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