Weather

6-10 Day Outlook For Sep 08 - 12 2026 map

8-14 Day Outlook For Sep 10 - 16 2026 map

Gas-weighted HDD, next 7 days: 2 total (1, 1, 0, 0, 0, 0, 0)

Pop-weighted CDD, next 7 days: 76 total (13, 13, 11, 10, 9, 10, 10)

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

Natural gas

Henry Hub front month $2.96 (+1.8%, 0.9σ)

Front/second (V26/X26): -0.134 - contango

Widow-maker H27/J27: +0.141 (H 2.936 / J 2.795)

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 $36.90 (prev $35.73) - heat rate 12.5 (prev 12.3) - spark $14.73 (prev $13.95)

PJM West DA $94.26 (prev $98.87) - heat rate 31.9 (prev 34.0) - spark $72.09 (prev $77.09)

CAISO SP15 DA $33.02 (prev $38.51) - heat rate 11.2 (prev 13.3) - spark $10.85 (prev $16.73)

Global gas & carbon

TTF €73.63/MWh (~$25.12/MMBtu) +2.0% (+2.0%, 0.5σ)

JKM $23.76/MMBtu +0.6%

Cargo arb JKM−HH: $20.80/MMBtu; TTF−HH $22.17

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

Crude

WTI $91.01 (+0.9%, 0.4σ)

Brent $95.63 (+1.0%, 0.5σ)

Energy equities

NVDA $224.41 (+3.2%, 1.1σ)

LNG $295.86 (+0.6%, 0.3σ)

DVN $49.03 (-0.0%, 0.0σ)

Quiet: VST +3.9% · CEG +3.5% · TLN +2.8% · NRG +1.4% · KMI -0.4% · AR -0.6% · EQT +0.3% · RRC +0.2% · WMB -0.1%