Winter is supposed to tighten gas. EIA just cut its winter price forecast instead, citing mild weather, a November storage outlook up 67 Bcf, and production growth it sees outpacing demand through 2027. The next test is how fast real cold shows up. naturalgasintel.com/news/mor…
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PJM called on Demand Response 15 times across 2025 and 2026. In the eight years before that: 8. Now it forecasts a record 147,500 MW winter peak, up about 5% since 2022 on data center load, and warns reserve margins are eroding. dailyenergyinsider.com/news/…
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Saudi Arabia just told OPEC it pumped 10.56 million b/d in October, up 26% and its highest since the war began. That supply arrives the same week Brent slid to its lowest since August. The focus is shifting from scarcity to how fast barrels come back.
bloomberg.com/news/articles/…
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The line between futures and swaps is now a courtroom fight. Coinbase, Kalshi, Kraken parent Payward, DRW, Jump and Paradigm moved to back the CFTC against a suit by a group including Cboe and Citadel Securities to undo single-stock perps approval. theblock.co/news/regulation/…
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A record 20.4 Bcf/d of US gas flowed into LNG export plants on Monday, with nearly every facility at or near full capacity. Sabine Pass alone took about 5 Bcf/d, close to a quarter of the total. Heating season is just getting started.
boereport.com/2026/11/09/us-…
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One signal from Trump that new Iran strikes are unlikely wiped $5.75 off Brent in a day. It settled at $92.57, down 5.85%, the lowest since late August. WTI closed at $86.85. War premium can leave faster than it arrived.
bloomberg.com/news/articles/…
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A December 5 deadline just landed for Event Contracts exchanges. The CFTC says DCMs must remove state geographic restrictions or explain why they cannot, and expects intermediaries, including introducing brokers, not to block impartial access. bettingnews.com/articles/ind…
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The midterms moved $1.1B on Kalshi. Parlays moved $25.3B over the same 10 days, nearly $23 for every election dollar. Even on Election Day, elections were only 17.5% of daily volume. legalsportsreport.com/285737…
The CFTC gave Event Contract exchanges 30 days to end state-by-state geofencing or explain why they cannot. Chairman Selig says the limits conflict with fair access rules. Federal and state authority are now on a visible collision course. tokenpost.com/news/regulatio…
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Election night put Event Contracts on a national screen, priced live beside the official count. For those who have followed this market for years, that is a visible shift in how the world reads probabilities. bloomberg.com/graphics/2026-…
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Economists expected 65,000 jobs in October. The economy added 165,000, above every forecast Bloomberg tracked. A single consensus number can hide a wide spread of expectations, and a 100,000 miss shows how wide it can get.
bloomberg.com/news/articles/…
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Oil lost 13% in one week. WTI closed below $91 and Brent below $99 as traders priced in a possible U.S.-Iran deal, a reminder of how fast a supply risk premium can reprice. Tuesday's CPI is the next scheduled catalyst. energynow.com/2026/11/oil-pr…
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Brent fell 16% in one week, the steepest weekly drop since 2020, as markets priced a possible U.S.-Iran deal. Brent settled Friday at $98.32, WTI at $90.83. No deal is announced and Hormuz attacks continue. CPI and the EIA outlook land Tuesday. financefeeds.com/brent-crude…
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Nearly a third of the U.S. Strategic Petroleum Reserve has left the caverns since March. From 415.4 million barrels to 282.2 million, or 39.5% of capacity, per EIA weekly data. The figure updates every week. eia.gov/dnav/pet/pet_stoc_ws…
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Consensus was 65,000. October nonfarm payrolls printed 165,000, and unemployment slipped to 4.1%. A miss of that size is why the first Friday of the month is the most watched date on the Event Contracts calendar.
cnbc.com/2026/11/06/jobs-rep…
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After a week that cut Brent by more than 13%, the next test is on the calendar. EIA's November Short-Term Energy Outlook is due Tuesday, and OPEC's monthly report is listed for Wednesday. Both land after a market just repriced its war premium.
eia.gov/outlooks/steo/releas…
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Brent was headed for a weekly drop of more than 15% as of Friday's Asian session. Midterm results lifted diplomacy hopes midweek, then Hormuz tanker incidents pulled prices back. Markets doubt politics alone restores normal flows.
tradingpedia.com/2026/11/06/…
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Brent is down 13% this week while Henry Hub barely moves, holding near $3.00/MMBtu. EIA reported a 77 Bcf build against 81 expected, leaving storage 1.4% above the five-year average and prices down about 30% on the year. tradingeconomics.com/commodi…
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Brent is set for its steepest weekly drop since March 2020, down more than 13% to about $98 a barrel. Diplomatic hopes in the Middle East eased supply fears, while attacks on oil-carrying vessels remain near record levels. tradingeconomics.com/commodi…
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A war premium holds only until the market starts doubting it. WTI slid below $86.50 Thursday as the midterm results fed hopes for an end to the Iran war. Follow-through into Friday is the next test.
fxstreet.com/news/wti-slumps…
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