What's New in Natural Gas - October Futures (NGV26 @ 2.883) | 09.14.2026

Tim Beggans covers the bounce back toward the 13- and 48-period EMAs, four top headlines, WTI over $104, ERCOT and national grid demand, lingering Texas heat vs incoming northern fall, Europe/UK storage, JKM vs NBP, quiet Hormuz after a weekend tanker hit, U.S. LNG feedgas ramping into winter, a Mid-Atlantic tropical watch (possible Fay), West drought, Lake Gatun, Java Trench quakes, and the E&P watch list.
Top news:

Iran–U.S. war expands to include Yemen and Saudi Arabia
Shell warns of a ~36 MTPA LNG shortfall due to the war
Cove Point LNG maintenance starting next week
U.S. LNG terminals ramping feedgas ahead of winter

Contract / levels:

October near 2.880–2.883, up ~5¢
Testing the 13- and 48-period EMAs
Daily pivot ~2.817
First resistance now support ~2.860
Second resistance ~2.933

NG Stock Watch List Oil & Gas EMP Sector
Market Cap 2-10B, High short float over 10%
BKV | CNX | CRGY | CRK | LB | MTDR | NOG

Timestamps
0:00 – Open & top four headlines

0:52 – October bounce, 13/48 EMAs

1:39 – Hourly pivot, resistance & global LNG pull

2:15 – WTI over $104; Iran war spikes

3:07 – ERCOT load, strong wind, gas share of fuel mix

3:38 – National grid (MISO, ERCOT, PJM, NYISO)

4:17 – U.S. heat-risk maps

5:17 – Extended models; fall in the northern tier

6:04 – 6-10 day & 8-14 day outlooks

6:31 – Europe weather

7:13 – UK / EU storage

7:47 – Asia temperatures & Pacific storms

8:24 – January JKM vs NBP

9:01 – Asia forecast maps

9:35 – Ras Laffan tanker; Hormuz hit over the weekend

10:02 – U.S. LNG terminals

11:32 – Tropics: Mid-Atlantic 30% system, possible Fay

12:44 – Hazard outlook & Saharan dust

13:19 – Drought monitor

13:38 – Lake Gatun / Panama Canal

14:11 – Java Trench / Anak Krakatau

14:40 – E&P watch list

15:04 – Recap & close