Weather

6-10 Day Outlook For Aug 30 - Sep 03, 2026 map

8-14 Day Outlook For Sep 01 - 07 2026 map

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

Pop-weighted CDD, next 7 days: 79 total (10, 10, 12, 12, 12, 11, 12)

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

Natural gas

Henry Hub front month $2.78 (+0.3%, 0.1σ)

↳ September natural gas futures pulled back near expiry with prices testing resistance around $2.80, accounting for the modest 0.3% gain.

Front/second (U26/V26): -0.053 - contango

Widow-maker H27/J27: +0.133 (H 2.922 / J 2.789)

Storage 3169 Bcf (+16 w/w, +167 vs 5-yr, -30 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 $33.73 (prev $36.25) - heat rate 12.1 (prev 13.1) - spark $12.87 (prev $15.45)

PJM West DA $32.24 (prev $31.04) - heat rate 11.6 (prev 11.2) - spark $11.37 (prev $10.24)

CAISO SP15 DA $52.60 (prev $44.57) - heat rate 18.9 (prev 16.1) - spark $31.74 (prev $23.78)

Global gas & carbon

TTF €68.32/MWh (~$23.37/MMBtu) +3.7%

JKM $23.51/MMBtu +2.5%

Cargo arb JKM−HH: $20.73/MMBtu; TTF−HH $20.59

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

Crude

WTI $85.01 (-2.4%, 0.7σ)

Brent $92.17 (-2.4%, 0.6σ)

Energy equities

NVDA $208.48 (-2.9%, 1.2σ)

↳ Headlines show continued strong demand for Nvidia chips across AI data centers and partnerships, but the 2.9% decline suggests broader market weakness unrelated to company-specific fundamentals in the provided news.

DVN $48.23 (-1.8%, 0.7σ)

↳ Devon Energy declined 1.8% despite a reported second-quarter revenue jump, with multiple institutional investors making new or increased positions in the stock.

LNG $280.79 (+1.2%, 0.5σ)

↳ Cheniere LNG rose 1.2% on RBC analyst upgrades citing cash flow growth from capacity expansion, despite the company posting a quarterly loss tied to derivative losses on Iran tensions.

NRG $111.78 (-1.2%, 0.2σ)

↳ NRG Energy fell to a 52-week low on mixed Q2 results and guidance, compounded by regulatory uncertainty weighing on investor sentiment.

VST $135.66 (-0.4%, 0.1σ)

↳ Vistra declined 0.4% after President Capital Management cut its price target from $222 to $167, though CEO insider buying of 2,000 shares provided some offsetting support.

Quiet: TLN -2.8% · WMB +0.7% · RRC +0.5% · CEG +0.2% · EQT +0.1% · KMI +0.1% · AR -0.1%