Prediction market traders on Polymarket are nearly certain New York City’s weekend snowfall crossed the 20-inch mark. The 20+ inch outcome now sits at 56%, with over $439,000 in volume on the entire market. The 18–20 inch bracket has collapsed to 36%, and 16–18 inches is down to just 3%.A 20+ inch reading at Central Park has only been recorded six times since 1869, the last being Blizzard Jonas in January 2016, which still holds the all-time record at 27.5 inches.NYSE Expected To OpenMarkets are expected to ...

Industry Overview - Natural gas prices are stabilizing around $3.00 per MMBtu, with a recent close at approximately $3.05, influenced by a 144 Bcf storage withdrawal that was slightly below expectations [1] - Inventories are significantly below the five-year average and last year's levels, providing stronger support for prices within the $3.00-$3.15 range [1] LNG Export Impact - LNG export facilities are operating near full capacity, which is reshaping U.S. gas pricing dynamics and reducing reliance on weather fluctuations [3] - The Golden Pass LNG project, backed by QatarEnergy and ExxonMobil, is expected to produce around 18 million tons of LNG annually, nearing first production despite construction delays [4] - A new pipeline will transport up to 1 Bcf per day from the Permian Basin to the terminal, expected to begin initial volumes in early March, further supporting price stability [5] Market Dynamics - The gas market is transitioning from being weather-driven to infrastructure-driven, with overall U.S. consumption dropping by over 15 Bcf per day as temperatures warmed [6] - Rising LNG capacity and steady exports to Mexico suggest that prices may trade within a tighter and more stable range, with storage levels below average but manageable [7] Investment Opportunities - Companies like Expand Energy (EXE), Cheniere Energy (LNG), and Excelerate Energy (EE) are positioned to benefit from the evolving export-centered pricing regime [2][10] - Expand Energy has become the largest natural gas producer in the U.S. and is well-positioned to capitalize on rising demand from LNG exports and electrification trends [9] - Cheniere Energy has a competitive edge with its regulatory approval for LNG exports and strong operational performance, indicating substantial growth potential [11][12] - Excelerate Energy, focusing on LNG infrastructure and services, accounts for about 20% of the global FSRU fleet and is expanding into LNG-to-power and gas distribution [13]

Core Insights - Colombia is facing a significant energy crisis due to a sharp decline in natural gas production and reserves, exacerbated by policy changes and increased reliance on imports [5][8][11] Group 1: Natural Gas Supply and Demand - Domestic natural gas production has decreased from a high of 1.1 billion cubic feet per day in February 2020 to only 693 million cubic feet in December 2025, marking a 9% drop from November 2025 and a 23% decline year-over-year [1] - Colombia's natural gas reserves have fallen from 5.7 trillion cubic feet in 2012 to just over 2 trillion cubic feet by 2024, indicating a production life of only 5.9 years [4] - The country is increasingly reliant on natural gas for electricity generation, with thermal facilities generating over 20% of Colombia's electricity [2][3] Group 2: Policy and Economic Impact - President Petro's policies aimed at reducing fossil fuel dependency have led to the replacement of coal-fired plants with natural gas facilities, contributing to the energy crisis [2][5] - The cessation of new exploration contracts and increased taxes on the extractive industries have resulted in reduced drilling activities and foreign investment [8] - The reliance on costly liquefied petroleum gas (LPG) imports has surged, with imports reaching 94.33 billion cubic feet in 2024, nearly triple the previous year's volume [9] Group 3: Future Projections and Challenges - Without new domestic sources of natural gas, the supply deficit is projected to reach 56% of demand by 2029 [11] - The Sirius natural gas project, expected to come online by 2030, aims to develop 6 billion cubic feet of natural gas but will require a $5 billion investment [13] - Rising natural gas prices, driven by increased imports, are contributing to inflation and impacting the cost of living for households [12]

Core Insights - The company has effectively communicated the progress of its significant acquisition, demonstrating improved cost efficiency and increased reserves [1] - The latest reserves report indicates that the acquisition has resulted in lower costs and a growing inventory of profitable acreage [1] - The company has reported the highest levels of hedging activity in some time, allowing for revenue predictability despite market fluctuations [2] Group 1: Acquisition and Reserves - The acquisition has led to lower costs and an increase in liquids-rich production [1] - Management has noted that profitable production intervals from the acquired acreage extend to legacy acreage, enhancing future production potential [1] - Reserve costs are competitive, aiding the company in managing inflation [1] Group 2: Hedging Strategy - The company has engaged in significant hedging activity, which does not fix sales prices but allows flexibility in responding to market conditions [2] - Management has previously capitalized on negative gas prices to enhance revenue through strategic hedging [2] - The hedging activity reflects a positive outlook on pricing, providing revenue predictability at favorable prices [3]

Key Takeaways ONEOK is expected to post Q4 revenues of $9.49B, suggesting 35.6% y/y growth.OKE's Q4 earnings are projected at $1.50 per share, indicating a 4.5% y/y fall.ONEOK is likely to see y/y NGL throughput growth of 26.4%.ONEOK Inc. (OKE) is scheduled to release fourth-quarter 2025 results on Feb. 23, after market close. The company delivered an earnings surprise of 2.05% in the last reported quarter. Let us discuss the factors that are likely to be reflected in the upcoming quarterly results.Factors ...

The share price of Comstock Resources, Inc. (NYSE:CRK) fell by 8.86% between February 11 and February 18, 2026, putting it among the Energy Stocks that Lost the Most This Week. Comstock Resources (CRK) Fell This Week. Here is Why Comstock Resources, Inc. (NYSE:CRK) is a leading independent natural gas producer with operations focused on the development of the Haynesville shale in North Louisiana and East Texas. Comstock Resources, Inc. (NYSE:CRK) continued its fall following the recent plunge in natural ...

Wall Street analysts expect Oneok Inc. (OKE) to post quarterly earnings of $1.50 per share in its upcoming report, which indicates a year-over-year decline of 4.5%. Revenues are expected to be $9.49 billion, up 35.6% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2.6% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company announces its ea ...

The Trump Administration could face an energy dilemma ahead of the midterm elections. The U.S. energy dominance agenda and booming LNG exports – pillars of the Administration’s policy – are boosting domestic natural gas demand and raising American energy bills. U.S. LNG exports are hitting record highs, and are set to continue setting records in the coming months and years as new plants are being commissioned, built, and approved, with the strong backing of the Trump Administration. However, soaring de ...

Key TakeawaysEIA reported a 144 Bcf withdrawal from natural gas storage for the week ending Feb. 13, slightly lower than the 149 Bcf draw expected by analysts.Natural gas futures pared earlier gains to trade up 0.4% following the report, as the data was largely viewed as in line with market expectations.Salt dome cavern stocks saw a modest decrease of 8 Bcf, a significant slowdown from the previous week's 52 Bcf drop.U.S. Secretary of State Marco Rubio stated there is "no Plan B for Gaza," emphasizing that ...

Fox Business Alert. Forget sucking the energy out of the room. The AI data center boom is sucking the energy out of the electrical grid.Alphabet, Amazon, Meta, Microsoft, they are planning to spend more than $660 billion this year alone to realize their data center ambitions. And those data centers are huge energy gulpers. Well, now energy companies of all kind are reaching for some of that cash with both fists.Natural gas, nuclear, utility services, renewables. They are all in. The Williams company in a bi ...