Weather

6-10 Day Outlook For Sep 07 - 11 2026 map

8-14 Day Outlook For Sep 09 - 15 2026 map

Gas-weighted HDD, next 7 days: 3 total (1, 1, 1, 0, 0, 0, 0)

Pop-weighted CDD, next 7 days: 78 total (13, 13, 13, 11, 10, 9, 9)

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

Natural gas

Henry Hub front month $2.90 (-1.1%, 0.5σ)

Front/second (V26/X26): -0.130 - contango

Widow-maker H27/J27: +0.131 (H 2.901 / J 2.770)

Storage 3184 Bcf (+15 w/w, +149 vs 5-yr, -33 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 $35.73 (prev $29.48) - heat rate 12.3 (prev 10.0) - spark $13.95 (prev $7.47)

CAISO SP15 DA $38.51 (prev $44.05) - heat rate 13.3 (prev 15.0) - spark $16.73 (prev $22.04)

Global gas & carbon

TTF €72.22/MWh (~$24.53/MMBtu) +3.5%

JKM $23.61/MMBtu +4.0%

Cargo arb JKM−HH: $20.71/MMBtu; TTF−HH $21.63

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

Crude

WTI $90.22 (+5.2%, 2.1σ)

Brent $94.65 (+4.6%, 1.9σ)

Energy equities

EQT $55.59 (+2.6%, 1.7σ)

NVDA $217.44 (-1.5%, 0.5σ)

LNG $294.13 (+0.8%, 0.4σ)

NRG $109.51 (-0.6%, 0.1σ)

Quiet: AR +3.5% · RRC +2.6% · CEG +2.0% · DVN +1.1% · KMI -0.4% · VST +0.5% · TLN -0.7% · WMB +0.2%