|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 7:49 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$1.779
|
$1.785
|
-0.34%
|
-$0.006
|
26,922
|
|
|
|
WTI
|
$86.37
|
$86.91
|
-0.62%
|
-$0.54
|
103,573
|
|
|
|
Brent
|
$90.54
|
$91.17
|
-0.69%
|
-$0.63
|
9,304
|
|
|
|
ULSD
|
$2.744
|
$2.773
|
-1.04%
|
-$0.029
|
6,586
|
|
|
|
RBOB
|
$2.762
|
$2.789
|
-0.95%
|
-$0.027
|
8,882
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.97
|
$5.07
|
-1.97%
|
-$0.10
|
Jun-24
|
|
|
|
3:2:1 Crack
|
$29.52
|
$30.01
|
-1.64%
|
-$0.49
|
May-24
|
|
|
|
PJM West Spark
|
$32.08
|
$31.61
|
1.49%
|
$0.47
|
May-24
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
04/05/24
|
620
|
-1
|
-131
|
04/01/23
|
|
|
|
Canada
|
04/05/24
|
136
|
-15
|
9
|
04/01/23
|
|
|
|
International
|
Mar
|
971
|
13
|
41
|
Mar
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 4/2/2024
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
99,399
|
97,859
|
98,267
|
-408
|
|
|
|
PJM West Off Peak
|
87,614
|
86,099
|
86,530
|
-431
|
|
|
|
Natural Gas Henry Hub
|
365,667
|
345,076
|
353,614
|
-8,538
|
|
|
|
WTI – Light Sweet Crude Futures
|
145,033
|
122,260
|
110,588
|
11,672
|
|
|
|
Brent Crude Last Day
|
117,819
|
108,960
|
108,802
|
158
|
|
|
|
NYM Ethanol
|
39,560
|
38,872
|
39,219
|
-347
|
|
|
|
Mt Belvieu LDH Propane Swap
|
164,511
|
162,977
|
163,568
|
-591
|
|
|
|
RBOB
|
407,032
|
378,230
|
390,988
|
-12,758
|
|
|
|
HSC Basis
|
851,395
|
832,973
|
844,994
|
-12,021
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
03/29/19
|
|
|
|
|
|
3/29/24
|
3/22/24
|
Net Change
|
% Change
|
3/31/23
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
363
|
387
|
-24
|
-6.20%
|
335
|
8.36%
|
295
|
23.22%
|
|
|
|
Midwest
|
510
|
528
|
-18
|
-3.41%
|
421
|
21.14%
|
366
|
39.27%
|
|
|
|
Mountain
|
162
|
166
|
-4
|
-2.41%
|
80
|
102.50%
|
88
|
83.26%
|
|
|
|
Pacific
|
227
|
223
|
4
|
1.79%
|
73
|
210.96%
|
150
|
50.93%
|
|
|
|
South
|
996
|
991
|
5
|
0.50%
|
921
|
8.14%
|
730
|
36.36%
|
|
|
|
Salt
|
294
|
294
|
0
|
0.00%
|
263
|
11.79%
|
218
|
34.62%
|
|
|
|
Non_Salt
|
701
|
698
|
3
|
0.43%
|
658
|
6.53%
|
512
|
36.86%
|
|
|
|
Total
|
2,259
|
2,296
|
-37
|
-1.61%
|
1,830
|
23.44%
|
1,630
|
38.59%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/5/24
|
4/4/24
|
% Change
|
Change
|
3/7/24
|
% Change
|
4/6/23
|
% Change
|
|
|
|
PJM West On Peak
|
May-24
|
$35.89
|
$35.43
|
1.30%
|
$0.46
|
$35.30
|
1.68%
|
$43.66
|
-17.80%
|
|
|
|
ERCOT North On Peak
|
May-24
|
$32.96
|
$33.78
|
-2.44%
|
-$0.82
|
$39.61
|
-16.80%
|
$34.98
|
-5.77%
|
|
|
|
CAISO SP 15 On Peak
|
May-24
|
$13.73
|
$13.60
|
0.91%
|
$0.12
|
$19.00
|
-27.75%
|
$33.49
|
-59.01%
|
|
|
|
MISO Indiana On Peak
|
May-24
|
$36.89
|
$36.42
|
1.28%
|
$0.47
|
$36.66
|
0.61%
|
$47.88
|
-22.95%
|
|
|
|
NEISO Mass On Peak
|
May-24
|
$29.57
|
$29.44
|
0.43%
|
$0.13
|
$28.73
|
2.92%
|
$36.51
|
-19.01%
|
|
|
|
WECC Mid C On Peak
|
May-24
|
$24.73
|
$24.69
|
0.18%
|
$0.04
|
$26.95
|
-8.23%
|
$52.00
|
-52.44%
|
|
|
|
NYISO Zone G On Peak
|
May-24
|
$29.08
|
$27.75
|
4.79%
|
$1.33
|
$28.02
|
3.76%
|
$40.24
|
-27.74%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/5/24
|
4/4/24
|
% Change
|
Change
|
3/7/24
|
% Change
|
4/6/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
May-24
|
$1.785
|
$1.774
|
0.62%
|
$0.01
|
$1.95
|
-8.56%
|
$3.04
|
-41.34%
|
|
|
|
Houston Ship Channel
|
May-24
|
-$0.287
|
-$0.254
|
12.95%
|
-$0.03
|
-$0.23
|
25.49%
|
-$0.33
|
-13.74%
|
|
|
|
Chicago
|
May-24
|
-$0.169
|
-$0.166
|
-1.83%
|
$0.00
|
-$0.16
|
7.56%
|
-$0.12
|
43.47%
|
|
|
|
Waha
|
May-24
|
-$1.785
|
-$1.615
|
-10.57%
|
-$0.17
|
-$1.21
|
47.38%
|
-$1.39
|
28.89%
|
|
|
|
Algonquin
|
May-24
|
-$0.144
|
-$0.149
|
3.36%
|
$0.00
|
-$0.28
|
-49.37%
|
-$0.36
|
-59.87%
|
|
|
|
Aeco
|
May-24
|
-$0.566
|
-$0.619
|
-8.55%
|
$0.05
|
-$0.81
|
-30.13%
|
-$0.97
|
-41.78%
|
|
|
|
Socal
|
May-24
|
-$0.254
|
-$0.252
|
0.52%
|
$0.00
|
-$0.17
|
48.36%
|
-$0.02
|
922.98%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/5/24
|
4/4/24
|
% Change
|
Change
|
3/7/24
|
% Change
|
4/6/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
May-24
|
$0.849
|
$0.853
|
-0.44%
|
$0.00
|
$0.79
|
7.61%
|
$0.79
|
7.89%
|
|
|
|
Mt. Belvieu Propane non LST
|
May-24
|
$0.849
|
$0.841
|
0.89%
|
$0.01
|
$0.79
|
7.03%
|
$0.79
|
7.71%
|
|
|
|
Mt. Belview Ethane
|
May-24
|
$0.193
|
$0.196
|
-1.92%
|
$0.00
|
$0.19
|
-1.27%
|
$0.22
|
-11.95%
|
|
|
|
Mt. Belview Nat. Gasoline
|
May-24
|
$1.650
|
$1.652
|
-0.09%
|
$0.00
|
$1.54
|
7.40%
|
$1.53
|
8.16%
|
|
|
|
Mt. Belvieu Butane LST
|
May-24
|
$0.975
|
$0.972
|
0.27%
|
$0.00
|
$0.89
|
9.86%
|
$0.89
|
9.06%
|
|
|
|
Far East Propane
|
May-24
|
$6.200
|
$6.096
|
1.70%
|
$0.10
|
$5.86
|
5.88%
|
$5.35
|
15.99%
|
|
|
|
Saudi Propane
|
May-24
|
$6.000
|
$5.900
|
1.69%
|
$0.10
|
$5.71
|
5.08%
|
$5.14
|
16.62%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/5/24
|
4/4/24
|
% Change
|
Change
|
3/7/24
|
% Change
|
4/6/23
|
% Change
|
|
|
|
WTI
|
May-24
|
$86.91
|
$86.59
|
0.37%
|
$0.32
|
$78.32
|
10.97%
|
$73.95
|
17.53%
|
|
|
|
Brent
|
May-24
|
$91.72
|
$91.18
|
0.60%
|
$0.55
|
$82.96
|
10.56%
|
$78.78
|
16.43%
|
|
|
|
WCS
|
May-24
|
-$12.45
|
-$12.45
|
0.00%
|
$0.00
|
-$13.96
|
-10.79%
|
-$15.25
|
-18.37%
|
|
|
|
LLS
|
May-24
|
$85.81
|
$85.81
|
0.00%
|
$0.00
|
$80.23
|
6.96%
|
$75.88
|
13.10%
|
|
|
|
Mars
|
May-24
|
$83.36
|
$83.36
|
0.00%
|
$0.00
|
$77.10
|
8.13%
|
$71.39
|
16.77%
|
|
|
|
Sour
|
May-24
|
$84.99
|
$84.99
|
0.00%
|
$0.00
|
$78.60
|
8.14%
|
$72.04
|
17.97%
|
|
|
|
ESPO
|
May-24
|
$89.72
|
$89.18
|
0.61%
|
$0.55
|
$80.96
|
10.82%
|
$76.76
|
16.89%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/5/24
|
4/4/24
|
% Change
|
Change
|
3/7/24
|
% Change
|
4/6/23
|
% Change
|
|
|
|
NY Heating Oil
|
May-24
|
$2.76
|
$2.75
|
0.15%
|
$0.00
|
$2.63
|
4.83%
|
$2.51
|
10.02%
|
|
|
|
NY Gasoline
|
May-24
|
$2.78
|
$2.79
|
-0.25%
|
-$0.01
|
$2.54
|
9.44%
|
$2.43
|
14.72%
|
|
|
|
GC Gasoline
|
May-24
|
$2.68
|
$2.69
|
-0.26%
|
-$0.01
|
$2.44
|
9.82%
|
$2.33
|
15.35%
|
|
|
|
GC Jet
|
May-24
|
$2.70
|
$2.65
|
2.00%
|
$0.05
|
$2.55
|
6.12%
|
$2.30
|
17.81%
|
|
|
|
Chicago Ethanol
|
May-24
|
$1.71
|
$1.68
|
1.19%
|
$0.02
|
$1.63
|
4.28%
|
$1.65
|
3.27%
|
|
|
|
Rotterdam Gasoil
|
May-24
|
$809.36
|
$792.55
|
2.12%
|
$16.80
|
$749.87
|
7.93%
|
$681.10
|
18.83%
|
|
|
|
Singapore Jet Kero
|
May-24
|
$107.43
|
$106.16
|
1.19%
|
$1.27
|
$100.28
|
7.13%
|
$96.54
|
11.28%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/5/24
|
4/4/24
|
% Change
|
Change
|
3/7/24
|
% Change
|
4/6/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
May-24
|
58.06%
|
56.70%
|
2.40%
|
1.36%
|
58.45%
|
-0.67%
|
56.58%
|
2.62%
|
|
|
|
Algonquin Straddle
|
May-24
|
72.63%
|
68.55%
|
5.95%
|
4.08%
|
69.75%
|
4.13%
|
59.91%
|
21.23%
|
|
|
|
Waha Straddle
|
May-24
|
2366.88%
|
353.13%
|
570.26%
|
2013.75%
|
125.37%
|
1787.92%
|
71.25%
|
3221.94%
|
|
|
|
Chicago Straddle
|
May-24
|
60.76%
|
63.91%
|
-4.93%
|
-3.15%
|
60.82%
|
-0.10%
|
57.52%
|
5.63%
|
|
|
|
PJM West Straddle
|
May-24
|
50.76%
|
48.85%
|
3.91%
|
1.91%
|
46.71%
|
8.67%
|
46.59%
|
8.95%
|
|
|
|
SP – 15 Straddle
|
May-24
|
141.44%
|
114.57%
|
23.45%
|
26.87%
|
71.08%
|
98.99%
|
27.76%
|
409.51%
|
|
|
|
Mid. C Straddle
|
May-24
|
62.01%
|
46.72%
|
32.73%
|
15.29%
|
52.18%
|
18.84%
|
72.54%
|
-14.52%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/5/24
|
4/4/24
|
% Change
|
Change
|
3/7/24
|
% Change
|
4/6/23
|
% Change
|
|
|
|
Dutch TTF
|
May-24
|
EUR 26.84
|
EUR 25.98
|
3.33%
|
EUR 0.86
|
EUR 26.18
|
2.50%
|
EUR 52.77
|
-49.14%
|
|
|
|
NBP
|
May-24
|
GBP 66.49
|
GBP 64.24
|
3.50%
|
GBP 2.25
|
GBP 65.03
|
2.25%
|
GBP 134.83
|
-50.69%
|
|
|
|
German Base
|
May-24
|
EUR 52.75
|
EUR 50.75
|
3.94%
|
EUR 2.00
|
EUR 54.83
|
-3.80%
|
EUR 121.18
|
-56.47%
|
|
|
|
UK Base
|
May-24
|
GBP 55.15
|
GBP 55.76
|
-1.09%
|
-GBP 0.61
|
GBP 59.29
|
-6.98%
|
GBP 125.98
|
-56.22%
|
|
|
|
French Base
|
May-24
|
EUR 24.82
|
EUR 25.91
|
-4.22%
|
-EUR 1.09
|
EUR 47.71
|
-47.98%
|
EUR 122.05
|
-79.67%
|
|
|
|
Italian Base
|
May-24
|
EUR 78.41
|
EUR 76.64
|
2.31%
|
EUR 1.77
|
EUR 77.25
|
1.51%
|
EUR 134.30
|
-41.62%
|
|
|
|
JKM LNG
|
May-24
|
$9.52
|
$9.61
|
-0.95%
|
-$0.09
|
$8.95
|
6.37%
|
$15.45
|
-38.38%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/5/24
|
4/4/24
|
% Change
|
Change
|
3/7/24
|
% Change
|
4/6/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
May-24
|
$26.84
|
$25.98
|
3.33%
|
$0.86
|
$26.18
|
2.50%
|
$52.77
|
-49.14%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
May-24
|
$66.49
|
$64.24
|
3.50%
|
$2.25
|
$65.03
|
2.25%
|
$134.83
|
-50.69%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
May-24
|
$52.75
|
$50.75
|
3.94%
|
$2.00
|
$54.83
|
-3.80%
|
$121.18
|
-56.47%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
May-24
|
$55.15
|
$55.76
|
-1.09%
|
-$0.61
|
$59.29
|
-6.98%
|
$125.98
|
-56.22%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
May-24
|
$24.82
|
$25.91
|
-4.22%
|
-$1.09
|
$47.71
|
-47.98%
|
$122.05
|
-79.67%
|
|
|
|
Supramax Timecharter (DRY)
|
May-24
|
$78.41
|
$76.64
|
2.31%
|
$1.77
|
$77.25
|
1.51%
|
$134.30
|
-41.62%
|
|
|
|
Capesize Timecharter (DRY)
|
May-24
|
$9.52
|
$9.61
|
-0.95%
|
-$0.09
|
$8.95
|
6.37%
|
$15.45
|
-38.38%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
04/06/2024
|
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
|
-1
|
0
|
-4
|
-1
|
NA
|
NA
|
|
|
|
South Atlantic
|
16
|
3
|
-15
|
94
|
-31
|
-85
|
-25.00%
|
-47.00%
|
|
|
|
E S Central
|
8
|
3
|
-9
|
10
|
-25
|
-34
|
NA
|
NA
|
|
|
|
W S Central
|
24
|
9
|
-12
|
91
|
-3
|
-58
|
NA
|
NA
|
|
|
|
Mountain
|
0
|
-5
|
0
|
1
|
-18
|
0
|
NA
|
NA
|
|
|
|
Pacific
|
0
|
-2
|
0
|
0
|
-9
|
0
|
NA
|
NA
|
|
|
|
United States
|
6
|
2
|
-5
|
28
|
-11
|
-24
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
04/06/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
171
|
5
|
15
|
5,126
|
-731
|
58
|
-12.00%
|
1.00%
|
|
|
|
Middle Atlantic
|
145
|
-1
|
38
|
4,721
|
-594
|
96
|
-11.00%
|
2.00%
|
|
|
|
E N Central
|
151
|
1
|
28
|
4,959
|
-901
|
-303
|
-15.00%
|
-6.00%
|
|
|
|
W N Central
|
136
|
-8
|
-15
|
5,192
|
-985
|
-837
|
-16.00%
|
-14.00%
|
|
|
|
South Atlantic
|
55
|
-3
|
25
|
2,334
|
-337
|
61
|
-13.00%
|
3.00%
|
|
|
|
E S Central
|
66
|
-4
|
30
|
2,949
|
-434
|
85
|
-13.00%
|
3.00%
|
|
|
|
W S Central
|
25
|
-11
|
6
|
2,003
|
-214
|
6
|
-10.00%
|
0.00%
|
|
|
|
Mountain
|
131
|
12
|
-38
|
4,331
|
-262
|
-641
|
-6.00%
|
-13.00%
|
|
|
|
Pacific
|
109
|
27
|
-23
|
2,654
|
-102
|
-502
|
-4.00%
|
-16.00%
|
|
|
|
United States
|
105
|
3
|
11
|
3,612
|
-479
|
-192
|
-12.00%
|
-5.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
