Weather

6-10 Day Outlook For Aug 22 - 26 2026 map

8-14 Day Outlook For Aug 24 - 30 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 (13, 13, 12, 12, 11, 10, 10)

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

Natural gas

Henry Hub front month $2.73 (+0.2%, 0.1σ)

Front/second (U26/V26): -0.052 - contango

Widow-maker H27/J27: +0.122 (H 2.930 / J 2.808)

Storage 3153 Bcf (+36 w/w, +182 vs 5-yr, -33 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 $25.69 (prev $24.49) - heat rate 9.4 (prev 9.0) - spark $5.19 (prev $4.04)

PJM West DA $51.99 (prev $56.08) - heat rate 19.0 (prev 20.6) - spark $31.49 (prev $35.63)

CAISO SP15 DA $42.35 (prev $45.82) - heat rate 15.5 (prev 16.8) - spark $21.85 (prev $25.37)

Global gas & carbon

TTF €61.42/MWh (~$20.88/MMBtu) +1.7%

JKM $21.22/MMBtu +0.1%

Cargo arb JKM−HH: $18.49/MMBtu; TTF−HH $18.14

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

Crude

WTI $82.40 (+1.4%, 0.4σ)

Brent $88.52 (+1.7%, 0.4σ)

Energy equities

DVN $45.85 (+3.3%, 1.4σ)

VST $148.13 (+1.2%, 0.4σ)

EQT $54.42 (+0.6%, 0.3σ)

Amazon capex signal (capex)

Microsoft capex signal (capex)

Quiet: KMI +2.3% · WMB +3.0% · NRG +5.4% · LNG +1.9% · CEG +1.4% · AR +1.5% · RRC +1.0% · TLN +1.2% · NVDA -0.1%