Weather

6-10 Day Outlook For Oct 18 - 22 2026 map

8-14 Day Outlook For Oct 20 - 26 2026 map

Gas-weighted HDD, next 7 days: 46 total (3, 4, 3, 5, 6, 12, 13)

Pop-weighted CDD, next 7 days: 28 total (5, 6, 6, 4, 4, 2, 1)

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

Natural gas

Henry Hub front month $3.22 (+1.6%, 0.5σ)

Front/second (X26/Z26): -0.326 - contango

Widow-maker H27/J27: +0.107 (H 2.780 / J 2.673)

Storage 3500 Bcf (+85 w/w, +22 vs 5-yr, -131 vs yr-ago)

Production (marketed, monthly proxy 2026-07): 125.2 Bcf/d, +5.2% 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 $56.33 (prev $60.53) - heat rate 17.5 (prev 19.1) - spark $32.18 (prev $36.77)

PJM West DA $62.33 (prev $69.58) - heat rate 19.4 (prev 22.0) - spark $38.18 (prev $45.82)

CAISO SP15 DA $51.65 (prev $61.89) - heat rate 16.0 (prev 19.5) - spark $27.50 (prev $38.13)

Global gas & carbon

TTF €81.43/MWh (~$26.63/MMBtu) +3.3% (+3.3%, 0.9σ)

JKM $25.98/MMBtu +0.1%

Cargo arb JKM−HH: $22.76/MMBtu; TTF−HH $23.41

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

Crude

WTI $91.85 (+0.4%, 0.2σ)

Brent $104.72 (+0.4%, 0.2σ)

Energy equities

WMB $72.67 (+0.5%, 0.4σ)

NVDA $229.28 (-0.5%, 0.3σ)

EQT $52.83 (-0.2%, 0.1σ)

LNG $278.18 (+0.1%, 0.1σ)

Quiet: TLN +5.4% · CEG +4.6% · VST +3.4% · KMI +0.7% · DVN -1.3% · NRG +1.6% · AR -0.4% · RRC +0.3%