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Exchange-Traded Funds Lower, Equity Futures Mixed Pre-Bell Tuesday Amid Rising Oil Prices

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The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.4%, and the actively traded Invesco QQQ Trust (QQQ) was 1.2% lower in Tuesday's premarket activity as fading hopes for a US-Iran peace agreement pushed oil prices higher.

US stock futures were mixed, with S&P 500 Index futures down 0.5%, Dow Jones Industrial Average futures advancing 0.03%, and Nasdaq futures slipping 1.2% before the start of regular trading.

July housing starts fell by 12.4% from the previous month to a 1.239 million annual rate, compared with expectations compiled by Bloomberg as of 7:45 am ET for a 1.345 million rate after an increase to 1.415 million in June.

The New York Federal Reserve's services index fell to 0.5 in August from 8.7 in July, compared with the expectations of a smaller decrease to a reading of 4.6 in a survey compiled by Bloomberg.

Industrial production data for July will be released at 9:15 am ET, followed by the pending home sales data for July at 10 am ET.

In premarket action, bitcoin was down by 0.04%. Among cryptocurrency ETFs, the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was 0.1% lower, Ether ETF (EETH) retreated 0.4%, and Bitcoin & Ether Market Cap Weight ETF (BETH) was flat.

Power Play:

Health Care

The State Street Health Care Select Sector SPDR ETF (XLV) advanced 0.3%, the Vanguard Health Care Index Fund (VHT) was down 0.4%, while the iShares US Healthcare ETF (IYH) was 2% higher. The iShares Biotechnology ETF (IBB) was 0.2% lower

Amylyx Pharmaceuticals' (AMLX) stock was up more than 30% premarket after the company said its investigational post-bariatric hypoglycemia treatment Avexitide met its primary endpoint in a phase 3 clinical trial.

Winners and Losers:

Financial

The State Street Financial Select Sector SPDR ETF (XLF) was up 0.3%. Direxion Daily Financial Bull 3X Shares (FAS) was up 0.8%, while its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), was 0.8% lower.

Klarna Group (KLAR) shares were down more than 17% after the company said it has planned transitions for its chief financial officer and chief marketing officer, effective early 2027.

Consumer

The State Street Consumer Staples Select Sector SPDR ETF (XLP) was up 0.8%, the Vanguard Consumer Staples Index Fund ETF Shares (VDC) gained 1.2%, and the iShares US Consumer Staples ETF (IYK) was inactive. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) lost 0.1%. The VanEck Retail ETF (RTH) was 0.3% lower, while the State Street SPDR S&P Retail ETF (XRT) was 0.1% higher.

Baidu (BIDU) shares were down more than 7% pre-bell after the company reported lower Q2 non-GAAP earnings and revenue.

Industrial

The State Street Industrial Select Sector SPDR ETF (XLI) retreated 0.2%, the Vanguard Industrials Index Fund (VIS) was down 0.1%, and the iShares US Industrials ETF (IYJ) was inactive.

Stantec (STN) stock was up 1% after the company said it received approval from the Toronto Stock Exchange to increase the number of shares it may repurchase for cancellation under its normal course issuer bid to 5.7 million shares, up from 2.3 million.

Technology

The State Street Technology Select Sector SPDR ETF (XLK) retreated 1.8%, the iShares US Technology ETF (IYW) was 1.1% lower, and the iShares Expanded Tech Sector ETF (IGM) was down 1.6%. Among semiconductor ETFs, the State Street SPDR S&P Semiconductor ETF (XSD) declined 3.4%, while the iShares Semiconductor ETF (SOXX) fell 3.6%.

NVIDIA (NVDA) shares were down 1% in premarket activity after the company said it partnered with SB Energy to secure land, power, and shell capacity at the PORTS-Pike Technology Campus in Ohio, where OpenAI will be the tenant.

Energy

The iShares US Energy ETF (IYE) was up 0.3%, while the State Street Energy Select Sector SPDR ETF (XLE) was 0.9% higher.

Phillips 66 (PSX) stock was 1% higher after Argus lifted its price target to $269 from $197.

Commodities

Front-month US West Texas Intermediate crude oil gained by 0.9% to reach $85.27 per barrel on the New York Mercantile Exchange. Natural gas was up 0.9% at $2.71 per 1 million British Thermal Units. The United States Oil Fund (USO) increased 0.5%, while the United States Natural Gas Fund (UNG) was 0.02% lower.

Gold futures for November were down by 0.6% at $4,448.00 an ounce on the Comex. Silver futures retreated 1.7% to $65.11 an ounce. SPDR Gold Shares (GLD) declined by 0.6%, and the iShares Silver Trust (SLV) was 1.1% lower.

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Commodities

Fire Erupts at Explorer Pipeline Tank Farm After Lightning Strike

A total of three storage tanks caught fire following a lightning strike at Explorer Pipeline's Glenpool tank farm in Tulsa, Oklahoma, early Monday morning, according to multiple media reports.The Tulsa Fire Department said the Glenpool Fire Department was working to contain a fire at the Explorer Pipeline tank farm."Three tanks are reportedly involved," the Tulsa Fire Department posted on X.Explorer has reportedly shut down operations to and from Glenpool as of Monday afternoon, according to Bloomberg.National Transportation Safety Board documents show that the Glenpool farm can store about 3.4 million barrels of fuel across over 30 tanks.Explorer did not immediately respond to' request for comment.

Commodities

US Power Update: US Electricity Markets Mostly Higher as PJM Prices Hit $725.99/MWh

US wholesale electricity markets were mostly higher Wednesday afternoon, with PJM Interconnection's intraday prices reaching a peak of $725.99 per megawatt-hour, according to data from GridStatus.io.Electric Reliability Council of Texas' real-time locational marginal price was $27.99/MWh at 4 p.m. ET. Net load reached 50.84 gigawatts, with natural gas accounting for the largest share of the generation mix at 43.2%.California Independent System Operator's real-time LMP came in at $36.29/MWh at 4 p.m. ET. Net load was 4.73 GW, with solar accounting for the largest share of the generation mix at 59.6%.Southwest Power Pool's real-time LMP was $54.81/MWh at 4 p.m. ET. Net load reached 47.25 GW, with natural gas making up the largest share of the generation mix at 47.3%. Prices rose to an intraday peak of $123.97/MWh at 4:55 p.m. ET.PJM's real-time LMP stood at $241.45/MWh at 4 p.m. ET. Net load totaled 124.88 GW, with natural gas providing the largest share of the generation mix at 46.5%. Prices climbed to an intraday high of $725.99/MWh at 12:55 p.m. ET.Midcontinent Independent System Operator's real-time LMP was $52.17/MWh at 4 p.m. ET. Net load stood at 87.51 GW, with natural gas accounting for the largest share of the generation mix at 34.3%. Prices jumped to an intraday high of $109.36/MWh at 4:20 p.m. ET.New York Independent System Operator's real-time LMP came to $50.34/MWh at 4 p.m. ET. Net load reached 21.52 GW, with dual fuel representing the largest share of the generation mix at 31.6%.ISO New England's real-time LMP stood at $39.99/MWh at 4 p.m. ET. Net load totaled 14.73 GW, with natural gas accounting for the largest share of the generation mix at 55.6%.Independent Electricity System Operator's real-time LMP was $36.95/MWh at 4 p.m. ET. Net load reached 19.75 GW at 3:55 p.m. ET, with nuclear accounting for the largest share of the generation mix at 41.9%. Prices reached an intraday peak of $199.66/MWh at 7:50 a.m. ET.The National Weather Service's Climate Prediction Center forecasts temperatures to stay above normal across much of the West and South from Aug. 25-31, with normal to below-normal readings across the Northeast.

Commodities

US Natural Gas Update: Futures Fall on Cooler Forecasts

US natural gas futures dropped in late trading on Monday as cooling weather forecasts reduced demand while production hit record levels and inventories swelled.The front-month Henry Hub contract as well as the continuous contract both lost 1.06% to trade at $2.704 per million British thermal units.Barchart said natural gas prices fell to a one-week low Monday as US weather forecasts shifted toward cooler conditions, potentially reducing demand from power generators for air conditioning.While NatGasWeather.com said the southern US would experience hotter-than-normal weather, The Commodity Weather Group said Monday that the US weather outlook had shifted toward cooler conditions, with average to below-average temperatures expected across the eastern population centers of the US from Aug. 22-31.Lingering heat across the southern US and recovering LNG feedgas demand continue to provide some support, but they have not been enough to overcome high production and comfortable inventories, Gelber & Associates said.On the supply side, Barchart, citing BNEF data, said lower 48 dry gas production was 114.1 Bcf/d, up 4.1% from output a year ago. That compares with a demand of 82.5 Bcf/d, up 5.1% over the year. The latest US Energy Information Administration inventory data showed stock levels at nearly 200 Bcf above the five-year average.Estimated LNG net flows to US LNG export terminals were 18.9 Bcf/day Monday, up 2.3% from the previous week as maintenance work continues at Freeport LNG.With less of the cooling season remaining for weather to meaningfully tighten balances, the market continues to discount the risk of adequate supply heading into winter, putting disproportionate pressure on Winter 2026-27 pricing, Gelber & Associates said.