LNG +0.4% (0.2σ) | HH $2.97 | 7 others
Weather
6-10 Day Outlook For Sep 12 - 16 2026 map
8-14 Day Outlook For Sep 14 - 20 2026 map
Gas-weighted HDD, next 7 days: 2 total (1, 0, 0, 0, 0, 0, 1)
Pop-weighted CDD, next 7 days: 72 total (9, 10, 12, 12, 10, 9, 10)
HDD/CDD vs. normal: no free source (CPC normals file not located; forecast level shown instead)
Natural gas
Henry Hub front month $2.97 (+2.1%, 1.1σ)
↳ Front-month Henry Hub rose 2.1% on reports of US natural gas oversupply as global conflict constrains international supply.
Front/second (V26/X26): -0.120 - contango
Widow-maker H27/J27: +0.140 (H 2.907 / J 2.767)
Storage 3214 Bcf (+30 w/w, +139 vs 5-yr, -48 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 $32.32 (prev $35.18) - heat rate 10.9 (prev 12.1) - spark $10.00 (prev $13.34)
PJM West DA $78.66 (prev $92.04) - heat rate 26.4 (prev 31.6) - spark $56.35 (prev $70.19)
CAISO SP15 DA $32.22 (prev $29.62) - heat rate 10.8 (prev 10.2) - spark $9.91 (prev $7.77)
Global gas & carbon
TTF €71.95/MWh (~$24.52/MMBtu) +0.2%
JKM $24.02/MMBtu -0.3%
Cargo arb JKM−HH: $21.05/MMBtu; TTF−HH $21.55
CCA / RGGI allowances: no free source (no free daily marks)
Crude
WTI $91.48 (+0.2%, 0.1σ)
Brent $96.28 (+0.8%, 0.4σ)
Energy equities
LNG $292.00 (+0.4%, 0.2σ)
Cheniere Energy missed S&P 500 index inclusion while competitors gained, prompting recent share acquisition by Formuepleje A/S, yet LNG futures remain flat at $292 with modest upside momentum. The company's CFO publicly stated developing nations won't fully rely on U.S. energy security, signaling structural demand concerns for American LNG exports even as global energy diversification accelerates. This messaging directly pressures long-term contract expectations and buyer confidence, constraining price enthusiasm despite steady spot levels. Watch whether Cheniere's next earnings call addresses contract renegotiations or destination diversification beyond traditional buyers. Index exclusion compounds perception challenges for institutional flows, making any positive volume data or new long-term agreement announcement critical for near-term momentum reversal.
- KGEI vs. LNG: Which Stock Is the Better Value Option? - Yahoo Finance
- Formuepleje A S Acquires Shares of 4,662 Cheniere Energy, Inc. $LNG - MarketBeat
- Why Does Cheniere Energy (NYSE:LNG) Matter on NYSE Composite? - Kalkine Media
CEG $298.96 (+4.9%, 2.5σ)
↳ Constellation Energy gained 4.9% amid analyst discussion comparing nuclear utilities, though headlines lack specific catalyst details.
NRG $119.02 (+6.4%, 2.4σ)
TLN $317.00 (+3.8%, 1.2σ)
↳ Talen Energy rose 3.8%; headlines reference only financial metrics without disclosing news drivers for the move.
NVDA $230.36 (+0.8%, 0.3σ)
↳ Nvidia edged up 0.8% with coverage of its expanded AI infrastructure role and reported acquisition talks for Hugging Face at $13 billion.
Quiet: VST +3.5% · DVN -1.5% · EQT -0.8% · RRC -0.9% · KMI -0.6% · AR -0.7% · WMB +0.1%