Elk Trading - Natural Gas - Run #4128

Reporting Date: 2026-10-13

Completed

Run Details

State
Completed
Started At
October 13, 2026 at 03:17 PM
Completed At
October 13, 2026 at 03:18 PM
Duration
2 minutes
Headline
Daily Natural Gas Report - November Futures (NGX26 @ 3.230) | 10.13.2026

Data Preview

{
  "title": "Daily Natural Gas Report - November Futures (NGX26 @ 3.230) | 10.13.2026",
  "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": [
      "Uncertainty in weather models as November approaches.",
      "Qatari production remaining muted through winter due to the Strait of Hormuz conflict.",
      "Low European storage levels in some key countries could lead to supply issues."
    ],
    "topics": [
      "Natural Gas Futures",
      "LNG Production",
      "Weather Forecasts (US, Europe, Asia)",
      "Natural Gas Storage (US, Europe)",
      "Geopolitical Risks (Strait of Hormuz)",
      "Hurricane Season (Pacific, Atlantic)",
      "Oil & Gas E&P Stocks"
    ],
    "summary": "The natural gas market is currently experiencing upward price movement, with November futures trading higher. This is supported by better LNG demand and upcoming weather patterns, although conditions are described as \"muddied\" due to conflicting forecasts. European gas storage levels are a concern, particularly in Germany and the UK, while US LNG facilities are operating at varying capacities. The Strait of Hormuz remains an active conflict zone, impacting Qatari production.",
    "entities": [
      {
        "name": "Tim Beggins",
        "type": "person",
        "context": "President of ELK Trading Company"
      },
      {
        "name": "ELK Trading Company",
        "type": "organization",
        "context": "Presenter of the daily natural gas report"
      },
      {
        "name": "Natural Gas",
        "type": "commodity",
        "context": "Primary commodity discussed"
      },
      {
        "name": "LNG",
        "type": "concept",
        "context": "Liquefied Natural Gas, discussed in terms of demand and production"
      },
      {
        "name": "RSI",
        "type": "concept",
        "context": "Relative Strength Index, a technical indicator"
      },
      {
        "name": "Exponential Moving Averages",
        "type": "concept",
        "context": "Technical indicators (13 and 48 period)"
      },
      {
        "name": "United States",
        "type": "region",
        "context": "Discussed in terms of weather and LNG production"
      },
      {
        "name": "New England",
        "type": "region",
        "context": "Region in the US with below normal temperatures forecast"
      },
      {
        "name": "Pacific Northwest",
        "type": "region",
        "context": "Region in the US with below normal temperatures forecast"
      },
      {
        "name": "Upper Midwest",
        "type": "region",
        "context": "Region in the US with above normal temperatures forecast"
      },
      {
        "name": "Arkansas",
        "type": "region",
        "context": "State in the US with above normal temperatures forecast"
      },
      {
        "name": "Tennessee",
        "type": "region",
        "context": "State in the US with above normal temperatures forecast"
      },
      {
        "name": "Mississippi",
        "type": "region",
        "context": "State in the US with above normal temperatures forecast"
      },
      {
        "name": "Texas",
        "type": "region",
        "context": "State in the US, mentioned in weather and LNG context"
      },
      {
        "name": "Florida",
        "type": "region",
        "context": "State in the US, mentioned in weather context"
      },
      {
        "name": "Virginia",
        "type": "region",
        "context": "State in the US, mentioned in weather context"
      },
      {
        "name": "Rockies",
        "type": "region",
        "context": "Region in the US with cooler temperatures forecast"
      },
      {
        "name": "Europe",
        "type": "region",
        "context": "Discussed in terms of weather and gas storage"
      },
      {
        "name": "UK NBP Natural Gas Futures",
        "type": "commodity",
        "context": "Natural gas futures contract in the UK"
      },
      {
        "name": "Strait of Hormuz",
        "type": "region",
        "context": "Geopolitical area affecting energy markets"
      },
      {
        "name": "Qatar",
        "type": "organization",
        "context": "LNG producer"
      },
      {
        "name": "Spain",
        "type": "region",
        "context": "Country in Europe with warmer temperatures forecast"
      },
      {
        "name": "France",
        "type": "region",
        "context": "Country in Europe with warmer temperatures forecast"
      },
      {
        "name": "Germany",
        "type": "region",
        "context": "Country in Europe with varying temperatures and low storage"
      },
      {
        "name": "Italy",
        "type": "region",
        "context": "Country in Europe with cooler temperatures forecast"
      },
      {
        "name": "Balkans",
        "type": "region",
        "context": "Region in Europe with cooler temperatures forecast"
      },
      {
        "name": "Greece",
        "type": "region",
        "context": "Country in Europe with cooler temperatures forecast"
      },
      {
        "name": "Latvia",
        "type": "region",
        "context": "Country in Europe with low storage"
      },
      {
        "name": "Netherlands",
        "type": "region",
        "context": "Country in Europe with low storage"
      },
      {
        "name": "Belgium",
        "type": "region",
        "context": "Country in Europe with low storage"
      },
      {
        "name": "United Kingdom",
        "type": "region",
        "context": "Country in Europe with very low storage"
      },
      {
        "name": "Asia",
        "type": "region",
        "context": "Discussed in terms of weather"
      },
      {
        "name": "Mongolia",
        "type": "region",
        "context": "Country in Asia with cooler temperatures forecast"
      },
      {
        "name": "Eastern China",
        "type": "region",
        "context": "Region in Asia with warm temperatures forecast"
      },
      {
        "name": "Korea",
        "type": "region",
        "context": "Country in Asia with cooler temperatures forecast"
      },
      {
        "name": "South Korea",
        "type": "region",
        "context": "Country in Asia with cooler temperatures forecast"
      },
      {
        "name": "Japan",
        "type": "region",
        "context": "Country in Asia with cooler temperatures forecast"
      },
      {
        "name": "Former Soviet Republics",
        "type": "region",
        "context": "Region in Asia with warm temperatures pooling"
      },
      {
        "name": "Pacific",
        "type": "region",
        "context": "Discussed in terms of hurricane activity"
      },
      {
        "name": "Kogugaha",
        "type": "other",
        "context": "Pacific hurricane system"
      },
      {
        "name": "Twentyeight",
        "type": "other",
        "context": "Pacific hurricane system"
      },
      {
        "name": "96W",
        "type": "other",
        "context": "Pacific hurricane system"
      },
      {
        "name": "Taiwan",
        "type": "region",
        "context": "Island nation, path of hurricane Twentyeight"
      },
      {
        "name": "Philippines",
        "type": "region",
        "context": "Island nation, path of hurricane 96W"
      },
      {
        "name": "Eastern Pacific",
        "type": "region",
        "context": "Discussed in terms of hurricane activity"
      },
      {
        "name": "Simon",
        "type": "other",
        "context": "Eastern Pacific hurricane system"
      },
      {
        "name": "Guadalajara",
        "type": "region",
        "context": "City in Mexico, path of hurricane Simon"
      },
      {
        "name": "Chihuahua",
        "type": "region",
        "context": "State in Mexico, path of hurricane Simon"
      },
      {
        "name": "West Texas",
        "type": "region",
        "context": "Region in the US, path of hurricane Simon"
      },
      {
        "name": "New Mexico",
        "type": "region",
        "context": "State in the US, path of hurricane Simon"
      },
      {
        "name": "Baja California",
        "type": "region",
        "context": "Region in Mexico, path of hurricane 93E"
      },
      {
        "name": "Louisiana",
        "type": "region",
        "context": "State in the US, receiving moisture from hurricane Simon"
      },
      {
        "name": "Ras Laffan",
        "type": "region",
        "context": "LNG loading port in Qatar"
      },
      {
        "name": "Wadi Al Sail",
        "type": "other",
        "context": "LNG tanker"
      },
      {
        "name": "Kuwait",
        "type": "region",
        "context": "Country receiving gas from Qatar"
      },
      {
        "name": "Cameron LNG",
        "type": "organization",
        "context": "US LNG facility"
      },
      {
        "name": "Creole Trail",
        "type": "organization",
        "context": "Pipeline feeding Sabine Pass"
      },
      {
        "name": "Sabine Pass",
        "type": "organization",
        "context": "US LNG facility"
      },
      {
        "name": "Corpus Christi",
        "type": "organization",
        "context": "US LNG facility"
      },
      {
        "name": "Venture Global",
        "type": "organization",
        "context": "US LNG facility (Calcasieu Pass)"
      },
      {
        "name": "Calcasieu Pass",
        "type": "organization",
        "context": "US LNG facility"
      },
      {
        "name": "Plaquemines",
        "type": "organization",
        "context": "US LNG facility"
      },
      {
        "name": "Freeport LNG",
        "type": "organization",
        "context": "US LNG facility"
      },
      {
        "name": "Golden Pass",
        "type": "organization",
        "context": "US LNG facility"
      },
      {
        "name": "Gulf of Mexico",
        "type": "region",
        "context": "Discussed in terms of weather"
      },
      {
        "name": "Atlantic",
        "type": "region",
        "context": "Discussed in terms of hurricane season"
      },
      {
        "name": "Oil and Gas E&P Sector",
        "type": "concept",
        "context": "Sector of the stock market"
      },
      {
        "name": "RRC",
        "type": "organization",
        "context": "Range Resources Corp, an E&P stock"
      },
      {
        "name": "Matador",
        "type": "organization",
        "context": "Matador Resources Co, an E&P stock"
      }
    ],
    "sentiment": "mixed",
    "confidence": 0.9,
    "key_points": [
      {
        "point": "Natural Gas Nov 26 futures are currently trading higher, up 5.9 cents or 1.9%.",
        "timestamp": "00:15",
        "importance": "high"
      },
      {
        "point": "The RSI for Natural Gas Nov 26 futures has turned to the upside.",
        "timestamp": "00:24",
        "importance": "medium"
      },
      {
        "point": "The 13 and 48 period exponential moving averages acted as support for Natural Gas Nov 26 futures yesterday.",
        "timestamp": "00:30",
        "importance": "medium"
      },
      {
        "point": "Natural Gas Nov 26 futures closed almost unchanged yesterday after a late rally.",
        "timestamp": "00:39",
        "importance": "medium"
      },
      {
        "point": "The daily pivot for Natural Gas Nov 26 futures is at 3.1540.",
        "timestamp": "00:57",
        "importance": "medium"
      },
      {
        "point": "First resistance for Natural Gas Nov 26 futures is at 3.2170.",
        "timestamp": "01:03",
        "importance": "medium"
      },
      {
        "point": "A good storage report is expected on Thursday, likely bullish relative to last year's +80 and the five-year average of +90.",
        "timestamp": "01:11",
        "importance": "high"
      },
      {
        "point": "The April through October natural gas strip is showing rebounds when prices get too far from the 50-day exponential moving average.",
        "timestamp": "01:45",
        "importance": "medium"
      },
      {
        "point": "The 6-10 day temperature outlook for the US (October 18-22, 2026) shows below normal temperatures in New England and the Pacific Northwest, and above normal in the Upper Midwest.",
        "timestamp": "02:17",
        "importance": "high"
      },
      {
        "point": "The 8-14 day temperature outlook for the US (October 20-26, 2026) shows below normal temperatures in the Pacific Northwest and above normal in the Upper Midwest, Arkansas, Tennessee, and parts of Mississippi.",
        "timestamp": "02:28",
        "importance": "high"
      },
      {
        "point": "The European weather model (ECMWF) shows a 'chimney of warmth' through the central US, with cooler temperatures in the Rockies and New England, and more cold pushing into New England by October 23rd.",
        "timestamp": "02:51",
        "importance": "high"
      },
      {
        "point": "UK NBP Natural Gas Futures are pressing to new highs, up over 2.72% today, with RSI still pointing higher.",
        "timestamp": "03:48",
        "importance": "high"
      },
      {
        "point": "The Strait of Hormuz is an active war zone, and Qatari production is expected to remain muted through the winter.",
        "timestamp": "04:03",
        "importance": "high"
      },
      {
        "point": "European weather forecasts show very cold temperatures moving into Germany, the Balkans, and Greece by October 22nd-23rd, and across much of Western Europe by the end of the month.",
        "timestamp": "04:33",
        "importance": "high"
      },
      {
        "point": "European gas storage is 73.8% full (822 TWh), which is below last year's 88.1% and the 5-year average of 83.1%.",
        "timestamp": "05:10",
        "importance": "high"
      },
      {
        "point": "Several European countries have low storage levels, including Germany (60% full), Latvia (50% full), Netherlands (62% full), Belgium (65% full), and the UK (35-36% full).",
        "timestamp": "05:24",
        "importance": "high"
      },
      {
        "point": "Asian weather shows cooler temperatures coming in through Mongolia, Korea, and Japan, but with a pooling of warm temperatures behind it in the former Soviet Republics.",
        "timestamp": "05:51",
        "importance": "medium"
      },
      {
        "point": "Hurricane Twentyeight is pressing towards Northern Taiwan, and 96W is pressing towards the Northern Philippines or Southern Taiwan.",
        "timestamp": "06:37",
        "importance": "medium"
      },
      {
        "point": "Hurricane Simon in the Eastern Pacific is pressing towards Guadalajara, Chihuahua, West Texas, and New Mexico, bringing moisture into Texas and parts of the South/Louisiana.",
        "timestamp": "07:03",
        "importance": "medium"
      },
      {
        "point": "Cameron LNG is running at 1.463 out of 1.560 capacity.",
        "timestamp": "08:13",
        "importance": "medium"
      },
      {
        "point": "Creole Trail (feeding Sabine Pass) is running at 1.520.",
        "timestamp": "08:21",
        "importance": "medium"
      },
      {
        "point": "Corpus Christi LNG is running at 2.610.",
        "timestamp": "08:26",
        "importance": "medium"
      },
      {
        "point": "Venture Global (Calcasieu Pass) is running at 1.747.",
        "timestamp": "08:31",
        "importance": "medium"
      },
      {
        "point": "Plaquemines LNG is running at 4.133.",
        "timestamp": "08:37",
        "importance": "medium"
      },
      {
        "point": "Freeport LNG is stabilizing around 1.750.",
        "timestamp": "08:43",
        "importance": "medium"
      },
      {
        "point": "Golden Pass Train 1 is running at 642,288 MMBTU, below its 800-850,000 MMBTU capacity.",
        "timestamp": "08:48",
        "importance": "medium"
      },
      {
        "point": "The Gulf of Mexico and Atlantic hurricane seasons are currently quiet.",
        "timestamp": "09:04",
        "importance": "low"
      },
      {
        "point": "Oil and Gas E&P sector stocks with high short floats are largely in the green today, with RRC up 1.67% and Matador up 0.23%.",
        "timestamp": "09:30",
        "importance": "low"
      },
      {
        "point": "There is still a lot of uncertainty as we get closer to November regarding natural gas prices, storage, and weather models.",
        "timestamp": "10:06",
        "importance": "high"
      }
    ],
    "trade_ideas": [],
    "price_levels": [
      {
        "note": "Current trading price",
        "value": "3.226",
        "instrument": "Natural Gas Nov 26 futures (NGX26)",
        "level_type": "other"
      },
      {
        "note": "Daily pivot",
        "value": "3.1540",
        "instrument": "Natural Gas Nov 26 futures (NGX26)",
        "level_type": "pivot"
      },
      {
        "note": "First resistance",
        "value": "3.2170",
        "instrument": "Natural Gas Nov 26 futures (NGX26)",
        "level_type": "resistance"
      },
      {
        "note": "Current trading price",
        "value": "2.9930",
        "instrument": "April through October strip",
        "level_type": "other"
      },
      {
        "note": "Moving average",
        "value": "3.0270",
        "instrument": "April through October strip",
        "level_type": "other"
      }
    ],
    "time_horizon": "short_term",
    "matches_filter": true,
    "data_references": [
      {
        "metric": "Natural Gas Storage Report",
        "period": "upcoming Thursday",
        "source": "EIA"
      },
      {
        "metric": "6-10 Day Temperature Outlook",
        "period": "October 18-22, 2026",
        "source": "NOAA"
      },
      {
        "metric": "8-14 Day Temperature Outlook",
        "period": "October 20-26, 2026",
        "source": "NOAA"
      },
      {
        "metric": "2m AGL Temperature (F)",
        "period": "October 12-26, 2026",
        "source": "ECMWF"
      },
      {
        "value": "73.8% full (822 TWh)",
        "metric": "Underground gas storage data: EU",
        "period": "Current",
        "source": "KYOS European Gas Analytics"
      },
      {
        "value": "88.1% full (714 TWh)",
        "metric": "Underground gas storage data: EU",
        "period": "Last year",
        "source": "KYOS European Gas Analytics"
      },
      {
        "value": "83.1% full (948 TWh)",
        "metric": "Underground gas storage data: EU",
        "period": "5-year average",
        "source": "KYOS European Gas Analytics"
      },
      {
        "value": "Germany 60% full, Latvia 50% full, Netherlands 62% full, Belgium 65% full, UK 35-36% full",
        "metric": "Gas in Storage and Available Free Storage Capacity",
        "period": "Current",
        "source": "entsog Maps"
      },
      {
        "metric": "2m Temperature Anomaly",
        "period": "October 12-27, 2026",
        "source": "ECMWF HRES 0.1"
      },
      {
        "value": "1 tanker loading at Ras Laffan",
        "metric": "LNG Tanker Loading",
        "period": "Current",
        "source": "MarineTraffic.com"
      },
      {
        "value": "Cameron LNG running 1.463 out of 1.560 capacity",
        "metric": "LNG Operational Postings",
        "period": "October 13, 2026",
        "source": "Cameron Interstate Pipeline LLC"
      },
      {
        "value": "Running 1.520",
        "metric": "LNG Connection",
        "period": "October 13, 2026",
        "source": "Cheniere Creole Trail Pipeline, L.P."
      },
      {
        "value": "Running 2.610",
        "metric": "LNG Connection",
        "period": "October 13, 2026",
        "source": "Corpus Christi LNG"
      },
      {
        "value": "Running 1.747",
        "metric": "LNG Operational Postings",
        "period": "October 13, 2026",
        "source": "Venture Global Calcasieu Pass"
      },
      {
        "value": "Running 4.133",
        "metric": "LNG Operational Postings",
        "period": "October 13, 2026",
        "source": "Plaquemines LNG"
      },
      {
        "value": "Stabilizing around 1.750",
        "metric": "LNG Connection",
        "period": "October 13, 2026",
        "source": "Freeport LNG"
      },
      {
        "value": "Train 1 running 642,288 MMBTU (capacity 800-850,000 MMBTU)",
        "metric": "LNG Operational Postings",
        "period": "October 13, 2026",
        "source": "Golden Pass Pipeline"
      },
      {
        "value": "0% chance of cyclone formation in Atlantic",
        "metric": "Seven-Day Graphical Tropical Weather Outlook",
        "period": "October 13, 2026",
        "source": "National Hurricane Center Miami, Florida"
      }
    ],
    "match_reasoning": "The video substantively discusses natural gas futures, LNG production, and weather forecasts impacting natural gas demand and supply."
  },
  "video_id": "lHW3A81y5bM",
  "video_url": "https://www.youtube.com/watch?v=lHW3A81y5bM",
  "transcript": "Good morning, natural gas. It's Tuesday, October the 13th, 2026. I'm Tim Beggins, President of L Trading Company. And for the spot November natural gas contract, we're up. We're currently trading at 3.2260, up 6.5.9 cents here. We're just about 1.9%. And as you can see, the RSI has now turned to the upside. So, the 13 and 48 period exponential moving averages held as support or acted as support for yesterday's downward day. But we had a late rally yesterday and basically closed almost unchanged. Now today, we're pressing back higher. What's going on? Well, we've got better LNG. We've also got some interesting weather coming up. So things are starting to get a little muddied here. Let's take a look at the hourly chart. And as you can see, we're above the daily pivot, which came in today at 3.1540. Right now, we are testing up at first resistance at 3.2170. So we're just about through that right here. RSI is pointing higher right now. So, we're going to get a good storage report on Thursday. We're going up against last year's plus 80 to plus 90 for the five-year average. So, we'll probably be bullish relative to both, but just by slightly bullish to last year. Let's take a look at what's going on here. Let's take a look at the April through October strip. And again, this is one of these interesting using the 50-day exponential moving average, when the prices get too far away from that exponential moving average, you can expect to see it retested. And as you can see, we're starting to get one of those rebounds here for the April through October strip, which is now currently up just one tick to 2.9930. Right now, the RSI is still pointing higher, and the moving average is above the market right here at 3.0270. So, we'll look to see if there's a little bit of short covering coming up on the April through October strip, and then if it tests it, let's see if it falls back down again. Because we might have just a slow erosion in prices here because look at the 8 to Oh, excuse me, let's go to the first the 6 to 10-day outlook. Let's flip them back. 6 to 10-day outlook, below normal in New England, below in the Pacific Northwest, but above here in the upper Midwest here. And that continues in the 8 to 14-day temperature outlook here. Below normal temperatures out in the Pacific Northwest, but above normal Minnesota, Wisconsin, Michigan, all the way down to Arkansas, Tennessee, and parts of Mississippi. So let's take a look at what's going on with the weather forecast. This is the European model here. And as you can see, we've got that chimney of warmth right through the central part of the United States here, but cooler temperatures going through the Rockies, and of course, parts of New England. We're going to keep a careful eye on this as we go forward because as you can see, more cold temperatures are coming down on the 23rd, and they're going to push into New England here as well as we go through the forecast here. And as you can see, all that warmth tries to make a stand here late into the month here. It is still stuck in the Southeast from Texas all the way over to Florida and back up to Virginia. But as we get toward the end of the forecast map here, that is what happens here. We still are stuck with some above normal temperatures here. Parts of the desert Southwest and Central Valley of California. But otherwise, cooler temperatures are starting to push down, and it's going to get very, very interesting as we get into November. Let's take a look at the global LNG market here, and this is the UK uh futures here. And as you can see, we're pressing to new highs. This is pence per therm here, and we are up over 2.72% here today. That is pressing to a new high. We got a new high yesterday. RSI is still pointing higher. Why? Because the Strait of Hormuz is still an active war zone, and it looks like Qatari production is going to be remain muted through the winter. Let's take a look at the weather for Europe here. And as you can see, we've got some warmer temperatures right now in Spain, in France, and parts of Germany here. It starts to cool off as we go through the forecast period here. But take a look at what happens here. There's some cooler temperatures on the 18th. We press a little further, and we've got some very cold temperatures starting to come in. There's on October the 22nd right there. Then it goes into the 23rd. So, cooler temperatures into Germany here, which again is really light in storage and pressing all the way down toward Greece. This continues all the way through the 24th. Luckily, it's a weekend here, but much cooler temperatures in Italy, all through the Balkans, parts of Germany, and France. That pushes a little further to the east as we get into the forecast here, but there's the end of the month. It's cooler across much of Western Europe. And European storage, 73.8% full in injections are starting to decline. That's natural here, but we've still got a few countries here that are still in some serious problems. And one of them includes Germany at 60% full, nowhere near the 80% full target. That's going to be a problem. Latvia at 50% here, Netherlands at 62, Belgium at 65, and of course, the United Kingdom, oof, 35, 36% full. Let's turn to Asia here, and it's a mixed bag across Asia. It is both warm and cool as we get through the forecast here. Looking like some cooler temperatures are coming in through Mongolia here. But you could see Eastern China stays warm in between. There's some cooler weather coming in on the 18th, pressing into the east here into Korea, uh South Korea and Japan. Here late in the forecast, but as we get to all the way toward the end here, you could see there is some cooler weather coming in through Mongolia, but there is some pooling of warm temperatures behind it in the former Soviet Republics. Let's take a look at the weather here, and we've got an active hurricane uh season, obviously in the West. We've got two systems out here, three systems actually out here in the Pacific. Kogugaha, I hopefully I'm pronouncing that right. 28 and 96W, which is investigate. But this one, 28, is pressing toward Taiwan, Northern Taiwan. 26 West is pressing toward Northern Philippines or Southern Taiwan. We'll see that will cool temperatures off in Eastern China. As you can see, some moisture is coming in toward Southern uh India here. They could use it. Right now, let's take a look at some stuff on the Eastern side of the Pacific here. We've got Simon. Simon is pressing up into Guadalajara right now, into Chihuahua, and then it will press up toward the panhandle. Excuse me, uh up toward West Texas here into New Mexico. And then as you can see, we've got 93E. That is also pressing upward toward this area here toward Baja California. Let's see if we had that track here. But it is bringing moisture into Texas and and as parts of the South as well as Louisiana. Let's take a look at what else is going on. Let's take a look at the LNG. We've got one tanker loading at the Ras Laffan. Wadi Al Sail. And as you can see right now, that's one out of 10 for uh Qatar. So this is probably shuttle service pushing gas over toward Kuwait. Let's take a look at what's going on in the straights here. As you can see right now, it is still an active um conflict area here in the straights, in the Strait of Hormuz here. Let's pull it up a little bit further, but right now, it seems to be giving me a little bit of a headache here. We'll forget about that for now. But let's go over to the United States. Cameron LNG is running 1.463 out of 1.56. Let's see if that can ramp up. Here is Creole Trail, one of the pipelines that feeds Sabine Pass, running at 1.52. And Corpus Christi running 2.61. Also good news there. Venture Global, this is Calcasieu Pass, running 1.747. Pretty good right there for them. And here is Plaquemines running over 4.133. That's great news there. And here's Freeport stabilizing here around 1.75. Golden Pass, great news there. 642,000 MMBTU's. That's fantastic. We want to get it a little higher. Obviously, the capacity there for train one is 800 to 850,000 MMBTU's. It depends on the weather. And let's take a look here in the Gulf. It's quiet. That's right. It is quiet in the Gulf right now. There is nothing out there. We had one system that might have had a 20% chance of formation today, down to zero. So, the Atlantic has become absolutely quiet. Looks like we've got our one and only hurricane for the season. Let's take a look at the oil and gas E&P sector. Stocks between 2 and 10 billion dollars have a high short float, over 10%. And as you can see, it's a sea of green. That's right. Everything's in the green. Gas and oil weighted stocks in here are RRC just came up on the list here, up 1.67. Behind me, Matador, up 0.23%. So recapping here, again, for the spot November contract, we're currently trading at 3.23. Up 6.3 cents here. We're just about 2%. That's good news for today. We'll see if everything can push forward a little higher, but we are still awaiting storage, and we're looking to see if the weather models start to converge. We've still got a lot of uncertainty as we get closer and closer into November. 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 | MGY | MTDR | NOG | RRC",
  "match_reason": "Matched natural gas (mode: any)",
  "published_at": "2026-10-13T14:30:08Z",
  "thumbnail_url": "https://i.ytimg.com/vi/lHW3A81y5bM/hqdefault.jpg",
  "reporting_date": "2026-10-13",
  "analysis_source": "gemini-2.5-flash",
  "duration_seconds": null,
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