Weather

6-10 Day Outlook For Aug 31 - Sep 04, 2026 map

8-14 Day Outlook For Sep 02 - 08 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, 12, 12, 12, 11, 11, 12)

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

Natural gas

Henry Hub front month $2.77 (-0.4%, 0.2σ)

↳ Henry Hub front-month declined slightly despite price targets near $3 and momentum-building commentary, with no clear headline-driven catalyst evident for the modest 0.4% move.

Front/second (U26/V26): -0.051 - contango

Widow-maker H27/J27: +0.133 (H 2.913 / J 2.780)

Storage 3169 Bcf (+16 w/w, +167 vs 5-yr, -30 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 $35.48 (prev $33.73) - heat rate 12.8 (prev 12.1) - spark $14.70 (prev $12.87)

PJM West DA $35.19 (prev $32.24) - heat rate 12.7 (prev 11.6) - spark $14.41 (prev $11.37)

Global gas & carbon

TTF €66.59/MWh (~$22.75/MMBtu) -2.5% (-2.5%, 0.7σ)

JKM $23.32/MMBtu -0.8%

Cargo arb JKM−HH: $20.55/MMBtu; TTF−HH $19.98

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

Crude

WTI $82.36 (-3.1%, 1.0σ)

Brent $88.58 (-3.9%, 1.1σ)

Energy equities

NVDA $213.05 (+2.2%, 1.0σ)

↳ Nvidia rallied 2.2% as investors positioned ahead of Q2 earnings results and concurrent economic data releases, with multiple headlines highlighting AI chip demand scrutiny.

CEG $278.42 (+1.8%, 0.8σ)

↳ Constellation Energy rose 1.8% following the company's raised guidance announcement, which the Motley Fool identified as a key driver of the move.

LNG $278.80 (-0.7%, 0.3σ)

↳ Cheniere Energy edged down 0.7% despite commentary on new U.S. LNG project feed gas expectations, with no specific headline explaining the modest decline.

KMI $30.94 (-0.2%, 0.1σ)

↳ Kinder Morgan was essentially flat (-0.2%) with support attributed to new pipeline projects and dividend outlook per headlines, showing minimal net momentum.

Quiet: DVN -2.7% · VST +2.5% · NRG +1.6% · RRC -0.6% · EQT +0.4% · TLN +0.7% · WMB +0.2% · AR +0.1%