Weather

6-10 Day Outlook For Sep 29 - Oct 03, 2026 map

8-14 Day Outlook For Oct 01 - 07 2026 map

Gas-weighted HDD, next 7 days: 23 total (4, 4, 4, 3, 3, 3, 2)

Pop-weighted CDD, next 7 days: 33 total (5, 5, 5, 4, 4, 5, 5)

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

Natural gas

Henry Hub front month $3.02 (+2.0%, 1.0σ)

Front/second (V26/X26): -0.130 - contango

Widow-maker H27/J27: +0.120 (H 2.851 / J 2.731)

Storage 3351 Bcf (+53 w/w, +51 vs 5-yr, -148 vs yr-ago)

Production (marketed, monthly proxy 2026-06): 123.6 Bcf/d, +4.6% 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 $43.55 (prev $51.11) - heat rate 14.4 (prev 17.2) - spark $20.87 (prev $28.87)

PJM West DA $44.23 (prev $52.43) - heat rate 14.6 (prev 17.7) - spark $21.56 (prev $30.19)

CAISO SP15 DA $35.99 (prev $31.30) - heat rate 11.9 (prev 10.6) - spark $13.32 (prev $9.06)

Global gas & carbon

TTF €72.01/MWh (~$24.00/MMBtu) -1.8%

JKM $25.73/MMBtu -1.2%

Cargo arb JKM−HH: $22.70/MMBtu; TTF−HH $20.97

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

Crude

WTI $92.16 (-2.6%, 0.9σ)

Brent $103.08 (+3.9%, 1.4σ)

Energy equities

AR $35.65 (+5.0%, 2.2σ)

Quiet: EQT +1.9% · RRC +2.5% · NRG -2.5% · VST -1.7% · KMI -1.1% · NVDA -1.5% · WMB -0.8% · DVN +0.9% · LNG -0.5% · CEG +0.7% · TLN +0.1%