VST +3.5% (1.8σ) | HH $3.07 | 8 others
Weather
6-10 Day Outlook For Oct 11 - 15 2026 map
8-14 Day Outlook For Oct 13 - 19 2026 map
Gas-weighted HDD, next 7 days: 26 total (5, 4, 2, 4, 4, 3, 4)
Pop-weighted CDD, next 7 days: 30 total (5, 5, 5, 5, 4, 3, 3)
HDD/CDD vs. normal: no free source (CPC normals file not located; forecast level shown instead)
Natural gas
Henry Hub front month $3.07 (+1.0%, 0.3σ)
↳ Henry Hub rose 1.0% as tightening storage outlooks supported prices despite EIA cutting its price forecast.
Front/second (X26/Z26): -0.292 - contango
Widow-maker H27/J27: +0.087 (H 2.705 / J 2.618)
Storage 3415 Bcf (+64 w/w, +27 vs 5-yr, -136 vs yr-ago)
Production (marketed, monthly proxy 2026-07): 125.2 Bcf/d, +5.2% 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 $42.31 (prev $39.33) - heat rate 13.8 (prev 13.0) - spark $19.31 (prev $16.56)
PJM West DA $56.35 (prev $42.46) - heat rate 18.4 (prev 14.0) - spark $33.36 (prev $19.70)
CAISO SP15 DA $66.96 (prev $54.80) - heat rate 21.8 (prev 18.1) - spark $43.97 (prev $32.03)
Global gas & carbon
TTF €73.51/MWh (~$24.26/MMBtu) -1.7%
JKM $25.72/MMBtu +0.0%
Cargo arb JKM−HH: $22.65/MMBtu; TTF−HH $21.19
CCA / RGGI allowances: no free source (no free daily marks)
Crude
WTI $89.43 (-1.8%, 0.6σ)
Brent $100.32 (-1.9%, 0.7σ)
Energy equities
VST $144.89 (+3.5%, 1.8σ)
Vistra Corp gained 3.5% today as part of recent upward momentum, with the stock up 11.79% on October 6th following news of a $4 billion nuclear loan that strengthened the company's development prospects. The capital infusion directly supports Vistra's nuclear generation expansion, reducing financing risk and improving visibility on project completion timelines—nuclear assets command premium valuations in power markets due to their dispatchable, zero-carbon generation profile and long-term contract potential. This translates to higher earnings expectations and grid reliability positioning. Watch regulatory approval timelines for the nuclear projects and any announcements regarding power purchase agreement negotiations with offtakers, as these will determine whether construction proceeds on schedule and secures the long-term revenue certainty that justified today's valuation expansion.
- What's Going On With Vistra Stock Today? - Benzinga
- Vistra Corp Stock (VST) Moved Up by 11.79% on Oct 6: What Signal Does It Send? - TradingKey
- Segra Capital Management LLC Buys 77,500 Shares of Vistra Corp. $VST - MarketBeat
CEG $267.62 (+3.9%, 1.5σ)
↳ CEG jumped 3.9% following Alphabet's announcement of a $4.3 billion 20-year nuclear power supply deal with Constellation Energy.
NVDA $238.90 (+2.1%, 1.4σ)
↳ NVDA gained 2.1% as power supply concerns eased with forecasts sparing the sector from acute constraints through 2027.
TLN $331.87 (+3.5%, 1.2σ)
↳ TLN rallied 3.5% on strong data center power demand, though this was partly offset by PJM interconnection delays.
LNG $274.93 (+1.8%, 1.1σ)
↳ LNG rose 1.8% following Cheniere Energy's announcement of a 22-year LNG contract with Petrobras.
Quiet: EQT +1.9% · KMI +1.1% · AR +1.8% · NRG +1.6% · RRC +1.2% · DVN +0.7% · WMB +0.4%