KMI +1.8% (1.5σ) | HH $3.17 | 7 others
Weather
6-10 Day Outlook For Oct 19 - 23 2026 map
8-14 Day Outlook For Oct 21 - 27 2026 map
Gas-weighted HDD, next 7 days: 49 total (4, 3, 5, 6, 12, 11, 8)
Pop-weighted CDD, next 7 days: 26 total (6, 6, 4, 4, 2, 2, 2)
HDD/CDD vs. normal: no free source (CPC normals file not located; forecast level shown instead)
Natural gas
Henry Hub front month $3.17 (-1.6%, 0.5σ)
↳ Henry Hub declined 1.6% despite strong underlying natural gas output, with regional price variation and consolidation patterns suggesting lack of directional catalysts in the given headlines.
Front/second (X26/Z26): -0.339 - contango
Widow-maker H27/J27: +0.103 (H 2.788 / J 2.685)
Storage 3500 Bcf (+85 w/w, +22 vs 5-yr, -131 vs yr-ago)
Production (marketed, monthly proxy 2026-07): 125.2 Bcf/d, +5.2% 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 $26.13 (prev $18.83) - heat rate 8.2 (prev 5.8) - spark $2.37 (prev $-5.32)
PJM West DA $54.45 (prev $45.81) - heat rate 17.2 (prev 14.2) - spark $30.70 (prev $21.66)
CAISO SP15 DA $41.39 (prev $36.60) - heat rate 13.1 (prev 11.4) - spark $17.64 (prev $12.45)
Global gas & carbon
TTF €84.35/MWh (~$27.69/MMBtu) +3.6% (+3.6%, 1.0σ)
JKM $26.09/MMBtu +0.4%
Cargo arb JKM−HH: $22.92/MMBtu; TTF−HH $24.52
CCA / RGGI allowances: no free source (no free daily marks)
Crude
WTI $93.74 (+2.1%, 0.8σ)
Brent $106.65 (+1.8%, 0.8σ)
Energy equities
KMI $33.08 (+1.8%, 1.5σ)
↳ Kinder Morgan rose 1.8% following restoration of US-Mexico gas pipeline flows after an outage, with analyst price targets also supporting the move.
LNG $282.49 (+1.5%, 1.2σ)
↳ Cheniere Energy gained 1.5% as multiple analyst price target raises and an upwardly revised 2026 outlook supported the LNG stock higher.
NVDA $226.32 (-1.3%, 0.8σ)
↳ The headlines provided discuss AI infrastructure and data center trends but do not explain Nvidia's 1.3% decline.
NRG $106.37 (-1.5%, 0.5σ)
↳ NRG Energy fell 1.5% as FERC rejected PJM's temporary curtailment plan for data center power demand, removing a potential supportive factor for power generators.
Quiet: WMB +2.1% · AR +1.8% · DVN +1.5% · VST -2.1% · RRC +1.3% · EQT +0.7% · CEG -1.4% · TLN +0.3%