|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 8:40 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$1.824
|
$1.763
|
3.46%
|
$0.061
|
69,945
|
|
|
|
WTI
|
$83.37
|
$83.17
|
0.24%
|
$0.20
|
87,549
|
|
|
|
Brent
|
$87.07
|
$87.48
|
-0.47%
|
-$0.41
|
8,664
|
|
|
|
ULSD
|
$2.606
|
$2.616
|
-0.36%
|
-$0.010
|
8,220
|
|
|
|
RBOB
|
$2.696
|
$2.761
|
-2.35%
|
-$0.065
|
10,692
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.56
|
$4.58
|
-0.44%
|
-$0.02
|
Jun-24
|
|
|
|
3:2:1 Crack
|
$28.59
|
$29.53
|
-3.18%
|
-$0.94
|
May-24
|
|
|
|
PJM West Spark
|
NA
|
NA
|
NA
|
NA
|
Apr-24
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
03/28/24
|
621
|
-3
|
-134
|
04/01/23
|
|
|
|
Canada
|
03/28/24
|
151
|
-18
|
12
|
04/01/23
|
|
|
|
International
|
Feb
|
958
|
-7
|
43
|
Feb
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 3/19/2024
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
92,107
|
91,666
|
91,671
|
-5
|
|
|
|
PJM West Off Peak
|
81,575
|
81,237
|
81,314
|
-77
|
|
|
|
Natural Gas Henry Hub
|
381,800
|
359,418
|
368,623
|
-9,205
|
|
|
|
WTI – Light Sweet Crude Futures
|
160,575
|
137,562
|
123,804
|
13,758
|
|
|
|
Brent Crude Last Day
|
114,850
|
106,004
|
105,096
|
908
|
|
|
|
NYM Ethanol
|
47,057
|
46,270
|
46,676
|
-406
|
|
|
|
Mt Belvieu LDH Propane Swap
|
154,886
|
153,769
|
154,472
|
-703
|
|
|
|
RBOB
|
384,040
|
357,198
|
369,107
|
-11,909
|
|
|
|
HSC Basis
|
802,580
|
792,240
|
792,733
|
-493
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2021
|
2022
|
2023projected
|
2024projected
|
|
|
|
Brent
|
$70.89
|
$100.94
|
$84.09
|
$94.91
|
|
|
|
Gasoline
|
$3.02
|
$3.97
|
$3.62
|
$3.69
|
|
|
|
Crude Oil Production
|
11.27
|
11.91
|
12.92
|
13.12
|
|
|
|
Natural Gas Spot
|
$3.91
|
$6.42
|
$2.61
|
$3.23
|
|
|
|
LNG Exports
|
9.76
|
10.59
|
11.62
|
13.15
|
|
|
|
|
|
|
|
|
|
|
|
|
Electrical Generation %
|
2021
|
2022
|
2023projected
|
2024projected
|
|
|
|
Natural gas
|
37.00%
|
39.00%
|
42.00%
|
41.00%
|
|
|
|
Coal
|
23.00%
|
20.00%
|
16.00%
|
15.00%
|
|
|
|
Renewables
|
20.00%
|
22.00%
|
22.00%
|
25.00%
|
|
|
|
Nuclear
|
20.00%
|
19.00%
|
19.00%
|
20.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Lower 48 Natural Gas Storage
|
|
|
|
|
|
|
|
|
|
|
|
|
|
03/22/19
|
|
|
|
|
|
3/22/24
|
3/15/24
|
Net Change
|
% Change
|
3/24/23
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
387
|
406
|
-19
|
-4.68%
|
343
|
12.83%
|
305
|
26.89%
|
|
|
|
Midwest
|
528
|
551
|
-23
|
-4.17%
|
437
|
20.82%
|
376
|
40.50%
|
|
|
|
Mountain
|
166
|
166
|
0
|
0.00%
|
82
|
102.44%
|
87
|
89.93%
|
|
|
|
Pacific
|
223
|
216
|
7
|
3.24%
|
73
|
205.48%
|
146
|
52.95%
|
|
|
|
South
|
991
|
993
|
-2
|
-0.20%
|
917
|
8.07%
|
711
|
39.42%
|
|
|
|
Salt
|
294
|
300
|
-6
|
-2.00%
|
262
|
12.21%
|
210
|
40.00%
|
|
|
|
Non_Salt
|
698
|
694
|
4
|
0.58%
|
655
|
6.56%
|
501
|
39.38%
|
|
|
|
Total
|
2,296
|
2,332
|
-36
|
-1.54%
|
1,853
|
23.91%
|
1,625
|
41.29%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/28/24
|
3/27/24
|
% Change
|
Change
|
2/29/24
|
% Change
|
3/30/23
|
% Change
|
|
|
|
PJM West On Peak
|
Apr-24
|
$32.20
|
$33.65
|
-4.30%
|
-$1.45
|
$31.48
|
2.28%
|
$41.67
|
-22.73%
|
|
|
|
ERCOT North On Peak
|
Apr-24
|
$30.50
|
$32.55
|
-6.29%
|
-$2.05
|
$31.78
|
-4.03%
|
$34.36
|
-11.23%
|
|
|
|
CAISO SP 15 On Peak
|
Apr-24
|
$17.50
|
$17.00
|
2.94%
|
$0.50
|
$21.71
|
-19.40%
|
$41.54
|
-57.87%
|
|
|
|
MISO Indiana On Peak
|
Apr-24
|
$30.60
|
$31.95
|
-4.23%
|
-$1.35
|
$32.93
|
-7.07%
|
$45.33
|
-32.50%
|
|
|
|
NEISO Mass On Peak
|
Apr-24
|
$27.54
|
$28.97
|
-4.92%
|
-$1.43
|
$29.35
|
-6.16%
|
$51.60
|
-46.63%
|
|
|
|
WECC Mid C On Peak
|
Apr-24
|
$37.98
|
$38.85
|
-2.24%
|
-$0.87
|
$41.21
|
-7.85%
|
$57.57
|
-34.02%
|
|
|
|
NYISO Zone G On Peak
|
Apr-24
|
$27.50
|
$28.60
|
-3.85%
|
-$1.10
|
$27.42
|
0.30%
|
$43.47
|
-36.74%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/28/24
|
3/27/24
|
% Change
|
Change
|
2/29/24
|
% Change
|
3/30/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
May-24
|
$1.763
|
$1.718
|
2.62%
|
$0.04
|
$2.01
|
-12.20%
|
$3.13
|
-43.76%
|
|
|
|
Houston Ship Channel
|
May-24
|
-$0.178
|
-$0.170
|
4.16%
|
-$0.01
|
-$0.25
|
-30.00%
|
-$0.36
|
-50.29%
|
|
|
|
Chicago
|
May-24
|
-$0.159
|
-$0.148
|
-7.29%
|
-$0.01
|
-$0.17
|
-6.08%
|
-$0.14
|
17.66%
|
|
|
|
Waha
|
May-24
|
-$1.500
|
-$1.495
|
-0.37%
|
-$0.01
|
-$1.09
|
37.28%
|
-$1.30
|
15.16%
|
|
|
|
Algonquin
|
May-24
|
-$0.188
|
-$0.213
|
11.87%
|
$0.03
|
-$0.31
|
-39.35%
|
-$0.36
|
-47.50%
|
|
|
|
Aeco
|
May-24
|
-$0.513
|
-$0.525
|
-2.25%
|
$0.01
|
-$0.72
|
-29.19%
|
-$0.91
|
-43.67%
|
|
|
|
Socal
|
May-24
|
-$0.199
|
-$0.217
|
-8.57%
|
$0.02
|
-$0.08
|
147.51%
|
$0.04
|
-542.09%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/28/24
|
3/27/24
|
% Change
|
Change
|
2/29/24
|
% Change
|
3/30/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Apr-24
|
$0.835
|
$0.834
|
0.15%
|
$0.00
|
$0.83
|
0.62%
|
$0.77
|
7.91%
|
|
|
|
Mt. Belvieu Propane non LST
|
Apr-24
|
$0.828
|
$0.830
|
-0.30%
|
$0.00
|
$0.83
|
0.00%
|
$0.77
|
7.05%
|
|
|
|
Mt. Belview Ethane
|
Apr-24
|
$0.180
|
$0.181
|
-0.67%
|
$0.00
|
$0.20
|
-8.87%
|
$0.24
|
-23.79%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Apr-24
|
$1.602
|
$1.598
|
0.30%
|
$0.00
|
$1.58
|
1.74%
|
$1.43
|
12.23%
|
|
|
|
Mt. Belvieu Butane LST
|
Apr-24
|
$0.943
|
$0.954
|
-1.17%
|
-$0.01
|
$0.95
|
-0.67%
|
$0.85
|
10.41%
|
|
|
|
Far East Propane
|
Apr-24
|
$6.081
|
$6.026
|
0.91%
|
$0.05
|
$5.91
|
2.90%
|
$5.29
|
15.04%
|
|
|
|
Saudi Propane
|
Apr-24
|
$6.278
|
$6.233
|
0.72%
|
$0.04
|
$5.94
|
5.62%
|
$5.02
|
25.08%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/28/24
|
3/27/24
|
% Change
|
Change
|
2/29/24
|
% Change
|
3/30/23
|
% Change
|
|
|
|
WTI
|
May-24
|
$83.17
|
$81.35
|
2.19%
|
$1.82
|
$77.45
|
7.39%
|
$70.62
|
17.77%
|
|
|
|
Brent
|
May-24
|
$87.45
|
$86.09
|
1.55%
|
$1.36
|
$81.91
|
6.76%
|
$75.21
|
16.27%
|
|
|
|
WCS
|
May-24
|
-$13.28
|
-$12.29
|
7.48%
|
-$0.99
|
-$15.55
|
-14.56%
|
-$15.45
|
-14.03%
|
|
|
|
LLS
|
May-24
|
$84.39
|
$83.25
|
1.34%
|
$1.13
|
$79.03
|
6.78%
|
$72.43
|
16.51%
|
|
|
|
Mars
|
May-24
|
$82.26
|
$80.86
|
1.70%
|
$1.40
|
$76.38
|
7.70%
|
$67.76
|
21.40%
|
|
|
|
Sour
|
May-24
|
$82.88
|
$81.70
|
1.42%
|
$1.18
|
$77.38
|
7.11%
|
$68.45
|
21.09%
|
|
|
|
ESPO
|
May-24
|
$85.45
|
$84.09
|
1.59%
|
$1.36
|
$79.91
|
6.93%
|
$72.99
|
17.06%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/28/24
|
3/27/24
|
% Change
|
Change
|
2/29/24
|
% Change
|
3/30/23
|
% Change
|
|
|
|
NY Heating Oil
|
Apr-24
|
$2.61
|
$2.60
|
0.38%
|
$0.01
|
$2.65
|
-1.28%
|
$2.44
|
7.14%
|
|
|
|
NY Gasoline
|
Apr-24
|
$2.73
|
$2.68
|
2.17%
|
$0.06
|
$2.58
|
6.17%
|
$2.32
|
17.79%
|
|
|
|
GC Gasoline
|
Apr-24
|
$2.63
|
$2.58
|
2.25%
|
$0.06
|
$2.47
|
6.42%
|
$2.22
|
18.60%
|
|
|
|
GC Jet
|
Apr-24
|
$2.58
|
$2.51
|
2.71%
|
$0.07
|
$2.51
|
2.95%
|
$2.30
|
12.08%
|
|
|
|
Chicago Ethanol
|
Apr-24
|
$1.65
|
$1.59
|
3.84%
|
$0.06
|
$1.49
|
10.81%
|
$1.69
|
-2.25%
|
|
|
|
Rotterdam Gasoil
|
Apr-24
|
$769.18
|
$762.80
|
0.84%
|
$6.38
|
$753.89
|
2.03%
|
$663.76
|
15.88%
|
|
|
|
Singapore Jet Kero
|
Apr-24
|
$101.30
|
$101.83
|
-0.52%
|
-$0.53
|
$100.00
|
1.30%
|
$91.03
|
11.28%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/28/24
|
3/27/24
|
% Change
|
Change
|
2/29/24
|
% Change
|
3/30/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
May-24
|
56.38%
|
56.67%
|
-0.51%
|
-0.29%
|
62.37%
|
-9.60%
|
53.85%
|
4.70%
|
|
|
|
Algonquin Straddle
|
May-24
|
69.43%
|
67.28%
|
3.20%
|
2.15%
|
74.44%
|
-6.73%
|
57.00%
|
21.81%
|
|
|
|
Waha Straddle
|
May-24
|
212.45%
|
196.75%
|
7.98%
|
15.70%
|
113.59%
|
87.03%
|
76.62%
|
177.28%
|
|
|
|
Chicago Straddle
|
May-24
|
60.30%
|
58.70%
|
2.73%
|
1.60%
|
62.02%
|
-2.77%
|
55.68%
|
8.30%
|
|
|
|
PJM West Straddle
|
May-24
|
48.97%
|
47.81%
|
2.43%
|
1.16%
|
49.32%
|
-0.71%
|
45.88%
|
6.73%
|
|
|
|
SP – 15 Straddle
|
May-24
|
139.49%
|
141.65%
|
-1.52%
|
-2.16%
|
84.40%
|
65.27%
|
25.57%
|
445.52%
|
|
|
|
Mid. C Straddle
|
May-24
|
12.28%
|
158.58%
|
-92.26%
|
-146.30%
|
100.62%
|
-87.80%
|
71.41%
|
-82.80%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/28/24
|
3/27/24
|
% Change
|
Change
|
2/29/24
|
% Change
|
3/30/23
|
% Change
|
|
|
|
Dutch TTF
|
May-24
|
EUR 27.48
|
EUR 27.74
|
-0.94%
|
-EUR 0.26
|
EUR 25.48
|
7.85%
|
EUR 51.25
|
-46.39%
|
|
|
|
NBP
|
May-24
|
GBP 68.17
|
GBP 69.65
|
-2.13%
|
-GBP 1.48
|
GBP 62.24
|
9.52%
|
GBP 130.62
|
-47.81%
|
|
|
|
German Base
|
May-24
|
EUR 51.95
|
EUR 51.63
|
0.60%
|
EUR 0.31
|
EUR 52.23
|
-0.54%
|
EUR 118.27
|
-56.08%
|
|
|
|
UK Base
|
May-24
|
GBP 57.88
|
GBP 60.93
|
-5.01%
|
-GBP 3.05
|
GBP 56.29
|
2.82%
|
GBP 124.94
|
-53.68%
|
|
|
|
French Base
|
May-24
|
EUR 28.61
|
EUR 30.58
|
-6.44%
|
-EUR 1.97
|
EUR 45.99
|
-37.78%
|
EUR 117.92
|
-75.74%
|
|
|
|
Italian Base
|
May-24
|
EUR 78.38
|
EUR 76.12
|
2.97%
|
EUR 2.26
|
EUR 74.59
|
5.09%
|
EUR 124.90
|
-37.25%
|
|
|
|
JKM LNG
|
May-24
|
$9.01
|
$9.25
|
-2.62%
|
-$0.24
|
$8.37
|
7.66%
|
$14.94
|
-39.69%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/28/24
|
3/27/24
|
% Change
|
Change
|
2/29/24
|
% Change
|
3/30/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
May-24
|
$27.48
|
$27.74
|
-0.94%
|
-$0.26
|
$25.48
|
7.85%
|
$51.25
|
-46.39%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
May-24
|
$68.17
|
$69.65
|
-2.13%
|
-$1.48
|
$62.24
|
9.52%
|
$130.62
|
-47.81%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
May-24
|
$51.95
|
$51.63
|
0.60%
|
$0.31
|
$52.23
|
-0.54%
|
$118.27
|
-56.08%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
May-24
|
$57.88
|
$60.93
|
-5.01%
|
-$3.05
|
$56.29
|
2.82%
|
$124.94
|
-53.68%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
May-24
|
$28.61
|
$30.58
|
-6.44%
|
-$1.97
|
$45.99
|
-37.78%
|
$117.92
|
-75.74%
|
|
|
|
Supramax Timecharter (DRY)
|
May-24
|
$78.38
|
$76.12
|
2.97%
|
$2.26
|
$74.59
|
5.09%
|
$124.90
|
-37.25%
|
|
|
|
Capesize Timecharter (DRY)
|
May-24
|
$9.01
|
$9.25
|
-2.62%
|
-$0.24
|
$8.37
|
7.66%
|
$14.94
|
-39.69%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
03/30/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
0
|
0
|
0
|
0
|
0
|
0
|
NA
|
NA
|
|
|
|
Middle Atlantic
|
0
|
0
|
0
|
0
|
0
|
0
|
NA
|
NA
|
|
|
|
E N Central
|
0
|
0
|
0
|
0
|
-1
|
0
|
NA
|
NA
|
|
|
|
W N Central
|
0
|
-1
|
0
|
0
|
-3
|
0
|
NA
|
NA
|
|
|
|
South Atlantic
|
11
|
-1
|
-11
|
78
|
-34
|
-66
|
-30.00%
|
-46.00%
|
|
|
|
E S Central
|
0
|
-5
|
-9
|
2
|
-28
|
-25
|
NA
|
NA
|
|
|
|
W S Central
|
8
|
-6
|
-10
|
67
|
-12
|
-50
|
NA
|
NA
|
|
|
|
Mountain
|
0
|
-4
|
0
|
0
|
-14
|
0
|
NA
|
NA
|
|
|
|
Pacific
|
0
|
-1
|
0
|
0
|
-7
|
0
|
NA
|
NA
|
|
|
|
United States
|
3
|
-2
|
-4
|
22
|
-13
|
-19
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
03/30/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
177
|
-4
|
1
|
4,955
|
-736
|
32
|
-13.00%
|
1.00%
|
|
|
|
Middle Atlantic
|
160
|
-1
|
6
|
4,575
|
-594
|
52
|
-11.00%
|
1.00%
|
|
|
|
E N Central
|
161
|
-6
|
-14
|
4,808
|
-902
|
-329
|
-16.00%
|
-6.00%
|
|
|
|
W N Central
|
190
|
26
|
-17
|
5,056
|
-977
|
-819
|
-16.00%
|
-14.00%
|
|
|
|
South Atlantic
|
74
|
7
|
30
|
2,279
|
-334
|
33
|
-13.00%
|
1.00%
|
|
|
|
E S Central
|
78
|
-4
|
26
|
2,883
|
-430
|
57
|
-13.00%
|
2.00%
|
|
|
|
W S Central
|
51
|
7
|
15
|
1,978
|
-203
|
10
|
-9.00%
|
1.00%
|
|
|
|
Mountain
|
157
|
29
|
-34
|
4,200
|
-274
|
-608
|
-6.00%
|
-13.00%
|
|
|
|
Pacific
|
117
|
30
|
-23
|
2,545
|
-130
|
-486
|
-5.00%
|
-16.00%
|
|
|
|
United States
|
123
|
9
|
0
|
3,507
|
-482
|
-204
|
-12.00%
|
-5.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
