KMI +4.2% (3.3σ) | HH $3.12 | 9 others
Weather
6-10 Day Outlook For Oct 25 - 29 2026 map
8-14 Day Outlook For Oct 27 - Nov 02, 2026 map
Gas-weighted HDD, next 7 days: 61 total (10, 8, 8, 8, 9, 9, 9)
Pop-weighted CDD, next 7 days: 7 total (1, 1, 1, 1, 1, 1, 1)
HDD/CDD vs. normal: no free source (CPC normals file not located; forecast level shown instead)
Natural gas
Henry Hub front month $3.12 (-3.7%, 1.1σ)
↳ Henry Hub fell 3.7% as record power demand and balanced storage levels failed to offset ample US natural gas supply that exceeds current export capacity.
Front/second (X26/Z26): -0.270 - contango
Widow-maker H27/J27: +0.083 (H 2.647 / J 2.564)
EIA weekly gas storage: no free source (HTTPSConnectionPool(host='api.eia.gov', port=443): Read timed out. (read timeout=30))
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 $17.64 (prev $49.36) - heat rate 5.7 (prev 15.3) - spark $-5.73 (prev $25.09)
PJM West DA $65.90 (prev $81.67) - heat rate 21.1 (prev 25.2) - spark $42.53 (prev $57.40)
CAISO SP15 DA $39.56 (prev $34.70) - heat rate 12.7 (prev 10.7) - spark $16.19 (prev $10.43)
Global gas & carbon
TTF €87.55/MWh (~$28.77/MMBtu) +1.3%
JKM $29.92/MMBtu +12.8%
Cargo arb JKM−HH: $26.81/MMBtu; TTF−HH $25.66
CCA / RGGI allowances: no free source (no free daily marks)
Crude
WTI $101.41 (+3.5%, 1.5σ)
Brent $109.86 (+3.7%, 1.8σ)
Energy equities
KMI $34.20 (+4.2%, 3.3σ)
Kinder Morgan surged 4.2% amid broader pipeline sector volatility tied to oil price movements. The stock's outperformance appears driven by investor reassessment of midstream exposure during commodity swings, with the move suggesting renewed appetite for pipeline infrastructure plays. MarketBeat's consensus price target sits at $35.77, just above current levels. The transmission mechanism links crude price whiplash directly to pipeline utilization and throughput economics. When oil markets gyrate, shippers adjust volumes and frequency, impacting the fee-based revenue that underpins KMI's cash flows. The dividend yield—cited in coverage as competitive at roughly $2,700 annually on $50,000 invested—attracts income-focused buyers during volatile periods when stability-seeking capital rotates toward infrastructure. Watch whether KMI can convert announced projects into sustained earnings strength, as highlighted in recent analysis. Project execution risk remains the differentiator between cyclical relief trades and durable outperformance.
- Kinder Morgan Stock And Other Pipeline Plays Tied To Oil Price Whiplash - Simply Wall Street
- Is Kinder Morgan (KMI) a Good or Bad Investment at This Price? - Yahoo Finance
- Can Kinder Morgan (NYSE:KMI) Turn Projects Into Lasting Strength? - Kalkine Media
AR $38.65 (+6.1%, 3.0σ)
↳ Antero Resources surged 6.1% on analyst upgrades projecting 26.65% upside and positive earnings forecasts.
LNG $289.43 (+3.7%, 2.6σ)
↳ Cheniere Energy rose 3.7% on expansion-driven export capacity growth and analyst price target increases, despite quarterly derivative losses from geopolitical hedging.
WMB $71.28 (+3.0%, 1.7σ)
↳ Williams Companies gained 3.0% following a $42M DOE allocation to its Constitution Pipeline project under the Defense Production Act.
NVDA $214.13 (-1.4%, 0.9σ)
↳ Nvidia fell 1.4% as major data centre projects backed by the company—including Microsoft's UK Nscale deal and Firmus Grid's IPO—face delays or cancellation due to power constraints.
Quiet: RRC +4.3% · EQT +3.5% · DVN +3.0% · VST -1.4% · CEG -1.3% · NRG +0.9% · TLN +0.3%