MSFT +3.7% (2.6σ) | HH $3.20 | 11 others
Weather
6-10 Day Outlook For Oct 04 - 08 2026 map
8-14 Day Outlook For Oct 06 - 12 2026 map
Gas-weighted HDD, next 7 days: 18 total (3, 2, 1, 1, 2, 4, 5)
Pop-weighted CDD, next 7 days: 36 total (4, 4, 6, 7, 6, 5, 4)
HDD/CDD vs. normal: no free source (CPC normals file not located; forecast level shown instead)
Natural gas
Henry Hub front month $3.20 (-3.1%, 1.1σ)
↳ Henry Hub front month fell 3.1% with October expiry approaching and easing demand and supply conditions cited as headwinds, though headlines do not fully explain the magnitude of the move.
Front/second (V26/X26): -0.029 - contango
Widow-maker H27/J27: +0.122 (H 2.834 / J 2.712)
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 $37.84 (prev $40.41) - heat rate 11.8 (prev 12.3) - spark $13.87 (prev $15.69)
PJM West DA $41.81 (prev $41.45) - heat rate 13.1 (prev 12.6) - spark $17.84 (prev $16.72)
CAISO SP15 DA $37.19 (prev $39.54) - heat rate 11.6 (prev 12.0) - spark $13.22 (prev $14.81)
Global gas & carbon
TTF €72.07/MWh (~$24.02/MMBtu) -4.0% (-4.0%, 1.1σ)
JKM $25.82/MMBtu -2.1%
Cargo arb JKM−HH: $22.62/MMBtu; TTF−HH $20.83
CCA / RGGI allowances: no free source (no free daily marks)
Crude
WTI $92.41 (-2.3%, 0.8σ)
Brent $104.32 (-2.1%, 0.8σ)
Energy equities
DVN $47.05 (-3.8%, 1.9σ)
Devon Energy fell 3.8% to $47.05 despite posting its highest quarterly profit since 2022, driven by elevated oil and gas prices plus increased output. The company also announced a Permian acquisition designed to extend drilling inventory and solidify its market position. The stock's decline contradicts fundamentals, suggesting investors may be digesting the capital commitment required for growth or reacting to broader market headwinds rather than company-specific deterioration. Rep. Kevin Hern's recent sale of $1.47M in DVN stock adds noise to sentiment reading. Watch whether Devon's next earnings call quantifies the Permian acquisition's returns and clarifies expected production trajectories—management guidance on capital efficiency will signal whether the market's skepticism reflects rational concerns about deployment risk or represents a buying opportunity for those bullish on sustained commodity prices.
- Devon Energy stock at USD 47.20 on September 28, 2026 - AD HOC NEWS
- Devon’s Permian Purchase to Extend Drilling Inventory, Cement Top Spot - EnergyNow.com
- Congressional Trading Report: Rep. Kevin Hern Sold Over $1.47M In Devon Energy Stock - Benzinga
LNG $268.54 (-2.8%, 1.6σ)
↳ LNG prices declined 2.8% despite regulatory progress on Sabine Pass LNG expansion, suggesting broader weakness in natural gas complex is the primary driver.
WMB $69.26 (-1.9%, 1.6σ)
↳ Williams Companies dropped 1.9% following the close of the Momentum Midstream acquisition, though headlines do not indicate negative details about the transaction.
EQT $50.81 (-2.0%, 1.3σ)
↳ EQT fell 2.0% despite positive editorial coverage positioning it as an attractive natural gas stock, indicating market-wide sector weakness is the primary driver.
TLN $304.42 (+1.5%, 0.5σ)
↳ TLN rose 1.5% with a headline contrasting nuclear growth opportunities against proven earnings, suggesting positive sentiment toward nuclear energy relative to other sources.
Quiet: KMI -1.6% · AR -3.0% · NRG +2.6% · RRC -1.4% · CEG +0.6% · VST +0.4% · NVDA +0.2% · AMZN +0.1%