CEG +2.8% (1.1σ) | HH $2.81 | 10 others
Weather
6-10 Day Outlook For Aug 25 - 29 2026 map
8-14 Day Outlook For Aug 27 - Sep 02, 2026 map
Gas-weighted HDD, next 7 days: 0 total (0, 0, 0, 0, 0, 0, 0)
Pop-weighted CDD, next 7 days: 78 total (13, 12, 11, 11, 10, 10, 11)
HDD/CDD vs. normal: no free source (CPC normals file not located; forecast level shown instead)
Natural gas
Henry Hub front month $2.81 (+1.4%, 0.6σ)
↳ Henry Hub rose 1.4% despite headlines citing mild weather and global price declines, with the move unexplained by the available news flow.
Front/second (U26/V26): -0.012 - contango
Widow-maker H27/J27: +0.131 (H 2.937 / J 2.806)
EIA weekly gas storage: no free source (HTTPSConnectionPool(host='api.eia.gov', port=443): Read timed out. (read timeout=30)) - report ~10:30 ET today
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 $33.32 (prev $42.01) - heat rate 11.8 (prev 15.1) - spark $12.21 (prev $21.19)
PJM West DA $52.42 (prev $59.86) - heat rate 18.6 (prev 21.6) - spark $31.31 (prev $39.04)
CAISO SP15 DA $44.36 (prev $43.33) - heat rate 15.8 (prev 15.6) - spark $23.26 (prev $22.51)
Global gas & carbon
TTF €63.38/MWh (~$21.70/MMBtu) -0.4% (-0.4%, 0.1σ)
JKM $22.08/MMBtu +0.9%
Cargo arb JKM−HH: $19.27/MMBtu; TTF−HH $18.89
CCA / RGGI allowances: no free source (no free daily marks)
Crude
WTI $85.83 (+1.0%, 0.3σ)
Brent $91.62 (+0.7%, 0.1σ)
Energy equities
CEG $274.17 (+2.8%, 1.1σ)
↳ Constellation Energy gained 2.8% following raised 2026 earnings guidance and focus on powering data center demand amid the AI boom.
NVDA $217.56 (-1.0%, 0.4σ)
↳ Nvidia fell 1.0% despite expansion into data center networking and robotics; the modest decline appears unrelated to the strategic initiatives covered in headlines.
EQT $53.64 (+0.9%, 0.4σ)
↳ EQT rose 0.9% with institutional buying noted alongside analyst recognition of potential upside from LNG and data center power demand.
TLN $322.35 (+1.5%, 0.4σ)
↳ Tallman Energy gained 1.5% amid Pennsylvania discussions over data center regulatory rules that could affect regional power demand.
DVN $48.19 (+0.8%, 0.3σ)
↳ Devon Energy rose 0.8% after Q2 2026 production topped guidance, though concurrent Q3 EPS estimate cuts from Zacks create mixed fundamental signals.
Quiet: KMI -2.4% · WMB -2.5% · NRG +4.3% · RRC +1.2% · VST +1.6% · LNG +0.2% · AR +0.1%