Core Insights - Natural gas prices in the US have shown a recovery from a two-week low, driven by forecasts of increased demand due to late summer heat, which is expected to limit inventory buildup ahead of the winter heating season [2] - US natural gas production is at a near-record high, with the EIA raising its 2025 production forecast by 0.2% to 106.63 billion cubic feet per day (bcf/day) [3] - Natural gas inventories have increased, with a reported rise of 71 billion cubic feet (bcf) for the week ending September 5, exceeding market expectations and the five-year average [6] Production and Demand - US dry gas production reached 106.0 bcf/day, reflecting a year-over-year increase of 4.8% [4] - Lower-48 state gas demand was reported at 73.6 bcf/day, up 1.0% year-over-year [4] - Estimated LNG net flows to US export terminals were 15.2 bcf/day, marking a 4.0% week-over-week increase [4] Electricity Output - US electricity output for the week ending September 6 rose by 1.03% year-over-year to 83,003 GWh, with a 52-week period increase of 2.97% to 4,264,559 GWh [5] Inventory Levels - As of September 5, natural gas inventories were down 1.3% year-over-year but were 6.0% above the five-year seasonal average, indicating sufficient supply [6] - European gas storage was reported to be 81% full as of September 14, compared to the five-year seasonal average of 87% [6]

Company Overview - Spire Inc. is a natural gas company serving over 1.7 million customers in the United States, founded in 2000 and headquartered in St. Louis, MO [11] - The company generates more than 90% of its profits from regulated operations, providing a clear outlook on future earnings [11] - Spire operates over 60,000 miles of pipelines and has businesses in Gas Utility, Gas Marketing, and Midstream segments [11] Investment Insights - Spire has a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating a moderate investment potential [12] - The Momentum Style Score for Spire is B, with shares increasing by 1.3% over the past four weeks [12] - Two analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate rising by $0.01 to $4.51 per share [12] - Spire has an average earnings surprise of +24.7%, suggesting a positive trend in earnings performance [12] Recommendation - With a solid Zacks Rank and strong Momentum and VGM Style Scores, Spire is recommended for investors' consideration [13]

Group 1 - The share price of Transportadora de Gas del Sur S.A. (NYSE:TGS) decreased by 20.23% from September 5 to September 12, 2025, making it one of the energy stocks that experienced significant losses during that week [1] - Transportadora de Gas del Sur S.A. is involved in the transportation of natural gas and the production and commercialization of natural gas liquids both in Argentina and internationally [2] - The decline in TGS's stock price is attributed to concerns following President Javier Milei's party's significant losses in local elections, raising doubts about his administration's capability to execute its economic reform agenda [3]

India’s annual liquefied natural gas demand is set to contract in 2025 for the first time in years, as buyers hold out for a surge in production that is expected to push down prices. https://t.co/RDHLJPGl5h ...

`` Natural gas prices, October futures, are scraping along at $3.039 per million British thermal units (MMBtu) as of September 15, 2025, teetering just above the critical $3.00 mark and near the bottom of their 52-week range of $2.738-$5.228. This dip, a steep 16% drop since the start of the year, tells a story of abundant supply outpacing demand. High U.S. production, bulging storage levels, and milder September weather have curbed consumption, particularly in the power sector. `` ```` What’s driving this ...

`` October Nymex natural gas (NGV25) on Monday closed up +0.102 (+3.47%). `` `` Oct nat-gas prices rallied sharply on Monday as forecasts for hotter US weather should boost nat-gas demand from electricity providers to power increased air conditioning usage.  On Monday, forecaster Vaisala said forecasts shifted warmer in the West to the Midwest for September 20-24, with above-normal temperatures expected across most of the US for September 25-29. `` More News from Barchart `` `` `````````` Higher US nat-ga ...

Industry Overview - The U.S. Energy Department reported a natural gas storage injection of 71 billion cubic feet (Bcf) for the week ended Sept. 5, exceeding market expectations of 69 Bcf and significantly above the five-year average of 56 Bcf [3] - Total natural gas stocks reached 3,343 Bcf, which is 38 Bcf (1.1%) below the 2024 level but 188 Bcf (6%) higher than the five-year average [4] - Natural gas futures experienced a weekly decline of 3.5%, closing at $2.941/MMBtu, influenced by a bearish storage build and softer demand [5][9] Long-term Outlook - Analysts project stronger withdrawals this winter, with inventories expected to normalize closer to historical averages by 2026, supported by rising LNG exports and resilient industrial demand [7] - The natural gas market is anticipated to stabilize near the $3/MMBtu mark, underpinned by steady U.S. production and continued LNG expansion [6] Company Focus - **Expand Energy (EXE)**: The largest natural gas producer in the U.S. post-merger, positioned to benefit from increasing demand driven by LNG exports and electrification trends. The 2025 earnings per share estimate indicates a 325.5% year-over-year surge [10][11] - **Coterra Energy (CTRA)**: An independent upstream operator with significant holdings in the Marcellus Shale, expected earnings per share growth rate for three to five years is 30.1%, outperforming the industry average [12][13] - **Excelerate Energy (EE)**: Specializes in LNG infrastructure, representing 20% of the global Floating Storage Regasification Units (FSRUs) fleet. The 2025 earnings per share estimate indicates a 5.5% year-over-year growth [14][15]

Group 1: Accenture's Initiatives in Brazil - Accenture partnered with Google Cloud and Eneva to modernize Brazil's energy market, focusing on cloud migration, data integration, and AI optimization [1][2][3] - The collaboration aims to enhance operational efficiency, reduce maintenance task durations by 50%, and improve employee productivity [4] - This initiative positions Eneva to generate more cash flow and deliver advanced services to Brazilian consumers [5] Group 2: Accenture's Cybersecurity Expansion in Canada - Accenture acquired IAMConcepts to strengthen its cybersecurity capabilities in Canada, addressing the rise of AI-enhanced cyber threats [6][7] - IAMConcepts specializes in identity and access management services, serving major sectors including banking and utilities [7][8] - The acquisition aims to enhance digital identity protection and strengthen Canada's economic and national security [8] Group 3: Overall Strategic Focus - Accenture's recent developments reflect a dual focus on enabling energy transitions in emerging markets like Brazil while enhancing digital security in mature economies like Canada [9] - The company leverages its extensive workforce and industry insights to create value for clients and partners globally [9]

Canada is stepping up talks with the investors behind the country’s largest liquefied natural gas export terminal for an expansion that would double its size while making it as low-carbon as possible, Energy Minister Tim Hodgson said https://t.co/3Tn0Ttdsws ...

Group 1 - EQT Corporation has secured a 20-year Sale and Purchase Agreement with Commonwealth LNG for 1 million tonnes per annum of liquefaction capacity at its export facility in Louisiana [1][3] - The agreement will become fully effective after a final investment decision is made on the Commonwealth LNG project, with EQT purchasing liquefied natural gas on a free-on-board basis indexed to the Henry Hub [2][3] - This deal is part of EQT's strategy to connect U.S. natural gas supply with global demand, contributing to a total of 5 MTPA of committed long-term capacity for Commonwealth LNG, which has a total capacity of 9.5 MTPA [3]