Energy markets were a bit firmer today, with the Dawn forward strip up about $0.03 CAD/GJ, NYMEX up roughly $0.02 USD/MMBtu, and WTI up $4.09 to $94.41 USD/bbl. Ontario fundamentals were steady overall, with St. Clair continuing to support supply as the market gets closer to the NEXUS Colerain zero-capacity event. In the U.S., the latest Lower 48 storage report came in tighter than expected, with a larger withdrawal than the market was looking for, driven mostly by the East and Midwest while the rest of the country was flat. At the same time, the 6–10-day outlook continues to show above-normal temperatures across much of the eastern half of the continent, which points to softer late-season heating demand, while overall U.S. storage still sits close to the five-year average. (JM)