Weather

6-10 Day Outlook For Aug 04 - 08 2026 map

8-14 Day Outlook For Aug 06 - 12 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 $2.72 (+2.4%, 1.1σ)

↳ Henry Hub rallied 2.4% as new Permian pipeline capacity and winter demand expectations support sustained price premiums in Western markets.

Front/second (U26/V26): -0.047 - contango

Widow-maker H27/J27: +0.148 (H 3.011 / J 2.863)

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

Production (marketed, monthly proxy 2026-04): 122.3 Bcf/d, +4.1% 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 $33.23 (prev $29.48) - heat rate 12.2 (prev 11.1) - spark $12.79 (prev $9.52)

PJM West DA $44.74 (prev $64.03) - heat rate 16.4 (prev 24.1) - spark $24.30 (prev $44.06)

CAISO SP15 DA $52.27 (prev $51.47) - heat rate 19.2 (prev 19.3) - spark $31.84 (prev $31.50)

Global gas & carbon

TTF €60.42/MWh (~$20.39/MMBtu) +4.6% (+4.6%, 1.4σ)

JKM $21.43/MMBtu +0.5%

Cargo arb JKM−HH: $18.71/MMBtu; TTF−HH $17.66

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

Crude

WTI $84.46 (+6.6%, 1.7σ)

Brent $90.74 (+7.9%, 1.9σ)

Energy equities

DVN $44.46 (+4.2%, 1.9σ)

↳ Devon Energy gained 4.2% as oil stocks broadly benefit from higher crude prices alongside analyst interest in upstream valuations.

AR $35.14 (+3.7%, 1.8σ)

↳ Antero Resources rose 3.7% following Q2 earnings results and a Barclays analyst price target increase, though earnings per share missed expectations.

VST $142.81 (-3.9%, 1.4σ)

↳ Vistra declined 3.9% despite announcing a quarterly dividend; the headlines do not clearly explain the magnitude of the selloff.

NVDA $190.01 (-3.6%, 1.4σ)

↳ NVIDIA fell 3.6%; the headlines highlight product innovation and infrastructure expansion but do not explain the intraday decline.

LNG $258.61 (+2.5%, 1.2σ)

↳ Cheniere Energy LNG gained 2.5% ahead of Thursday earnings, with mixed broker sentiment and institutional positioning adjustments.

Quiet: RRC +4.3% · AMZN -1.8% · NRG -2.6% · TLN -3.0% · EQT +1.8% · KMI +0.8% · MSFT -0.7% · META -1.3% · GOOGL +0.9% · CEG -0.7% · WMB -0.0%