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Daily Commentaries For The Last 30 Days:
Friday, November 28, 2025
Natural Gas Prices Jump After Better-Than-Expected EIA Storage Withdrawal, Record 19 BCF/Day LNG Exports, & Colder-Than-Normal Temperature Outlook; Gas Prices Overvalued Near-Term, But Steep Backwardation Leads To Springtime Undervaluation; Natural Gas Demand To Surge Today & Peak On Monday; Triple Digit Storage Withdrawal Expected Next Week
Wednesday, November 26, 2025
Natural Gas Pulls On Second Day Of Profit-Taking; Record LNG exports & Cold Near-Term Temperature Outlook Likely To Support Natural Gas Well Above Its Fair Price; EIA Expected To Announce Neutral Petroleum Status Repot & Bearish Natural Gas Storage Injection In Today’s Twin Reports; Gas Demand To Rise Sharply Today As Arctic Air Races East
Tuesday, November 25, 2025
Natural Gas Pulls Back As Profit-Takers Shift Cash From Overvalued Commodity To The Sidelines After Production Reaches Record Highs; December Futures Contract Expires Today; Gas Demand To Drop Again Today As East Coast Warms; Storage Surplus Versus The 5-Year Average To Reach 2025 High Today, But Pattern Shift Finally Underway Across The Rockies & Great Plains
Monday, November 24, 2025
Natural Gas Hangs Onto Large Overvaluation As Investors Eye Record LNG Exports & Colder Temperatures Ahead; Another Daily Storage Injection Likely Today As Unseasonably Warm Airmass Persists For Another 72 Hours; Storage Surplus Versus The 5-Year Average Projected To Top +200 BCF Today
Thursday, November 20, 2025
Arctic Outbreak Fever: Gas Prices Soar On Colder Early December Temperature Outlook & Strong LNG Export Demand But Lofty Inventories Could Lead To Future Pain; Oil Prices Drop On Russia-Ukraine Peace Efforts Despite Bullish EIA Petroleum Status Report; EIA Projected To Announce First Weekly Storage Withdrawal Of The Season Today; Gas Demand To Fall Again Today As Ohio Valley Warms
Thursday, November 20, 2025
Arctic Outbreak Fever: Gas Prices Soar On Colder Early December Temperature Outlook & Strong LNG Export Demand But Lofty Inventories Could Lead To Future Pain; Oil Prices Drop On Russia-Ukraine Peace Efforts Despite Bullish EIA Petroleum Status Report; EIA Projected To Announce First Weekly Storage Withdrawal Of The Season Today; Gas Demand To Fall Again Today As Ohio Valley Warms
Wednesday, November 19, 2025
Die By The Weather, Live By The Weather: Natural Gas Prices Rally Sharply Tuesday Afternoon As Late-November Arctic Outbreak Is Back On The Menu; Gas Prices Significantly Overvalued, But Could Still Rally If Colder Forecast Persists; Oil Prices Rise On Russian Sanctions & New Fed Chair Search; EIA Expected To Announce Bearish Crude Oil Inventory Build In Today’s Status Report; Gas Demand Falls As East Warms
Tuesday, November 18, 2025
Natural Gas Prices Pull Back On Monday After Near-Term Models Retreat From Late-November Arctic Blast; Northeast Cooldown To Push Gas Demand Higher Today With Slightly Bullish Withdrawal Expected; Warmer Conditions On The Way With Daily Injections Projected To Return & Persist From Late This Week Until Thanksgiving
Monday, November 17, 2025
Natural Gas Drops On Friday After Uninspiring EIA Storage Injection But Prices Rallied Last Week On Record LNG Exports & Tease Of Late November Cooldown; Natural Gas Poised For Near-Term Pullback ( But…); Gas Demand To Rise Sharply Today As Much Cooler Temperatures Overspread The Great Lakes & Midwest, Driving A Return To Daily Storage Withdrawals; Secondary Storage Maximum Possible Next Week
Friday, November 14, 2025
Natural gas Prices Top Fresh Multi-Year Highs On Long-Term Optimism But Near-Term *Shrug* Despite Growing Overvaluation; A Pullback Is Coming, But When? Oil Prices Off Of Wednesday’s Big Sell-Off Despite Bearish Crude Oil Inventory Build; EIA Projected To Announce Neutral +40 BCF Injection In Today’s Report; Gas Demand Falls Again Today As Exceptional Warmth Dominates The Heartland
Thursday, November 13, 2025
Natural Gas Pulls Back In Tame Wednesday Session; Speculation Trumps Reality, But For How Long? EIA Natural Gas Storage Report Delayed Until Friday; Oil Prices Tumble On Revised OPEC Supply Outlook; EIA Expected To Announce Slightly Bearish Crude Oil Inventory Build In Today’s Status Report; Daily Natural Gas Storage Injections Return As Arctic Air Beats A Hasty Retreat
Wednesday, November 12, 2025
Defying Gravity: Natural Gas Soars To Multi-Year Highs On Record LNG Exports; Milder Mild-To-Late November Temperature Outlook & Weak Powerburn Remain Bearish Catalysts For Eventual Pullback; Gas Demand To Fall Sharply Today As Broad Warm-Up Begins; Daily Storage Injections Return Tomorrow
Tuesday, November 11, 2025
Natural Gas Rides Monday Roller Coaster To Log Small Gain As Investors Eye Mid-To-Late November Pattern Shift; Gas Prices Sharply Overvalued & Due For A Pullback, But Record LNG Exports Should Cushion The Blow; Gas Demand To Drop Today As Western Plains Warms, But Arctic Air Across the East Will Drive Another Very Bullish Daily Storage Withdrawal
Monday, November 10, 2025
Arctic Air Arrives As The Withdrawal Season Begins & LNG Exports Set New Highs; Irrationally Exuberant Traders Could Bid Natural Gas Prices Higher This Week, But I’m Looking Out For A Pullback Afterwards As Overvaluations Widen; Gas Demand To Reach Near-Term Peak Today With Triple Digit Withdrawal As Arctic Air Reaches The Gulf Coast
Friday, November 7, 2025
Priced For Perfection: Natural Gas Soars After Neutral EIA Storage Injection As Investors Eye Early-Season Arctic Outbreak & Record LNG Exports, Even As Inventories Hug 5-Year Highs; Gas Demand To Fall Slightly Today Before Surging Over The Weekend As Polar Vortex Arrives; Withdrawal Season To Begin Right On Schedule But Keep An Eye On The Late November Forecast
Thursday, November 6, 2025
Natural Gas Snaps Winning Streak After LNG Exports & Temperature Outlook Stabilizes; Oil Prices Fall After Big Crude Inventory Build; EIA Projected To Announce Bullish +29 BCF Injection In Today’s Natural Gas Storage Report; Gas Demand To Rise Slightly Today As Midwest Cools
Wednesday, November 5, 2025
Natural Gas Rallies For Fourth Straight Session As Temperature Outlook Trends Colder & LNG Exports Return To Record Highs, Even As Overvaluations Grow; Oil Prices Retreat Back Towards $60/Barrel On Broad Market Weakness; EIA Expected To Announce Bearish Crude Oil Inventory Build But Bullish Refined Product Draws In Today’s Status Report; Gas Demand To Fall Slightly Today On Warming Southeast
Tuesday, November 4, 2025
Natural Gas Soars To 7-Month High Ahead Of Season’s First Arctic Outbreak; Will Withdrawal Season Begin On Time, After All? Natural Gas Now Priced For Perfection As Investors Eye Temperature Outlook & LNG Exports; Gas Demand To Fall Today As Deep South Moderates
Monday, November 3, 2025
Natural Gas Prices Soar To Wrap Up The Week On Record LNG Exports; Lackluster Mid-November Temperature Outlook Could Provide A Near-Term Reality Check, But The Sector Looks Healthy Entering The Withdrawal Season; Gas Demand To Hold Nearly Steady Today As Chilly South Countered By Mild Northern Tier
Friday, October 31, 2025
Natural Gas Rallies In December Futures Debut After In-Line EIA Storage Thanks To Cooler Mid-November Temperature Outlook & LNG Export Demand Ramping Up To New Records; Volatility Is Here To Stay; Year-Over-Year Storage Surplus Projected To Flip Back To A Deficit Today
Thursday, October 30, 2025
Winter Natural Gas Futures Contracts Extend Losses On Wednesday As November Contract Expires; LNG Exports Recover, But Weather Is King; Oil Prices See Modest Gain Despite Mammoth Inventory Drawdowns; EIA Projected To Announce Neutral +70 BCF Natural Gas Storage Injection In Today’s Closely-Watched Report; Gas Demand To Fall Slightly Today As Western Plains & Mid-Atlantic Warm
Wednesday, October 29, 2025
When Bullish Catalysts Turn Bearish: Natural Gas Prices Tumble As November Temperature Outlook Trends Warmer And As LNG Exports Suddenly Struggle; Oil Prices Register 3rd Straight Loss On Sanctions Re-Evaluation; EIA Expected To Announce Big Crude & Refined Product Drawdowns In Today’s EIA Petroleum Status Report; Gas Demand To Reach Weekly High Today As Colder Temperatures Reach The Deep South
Tuesday, October 28, 2025
Thinly-Traded Front-Month Natural Gas Contract Rises on Monday, But Winter Contracts Fall On Milder Temperature Outlook, LNG Downward Revision, & Production Strength; Gas Demand To Rise Today As Cool Temperatures Across New England & New England Push Gas-Weighted Degree Days To Seasonal High; Realtime Storage Levels Projected To Top 3900 BCF Tonight
Monday, October 27, 2025
Profit-Taking & Disappointing EIA Report Drive Natural Gas Prices To Three-Session Losing Streak To Wrap Up The Week; Record LNG Exports & Early-November Eastern Cold Snap Could Flip Year-Over-Year Surplus Back To A Deficit; Gas Demand To Rise Slightly
Friday, October 24, 2025
Natural Gas Tumbles After Disappointing EIA Storage Report, But Winter Futures Contracts & ETFs Largely Spared; LNG Export Demand Rises To Record High; Gas Demand To Rise Today As GWDDs Hit Seasonal High; Storage Projected To Return To Year-Over-Year Deficit By Next Week
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