Weather

6-10 Day Outlook For Aug 15 - 19 2026 map

8-14 Day Outlook For Aug 17 - 23 2026 map

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

Pop-weighted CDD, next 7 days: 84 total (14, 14, 14, 12, 11, 10, 9)

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

Natural gas

Henry Hub front month $2.66 (+0.8%, 0.4σ)

Front/second (U26/V26): -0.059 - contango

Widow-maker H27/J27: +0.119 (H 2.920 / J 2.801)

Storage 3117 Bcf (+33 w/w, +176 vs 5-yr, -13 vs yr-ago)

Production (marketed, monthly proxy 2026-05): 121.8 Bcf/d, +3.8% 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 $26.37 (prev $24.94) - heat rate 9.9 (prev 9.4) - spark $6.40 (prev $5.14)

PJM West DA $85.30 (prev $112.21) - heat rate 32.0 (prev 42.5) - spark $65.33 (prev $92.41)

CAISO SP15 DA $45.12 (prev $45.40) - heat rate 16.9 (prev 17.2) - spark $25.15 (prev $25.60)

Global gas & carbon

TTF €55.54/MWh (~$18.81/MMBtu) -0.4% (-0.4%, 0.1σ)

JKM $21.11/MMBtu -0.1%

Cargo arb JKM−HH: $18.45/MMBtu; TTF−HH $16.15

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

Crude

WTI $78.18 (+1.2%, 0.3σ)

Brent $83.55 (+1.3%, 0.3σ)

Energy equities

LNG $256.14 (-3.6%, 1.6σ)

CEG $269.89 (+3.4%, 1.5σ)

KMI $30.85 (-1.4%, 1.2σ)

NVDA $223.96 (+2.3%, 0.8σ)

Microsoft capex signal (capex)

Quiet: WMB -1.9% · TLN +2.8% · RRC -0.8% · AR -0.5% · VST -0.6% · NRG -0.8% · DVN -0.3% · EQT +0.2%