Weather

6-10 Day Outlook For Aug 08 - 12 2026 map

8-14 Day Outlook For Aug 10 - 16 2026 map

Gas-weighted HDD, next 7 days: 0 total (0, 0, 0, 0, 0, 0, 0)

Pop-weighted CDD, next 7 days: 81 total (11, 11, 12, 11, 11, 12, 13)

HDD/CDD vs. normal: no free source (CPC normals file not located; forecast level shown instead)

Natural gas

Henry Hub front month $2.75 (-0.4%, 0.2σ)

Front/second (U26/V26): -0.040 - contango

Widow-maker H27/J27: +0.143 (H 2.975 / J 2.832)

Storage 3084 Bcf (+28 w/w, +173 vs 5-yr, -39 vs yr-ago)

Production (marketed, monthly proxy 2026-05): 121.8 Bcf/d, +3.8% y/y

Regional basis (Waha, Algonquin, SoCal, TZ6, AECO): no free source (no free daily marks)

LNG feedgas noms (Sabine, Corpus, Freeport, Plaquemines): no free source (pipeline EBB data is paid)

Power burn (daily): no free source (weekly/monthly only)

Power

ERCOT North DA $32.60 (prev $34.49) - heat rate 11.9 (prev 12.5) - spark $11.99 (prev $13.80)

PJM West DA $44.48 (prev $43.75) - heat rate 16.2 (prev 15.9) - spark $23.88 (prev $23.07)

CAISO SP15 DA $44.03 (prev $44.33) - heat rate 16.0 (prev 16.1) - spark $23.43 (prev $23.65)

Global gas & carbon

TTF €59.07/MWh (~$19.92/MMBtu) +1.5%

JKM $21.45/MMBtu +0.4%

Cargo arb JKM−HH: $18.70/MMBtu; TTF−HH $17.18

CCA / RGGI allowances: no free source (no free daily marks)

Crude

WTI $84.67 (+1.3%, 0.3σ)

Brent $90.12 (+1.2%, 0.3σ)

Energy equities

AR $36.14 (+2.4%, 1.1σ)

↳ Antero Resources gained on strong Q2 results, improved 2026 guidance, and progress on its $300M Eastside Express pipeline project in West Virginia.

LNG $263.57 (+2.1%, 1.0σ)

↳ Cheniere Energy rose despite swinging to a quarterly loss, as the loss was driven by Iran war-related derivative impacts rather than operational fundamentals.

Meta capex signal (capex)

↳ Meta's capex increase to $130-145bn reflects escalating investment in AI data center infrastructure.

Quiet: KMI +1.6% · NVDA +2.9% · DVN +2.2% · RRC +1.5% · WMB +0.9% · EQT +1.1% · CEG -0.3% · TLN +0.5% · VST -0.3% · NRG +0.2%