Timestamps 0:00 – Introduction and August futures price action 0:19 – Storage day expectations (Reuters vs. 5-year average) 0:45 – Technical analysis: RSI and support levels (3.10) 1:26 – Front-to-back spreads: JAN vs. OCT (injection spread) 1:54 – ERCOT fuel mix: Impact of wind and solar in Texas 2:33 – Power grid analysis: PJM and MISO price spikes 3:16 – 8-14 day temperature outlook and national heat risk 4:34 – European weather models and heat indices 4:57 – Europe market

Timestamps 00:00 – Market Open & August Futures Update 00:48 – Hourly Chart Analysis & Support Levels 01:20 – Spread Analysis: Jan vs. Oct & Nov-March Strips 02:22 – Super El Niño Concerns & Long-term Outlook 02:27 – 8-14 Day Temperature Outlook & Heat Risk Maps 04:04 – Heat Index Models & Regional Relief 04:55 – ERCOT Power Market & Renewable Energy Share 05:25 – Regional Power Grid Stress (SPP, MISO, PJM) 05:44 – Geopolitical Impact: Strait of Hormuz & LNG Tanker Incidents