Weather

6-10 Day Outlook For Aug 01 - 05 2026 map

8-14 Day Outlook For Aug 03 - 09 2026 map

Gas-weighted HDD, next 7 days: 0 total (0, 0, 0, 0, 0, 0, 0)

Pop-weighted CDD, next 7 days: 90 total (14, 13, 12, 12, 13, 13, 13)

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

Natural gas

Henry Hub front month $2.87 (-1.5%, 0.7σ)

Front/second (Q26/U26): -0.017 - contango

Widow-maker H27/J27: +0.173 (H 3.036 / J 2.863)

Storage 3056 Bcf (+32 w/w, +171 vs 5-yr, -19 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 $34.32 (prev $58.96) - heat rate 12.0 (prev 20.2) - spark $12.78 (prev $37.09)

PJM West DA $38.49 (prev $37.85) - heat rate 13.4 (prev 13.0) - spark $16.96 (prev $15.98)

CAISO SP15 DA $52.85 (prev $45.53) - heat rate 18.4 (prev 15.6) - spark $31.32 (prev $23.66)

Global gas & carbon

TTF €63.58/MWh (~$21.20/MMBtu) +2.7% (+2.7%, 1.1σ)

JKM $22.00/MMBtu +0.8%

Cargo arb JKM−HH: $19.13/MMBtu; TTF−HH $18.33

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

Crude

WTI $89.31 (-3.1%, 1.0σ)

Brent $96.78 (-3.9%, 1.2σ)

Energy equities

LNG $269.72 (-0.8%, 0.5σ)

NVDA $206.84 (-0.9%, 0.4σ)

KMI $32.86 (+0.3%, 0.2σ)

CEG $274.35 (-0.5%, 0.2σ)

Quiet: TLN -5.1% · VST -3.3% · WMB -1.7% · NRG -1.4% · AR +0.6% · DVN -0.6% · EQT -0.7% · RRC +0.3%