Last month, Winter Storm Fern pushed its way across the country... Much of the U.S. found itself in a "state of emergency" as snow and frigid temperatures set in. Even states in the Deep South suffered disruptions from the storm.

Winter Weather Is Boosting This Corner of the Market By Vic Lederman, publisher, Chaikin Analytics Last month, Winter Storm Fern pushed its way across the country... Much of the U.S. found itself in a "state of emergency" as snow and frigid temperatures set in. Even states in the Deep South suffered disruptions from the storm. In fact, temperatures in my corner of northeast Florida dipped below freezing for a few days. That led to a rare sighting in my area – an icicle... Of course, severe cold temperatures can be deadly for anyone without adequate heating. More than 100 people died of storm-related injuries during the severe weather – including hypothermia...  This is an unfortunate reality for many Americans today. And rising energy costs won't help the situation... Recommended Links: BUY ALERT: Buy These Stocks Before the White House Does It's official – the White House is now openly stockpiling these "national priority" resources, with a $10 billion emergency fund. We've called in a 50-year resource-investing veteran with multiple 100X wins in the market to show you exactly what to buy. Click here for the full details before it's too late. Hedge-Fund Veteran Sounds the Alarm (Again) Years ago, Whitney Tilson contacted the FBI with a financial tip about Jeffrey Epstein after hearing something that felt wrong. He has followed that instinct through every major market dislocation of his career. Now he believes America is approaching another fundamental break... and he's explaining why. See his warning here. U.S. Demand for Electricity Keeps Growing High demand during Winter Storm Fern drove the spot price of natural gas to more than $7 per million British thermal units ("MMBtu"). That marked the highest level in the past 12 months. Now, this price spike lasted less than two weeks. And it's now back down to roughly where it sat for most of 2025 – around $3 per MMBtu. You can see this action in the chart below... Many regular folks use natural gas in their homes for heating, cooking, or powering a generator. This resource is a big deal for keeping the lights on... Put simply, more than 40% of America's electricity generation comes from natural gas. It's the biggest piece of the entire electrical-generation picture in the U.S. This source has seen huge growth, too...  In fact, the U.S. gets more than triple the amount of electricity from natural gas today than it did in 2000. Take a look... Of course, demand for electricity in the U.S. keeps growing... Just last month, the U.S. Energy Information Administration predicted electricity use will grow by about 1% in 2026. That seems like a small amount... But it represents growth of about 60 terawatt hours of electricity. To put that in perspective, America's electric-power consumption per capita is about 0.0000125 terawatt hours. Five years ago, that electricity usage would have cost you roughly $1,700 for the year, before accounting for inflation. Today, that figure comes in at about $2,400.  But as you may have guessed, these trends are boosting a few industries... The Power Gauge's Positive Outlook on These Two ETFs As I said earlier, the U.S. generates more than 40% of its electricity from natural gas. So it makes sense that oil and gas stocks would benefit from growing electricity demand. In the Power Gauge, we can measure these stocks through two exchange-traded funds ("ETFs")... I'm talking about the State Street SPDR S&P Oil & Gas Equipment & Services Fund (XES) and the State Street SPDR S&P Oil & Gas Exploration & Production Fund (XOP). Right now, both ETFs get "very bullish" ratings from the Power Gauge. And when it comes to their individual holdings, only one stock is rated as "bearish" between the two of them. XES has seen massive growth over the past three months. It's up about 42% during this span. XOP has posted gains of about 14% over the same time frame. But even that return beats the S&P 500 Index's gain of roughly 2% during the past three months. Again, the Power Gauge gives both XES and XOP a "very bullish" rating. So our system sees more upside from here for stocks in the oil and gas space. Meanwhile, try to keep warm as we get closer to the end of winter. Good investing, Vic Lederman Market View Major Indexes and Notable Sectors     # Hld:     Bullish     Neutral     Bearish Dow 30 -1.63% 6 20 4 S&P 500 -1.02% 120 286 92 Nasdaq -1.22% 23 50 27 Small Caps -1.56% 556 975 356 Bonds +0.37% Consumer Staples +1.23% 4 29 3 — According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks are somewhat Bullish. Major indexes are mixed. *  *  *  * Sector Tracker Sector movement over the last 5 days Energy +1.47% Communication +0.68% Health Care +0.55% Utilities +0.39% Industrials +0.38% Real Estate +0.25% Consumer Staples -0.6% Materials -0.66% Information Technology -0.75% Consumer Discretionary -1.02% Financial -1.78% *  *  *  * Industry Focus Insurance Services 10 28 16 Over the past 6 months, the Insurance subsector (KIE) has underperformed the S&P 500 by -10.18%. Its Power Bar ratio, which measures future potential, is Weak, with more Bearish than Bullish stocks. It is currently ranked #15 of 21 subsectors. Indicative Stocks AGO Assured Guaranty Ltd AJG Arthur J. Gallagher BHF Brighthouse Financia *  *  *  * Top Movers Gainers PYPL +5.76% ALB +5.4% AKAM +4.86% LLY +4.86% GLW +4.11% Losers IBM -13.15% DDOG -11.28% CRWD -9.85% ZBRA -9.43% APP -9.09% *  *  *  * Earnings Report Earnings Surprises KTOS Kratos Defense & Security Solutions, Inc. Q4 $0.18 Beat by $0.03 FANG Diamondback Energy, Inc. Q4 $1.74 Missed by $-0.26 KEYS Keysight Technologies, Inc. Q1 $2.17 Beat by $0.17 OKE ONEOK, Inc. Q4 $1.55 Beat by $0.06 D Dominion Energy, Inc. Q4 $0.68 Beat by $0.01 *  *  *  * You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here. You're receiving this e-mail at katzronnie7@gmail.com. For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. Please note: The law prohibits us from giving personalized financial advice. © 2026 Chaikin Analytics, LLC. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Chaikin Analytics, LLC. 201 King Of Prussia Rd., Suite 650, Radnor, PA 19087. www.chaikinanalytics.com. 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