6 Aug 2026, 12:27 UTC164 views5 reactionsread 7 August 2026 EIA #NATGAS REPORT
· My projection for today's EIA report is below with the market consensus – meaning that I expect a smaller build relative to the market expectations – which implies a possibility for a “bullish surprise”. However, any surprise is possible.
· Reuters survey: +31 bcf
· Bluegold Trader: +28 bcf (South Central: -8 bcf)
· LSEG: +30 bcf
· Gelber & Associates: +30 …
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5 Aug 2026, 13:03 UTC203 views4 reactionsread 7 August 2026 Photo
U.S. dry #natgas production posted a sharp early dip today, currently estimated at 108.1 Bcf/d. As is typical with initial flow numbers, expect upward revisions as additional pipeline data reports later today and tomorrow. 📈
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4 Aug 2026, 14:36 UTC301 views6 reactionsread 7 August 2026 Photo
Non-degree-day factors are once again boosting Electric Power #natgas consumption after three consecutive months of drag.
Two primary catalysts are driving the shift:
1. Wind drop-off: Wind generation has moderated (August is historically a weak month for wind output).
2. Coal-to-gas switching: Subdued gas prices relative to coal continue to favor gas-fired power burn.
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3 Aug 2026, 19:25 UTC227 views4 reactionsread 7 August 2026 Photo
Investment activity in the #oil & #natgas sector is heating up fast. 📈
Key Q2/May highlights:
🔹 Private fixed investment in mining exploration, shafts, and wells : Up +$12.7B in Q2 2026—the largest quarterly jump in 3 years.
🔹 New Equipment Orders: Hit $2.2B in May, an 11+ year high.
🔹 Unfilled Machinery Backlog: Reached $6.7B in May, highest since Nov 2015.
Is this the start of a sustained multi-year capex cycle, …
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2 Aug 2026, 20:24 UTC301 views5 reactionsread 7 August 2026 SUNDAY #NATGAS FUNDAMENTALS
· Sunday’s 12z weather models are mixed vs Friday’s 12z results.
· GFS is relatively neutral (+2 bcf).
· ECMWF is bearish (-6 bcf).
· In absolute terms: Over the next 16 days (inc. today), GFS projects consumption to average 77.7 bcf/d (substantially above the norm). Over the next 15 days (inc. today), ECMWF projects consumption to average 76.9 bcf/d (subst…
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31 Jul 2026, 10:01 UTC375 views10 reactionsread 7 August 2026 Photo
Over the next 20 days, U.S. #natgas consumption in the Electric Power Sector (powerburn) is projected to average 48.2 Bcf/d (+1.6 bcf/d yoy).
The next 10 days look particularly intense, averaging +5.0 bcf/d yoy.
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30 Jul 2026, 08:21 UTC367 views9 reactionsread 7 August 2026 EIA #NATGAS REPORT
· My projection for today’s EIA report is in line with the market consensus – meaning that I expect a similar build relative to the market expectations – which implies a possibility for a neutral surprise”. However, any surprise is possible.
· Reuters survey: +35 bcf
· Bluegold Trader: +34 bcf (South Central: -9 bcf)
· LSEG: +32 bcf
· Gelber & Associates: +35…
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29 Jul 2026, 11:38 UTC365 views6 reactionsread 7 August 2026 Photo
Total Degree Days (TDDs)—a key measure of energy demand—are currently projected to stay mostly above both the seasonal norm and last year’s levels. #natgas
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28 Jul 2026, 10:17 UTC365 views11 reactionsread 7 August 2026 Is #natgas undervalued?
https://www.fxstreet.com/analysis/is-the-us-natural-gas-undervalued-202607281012
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27 Jul 2026, 09:58 UTC380 views7 reactionsread 7 August 2026 Photo
Yesterday, U.S. net supply of dry #natgas (production + imports − exports) reached 94.736 Bcf/d—its highest level since December 14, 2025. Historically, net supply tends to peak twice a year, during the seasonal demand surges in July and December.
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26 Jul 2026, 19:52 UTC408 views8 reactionsread 7 August 2026 SUNDAY #NATGAS FUNDAMENTALS
· Sunday’s 12z weather models are mixed vs Friday’s 12z results.
· GFS is bullish (+6 bcf).
· ECMWF is bearish (-12 bcf).
· In absolute terms: Over the next 16 days (inc. today), GFS projects consumption to average 77.5 bcf/d (substantially above the norm). Over the next 15 days (inc. today), ECMWF projects consumption to average 76.9 bcf/d (above the norm)…
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24 Jul 2026, 13:13 UTC425 views8 reactionsread 7 August 2026 Photo
U.S. #natgas storage deficit vs 2025 is projected to continue expanding.
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