Elk Trading - Natural Gas - Run #2760
Reporting Date: 2026-09-15
Completed
Run Details
- State
- Completed
- Started At
- September 15, 2026 at 03:17 PM
- Completed At
- September 15, 2026 at 03:19 PM
- Duration
- 3 minutes
- Headline
- Daily Natural Gas Report - October Futures (NGV26 @ 2.883) | 09.15.2026
Data Preview
{
"title": "Daily Natural Gas Report - October Futures (NGV26 @ 2.883) | 09.15.2026",
"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": [
"LNG exports backing off could temper bullish sentiment.",
"The need for strong daily closes to confirm bullish moving average cross.",
"Uncertainty regarding data collection for Great Britain's gas storage.",
"The potential for the Saharan dust plume to inhibit tropical storm development."
],
"topics": [
"Natural Gas Futures",
"Natural Gas Storage",
"Weather Forecast (US)",
"Weather Forecast (Europe)",
"Weather Forecast (Asia)",
"LNG Exports",
"Electricity Grid (ERCOT)",
"Pipeline Flows",
"Tropical Weather",
"Geological Activity (Earthquakes)",
"Energy Stocks"
],
"summary": "The natural gas market is experiencing upward momentum due to lingering extreme heat in the United States, with September approaching record temperatures. This is expected to lead to bullish storage reports for both the current and upcoming weeks. While LNG exports have seen some mixed signals, the overall outlook for natural gas prices appears positive, especially with potential colder weather shifts in Europe and Asia's increased bidding for November cargoes.",
"entities": [
{
"name": "Tim Baggins",
"type": "person",
"context": "President of Elk Trading Company"
},
{
"name": "Elk Trading Company",
"type": "organization",
"context": "Speaker's company"
},
{
"name": "Natural Gas",
"type": "commodity",
"context": "Primary commodity discussed"
},
{
"name": "United States",
"type": "region",
"context": "Experiencing extreme heat"
},
{
"name": "LNG",
"type": "concept",
"context": "Liquefied Natural Gas, mixed news"
},
{
"name": "John Arnold",
"type": "person",
"context": "Referenced in historical 'Widowmaker spread' battle"
},
{
"name": "Brian Hunter",
"type": "person",
"context": "Referenced in historical 'Widowmaker spread' battle"
},
{
"name": "Europe",
"type": "region",
"context": "Weather models and gas storage"
},
{
"name": "El Niño",
"type": "concept",
"context": "May quickly dissipate, affecting winter weather"
},
{
"name": "ERCOT",
"type": "organization",
"context": "Electric grid in Texas"
},
{
"name": "Dallas",
"type": "region",
"context": "Experiencing extreme heat"
},
{
"name": "St. Louis",
"type": "region",
"context": "Experiencing extreme heat"
},
{
"name": "Missouri",
"type": "region",
"context": "Experiencing extreme heat"
},
{
"name": "Tennessee",
"type": "region",
"context": "Experiencing extreme heat"
},
{
"name": "Louisiana",
"type": "region",
"context": "Experiencing extreme heat"
},
{
"name": "Arkansas",
"type": "region",
"context": "Experiencing extreme heat"
},
{
"name": "Mississippi",
"type": "region",
"context": "Experiencing extreme heat"
},
{
"name": "Texas",
"type": "region",
"context": "Experiencing extreme heat"
},
{
"name": "MISO",
"type": "organization",
"context": "Electricity grid operator"
},
{
"name": "PJM",
"type": "organization",
"context": "Electricity grid operator"
},
{
"name": "California",
"type": "region",
"context": "Near normal temperatures"
},
{
"name": "Arizona",
"type": "region",
"context": "Near normal temperatures"
},
{
"name": "New Mexico",
"type": "region",
"context": "Near normal temperatures"
},
{
"name": "New England",
"type": "region",
"context": "Near normal temperatures"
},
{
"name": "Upper Midwest",
"type": "region",
"context": "Above normal temperatures"
},
{
"name": "France",
"type": "region",
"context": "Lingering heat, good gas storage"
},
{
"name": "Germany",
"type": "region",
"context": "Cooler temperatures, struggling with gas storage"
},
{
"name": "Italy",
"type": "region",
"context": "Cooler temperatures"
},
{
"name": "Eastern Bloc",
"type": "region",
"context": "Cooler temperatures"
},
{
"name": "Spain",
"type": "region",
"context": "Cooler temperatures"
},
{
"name": "Ukraine",
"type": "region",
"context": "Heat coming back in"
},
{
"name": "Great Britain",
"type": "region",
"context": "Stuck at 31.3% gas storage"
},
{
"name": "Netherlands",
"type": "region",
"context": "Struggling with gas storage"
},
{
"name": "Asia",
"type": "region",
"context": "Outbidding Europe for LNG"
},
{
"name": "Tokyo",
"type": "region",
"context": "73 degrees"
},
{
"name": "Beijing",
"type": "region",
"context": "75 degrees"
},
{
"name": "New Delhi",
"type": "region",
"context": "86 degrees"
},
{
"name": "Houston",
"type": "region",
"context": "Comparison for Asian temperatures"
},
{
"name": "Southeast Asia",
"type": "region",
"context": "Moisture coming through"
},
{
"name": "China",
"type": "region",
"context": "Cooler weather in eastern provinces"
},
{
"name": "Japan",
"type": "region",
"context": "Cooler weather, then warmer"
},
{
"name": "South Korea",
"type": "region",
"context": "Cooler weather"
},
{
"name": "Ras Laffan",
"type": "region",
"context": "LNG port in Qatar"
},
{
"name": "Strait of Hormuz",
"type": "region",
"context": "Shipping route"
},
{
"name": "Cameron LNG",
"type": "organization",
"context": "US LNG export facility"
},
{
"name": "Tennessee",
"type": "region",
"context": "Pipeline pulling less from here"
},
{
"name": "TETCO",
"type": "organization",
"context": "Pipeline pulling less from here"
},
{
"name": "Freeport LNG",
"type": "organization",
"context": "US LNG export facility"
},
{
"name": "Creole Trail",
"type": "organization",
"context": "Pipeline feeding Sabine Pass"
},
{
"name": "Sabine Pass",
"type": "organization",
"context": "LNG export facility"
},
{
"name": "Corpus Christi",
"type": "organization",
"context": "LNG export facility"
},
{
"name": "Venture Global",
"type": "organization",
"context": "LNG export facility operator"
},
{
"name": "Plaquemines",
"type": "organization",
"context": "LNG export facility"
},
{
"name": "Golden Pass",
"type": "organization",
"context": "LNG export facility"
},
{
"name": "Fay",
"type": "concept",
"context": "Potential hurricane name"
},
{
"name": "Gulf of Mexico",
"type": "region",
"context": "Warm water temperatures"
},
{
"name": "Sahara",
"type": "region",
"context": "Source of dust plume"
},
{
"name": "Caribbean",
"type": "region",
"context": "Dust plume affecting"
},
{
"name": "Cuba",
"type": "region",
"context": "Dust plume affecting south of"
},
{
"name": "Indonesia",
"type": "region",
"context": "Earthquake activity"
},
{
"name": "Tangerang",
"type": "region",
"context": "Volcano location"
},
{
"name": "Jakarta",
"type": "region",
"context": "Capital city near volcano"
},
{
"name": "Matador Resources Co",
"type": "organization",
"context": "EMP stock"
},
{
"name": "Landbridge Company LLC",
"type": "organization",
"context": "EMP stock"
}
],
"sentiment": "bullish",
"confidence": 0.9,
"key_points": [
{
"point": "Natural Gas October '26 contract is currently trading at 2.945, up 4.9 cents or over 1.69%.",
"timestamp": "00:16",
"importance": "high"
},
{
"point": "The Relative Strength Index (RSI) is turning higher, indicating potential for further upward movement.",
"timestamp": "00:23",
"importance": "medium"
},
{
"point": "The 13 and 48-period moving averages are close to crossing, but require strong daily closes to confirm a bullish signal.",
"timestamp": "00:28",
"importance": "medium"
},
{
"point": "Extreme heat is lingering in the United States, with September approaching a record for this type of heat, driving demand.",
"timestamp": "00:38",
"importance": "high"
},
{
"point": "LNG exports have backed off slightly, presenting mixed news for the market.",
"timestamp": "00:49",
"importance": "medium"
},
{
"point": "Current natural gas prices are well above the daily pivot of 2.885, and have broken through first resistance at 2.922 and second resistance at 2.947.",
"timestamp": "00:57",
"importance": "high"
},
{
"point": "Storage expectations for this week are bullish, ranging from +42 to +50, compared to last year's +87 and the five-year average of +74.",
"timestamp": "01:19",
"importance": "high"
},
{
"point": "The market anticipates another bullish storage report next week.",
"timestamp": "01:39",
"importance": "high"
},
{
"point": "The February-March 'Widowmaker spread' has pushed down into support at the 0.786 Fibonacci retracement level (47.6 cents to 1.145), suggesting potential for February to gain strength over March.",
"timestamp": "02:01",
"importance": "medium"
},
{
"point": "European weather models indicate a potential shift to colder temperatures at the back end of winter due to El Niño dissipating.",
"timestamp": "02:37",
"importance": "medium"
},
{
"point": "The ERCOT electric grid is currently experiencing high demand, just under 88,000 MW, with renewables (wind and solar) contributing nearly 48,000 MW.",
"timestamp": "02:48",
"importance": "medium"
},
{
"point": "Solar is the leading fuel source in ERCOT, followed by natural gas at 20,606 MW (31% of current generation).",
"timestamp": "03:04",
"importance": "medium"
},
{
"point": "Extreme heat risk affects over 22.7 million people in the US, from Dallas to St. Louis, including parts of Missouri, Tennessee, Louisiana, Arkansas, Mississippi, and northeast Texas.",
"timestamp": "04:00",
"importance": "high"
},
{
"point": "This extreme heat is expected to continue through Wednesday, then ease up on Thursday as cooler temperatures move into the northern US, pushing the heat risk further southeast.",
"timestamp": "04:21",
"importance": "medium"
},
{
"point": "The 6-10 and 8-14 day temperature outlooks show near-normal temperatures in California, Arizona, New Mexico, and New England, with above-normal temperatures elsewhere, including the Upper Midwest.",
"timestamp": "05:36",
"importance": "medium"
},
{
"point": "European gas storage in the EU is 68.3% full, tracking below the average, with a target of 80% fullness.",
"timestamp": "06:38",
"importance": "high"
},
{
"point": "France's gas storage is doing well at 76.7% full and is on track to reach 80%, but Germany (55.8% full), Great Britain (31.3% full), and the Netherlands (52.5% full) are not on track, indicating a potentially desperate winter for some countries.",
"timestamp": "06:55",
"importance": "high"
},
{
"point": "The JKM (Japan Korea Marker) is currently trading over TTF (Title Transfer Facility) by 98.5 cents per MMBtu for November, with the RSI turning higher, suggesting Asia will outbid Europe for November LNG cargoes.",
"timestamp": "08:05",
"importance": "high"
},
{
"point": "Asian cities like Tokyo (73°F), Beijing (75°F), and New Delhi (86°F) are experiencing cooler temperatures than Houston, with mixed weather patterns expected in the region.",
"timestamp": "08:30",
"importance": "medium"
},
{
"point": "Cameron LNG is pulling less gas from Tennessee and TETCO pipelines, with no critical notices, but its operational capacity is 1.256 BCF.",
"timestamp": "10:07",
"importance": "medium"
},
{
"point": "Freeport LNG is operating steadily at 1.842 BCF, Creole Trail at 1.4 BCF, and Corpus Christi is doing very well at over 2.7 BCF.",
"timestamp": "10:29",
"importance": "medium"
},
{
"point": "Plaquemines is running at 3.878 BCF, slightly down, but operating capacity has been raised.",
"timestamp": "10:58",
"importance": "medium"
},
{
"point": "Golden Pass is at 500,000 MMBtu, with potential for Train 1 capacity to reach 800-850,000 MMBtu.",
"timestamp": "11:17",
"importance": "medium"
},
{
"point": "A tropical disturbance in the Central Subtropical Atlantic has a 40% chance of cyclone formation in the next 7 days and would be named Fay if it develops into a hurricane.",
"timestamp": "11:40",
"importance": "high"
},
{
"point": "Water temperatures in the Gulf of Mexico are very warm (85-87°F), providing ample energy for storm development, but the Gulf is currently quiet.",
"timestamp": "11:53",
"importance": "high"
},
{
"point": "A plume of Saharan dust is wrapping around the Atlantic storm system, which may inhibit further development.",
"timestamp": "12:45",
"importance": "medium"
},
{
"point": "An earthquake of 6.5 magnitude occurred three days ago in Indonesia, near a volcano in Tangerang, close to Jakarta, requiring careful monitoring.",
"timestamp": "13:13",
"importance": "medium"
},
{
"point": "EMP stocks in the oil and gas sector (between $2-10 billion with over 10% short float) are showing a 'sea of green', with Matador up 2.28% and Landbridge up 1.19%.",
"timestamp": "13:30",
"importance": "low"
}
],
"trade_ideas": [],
"price_levels": [
{
"note": "Current trading price",
"value": "2.945",
"instrument": "Natural Gas Oct '26 (NGV26)",
"level_type": "other"
},
{
"note": "Daily pivot",
"value": "2.885",
"instrument": "Natural Gas Oct '26 (NGV26)",
"level_type": "pivot"
},
{
"note": "First resistance",
"value": "2.922",
"instrument": "Natural Gas Oct '26 (NGV26)",
"level_type": "resistance"
},
{
"note": "Second resistance",
"value": "2.947",
"instrument": "Natural Gas Oct '26 (NGV26)",
"level_type": "resistance"
},
{
"note": "0.786 Fibonacci retracement of the move from 47.6 cents to 1.145",
"value": "0.476",
"instrument": "Feb-Mar Natural Gas Spread",
"level_type": "support"
},
{
"note": "Expected high price today",
"value": "$357",
"instrument": "MISO Locational Marginal Price",
"level_type": "target"
},
{
"note": "Already reached today",
"value": "$372",
"instrument": "MISO Locational Marginal Price",
"level_type": "other"
},
{
"note": "Expected high price today",
"value": "$224",
"instrument": "PJM Locational Marginal Price",
"level_type": "target"
},
{
"note": "Current price",
"value": "$60.54",
"instrument": "ERCOT Locational Marginal Price",
"level_type": "other"
},
{
"note": "JKM over TTF by 98.5 cents per MMBtu",
"value": "0.985",
"instrument": "JKM vs TTF November Spread",
"level_type": "other"
},
{
"note": "Potential capacity in MMBtu",
"value": "800,000-850,000",
"instrument": "Golden Pass Train 1 Capacity",
"level_type": "target"
}
],
"time_horizon": "short_term",
"matches_filter": true,
"data_references": [
{
"value": "+42 to +50",
"metric": "Natural Gas Storage",
"period": "This Week",
"source": "EIA"
},
{
"value": "+87",
"metric": "Natural Gas Storage",
"period": "Last Year",
"source": "EIA"
},
{
"value": "+74",
"metric": "Natural Gas Storage",
"period": "5-Year Average",
"source": "EIA"
},
{
"value": "Just under 88,000 MW",
"metric": "System-Wide Demand",
"period": "Current Day",
"source": "ERCOT"
},
{
"value": "Nearly 48,000 MW",
"metric": "Combined Wind and Solar",
"period": "Current Day",
"source": "ERCOT"
},
{
"value": "20,606 MW (31%)",
"metric": "Natural Gas Fuel Mix",
"period": "Current Day",
"source": "ERCOT"
},
{
"value": "$372",
"metric": "Locational Marginal Price",
"period": "Current Day",
"source": "MISO"
},
{
"value": "$224",
"metric": "Locational Marginal Price",
"period": "Current Day",
"source": "PJM"
},
{
"value": "$60.54",
"metric": "Locational Marginal Price",
"period": "Current Day",
"source": "ERCOT"
},
{
"value": "Over 22.7 million people under extreme heat risk",
"metric": "HeatRisk",
"period": "Current Day",
"source": "National Weather Service"
},
{
"value": "Near normal in CA, AZ, NM, New England; Above normal elsewhere",
"metric": "6-10 Day Temperature Outlook",
"period": "September 20-24, 2026",
"source": "NOAA"
},
{
"value": "Above normal in Upper Midwest, then pushed out",
"metric": "8-14 Day Temperature Outlook",
"period": "September 22-28, 2026",
"source": "NOAA"
},
{
"value": "68.3% (712 TWh)",
"metric": "EU Underground Gas Storage Fullness",
"period": "Current",
"source": "KYOS"
},
{
"value": "76.7% (90 TWh)",
"metric": "France Underground Gas Storage Fullness",
"period": "Current",
"source": "KYOS"
},
{
"value": "55.8% (108 TWh)",
"metric": "Germany Underground Gas Storage Fullness",
"period": "Current",
"source": "KYOS"
},
{
"value": "31.3% (3 TWh)",
"metric": "Great Britain Underground Gas Storage Fullness",
"period": "Current",
"source": "KYOS"
},
{
"value": "52.5% (76 TWh)",
"metric": "Netherlands Underground Gas Storage Fullness",
"period": "Current",
"source": "KYOS"
},
{
"value": "1,256,000 MMBtu",
"metric": "Cameron LNG Delivery",
"period": "Evening, Sep 15, 2026",
"source": "Cameron Interstate Pipeline LLC"
},
{
"value": "1.842 BCF",
"metric": "Total Estimated Quantity",
"period": "Monday, Sep 14, 2026",
"source": "Freeport LNG"
},
{
"value": "1.4 BCF",
"metric": "Total Scheduled Quantity",
"period": "Evening, Sep 14, 2026",
"source": "Creole Trail Pipeline"
},
{
"value": "Over 2.7 BCF",
"metric": "Total Scheduled Quantity",
"period": "Evening, Sep 14, 2026",
"source": "Corpus Christi Pipeline"
},
{
"value": "3.878 BCF",
"metric": "Total Scheduled Quantity",
"period": "Evening, Sep 14, 2026",
"source": "Venture Global Plaquemines"
},
{
"value": "500,000 MMBtu",
"metric": "Delivery Location",
"period": "Sep 15, 2026",
"source": "Golden Pass Pipeline"
},
{
"value": "40%",
"metric": "Cyclone Formation Chance (Disturbance 1)",
"period": "7 Days",
"source": "NHC"
},
{
"value": "85-87 degrees Fahrenheit",
"metric": "Water Temperatures (Gulf of Mexico)",
"period": "Tuesday 9:03 AM",
"source": "Spectrum News"
},
{
"value": "6.5",
"metric": "Earthquake Magnitude",
"period": "3 Days Ago",
"source": "USGS"
}
]
},
"video_id": "29niDxOeV10",
"video_url": "https://www.youtube.com/watch?v=29niDxOeV10",
"transcript": "Good morning, natural gas. It's Tuesday, September the 15th, 2026. I'm Tim Baggins, President of Elk Trading Company. And for the spot October natural gas contract, we're up. We're currently trading at 2.945, up 4.9 cents or over 1.69%. And as you can see, the RSI is turning higher. The 13 and 48-period moving averages would also like to cross, but we need some strong closes here today and in the next few days to get that to happen. This is all happening because we've got still some extreme heat lingering in the United States, and now September is approaching a record for this type of heat. But LNG has backed off a little bit. We've got some mixed news there. So let's take a look at the hourly chart. And here it is. We are well above the daily pivot, which came in today at 2.885. We're through first resistance at 2.922, and second resistance here at 2.9470. We've since come back a little bit here, but we'll keep a careful eye on it because the RSI is still turning higher. That's right. We may push out even further here. Our expectations for storage now are around +42 to +50. That's right. This goes up against last year's +87 and the five-year average of +74. So the marketplace is looking at lingering heat, a bullish storage report this week, a bullish storage report next week, and possibly maybe LNG coming along for the ride. We'll see. Let's take a look at the weather, or excuse me, this is the front to back spread here. This is Feb-March. This is the Widowmaker spread. That's right. This refers to the big battle between John Arnold and Brian Hunter many moons ago. But take a look, we've now pushed down into support here, which came in at the 0.786 of the entire move. This move here all the way from right here at the low at 47.6 cents, all the way to the high here at 1.145. So we're holding right now above support. So let's see what happens here. It may point to a move backward, and meaning that March, excuse me, February will gain some strength here over March. We're keeping a careful eye on February because severe weather Europe is pointing that the models may shift here colder at the back end of winter because El Niño may quickly dissipate. Let's take a look at the electric grid here in ERCOT. We're currently just under 88,000 megawatts in the grid today, with renewables still strong here, picking up nearly 48,000 megawatts here between wind and solar. Right now, solar continues to be the king in ERCOT for fuel mix here. Natural gas behind it at 20,606 right now. That's still decent news, 31% here for natural gas. But again, the extreme heat here is basically from Dallas all the way over to St. Louis and parts east. Let's take a look at the rest of the grid here. And as you can see behind me here, MISO is expected to get to $357 today. It's already gotten to $372. Hard to see here behind me, but that's where the volatility is today right now. But PJM still, we've seen a lot of volatility the last few weeks, probably going to get a little bit today. $224 is expected to be the high price here for uh, megawatt, excuse me. And right behind me, ERCOT here also fairly muted here, up to $60.54. So, let's take a look at that extreme heat risk. And you can see right now, we've got over 22.7 million people under extreme heat risk from Dallas back up towards St. Louis here, picking up parts of Missouri, Tennessee, Louisiana, Arkansas, even parts of, let's see, Mississippi there. And of course, most of Texas to the northeast. This continues through tomorrow here. We've got over still 22 million people under extreme heat risk here. This continues to ease up a little bit as we get into Thursday here. Some cooler temperatures are coming in the northern tier of the country. That's going to start pushing this extreme heat risk further and further to the southeast, picking up parts of uh, lower Ohio and Indiana, and then starting to dissipate here, lingering heat here from Virginia back toward Texas and parts of the Desert Southwest. So, looks like fall is knocking on the door. Look at these cooler temperatures behind that heat. Let's take a look at the model. And that's basically the same story here as we go forward. That cooler weather is starting to come into New England, parts of the Pacific Northwest, and the Upper Midwest here, as you can see. Some cooler temperatures now descending back along Appalachia here, and of course, down from the Pacific Northwest into Colorado. That means the heat is getting trapped in the South and then eventually pushed offshore. So that's good news because summer has lingered a little bit too long here in Texas. Let's take a look at the 6-10 day outlook. And as you can see, some near normal temperatures in California, actually in the desert, uh, Arizona and New Mexico, and of course, New England. So let's take a look at the 8-14 day temperature outlook. Much of the same. There is still what considered above normal temperatures in the Upper Midwest, but that will get pushed out as we get closer and closer to October. Let's take a look at Europe. And Europe is still lingering heat here in France. Get some relief here in the next few days before some more heat comes right back in. Cooler temperatures are in the interior parts of Europe. That's good news for Germany, Italy, and in other parts to the Eastern Bloc here, what we used to call it. And then we get some cooler temperatures finally arriving into Spain and France here as we get at the end of the month. But look at the heat coming back in from Germany all the way back over to Ukraine again. So, lingering weather there. Let's turn to storage here, and it's at 68.3% full in the EU. That looks like it's okay with a few more weeks to go, at least another six weeks to go. We're trying to get to 80% full. But as you can see, we're tracking below there for the entire EU. We've got some problem countries. But take a look at France. France is doing fairly well. Injections have really ramped up. That means they're going to definitely get to 80% full. They've got again, six weeks to go, and they're almost at 77%. But the story is a lot more bullish here for Germany. It's only at 55.8% full. It is not on track to get to 80% full. So, it's going to be a very interesting winter for them. Of course, Great Britain, this continues to trend sideways here. I don't know if this is a data collection problem or not, but we're stuck at 31.3% full. Not good news there. Let's take a look at the Netherlands. There is also an issue there. They're basically going to top out here below 65% full for winter. They're only at 52.5% full, and the injections are starting to ease up just a little bit in the last few days. So, definitely having a problem here in the EU for certain countries. It's really going to be a desperate situation. Let's take a look at the JKM versus the TTF for November. And as you can see, JKM is over uh TTF by 98.5 cents per mega uh per MMBtu, excuse me here. And the RSI is turning higher. That means that it is pushing out, and it looks like Asia is going to start outbidding Europe for November cargoes. Let's take a look at the weather in Asia. And as you can see right now, Tokyo 73%, or 73 degrees, excuse me. Beijing 75 degrees, and New Delhi at 86 degrees. All cooler than Houston. And as you can see from the satellite picture, we're going to see some moisture coming through here, if we can pop it up. And uh, it is definitely pushing some moisture into Southeastern Asia. All right, we're not going to get there today. And let's take a look at the models. It is cooler weather here in China, Eastern provinces there, in parts of Japan, and parts of South Korea. This continues to ease up and back and forth with some warmer temperatures here late in the forecast period around the 20th. There are some warm temperatures there on the 23rd. So that picks up Eastern China, the Koreas, and parts of Japan. And that continues for a few more days before cooler weather starts to push even that out a little bit. And then it starts to look like it's mixed at the end of the month here on the 29th. Cooler in the Koreas, cooler in India, but of course, it looks a little bit warmer in Japan and parts of Eastern China. So, it's a mixed bag. Let's take a look at the LNG for the globe here. This is Ras Laffan. There is a tanker again, just docked there at Ras Laffan. It's not docked at one of the LNG uh, loading facilities. So it's just docked there for maybe for supplies or crew replenishment. But the Strait of Hormuz is relatively quiet. Either the transponders are off or shipping is just not getting through. So, let's take a look at the US. And here's some bad news. Cameron LNG, 1.256. There's nothing out on notices, critical notices. Unfortunately, it doesn't look like any maintenance here. We're going to keep a careful eye on it, but it's pulling less from Tennessee and from TETCO. So, we'll keep an eye on it, see if this changes overnight or in the next cycle. Here is Freeport, and it's doing well at 1.842. Steady as she goes there. That's good news. Here is Creole Trail, one of the pipelines that feeds Sabine Pass. That's steady as she goes as well, 1.4. And here is obviously Corpus Christi doing very, very well, over 2.7 BCF. That's fantastic news there. Venture Global, this Calcasieu Pass, steady as she goes, pretty much 1.646. That's good news there. Plaquemines running 3.878. So it's a little bit down here on Plaquemines. Again, the capacity has been raised on the operating capacity side. So, that looks a little bit like it's got too much capacity, but in fact, it's really doing quite well. So, it's just eased up overnight. And here is Golden Pass. 500,945 MMBtus. Don't know what this pokey puppy's waiting for, but maybe the cooler temperatures are coming along and help it push along to 800 to 850,000 MMBtus, the capacity of Train 1. We'll see, but right now, it's still moving along. Let's take a look at the tropics. And we do have a system here. It is a 40% chance of cyclone development in the next seven days. And if it forms into a hurricane, it would be called Fay. That's right, F-A-Y. And let's take a look at the water temperatures. And they are hot. They're 85 degrees out here, and in the Gulf, it's up to 87 degrees. So, it's very, very warm temperatures here. Lots of energy to push up a storm here into some really dangerous territory. But let's take a look at where uh, the Gulf is right now. As you can see, fairly quiet across the Gulf of America and Mexico. And out here, there it is, right in the center here, around 50 degrees west. It is possible Fay. We'll see if that develops here in the next few days. It's got this big front it's got to kind of get through here. And of course, there is still some dust out there. And there is that tropical hazards. That is picking up Fay here around the 23rd to 29th. So it's a slow-moving system here pushing eastward, uh, excuse me, westward at this stage. And here is the plume of dust from the Saharan air layer. And as you can see, more of it's coming back off the coast here. Some of it is still pushing into Mexico, Southern Texas, actually, and across much of the Caribbean south of Cuba. So, there's Fay out here. As you can see, it's just wrapping around that storm system. We'll see if that inhibits any further development. And lastly, here we got some activity in the Indonesia space here. Again, this was a big earthquake three days ago, 6.5. That volcano is around here, where the E and the R are for Tangerang. So we got to keep a careful eye on this because it is very close to the capital city of Jakarta. And the sea of green here for EMP stocks in the oil and gas sector. Stocks between $2 and $10 billion have a high short float over 10%. And everything right behind me, even Landbridge here, up 1.19%. Matador up 2.28% today. It is good news because natural gas continues to push up a little bit here. Currently right now for the October contract, we're currently trading at 2.9240, up 2.8 cents or 0.97%. Again, this is uh, storage week is on storage is on Thursday. Expectations +42 to +50. That's bullish versus last year, bullish versus the five-year average. It's also going to be a bullish report next week as well. Let's see if we can continue the momentum. Let us know your thoughts in the comment section below. Please hit that like and subscribe button. Thanks for listening. We'll see you soon.",
"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": "2026-09-15T14:30:10Z",
"thumbnail_url": "https://i.ytimg.com/vi/29niDxOeV10/hqdefault.jpg",
"reporting_date": "2026-09-15",
"analysis_source": "gemini-2.5-flash",
"duration_seconds": null,
"matched_keywords": [
"natural gas"
],
"transcript_available": true
}
Feed Information
Feed Type
YoutubeChannelFeed