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154,715 tonnes of HFCs entered the market in 2025

Oct 5, 2026

154,715 tonnes of HFCs entered the market in 2025

Down from 188,472 tonnes in 2022, with another step still to come.

The Backup Trade
The Backup Trade
$238.8 billion of utility capex projected for 2026

Oct 2, 2026

$238.8 billion of utility capex projected for 2026

The fourteenth consecutive record year of grid investment.

The Backup Trade
The Backup Trade
42 million gallons in the federal heating oil reserve

Oct 1, 2026

42 million gallons in the federal heating oil reserve

About 105,000 households' worth of winter, for the whole region.

The Backup Trade
The Backup Trade
116 GW contracted, 3 GW shipped in the quarter

Sep 28, 2026

116 GW contracted, 3 GW shipped in the quarter

The queue for new gas capacity is measured in years of output.

The Backup Trade
The Backup Trade
$50 for a receiver on a second warning path

Sep 25, 2026

$50 for a receiver on a second warning path

NWS puts weather radio coverage at about 40 miles from a transmitter.

The Backup Trade
The Backup Trade
$8,497 of envelope work for $372 a year

Sep 24, 2026

$8,497 of envelope work for $372 a year

DOE's cap on a weatherized home, and what it returns each year.

The Backup Trade
The Backup Trade
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© 2026 The Backup Trade. Sources cited in every issue. Positioning and market data only. Not investment advice or a recommendation.