matches_filter": true,
    "data_references": [
      {
        "value": "2.902",
        "metric": "Natural Gas Oct 26 (NGV26) price",
        "period": "Sep 8, 2026",
        "source": "Barchart"
      },
      {
        "value": "2.908",
        "metric": "Natural Gas Oct 26 (NGV26) price",
        "period": "Sep 8, 2026",
        "source": "Barchart"
      },
      {
        "value": "2.8970",
        "metric": "13-period Exponential Moving Average",
        "source": "Barchart"
      },
      {
        "value": "2.9540",
        "metric": "Daily Pivot",
        "source": "Barchart"
      },
      {
        "value": "2.9230",
        "metric": "First Support",
        "source": "Barchart"
      },
      {
        "value": "$3.07",
        "metric": "First Resistance",
        "source": "Barchart"
      },
      {
        "value": "31,774",
        "metric": "Open Interest ($3 strike)",
        "source": "Barchart"
      },
      {
        "value": "28,441",
        "metric": "Open Interest ($4 strike)",
        "source": "Barchart"
      },
      {
        "value": "92.7",
        "metric": "Jan vs October spread low",
        "source": "TradingView"
      },
      {
        "value": "3.535",
        "metric": "February contract support",
        "source": "TradingView"
      },
      {
        "value": "4-6 degrees above average in Northern tier, warmer below 37th parallel",
        "metric": "Composite Temperature Anomalies (Nov-Mar 1997-98, 2015-16 vs 1991-2020 Longterm Average)",
        "period": "Nov-Mar",
        "source": "NOAA/NCEP Climate Division"
      },
      {
        "value": "over 87,000 MW",
        "metric": "System-Wide Demand",
        "period": "Sep 8, 2026",
        "source": "ERCOT"
      },
      {
        "value": "over 38,000 MW",
        "metric": "Renewables generation",
        "period": "Sep 8, 2026",
        "source": "ERCOT"
      },
      {
        "value": "44.5%",
        "metric": "Natural Gas fuel mix",
        "period": "Sep 8, 2026",
        "source": "ERCOT"
      },
      {
        "value": "27,000 MW",
        "metric": "Solar fuel mix",
        "period": "Sep 8, 2026",
        "source": "ERCOT"
      },
      {
        "value": "106",
        "metric": "Heat Index (Houston)",
        "period": "yesterday",
        "source": "ERCOT"
      },
      {
        "value": "$378",
        "metric": "Locational Marginal Price",
        "period": "this morning",
        "source": "MISO"
      },
      {
        "value": "$108.53",
        "metric": "Locational Marginal Price",
        "period": "this morning",
        "source": "NYISO"
      },
      {
        "value": "about $87",
        "metric": "Locational Marginal Price",
        "period": "today",
        "source": "ERCOT"
      },
      {
        "value": "about $114",
        "metric": "Locational Marginal Price",
        "period": "yesterday",
        "source": "PJM"
      },
      {
        "value": "13.2 million people under extreme heat risk",
        "metric": "Heat Risk",
        "period": "Sep 8, 2026",
        "source": "National Weather Service"
      },
      {
        "value": "Triple digit heat indices, 90s from Houston to Virginia",
        "metric": "2m AGL Wind Chill/Heat Index (F)",
        "period": "Sep 15-21, 2026",
        "source": "ECMWF"
      },
      {
        "value": "Above normal in Upper Plains, near normal Pacific Northwest and New England",
        "metric": "6-10 Day Temperature Outlook",
        "period": "Sep 13-17, 2026",
        "source": "NOAA"
      },
      {
        "value": "Near normal, below normal in Great Lakes, New England",
        "metric": "8-14 Day Temperature Outlook",
        "period": "Sep 15-21, 2026",
        "source": "NOAA"
      },
      {
        "value": "Above normal temperatures, cooler weather Wednesday, heat returns Sep 19-22",
        "metric": "2m Temperature Anomaly (Europe)",
        "period": "Sep 7-22, 2026",
        "source": "ECMWF HRES"
      },
      {
        "value": "66.9% (717 TWh)",
        "metric": "EU Underground gas storage fullness",
        "period": "Sep 8, 2026",
        "source": "KYOS European Gas Analytics"
      },
      {
        "value": "31.3% (2 TWh)",
        "metric": "Great Britain Underground gas storage fullness",
        "period": "Sep 8, 2026",
        "source": "KYOS European Gas Analytics"
      },
      {
        "value": "Cooler weather in Northern China, parts of India, Koreas, Japan. Warmer temperatures return between Shanghai and Beijing late in forecast.",
        "metric": "2m Temperature Anomaly (Asia)",
        "period": "Sep 7-22, 2026",
        "source": "ECMWF HRES"
      },
      {
        "value": "Fully loaded from Qatar, transited Strait of Hormuz",
        "metric": "LNG tanker \"AL MARROUNA\" transit",
        "period": "yesterday",
        "source": "MarineTraffic"
      },
      {
        "value": "1.528 BCF",
        "metric": "Cameron LNG (Del) flow",
        "source": "Cameron Interstate Pipeline LLC"
      },
      {
        "value": "about 1.85 BCF",
        "metric": "Total Scheduled Quantity",
        "source": "Freeport LNG"
      },
      {
        "value": "about 1.325 BCF",
        "metric": "Sabine Pass delivery flow",
        "source": "Creole Trail"
      },
      {
        "value": "about 2.67 BCF",
        "metric": "Delivery flow",
        "source": "Corpus Christi"
      },
      {
        "value": "about 1.62 BCF",
        "metric": "Delivery flow",
        "source": "Calcasieu Pass"
      },
      {
        "value": "about 3.995 BCF",
        "metric": "Delivery flow",
        "source": "Plaquemines"
      },
      {
        "value": "587,431 MMBtu",
        "metric": "Terminal (Train 1) delivery flow",
        "source": "Golden Pass Pipeline"
      },
      {
        "value": "No tropical activity expected during the next 7 days",
        "metric": "Seven-Day Graphical Tropical Weather Outlook (Atlantic)",
        "source": "NOAA National Hurricane Center"
      },
      {
        "value": "Huge plume inhibiting storm development",
        "metric": "Saharan Air Layer (Atlantic)",
        "source": "Spectrum News"
      },
      {
        "value": "Lower southern tier becomes wetter and more active/cooler, leading to more snow (8+ inches greater than average in Appalachia)",
        "metric": "Seasonal Forecast - Winter 2026/2027 Snowfall (Dec-Jan-Feb)",
        "source": "ECMWF"
      },
      {
        "value": "up 1.73%",
        "metric": "Stock performance",
        "period": "today",
        "source": "Landbridge (LB)"
      },
      {
        "value": "up 3.17%",
        "metric": "Stock performance",
        "period": "today",
        "source": "Matador (MTDR)"
      }
    ],
    "match_reasoning": "The video substantively discusses natural gas prices, weather impacts on demand, and LNG export/storage, which are all relevant to the requested topic."
  },
  "video_id": "xGAjPk9ktKQ",
  "video_url": "https://www.youtube.com/watch?v=xGAjPk9ktKQ",
  "transcript": "Good morning, natural gas. It's Tuesday, September the 8th, 2026. I'm Tim Beggins, President of Elk Trading Company. And for the spot October natural gas contract, we're down. We're currently training at 2.922, down 5.3 cents or almost 2%. And as you can see, we're trending along this green line here, all the way from September, excuse me, August the 7th here. The 13 and 48 period exponential moving averages have not crossed to the upside yet. So we're limited to getting to the $3 strike. Unfortunately, we tried overnight and just failed again. So the marketplace is looking at it going, well, it's summer's almost over, right? Well, not in the South. But LNG is also kicking in. That's good news there. But the northern tiers of the country, the Upper Midwest, the Pacific Northwest, and the Great Lakes are all starting to cool down. Let's take a look. The RSI here is trying to turn lower. So we'll see if it breaks down below the 13 period exponential moving average, which comes in at 2.8970. Close below there, it's pretty negative. Let's take a look at the hourly chart. And there is the daily pivot for today, which came in at 2.9540 here. We are testing right now first support at 2.9230. We're right there. We're just one tick below it. The RSI though is in oversold condition. So, could not push back over first resistance, which came in at $3.07. When we're now starting to try and make a run for first support. So, we're waffling back and forth around the pivot. Let's take a look at the options market. Just maybe it could give us a bit of a clue. And there it is. The $3 strike here has the second most high open interest here. The $4 strike has the highest open interest, but then at the $3 strike, we've got over 31,774. So, there is some upside here if we can push through that $3 strike. We did get above it overnight, but we haven't triggered any stops here. So, unfortunately, we're lacking that momentum. Let us take a look at the Jan versus October. And that last gap down to 92.7, it was hit exactly on the money right there. 92.7 was the low last week. So, that was great news there to finally fill the last gap. And as you can see, the RSI is in extreme oversold condition. Right now, we're currently ticking up up 2.3 cents here. A little bit of profit taking. So, both gaps on the downside were filled. So, now is a good time to possibly cover that position. What else is going on? Let's take a look at February. And we pointed this out. Severe weather Europe has noted that February could be cold in the United States. That's right, cold. Especially in the South Central, Southeastern part of the country. So, let's take a look. We've been going sideways now for two weeks. We've not been able to break down below this 3.53 and a half level. And the RSI is trying to climb to the upside. So, we've got convergence here, possibly on the February contract. Don't have a buy signal yet, but let's keep a close eye on this particular contract. And here is what happens here in El Niño years. These are the two big El Niño years in the last 30 something years. And it is been 1997 and 2015. What happens? Well, we're above normal in the northern tier of the country, especially North Dakota, all the way down through the Great Lakes. And as you can see, that could be anywhere from 4 to 6 degrees above the long-term average. That also possibly includes some warmer temperatures out here below the 37th parallel. So, that includes parts of Arkansas, Louisiana, parts of Tennessee, all the way even to the Carolinas and possibly even down to Florida. So, that's what the market's focused in on. But, remember, we still have the opportunity for some colder weather, especially on the backside of this super El Niño. The models are saying, hey, it could really jump down quickly here. And then possibly we could get some very cool temperatures here, especially in the South Central and South region. Let's take a look at the grid for ERCOT. And as you can see right now, today, we are expected to be just over 87,000 megawatts. Renewables here are over 38,000 right now. But natural gas right here this morning is doing fairly well, picking up 44.5% of the fuel mix here. Solar behind it at 27,000. So, this is a good day for natural gas to get out of the gate. That's good for possible demand as we go forward because we are still sitting in some really above normal temperatures. Yesterday, heat index here in Houston, 106. Let's take a look at the national grid. And there we go again. We are going to have a little problem there. But, here we go. We've got some volatility right behind me. MISO here hitting $378 this morning. So, uh, some good volatility there. NYISO, New, uh, New York State here. But you can see ERCOT right now today, only getting to about $87 even with the heat. And here's PJM. They had some volatility yesterday. That continues, but they're only expected to get about $114. Let's take a look at the extreme heat risk map here. And as you can see right now, we've got 13.2 million people under extreme heat risk from Texas back up into Kansas and towards St. Louis. This dissipates as we go through the week here. It comes down, down here to 6 and a half million people. You could see the heat is confined below the 37th parallel. So, that means that we are, this is the top here of Arizona and New Mexico. Just draw a line straight across over toward North Carolina. As you can see, moderate to major to extreme heat risk is confined basically underneath that parallel. And that continues as we go forward into, uh, September the 14th. Let's see where the models take us out for. And as you can see, this is from the 15th here. We'll see triple digit heat indices. That continues at least through the end of the forecast period here. But then it's really at the end here, going into the late September, the third week of September, we are looking at it confined really from Houston basically back up into Virginia in the 90s. Really, we lose the triple digits. So, here comes fall. Yes, it's Labor Day. And here's the 6 to 10 day temperature outlook. And there's that above normal temperature showing up here in the Upper Plains. This is Montana here. This is North Dakota. And as you can see, near normal temperatures along the Pacific Northwest and parts of New England. This continues in the 8 to 14 day temperature outlook. As you can see, here is that near normal, but then there's below normal temperatures, Great Lakes, up in New England. Good time to go see the trees soon. And here is, let's take a look at, uh, Europe here. And it is still sweltering. It is still above normal temperatures. Cooler weather comes in on tomorrow here, Wednesday. That's good news for a while. But then the heat returns. And we can start seeing some warmer temperatures coming back in on Monday here, into Tuesday and Wednesday. And then it starts to bake. It starts to bake on the 19th here. There's the 20th. There's the 21st. And there is the 22nd. That is above normal temperatures encompassing all of France, parts of Belgium, and Germany. So, this is unusual here. Late summer heat. And here is the EU storage. 66.9% full. That's good news overall. That's still 13% below where it was about last year. And as you can see, injections are staying strong. This is a two-day lag. Just keep that in mind. But our big problem child is still the UK. 31.3%. Uh, it looks like it's gone flat here for the next last few days. I'm not sure it's being picked up. But again, we have a big problem here in the UK. Ormen Lange field is at 40% all the way through February. They have no gas in Rough storage because the spreads have not paid for it. And so, this is a big, big problem. So, hand to mouth through the entire winter. Good luck. And here is the weather out in Asia. As you can see, there is some storm activity across Southeast Asia, some coming into, uh, India here. And you could see some weather coming into Japan. So, let's take a look at the temperatures here. And it is fairly cool. Tokyo, 80 degrees. Beijing, 64. So, that is that cool weather right there. Hong Kong, 80 degrees as well. And New Delhi, 84. That's cooler than Houston. Hmm. Let's take a look at the Asian market here for the anomalies. As you can see, that cooler weather is showing up on the maps here. Northern tier of China, parts of India here are cooling down as well. There it is on Friday. Cooler temperatures moving into parts of the Koreas here. And then late in the forecast, here comes the 18th. Some warmer temperatures showing back up between Shanghai and the capital city of Beijing. But overall, right here at the end of the forecast map, cooler temperatures across India, cooler temperatures across Southeastern China, cooler temperatures in the Koreas and Japan. So, let's take a look at the LNG globally. Here is Qatar. Nothing is loading at Ras Laffan, unfortunately. We've just got some chemical oil tankers there. But this particular LNG tanker here has transited the Strait of Hormuz, fully loaded from Qatar. That's right. She went through the straight yesterday. Pretty good news there. Hopefully, that continues going forward because Europe and especially Asia could use the LNG cargoes. Let's turn to the US. And here is Cameron LNG. 1.528, basically. That's fantastic news. Steady as she goes. Freeport also doing well here. Basically, about 1.85. That's good news. Steady there as well after maintenance. How about, uh, this is Creole Trail that feeds, uh, Sabine Pass here. Sorry, I tripped over there. And it is running at about 1.325. That's also steady as she goes there. They're still has some upside if they need it. And here is Corpus Christi, running almost at full nameplate capacity at 2.67 BCF. That's fantastic news there. Here it is, uh, Calcasieu Pass. That is still, you know, open capacity there for expansion, but it is running steady at 1.62. And here is Plaquemines, over nameplate capacity again, running 3.995. Fantastic there. Golden Pass. There's fairly good news there. 587,000 MMBtu. Still has not quite ramped up to full capacity here for Train 1. And Train 2 is supposed to be mechanically complete by the end of the year. But we've only got a few months left. And if Train 1 is any indication, I would expect a delay. Let's take a look at the tropics. There is no tropical activity expected for the next seven days from the, uh, NOAA here. But, as you can see, the Gulf of America/Mexico, it is fairly quiet. There is some activity here along the Mexican coast and off here, Florida. But overall, nothing developing there. Here is the bigger picture. There is the Atlantic. There are some storm systems here that we're going to keep a careful eye on as they come off the coast and start to develop. But, you guessed it. There is some activity expected through September 22nd. But what might inhibit it? Rock'em Sock'em Robots. That's what. The Saharan Air Layer is about to knock them out. This is a huge plume. I don't know how any storm could develop in the Atlantic this year if this continues. And let's take a look at the, uh, this is severe weather Europe. I want to give a look here for snowfall. That's right, Dec, Jan, and February. And this compares it to the long-run averages here. Excuse me, take that off here. And as you can see, with a strong El Niño, possibly super El Niño, the lower southern tier becomes wetter and more active, cooler as well, which means we can get more snow. And that's particularly important. As you can see, up here in Appalachia, there's some very big, uh, snow expected here. As you can see, 8 inches, uh, greater than the average here. And that is Marcellus right here, Western Pennsylvania, West Virginia, parts of Ohio, is the Utica. And over here in the Permian is where we see the, uh, potential for just normal right now at this stage. That's the average for Dec, Jan, and February. But as it gets late in the forecast, January in particular, February, you can start seeing more snow in this particular area. What else is going on? Well, we've got a volcanic eruption. That's right, Krakatoa. Actually, the son of Krakatoa. And it's right here. It has pushed up a lot of, um, material here, smoke and hazardous particles. And this is sitting just 100 miles away from the capital of Indonesia, Jakarta. Why do we keep an eye on this? Because when this, uh, particular volcano blew up originally in 1883, it was the loudest recorded sound ever. And it blew out, uh, 70% of its physical mass into the ocean here. That tsunami that was created killed over 36,000 people. It also put up enough smoke and particulate matter here that it cooled the Earth by at least one degree. So, we are keeping an eye on this particular volcano. Doesn't look like it's going to be as dramatic, but you never know. We'll keep an eye on it. How about the stocks? Well, we've got a new, uh, new stock here on the our list here. That is Landbridge, LB. And it is currently up 1.73% today. It is a sea of green despite the equity markets coming down. Energy equities are moving up. As you can see behind me, also Matador up 3.17%. That's good news there for energy stocks. And let's recap again for the spot October natural gas contract. We're down. We're currently trading at 2.908, down 6.7 cents or 2.25%. The RSI is trying to turn to the downside. Let us know your thoughts in the comment section below. Please hit that like and subscribe button. Thanks for listening. We'll see you tomorrow.",
  "description": "NG Stock Watch List Oil & Gas EMP Sector\nMarket Cap 2-10B, High short float over 10% \nBKV | CNX | CRGY | CRK | LB | MTDR | NOG",
  "match_reason": "Matched natural gas (mode: any)",
  "published_at": "2026-09-08T14:30:15Z",
  "thumbnail_url": "https://i.ytimg.com/vi/xGAjPk9ktKQ/hqdefault.jpg",
  "reporting_date": "2026-09-08",
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