Days-to-weeks analytical commentary anchored to a specific recent data release — weekly EIA storage, monthly STEO, or a discrete market event. Framed around what to watch or position for over the next few sessions.
ShortTherm Insight
The May STEO put end-October storage near 4,015 Bcf, 6–7% above 5-year. A heat-dome cluster through July or a Golden Pass / Corpus ramp could un-anchor the path.
ShortTherm Insight
Consensus bullish-mixed is in the strip. The asymmetry is in heat-stack-week realized burn exceeding the 40.3 Bcf/d baseline.
ShortTherm Insight
2025 coal retirements missed plan by 70%. Q1 2026 looks worse. The consensus summer power-burn forecast assumes coal comes off; the data says otherwise.
ShortTherm Insight
EIA cut HH 2027 to $3.59 last week. Storage missed bearish today, Waha hit a record low. The May STEO doesn't land at $3.59.
