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Brief: Thermal Outperforms
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Brief: Thermal Outperforms

Shorter days, cloudier skies, and calm winds dropped combined solar and wind generation to its lowest share of lower 48 power demand this week, enabling thermal generators to record their best performance since the week ending October 31.

Brief: Early Withdrawals from EU Gas Storage
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Brief: Early Withdrawals from EU Gas Storage

Gas storage levels in the European Union hit a preliminary peak over two weeks ahead of normal this year, with bloc-wide storage facilities at 83% capacity (3,234 Bcf) on Nov 4 versus 95% at the same point last year and a trailing 5YR S.A. average of more than 91%.

Brief: L48 Wind Jumps 40% M/M
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Brief: L48 Wind Jumps 40% M/M

Average daily Lower 48 U.S. wind generation increased 40% month-on-month to 1.24 terawatt-hours (TWh) through the first 29 days of October, increasing the share of L48 demand captured by wind to 11.6% from September’s 7.4%.

Brief: Shoulder Season Winds
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Brief: Shoulder Season Winds

ERCOT’s hourly fuel mix shows the transition to peak wind shoulder season is well underway, with average 24-hour wind generation in the first half of October up 29% from the final fourteen days of September.

Brief: La Nina Winter 2025-2026
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Brief: La Nina Winter 2025-2026

The NOAA’s Oct 9 ENSO Diagnostic Discussion determined that La Niña conditions are present and favored to persist through December 2025 - February 2026, with a transition to ENSO-neutral likely in January-March 2026 (55% chance).

Brief: 4.6x More Solar
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Brief: 4.6x More Solar

The U.S. installed nearly 4.6 times more solar capacity than gas-fired generation through the first eight months of 2025. The EIA’s latest Form 860 data suggests this trend will continue, with solar additions expected to exceed gas by 4.2 times by the start of 2026.

Daily Market Update - September 29, 2025
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Daily Market Update - September 29, 2025

Today in oil and natural gas markets:

Brief: EU Gas Storage Update
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Brief: EU Gas Storage Update

This week, Poland and Portugal became the European Union’s first member states to fill their underground gas storage caverns to 100% of capacity ahead of winter 2025-2026.

Brief: Peak Summer Power Burns
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Brief: Peak Summer Power Burns

Texas’ daily gas fired generation recorded its highest level of 2025 this week at more than 971 GWh (5YR S.A. 98th percentile) as Texas power demand gained to its second-highest of the summer (1,671 GWh - 5YR S.A. 94th percentile).

Brief: Texas Solar +47% Y/Y in July
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Brief: Texas Solar +47% Y/Y in July

Solar generation growth remained a powerful source of demand destruction for the South Central gas market this month, as ERCOT’s average mid-day solar generation jumped more than 47% above average rates from July 2024.

Brief: U.S. LNG Replaces Russian Gas in Central Europe
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Brief: U.S. LNG Replaces Russian Gas in Central Europe

After facing an unprecedented energy crisis in 2022, Germany poured more than 6.5 billion euro (so far) into LNG infrastructure investments to mitigate supply risks and shore up domestic energy security.

ES #147: China v. U.S. is about energy

ES #147: China v. U.S. is about energy

China generated over 10,000 TWh of electricity in 2024, more than doubling total U.S. power output as the global AI resource race heats up