Natural Gas

Natgas world

Global

Jan 29, 2026

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6 min read

Understanding The Hormuz Risk Premium in Global LNG

LNG Agent Prompt: What daily volume of LNG passes through the Strait of Hormuz from Qatar and UAE? With escalating Middle East conflicts, has the waterway every been closed to LNG tankers?

US/Canada

Winter Storm Uri Recap: How a Historic Cold Snap Crippled Texas’ Energy System

Jan 21, 2026

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7 min read

Winter Storm Uri Recap: How a Historic Cold Snap Crippled Texas’ Energy System

Natural Gas Agent Prompt: Can you give me details on min temps and their duration in Texas (buy region) during Winter Storm Uri ? Was any Texas energy infrastructure damaged?

ComdtyAI

US/Canada

Freeze-Offs in Focus: What Really Moves Marcellus & Utica Supply

Jan 18, 2026

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1 min read

Freeze-Offs in Focus: What Really Moves Marcellus & Utica Supply

Natural Gas Agent Starting Prompt: Provide a detailed report on expected Marcellus and Utica production freeze-offs: Explain what freeze-offs are, the temperature and duration thresholds that trigger them by micro-region (NEPA, SWPA, WV, and OH Utica), and which areas are most vulnerable. Quantify typical freeze-off volumes and analyze the factors that determine same-day recovery versus multi-day production losses.

ComdtyAI

US/Canada

PJM 2026 Forecast: The Load Is Coming (Delayed, Not Denied)

Jan 16, 2026

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5 min read

PJM 2026 Forecast: The Load Is Coming (Delayed, Not Denied)

Power Agent Prompt: Can you detail the current PJM 2026 Load forecast, and how it differs from the previous forecast? Where exactly is the load growth (nodal and zonal exposure)? Can forecasted power supply keep up — and what type of generation is best fit? Are there any infrastructure bottlenecks or regulatory complications to note?Finally, outline the Trump administration proposition on PJM to ‘emergency’ auction to supply data centers?

ComdtyAI

US/Canada

Haynesville Curtailment: The Multi-Bcf Question

Jan 16, 2026

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5 min read

Haynesville Curtailment: The Multi-Bcf Question

Natural Gas Agent Prompt: What half-cycle economics would trigger Haynesville gas curtailments in 2026? Who are the major public and private operators, and have they made recent comments about curtailments, rig or frac reductions, TIL build, acreage risk, or 2026 guidance? Using past behavior and operator comments: At what Henry Hub do we see an Haynesville slow down, and how much production is at risk at $0.25 price steps?

ComdtyAI

Global

Dec 30, 2025

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4 min read

Golden Pass: The Final Countdown

Provide key details on Golden Pass LNG, including:(1) timing and significance of the first cool-down cargo and implications for first feedgas [compare against other US LNG timelines]; (2) nameplate capacity (Bcf/d) and expected start-up dates for each train; (3) likely impacts on U.S. gas basis markets and expected LNG flow paths/export destinations; and (4) current construction and commissioning status of Trains 2 and 3.

ComdtyAI

Weather

NOAA ENSO Update: Transition from Weak La Niña to Neutral

Dec 23, 2025

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5 min read

NOAA ENSO Update: Transition from Weak La Niña to Neutral

Weather Agent Prompt: Can you summarize the NOAA's weekly ENSO Outlook (Report - ENSO: Recent Evolution, Current Status and Predictions). Add in data from other recent reports to give a full picture.Go into details of what the report means for the rest of Winter 2025/26 and Summer 2026 weather in North America (split up by gas regions). If there are any historical weather analogue, please go into detail.Take all technical weather details, and help simplify it for non-meteorologists.

ComdtyAI

US/Canada

Natural Gas: Key 2026 Events AI Thinks You Should Be Watching

Dec 22, 2025

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7 min read

Natural Gas: Key 2026 Events AI Thinks You Should Be Watching

Natural Gas Agent Prompt: With all the information available to you (from industry reports, government filings, earning calls, and more), what are the biggest challenges for natural gas markets in 2026?Give details on the fundamentals, types of parties trading this market, market and regulatory structure, economic and geopolitical risks, and everything else. Make sure everything has a reasonable probability.

ComdtyAI

US/Canada

PJM Capacity Auction for 2027/28: Prices Hit Cap as Reserve Margins Tightem

Dec 19, 2025

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4 min read

PJM Capacity Auction for 2027/28: Prices Hit Cap as Reserve Margins Tightem

Give me the details of the latest PJM capacity auction results for 2027/2028? How does the clearing price compare to previous auctions, and how will this impact gas and power prices? Additionally, tell me about the approve reserve margin and resource mix?

ComdtyAI

Global

Australia's LNG Gamble: The Current Project Outlook

Dec 18, 2025

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4 min read

Australia's LNG Gamble: The Current Project Outlook

LNG Agent Prompt: What are the newest LNG projects for Australia? What is the project's size and who are the contract holders? Additionally give me the following dates: FID, construction start, construction completion, expect flow date. How will they disruption global LNG market prices and flows?

ComdtyAI

US/Canada

US Gulf Coast LNG Cargo Cancellation Process: Notice & Penalties

Dec 15, 2025

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3 min read

US Gulf Coast LNG Cargo Cancellation Process: Notice & Penalties

LNG Agent Prompt: What is the process of cancelling LNG cargos out of the US Gulf Coast? Give me details on notice and penalties? Additionally give me estimates on current netbacks (adjust for sunk costs) for Summer 2026 to TTF markets?

Exploring the Impact of LNG Growth on Well Deliverability and Pipeline Dynamics

Natural Gas

Understanding The Hormuz Risk Premium in Global LNG

Winter Storm Uri Recap: How a Historic Cold Snap Crippled Texas’ Energy System

Freeze-Offs in Focus: What Really Moves Marcellus & Utica Supply

PJM 2026 Forecast: The Load Is Coming (Delayed, Not Denied)

Haynesville Curtailment: The Multi-Bcf Question

Golden Pass: The Final Countdown

NOAA ENSO Update: Transition from Weak La Niña to Neutral

Natural Gas: Key 2026 Events AI Thinks You Should Be Watching

PJM Capacity Auction for 2027/28: Prices Hit Cap as Reserve Margins Tightem

Australia's LNG Gamble: The Current Project Outlook

US Gulf Coast LNG Cargo Cancellation Process: Notice & Penalties

Venture Global Q1 2025 Earnings Call Summary

Expand Energy Q1 2025 Earnings Call Summary

Liberty Energy Q1 2025 Earnings Call Summary ($LBRT)

Patterson-UTI Q1 2025 Earnings Call Summary

EQT Q1 2025 Earnings Call Summary

Range Resources Q1 2025 Earnings Call Summary

Key Takeaways from Trump-Putin Call on Russia-Ukraine War

Expand Energy Q4 2024 Earnings Call Summary

Range Resources Q4 2024 Earnings Call Summary

Coterra Q4 2024 Earnings Call Summary [Marcellus Focus]

Cheniere Energy Q4 2024 Earnings Call Summary

EQT Q4 2024 Earnings Call Summary

Antero Resources Q4 2024 Earnings Call Summary

The LNG Pressure Sink Effect: How New Demand Centers Boost Haynesville Gas Production

Comdty.AI