Run Details

State

Completed

Started At

September 16, 2026 at 03:17 PM

Completed At

September 16, 2026 at 03:18 PM

Duration

2 minutes

Headline

Daily Natural Gas Report - October Futures (NGV26 @ 2.936) | 09.16.2026

Data Preview

{
  "title": "Daily Natural Gas Report - October Futures (NGV26 @ 2.936) | 09.16.2026",
  "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 are starting to disappoint.",
      "Potential for cold weather in the Southeast US due to Super El Niño, leading to volatility.",
      "ERCOT experienced price volatility this morning, exceeding expectations.",
      "Germany's natural gas storage is below normal and struggling to reach 70% fullness by November 1st.",
      "The Mid-Atlantic tropical system, despite a 30% chance of formation, is disorganized and does not look good for development.",
      "Saharan Air Layer will inhibit storm development in the Atlantic."
    ],
    "topics": [
      "Natural Gas Futures",
      "LNG Exports",
      "Natural Gas Storage",
      "Weather Forecasts (US, Europe, Asia)",
      "Tropical Weather Outlook",
      "Energy Grid Demand (ERCOT, PJM, MISO)",
      "Pipeline Flows",
      "Oil & Gas E&P Stocks"
    ],
    "summary": "The natural gas market is experiencing mixed signals. While October futures are slightly up, LNG exports are disappointing, and the RSI is moving sideways. Storage expectations for the upcoming EIA report are bullish compared to last year and the five-year average, but a wide range suggests potential volatility. Lingering heat in the US Southeast and parts of Europe is noted, though cooler temperatures are expected to spread across the US and parts of Asia in the coming weeks. European storage levels are a concern, particularly in Germany and Great Britain.",
    "entities": [
      {
        "name": "Natural Gas",
        "type": "commodity",
        "context": "October futures contract (NGV26)"
      },
      {
        "name": "LNG",
        "type": "concept",
        "context": "Liquefied Natural Gas exports"
      },
      {
        "name": "RSI",
        "type": "concept",
        "context": "Relative Strength Index technical indicator"
      },
      {
        "name": "EIA",
        "type": "organization",
        "context": "Energy Information Administration storage report"
      },
      {
        "name": "ERCOT",
        "type": "organization",
        "context": "Electric Reliability Council of Texas"
      },
      {
        "name": "PJM",
        "type": "organization",
        "context": "PJM Interconnection (US regional transmission organization)"
      },
      {
        "name": "MISO",
        "type": "organization",
        "context": "Midcontinent Independent System Operator"
      },
      {
        "name": "National Weather Service",
        "type": "organization",
        "context": "Heat Risk Map"
      },
      {
        "name": "Houston",
        "type": "region",
        "context": "City in Texas under extreme heat risk"
      },
      {
        "name": "Dallas",
        "type": "region",
        "context": "City in Texas under extreme heat risk"
      },
      {
        "name": "St. Louis",
        "type": "region",
        "context": "City in Missouri under extreme heat risk"
      },
      {
        "name": "New Mexico",
        "type": "region",
        "context": "State expecting cooler weather"
      },
      {
        "name": "Oklahoma",
        "type": "region",
        "context": "State expecting cooler weather and Saharan dust"
      },
      {
        "name": "New Jersey",
        "type": "region",
        "context": "Southern part of state expecting cooler weather"
      },
      {
        "name": "Pacific Northwest",
        "type": "region",
        "context": "Region expecting cooler temperatures"
      },
      {
        "name": "Colorado",
        "type": "region",
        "context": "State expecting cooler temperatures"
      },
      {
        "name": "Great Lakes",
        "type": "region",
        "context": "Region expecting cooler weather"
      },
      {
        "name": "New England",
        "type": "region",
        "context": "Region expecting cooler weather"
      },
      {
        "name": "Canada",
        "type": "region",
        "context": "Heat chimney rising into Canada"
      },
      {
        "name": "Europe",
        "type": "region",
        "context": "Weather patterns and gas storage"
      },
      {
        "name": "France",
        "type": "region",
        "context": "Country with varying temperatures"
      },
      {
        "name": "Germany",
        "type": "region",
        "context": "Country with varying temperatures and gas storage concerns"
      },
      {
        "name": "Spain",
        "type": "region",
        "context": "Country with warm temperatures"
      },
      {
        "name": "Portugal",
        "type": "region",
        "context": "Country with warm temperatures"
      },
      {
        "name": "UK",
        "type": "region",
        "context": "United Kingdom, including Great Britain"
      },
      {
        "name": "Great Britain",
        "type": "region",
        "context": "Country with low gas storage"
      },
      {
        "name": "Rough storage",
        "type": "concept",
        "context": "UK gas storage facility"
      },
      {
        "name": "Asia",
        "type": "region",
        "context": "Weather patterns"
      },
      {
        "name": "Japan",
        "type": "region",
        "context": "Country with rainfall and cooling temperatures"
      },
      {
        "name": "Tokyo",
        "type": "region",
        "context": "City in Japan"
      },
      {
        "name": "India",
        "type": "region",
        "context": "Eastern India with rainfall, relatively normal temperatures"
      },
      {
        "name": "Southeast Asia",
        "type": "region",
        "context": "Region with rainfall"
      },
      {
        "name": "Philippines",
        "type": "region",
        "context": "Country with rainfall"
      },
      {
        "name": "China",
        "type": "region",
        "context": "Country with relatively dry weather, cooling temperatures"
      },
      {
        "name": "Shanghai",
        "type": "region",
        "context": "City in China"
      },
      {
        "name": "Beijing",
        "type": "region",
        "context": "City in China"
      },
      {
        "name": "Mongolia",
        "type": "region",
        "context": "Region expecting cooler temperatures"
      },
      {
        "name": "Qatar",
        "type": "region",
        "context": "LNG loading port"
      },
      {
        "name": "Strait of Hormuz",
        "type": "region",
        "context": "Shipping lane"
      },
      {
        "name": "Abu Dhabi",
        "type": "region",
        "context": "Congestion off its coast"
      },
      {
        "name": "Oman",
        "type": "region",
        "context": "Congestion off its coast"
      },
      {
        "name": "Cameron LNG",
        "type": "organization",
        "context": "LNG export facility in Louisiana"
      },
      {
        "name": "Calcasieu",
        "type": "region",
        "context": "Location of Cameron LNG"
      },
      {
        "name": "Freeport LNG",
        "type": "organization",
        "context": "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 LNG",
        "type": "organization",
        "context": "LNG export facility"
      },
      {
        "name": "TransCameron Pipeline",
        "type": "organization",
        "context": "Pipeline feeding Venture Global"
      },
      {
        "name": "Venture Global",
        "type": "organization",
        "context": "LNG company"
      },
      {
        "name": "Gator Express",
        "type": "organization",
        "context": "Pipeline for Plaquemines LNG"
      },
      {
        "name": "Plaquemines LNG",
        "type": "organization",
        "context": "LNG export facility under expansion"
      },
      {
        "name": "Golden Pass",
        "type": "organization",
        "context": "LNG export facility"
      },
      {
        "name": "Atlantic",
        "type": "region",
        "context": "Ocean with tropical activity and warm water temperatures"
      },
      {
        "name": "Gulf",
        "type": "region",
        "context": "Gulf of Mexico with warm water temperatures"
      },
      {
        "name": "Saharan Air Layer",
        "type": "concept",
        "context": "Dust layer inhibiting storm development"
      },
      {
        "name": "Central America",
        "type": "region",
        "context": "Region receiving Saharan dust"
      },
      {
        "name": "Mexico",
        "type": "region",
        "context": "Country receiving Saharan dust"
      },
      {
        "name": "Landbridge Company LLC",
        "type": "organization",
        "context": "Oil & Gas E&P company"
      }
    ],
    "sentiment": "mixed",
    "confidence": 0.9,
    "key_points": [
      {
        "point": "October natural gas futures (NGV26) are currently trading at 2.9230, up 4 ticks, and are above the 13 and 48 period exponential moving averages, though these averages have not yet crossed to the upside.",
        "timestamp": "00:17",
        "importance": "high"
      },
      {
        "point": "The RSI for natural gas is currently moving sideways, indicating a lack of clear directional momentum.",
        "timestamp": "00:29",
        "importance": "medium"
      },
      {
        "point": "LNG exports are starting to disappoint, despite positive weather conditions.",
        "timestamp": "00:35",
        "importance": "high"
      },
      {
        "point": "Natural gas storage expectations for tomorrow's report are between +42 and +50, which is bullish compared to last year's +87 and the five-year average of +74.",
        "timestamp": "01:01",
        "importance": "high"
      },
      {
        "point": "The winter natural gas contract (February) is hovering around the 3.5350 area, currently at 3.505.",
        "timestamp": "01:28",
        "importance": "medium"
      },
      {
        "point": "Severe weather in Europe and the back end of a Super El Niño could bring cold weather to the Southeast United States this winter, potentially leading to volatility.",
        "timestamp": "01:38",
        "importance": "high"
      },
      {
        "point": "ERCOT system-wide demand is just below 87,000 MW today, with lingering heat in Texas reaching 105 degrees.",
        "timestamp": "01:57",
        "importance": "medium"
      },
      {
        "point": "Natural gas is currently picking up more market share in the ERCOT fuel mix, accounting for just under 45% (over 28,800 MW), due to low wind generation at 5,000 MW.",
        "timestamp": "02:14",
        "importance": "medium"
      },
      {
        "point": "27 million people are currently under extreme heat risk today across a region from Houston and Dallas up to St. Louis, which will continue tomorrow with 20 million people.",
        "timestamp": "03:08",
        "importance": "high"
      },
      {
        "point": "The heat risk is expected to ease up and push down to the Southeast by Sunday, Monday, and Tuesday, with almost no extreme heat risk by Tuesday.",
        "timestamp": "03:20",
        "importance": "medium"
      },
      {
        "point": "Cooler temperatures are starting to come into the Pacific Northwest, heading down into Colorado, New Mexico, Oklahoma, and the Great Lakes region, indicating the arrival of fall weather.",
        "timestamp": "03:40",
        "importance": "high"
      },
      {
        "point": "The 6-10 and 8-14 day temperature outlooks show above-normal temperatures continuing in the Southeast US, with a 'heat chimney' rising straight up into Canada.",
        "timestamp": "05:03",
        "importance": "medium"
      },
      {
        "point": "European natural gas storage across the EU is 68.5% full, but Great Britain's storage is only 31.3% full, with its Rough storage facility completely empty.",
        "timestamp": "06:37",
        "importance": "high"
      },
      {
        "point": "Germany's natural gas storage is below normal, struggling to reach 70% full by November 1st, currently at 56% full.",
        "timestamp": "07:11",
        "importance": "high"
      },
      {
        "point": "The UK NBP natural gas futures (November contract) is currently down 37 pence to 202.21, with the RSI turning sideways.",
        "timestamp": "07:37",
        "importance": "medium"
      },
      {
        "point": "One out of three trains at Cameron LNG is currently down, running at 962,000 MMBtu out of a 1.56 million design capacity.",
        "timestamp": "09:39",
        "importance": "high"
      },
      {
        "point": "The Mid-Atlantic tropical system has a 30% chance of cyclone formation in the next seven days, but it is currently disorganized and does not look good for development.",
        "timestamp": "11:15",
        "importance": "high"
      },
      {
        "point": "Water temperatures in the Atlantic are 85 degrees and in the Gulf of Mexico are 86-87 degrees, which are pretty warm temperatures.",
        "timestamp": "11:27",
        "importance": "medium"
      },
      {
        "point": "The Saharan Air Layer is expected to inhibit any storm development in the Atlantic, with dust pushing into Central America, Mexico, and Oklahoma.",
        "timestamp": "12:18",
        "importance": "medium"
      }
    ],
    "trade_ideas": [],
    "price_levels": [
      {
        "note": "Current trading price, up 4 ticks",
        "value": "2.9230",
        "instrument": "Natural Gas October futures (NGV26)",
        "level_type": "other"
      },
      {
        "note": "Daily pivot",
        "value": "2.9140",
        "instrument": "Natural Gas October futures (NGV26)",
        "level_type": "pivot"
      },
      {
        "note": "First resistance",
        "value": "2.9570",
        "instrument": "Natural Gas October futures (NGV26)",
        "level_type": "resistance"
      },
      {
        "note": "Hovering around this area",
        "value": "3.5350",
        "instrument": "Natural Gas February futures",
        "level_type": "other"
      },
      {
        "note": "Current trading price",
        "value": "3.505",
        "instrument": "Natural Gas February futures",
        "level_type": "other"
      },
      {
        "note": "Volatility this morning",
        "value": "$126",
        "instrument": "ERCOT Locational Marginal Price",
        "level_type": "other"
      },
      {
        "note": "Not expected to get over today",
        "value": "$81",
        "instrument": "ERCOT Locational Marginal Price",
        "level_type": "other"
      },
      {
        "note": "Expected peak",
        "value": "$352.88",
        "instrument": "PJM Locational Marginal Price",
        "level_type": "target"
      },
      {
        "note": "Current price",
        "value": "$275.91",
        "instrument": "MISO Locational Marginal Price",
        "level_type": "other"
      },
      {
        "note": "Down 37 pence",
        "value": "202.21",
        "instrument": "UK NBP Natural Gas Futures (November)",
        "level_type": "other"
      },
      {
        "note": "Current price, up 1.7 cents or 0.58%",
        "value": "2.936",
        "instrument": "Natural Gas October contract",
        "level_type": "other"
      },
      {
        "note": "Target operating capacity",
        "value": "800,000 to 850,000 MMBtu",
        "instrument": "Golden Pass Pipeline",
        "level_type": "target"
      }
    ],
    "time_horizon": "short_term",
    "matches_filter": true,
    "data_references": [
      {
        "value": "+42 to +50",
        "metric": "Natural Gas Storage Injection",
        "period": "This week",
        "source": "EIA"
      },
      {
        "value": "+87",
        "metric": "Natural Gas Storage Injection",
        "period": "Last year",
        "source": "EIA"
      },
      {
        "value": "+74",
        "metric": "Natural Gas Storage Injection",
        "period": "5-year average",
        "source": "EIA"
      },
      {
        "value": "just below 87,000 MW",
        "metric": "System-Wide Demand",
        "period": "Current Day",
        "source": "ERCOT"
      },
      {
        "value": "just over 37,000 MW",
        "metric": "Renewable Generation",
        "period": "Current Day",
        "source": "ERCOT"
      },
      {
        "value": "just under 45%",
        "metric": "Natural Gas Fuel Mix Share",
        "period": "Current Day",
        "source": "ERCOT"
      },
      {
        "value": "over 28,800 MW",
        "metric": "Natural Gas Generation",
        "period": "Current Day",
        "source": "ERCOT"
      },
      {
        "value": "5,000 MW",
        "metric": "Wind Generation",
        "period": "Current Day",
        "source": "ERCOT"
      },
      {
        "value": "$352.88",
        "metric": "Locational Marginal Price",
        "period": "Current Day Peak",
        "source": "PJM"
      },
      {
        "value": "$275.91",
        "metric": "Locational Marginal Price",
        "period": "Current Day Peak",
        "source": "MISO"
      },
      {
        "value": "27 million people under extreme heat risk",
        "metric": "Heat Risk Population",
        "period": "Today (Sep 16)",
        "source": "National Weather Service"
      },
      {
        "value": "20 million people under extreme heat risk",
        "metric": "Heat Risk Population",
        "period": "Tomorrow (Sep 17)",
        "source": "National Weather Service"
      },
      {
        "value": "68.5%",
        "metric": "EU Storage Fullness",
        "period": "Current",
        "source": "KYOS European Gas Analytics"
      },
      {
        "value": "31.3% (3 TWh)",
        "metric": "Great Britain Storage Fullness",
        "period": "Current",
        "source": "KYOS European Gas Analytics"
      },
      {
        "value": "56%",
        "metric": "Germany Storage Fullness",
        "period": "Current",
        "source": "KYOS European Gas Analytics"
      },
      {
        "value": "1 out of 3 trains down",
        "metric": "LNG Train Status",
        "period": "Current",
        "source": "Cameron Interstate Pipeline LLC"
      },
      {
        "value": "962,000 MMBtu",
        "metric": "LNG Delivery Quantity",
        "period": "Current",
        "source": "Cameron Interstate Pipeline LLC"
      },
      {
        "value": "1,560,000 MMBtu",
        "metric": "LNG Design Capacity",
        "period": "Current",
        "source": "Cameron Interstate Pipeline LLC"
      },
      {
        "value": "1.848",
        "metric": "Total Scheduled Quantity",
        "period": "Current",
        "source": "Freeport LNG"
      },
      {
        "value": "just under 1.5",
        "metric": "Total Scheduled Quantity",
        "period": "Current",
        "source": "Cheniere Creole Trail Pipeline"
      },
      {
        "value": "2.57",
        "metric": "Total Scheduled Quantity",
        "period": "Current",
        "source": "Cheniere Corpus Christi Pipeline"
      },
      {
        "value": "1.53",
        "metric": "Total Scheduled Quantity",
        "period": "Current",
        "source": "TransCameron Pipeline"
      },
      {
        "value": "3.9",
        "metric": "Total Scheduled Quantity",
        "period": "Current",
        "source": "Gator Express (Venture Global Plaquemines)"
      },
      {
        "value": "over 500,000",
        "metric": "Total Scheduled Quantity",
        "period": "Current",
        "source": "Golden Pass Pipeline"
      },
      {
        "value": "30%",
        "metric": "Mid-Atlantic Cyclone Formation Chance",
        "period": "7 Days",
        "source": "National Hurricane Center"
      },
      {
        "value": "down 1.86%",
        "metric": "Stock Price Change",
        "period": "Today",
        "source": "Landbridge Company LLC"
      }
    ],
    "match_reasoning": "The video substantively discusses natural gas prices, storage, weather impacts, and LNG operations, directly addressing the requested topic."
  },
  "video_id": "vY-e7cGeb2s",
  "video_url": "https://www.youtube.com/watch?v=vY-e7cGeb2s",
  "transcript": "Good morning, natural gas. It's Wednesday, September the 16th, 2026. I'm Tim Beggins, President of Elk Trading Company. And for the spot October natural gas contract, we're currently up, but just barely. We're currently trading at 2.9230, up four ticks here. And as you can see, we're above the 13 and 48 period exponential moving averages, but they have not crossed to the upside. So, the RSI now is going sideways. We were higher overnight. What's going on? Well, LNG is starting to disappoint a little bit. Weather's positive, but LNG's fallen back a little bit here. Let's take a look at the hourly chart here. And as you can see, we are above the daily pivot, which came in today at 2.9140, but we are now struggling to get over first resistance at 2.9570, and we seem to be pulling back down on the RSI. It's in a sell mode right here. Again, storage expectations tomorrow, somewhere between plus 42 and plus 50 right now. That goes up against last year's plus 87 and the five-year average of plus 74. So, it's a bullish report this week. It's a bullish report next week. We've got lingering heat, but now we've got LNG slipping a little bit. Let's take a look at the winter contract here. This is February. And as you can see, we are just hovering around this 3.5350 area here right now. We are currently at 3.505. Again, this is kind of that congestion we talked about here. Severe weather Europe has said, hey, take a look at the model runs here. The back end of this super El Niño could show up as cold weather in the Southeast for the United States. So, we'll keep a careful eye on it because I think we're going to have a lot of volatility this winter. Let's take a look at ERCOT here. We are going to be just below 87,000 megawatts here. Yes, we've got that lingering heat, heat in the city here today, 105. God bless us. And renewables right now, we're going to be just over 37,000 megawatts, which means that natural gas is picking up more of the market share for the fuel mix. Currently right now, just under 45%. As you can see, over 28,800. Why? Wind is low at 5,000. It is going to stay fairly muted today. Let's take a look at the national grid. And as you can see, ERCOT, a little bit of volatility this morning at 126. It was not expected to get over $81 today. The volatility is probably going to be in PJM. Expected to be $352.88 to the peak. And as you can see, MISO 275.91. So, that's where our extreme heat risk, excuse me, is coming in. And on allergies here, sorry. Let's take a look at the extreme heat risk map here. And of course, today, because of that lingering heat in Texas, we are having 27 million people under extreme heat risk. This is from Houston, Dallas, all the way back up to St. Louis. This continues tomorrow here with 20 million people. And then it starts to ease up. Again, this heat is starting to be pushed down to the Southeast here. As you can see, Sunday, Monday, Tuesday, it's almost all gone. No extreme heat risk here, only 250,000. And then it's really down to moderate and major heat risk. But generally speaking, look at the cooler temperatures starting to come all the way down into New Mexico, all the way down into Oklahoma, all the way back down into Southern New Jersey. So, looks like fall is starting to knock on the door. And let's take a look at the models past the runs there. And as you can see, triple digits stop. They end up here around the 24th. And then, as you can see, cooler temperatures are starting to come in through the Pacific Northwest, heading all the way down into Colorado. There is some cooler weather around the Great Lakes and New England. But look at the cone, this warm temperatures, this heat chimney, if you will call it, all the way through the center part of the country, from Texas all the way back up to Manitoba and Saskatchewan. So, looks like that is going to be the pattern right now. Look at this heat, this lingering here, late in the forecast period here. There it is, the end of September. You can see the cooler weather around the Great Lakes, all the way down to Tennessee, and back up toward New Jersey. Cooler temperatures coming in from Canada, excuse me, I'm tripping on my words again. And as you can see, pushing all the way down into Colorado. But look at that chimney of heat coming through Texas all the way back up to the north. And as you can see, going into October the 1st, that continues. All right, there's the 6 to 10 day temperature outlook. Again, there's that above normal temperatures in the Southeast. That's continuing through the 8 to 14. It is now contained in South Texas through Louisiana. But again, that chimney of heat is rising all the way straight up into Canada here. Again, the coasts are starting to cool down, but in the interior center of the country, it is still relatively warmer than normal. And here is Europe. And as you can see, going through the forecast period right now, it is starting to get warm, and then it starts to cool off a little bit here as we go through the forecast here. And let's see, it's starting to do the runs again. And there's cooler weather coming through parts of France and Germany. That's really relatively normal. Here is some above normal temperatures showing up by the 19th and 20th. And we're running through the model runs again. And here is the 20th. It is starting to get warm yet again in France and Spain. But Germany and parts east are starting to cool off. Look at that, 22nd. Spain, Portugal, and France are very, very warm, including the eastern part of the UK. But then the interior of the of Europe is starting to cool off. We get these continuous waves. But look at this warm temperature here again, on the 27th for France. And again, back on the 29th, very, very warm. So, it looks like this is oscillating back and forth. Warmer temperatures, basically, west of Germany. Everything east of Germany continues to cool off a little bit. And let's take a look at the storage here. It is 68.5% full across the EU. We've got our problem countries. Again, let's take a look at Germany, excuse me, Great Britain here. And that is still relatively flat here for the last two weeks. It may be because Rough storage is completely empty. And that is the majority of storage in the UK. So, that means that the other secondary storage fields may be full at this stage, but Rough remains empty. So, this may continue to go sideways. Let's take a look at Germany. That's the largest consumer of natural gas in Europe here. It is below normal here. It is below below five and 10 year averages here. And so, it is going to struggle to get to 70% full by November the 1st. We're currently only 56% full. Let's take a look at the UK. These are the natural gas prices. It is down a little bit right now. It was up a little earlier. This is pence per therm. We're currently down 37 pence to 202.21. But as you can see, the RSI is turning sideways here. This continues to be very, very strong. This is for the November contract. And let's take a look at the weather across Asia right now. As you can see, some rainfall here into Japan here, north of Tokyo. There is some into Eastern India here, the Southeast Asia, and of course, the Philippines. China is relatively dry, except for above north of Shanghai to Beijing. So, let's take a look at the temperatures. And as you can see, Tokyo, 66 degrees. Boy, that sounds nice. Uh, Beijing, 79 degrees. New Delhi, 89 degrees. Everybody is cooler than Houston. And let's take a look at the weather map. And as you can see, we start to see cooler temperatures coming through here for the next few days. That includes Japan, the Koreas, Eastern China, and India. But then we get warmer temperatures from Shanghai back up to Beijing before cooler temperatures start to show up yet again. And we can see that coming in through Mongolia here, at the very end of the forecast. Sorry, we're going to have a little bit of run there. There it is. There is Japan cooling off here. Korea's cooling off on the 29th. Same thing for Eastern China up through Shanghai and parts north. The Beijing is staying a little bit warmer. But you can see India relatively normal. And let's take a look at the LNG across the globe. And here is Qatar. There is one LNG vessel loading up at Qatar for LNG. That's good news there. But as you can see, the Strait of Hormuz is relatively quiet. Again, we've got congestion off Abu Dhabi and Oman. There is relatively a light amount of traffic getting through the Strait of Hormuz, probably with their transponders off. And let's take a look at Cameron. There is no critical news here, um, or notices here for Cameron, but it looks like one out of three trains is now down. We're currently running 962,000 here MMBtu's out of 1.56. So, let's take a look at that. There is Cameron here. It's on Calcasieu. And as you can see, there's one, two, and three trains. We don't know which one is down for the moment. But as you can see, this is on the main channel here for Lake Calcasieu. So, there is down here on the south side. That's Calcasieu Pass, and this is CP2 under construction. Let's take a look at Freeport. That's relatively stable here at 1.848. That's good news there. Here is Creole Trail, one of the pipelines that feeds Sabine Pass. It is running just under 1.5 here. That's good news there. Here is Corpus Christi LNG doing well here at 2.57. Not bad there. He's up a little bit. Same thing here for uh Cameron. This is uh feeding uh we just talked about Venture Global's. Uh and this is running at 1.53 basically right now. That's good news there. Here is Plaquemines running at 3.9. Again, the up to capacity here for the design because they're expanding it. But again, it is running right now close to nameplate capacity and current capacity. Here is Golden Pass running over 500,000. Again, it's just kind of slowly getting there. But we are going to see if cooler weather can finally kick this into gear and get up to 800 to 850,000 MMBtu's. Let's hope so. And let's take a look at the tropics. This is the system out in the Mid-Atlantic here. It's got a 30% chance of formation over the next seven days. It does not look good at all. Let's take a look at the water temperatures out here. 85 degrees out in the Atlantic here. 87, 86 in the Gulf. This is pretty warm temperatures here. Here is the Gulf. And as you can see, more of that east-west flow, strangely enough. And that is pushing from Florida all the way back up toward Texas right now. But there are some thunderstorms in the area. Nothing of danger at this stage. Nothing for formation. But as the Mid-Atlantic here is that 30% chance of formation out here. Really, really disorganized. There is some energy coming off of Africa right now. We've got two systems here. We're keeping a careful eye on. They'll probably merge into one. And there is the risk. There is the risk from September the 23rd all the way through the 29th. Talking about those two areas here. And that's off the Atlantic here. And of course, coming off of Africa. How about that Saharan Air Layer? Well, that's going to inhibit any storm development. As you can see, they're going to run into it right again here. There is still some dust pushing into Central America and into Mexico, and even all the way up into Oklahoma. Let's take a look at the oil and gas E&P sector. Stocks between two and 10 billion dollars have a high short float over 10%. And as you can see, it is a sea of red today. Behind me, Landbridge down 1.86%. And let's take a look again for the October natural gas contract. We're currently at 2.936, up 1.7 cents or 0.58%. Weather models still warm. There is no tropical activity for the Atlantic. This is going to set a record by Friday. And as you can see right now, LNG's down a little bit here. So, we're going sideways. Again, storage expectations for tomorrow, somewhere between plus 42, plus 50. So, it's a wide range. Expect some volatility. But it is bullish versus last year and the five-year average. Same thing for next week. 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": "2026-09-16T14:30:05Z",
  "thumbnail_url": "https://i.ytimg.com/vi/vY-e7cGeb2s/hqdefault.jpg",
  "reporting_date": "2026-09-16",
  "analysis_source": "gemini-2.5-flash",
  "duration_seconds": null,
  "matched_keywords": [
    "natural gas"
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  "transcript_available": true
}