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| |
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|
Prices as of 7:45 AM CST
|
|
|
|
|
|
|
|
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|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$1.910
|
$1.872
|
2.03%
|
$0.038
|
31,686
|
|
|
|
WTI
|
$85.71
|
$85.23
|
0.56%
|
$0.48
|
59,151
|
|
|
|
Brent
|
$89.86
|
$89.42
|
0.49%
|
$0.44
|
6,904
|
|
|
|
ULSD
|
$2.689
|
$2.677
|
0.43%
|
$0.011
|
7,415
|
|
|
|
RBOB
|
$2.755
|
$2.756
|
-0.01%
|
$0.000
|
4,831
|
|
|
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|
Spreads
|
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|
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|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.92
|
$4.96
|
-0.81%
|
-$0.04
|
Jun-24
|
|
|
|
3:2:1 Crack
|
$29.22
|
$29.45
|
-0.79%
|
-$0.23
|
May-24
|
|
|
|
PJM West Spark
|
$33.79
|
$35.28
|
-4.23%
|
-$1.49
|
May-24
|
|
|
|
|
|
|
|
|
|
|
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|
Baker Hughes Rig Count
|
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|
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
|
|
|
|
|
|
|
|
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|
|
|
|
|
|
|
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
|
4/9/24
|
4/8/24
|
% Change
|
Change
|
3/11/24
|
% Change
|
4/10/23
|
% Change
|
|
|
|
PJM West On Peak
|
May-24
|
$37.87
|
$39.29
|
-3.59%
|
-$1.41
|
$34.13
|
10.96%
|
$45.67
|
-17.06%
|
|
|
|
ERCOT North On Peak
|
May-24
|
$36.17
|
$36.30
|
-0.35%
|
-$0.13
|
$39.15
|
-7.60%
|
$35.64
|
1.50%
|
|
|
|
CAISO SP 15 On Peak
|
May-24
|
$11.25
|
$15.91
|
-29.30%
|
-$4.66
|
$17.75
|
-36.62%
|
$31.43
|
-64.21%
|
|
|
|
MISO Indiana On Peak
|
May-24
|
$38.95
|
$40.52
|
-3.87%
|
-$1.57
|
$35.64
|
9.31%
|
$50.10
|
-22.26%
|
|
|
|
NEISO Mass On Peak
|
May-24
|
$29.82
|
$31.72
|
-5.99%
|
-$1.90
|
$28.79
|
3.57%
|
$34.72
|
-14.13%
|
|
|
|
WECC Mid C On Peak
|
May-24
|
$24.00
|
$27.72
|
-13.41%
|
-$3.72
|
$28.78
|
-16.60%
|
$50.48
|
-52.46%
|
|
|
|
NYISO Zone G On Peak
|
May-24
|
$30.55
|
$31.59
|
-3.32%
|
-$1.05
|
$28.05
|
8.89%
|
$39.50
|
-22.67%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/24
|
4/8/24
|
% Change
|
Change
|
3/11/24
|
% Change
|
4/10/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
May-24
|
$1.872
|
$1.844
|
1.52%
|
$0.03
|
$1.86
|
0.54%
|
$3.11
|
-39.81%
|
|
|
|
Houston Ship Channel
|
May-24
|
-$0.305
|
-$0.313
|
-2.50%
|
$0.01
|
-$0.21
|
43.59%
|
-$0.35
|
-13.22%
|
|
|
|
Chicago
|
May-24
|
-$0.192
|
-$0.185
|
-3.90%
|
-$0.01
|
-$0.13
|
50.74%
|
-$0.12
|
56.76%
|
|
|
|
Waha
|
May-24
|
-$1.938
|
-$1.885
|
-2.80%
|
-$0.05
|
-$1.14
|
69.84%
|
-$1.48
|
30.92%
|
|
|
|
Algonquin
|
May-24
|
-$0.168
|
-$0.142
|
-18.18%
|
-$0.03
|
-$0.30
|
-44.33%
|
-$0.34
|
-50.86%
|
|
|
|
Aeco
|
May-24
|
-$0.746
|
-$0.655
|
13.88%
|
-$0.09
|
-$0.64
|
16.26%
|
-$1.01
|
-26.23%
|
|
|
|
Socal
|
May-24
|
-$0.261
|
-$0.265
|
-1.55%
|
$0.00
|
-$0.21
|
27.19%
|
-$0.07
|
284.96%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/24
|
4/8/24
|
% Change
|
Change
|
3/11/24
|
% Change
|
4/10/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
May-24
|
$0.821
|
$0.828
|
-0.76%
|
-$0.01
|
$0.75
|
9.50%
|
$0.77
|
6.08%
|
|
|
|
Mt. Belvieu Propane non LST
|
May-24
|
$0.820
|
$0.840
|
-2.38%
|
-$0.02
|
$0.74
|
10.20%
|
$0.78
|
5.79%
|
|
|
|
Mt. Belview Ethane
|
May-24
|
$0.195
|
$0.195
|
-0.01%
|
$0.00
|
$0.18
|
6.85%
|
$0.22
|
-9.96%
|
|
|
|
Mt. Belview Nat. Gasoline
|
May-24
|
$1.615
|
$1.620
|
-0.31%
|
-$0.01
|
$1.56
|
3.86%
|
$1.53
|
5.53%
|
|
|
|
Mt. Belvieu Butane LST
|
May-24
|
$0.930
|
$0.953
|
-2.37%
|
-$0.02
|
$0.89
|
4.95%
|
$0.89
|
4.77%
|
|
|
|
Far East Propane
|
May-24
|
$6.104
|
$6.120
|
-0.26%
|
-$0.02
|
$5.80
|
5.25%
|
$5.33
|
14.52%
|
|
|
|
Saudi Propane
|
May-24
|
$5.900
|
$5.940
|
-0.67%
|
-$0.04
|
$5.73
|
2.97%
|
$5.08
|
16.04%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/24
|
4/8/24
|
% Change
|
Change
|
3/11/24
|
% Change
|
4/10/23
|
% Change
|
|
|
|
WTI
|
May-24
|
$85.23
|
$86.43
|
-1.41%
|
-$1.20
|
$77.53
|
9.93%
|
$73.49
|
15.97%
|
|
|
|
Brent
|
May-24
|
$89.89
|
$90.91
|
-1.13%
|
-$1.01
|
$82.21
|
9.35%
|
$78.21
|
14.94%
|
|
|
|
WCS
|
May-24
|
-$12.45
|
-$12.45
|
0.00%
|
$0.00
|
-$11.85
|
5.08%
|
-$14.90
|
-16.44%
|
|
|
|
LLS
|
May-24
|
$85.81
|
$85.81
|
0.00%
|
$0.00
|
$79.59
|
7.82%
|
$75.68
|
13.38%
|
|
|
|
Mars
|
May-24
|
$83.36
|
$83.36
|
0.00%
|
$0.00
|
$76.77
|
8.59%
|
$71.06
|
17.31%
|
|
|
|
Sour
|
May-24
|
$84.99
|
$84.99
|
0.00%
|
$0.00
|
$77.85
|
9.18%
|
$71.69
|
18.56%
|
|
|
|
ESPO
|
May-24
|
$87.89
|
$88.91
|
-1.15%
|
-$1.01
|
$80.21
|
9.58%
|
$76.80
|
14.45%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/24
|
4/8/24
|
% Change
|
Change
|
3/11/24
|
% Change
|
4/10/23
|
% Change
|
|
|
|
NY Heating Oil
|
May-24
|
$2.68
|
$2.73
|
-1.98%
|
-$0.05
|
$2.61
|
2.45%
|
$2.53
|
5.81%
|
|
|
|
NY Gasoline
|
May-24
|
$2.76
|
$2.75
|
0.22%
|
$0.01
|
$2.54
|
8.62%
|
$2.43
|
13.39%
|
|
|
|
GC Gasoline
|
May-24
|
$2.66
|
$2.65
|
0.23%
|
$0.01
|
$2.44
|
8.97%
|
$2.33
|
13.97%
|
|
|
|
GC Jet
|
May-24
|
$2.59
|
$2.65
|
-2.19%
|
-$0.06
|
$2.52
|
2.82%
|
$2.33
|
11.17%
|
|
|
|
Chicago Ethanol
|
May-24
|
$1.73
|
$1.73
|
0.00%
|
$0.00
|
$1.64
|
5.35%
|
$1.70
|
2.06%
|
|
|
|
Rotterdam Gasoil
|
May-24
|
$780.98
|
$791.50
|
-1.33%
|
-$10.52
|
$744.50
|
4.90%
|
$686.48
|
13.77%
|
|
|
|
Singapore Jet Kero
|
May-24
|
$106.75
|
$107.24
|
-0.46%
|
-$0.49
|
$99.81
|
6.95%
|
$96.49
|
10.64%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/24
|
4/8/24
|
% Change
|
Change
|
3/11/24
|
% Change
|
4/10/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
May-24
|
55.68%
|
56.52%
|
-1.49%
|
-0.84%
|
58.96%
|
-5.56%
|
48.39%
|
15.07%
|
|
|
|
Algonquin Straddle
|
May-24
|
62.61%
|
71.91%
|
-12.93%
|
-9.30%
|
74.75%
|
-16.24%
|
51.45%
|
21.69%
|
|
|
|
Waha Straddle
|
May-24
|
2831.80%
|
2918.48%
|
-2.97%
|
-86.68%
|
128.71%
|
2100.14%
|
67.50%
|
4095.26%
|
|
|
|
Chicago Straddle
|
May-24
|
58.98%
|
57.50%
|
2.57%
|
1.48%
|
61.88%
|
-4.69%
|
49.36%
|
19.49%
|
|
|
|
PJM West Straddle
|
May-24
|
51.08%
|
54.26%
|
-5.86%
|
-3.18%
|
46.31%
|
10.30%
|
47.26%
|
8.08%
|
|
|
|
SP – 15 Straddle
|
May-24
|
120.75%
|
189.20%
|
-36.18%
|
-68.45%
|
65.40%
|
84.63%
|
26.32%
|
358.78%
|
|
|
|
Mid. C Straddle
|
May-24
|
91.44%
|
55.21%
|
65.62%
|
36.23%
|
75.01%
|
21.90%
|
71.99%
|
27.02%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/24
|
4/8/24
|
% Change
|
Change
|
3/11/24
|
% Change
|
4/10/23
|
% Change
|
|
|
|
Dutch TTF
|
May-24
|
EUR 27.36
|
EUR 27.80
|
-1.57%
|
-EUR 0.44
|
EUR 24.88
|
9.99%
|
EUR 52.42
|
-47.80%
|
|
|
|
NBP
|
May-24
|
GBP 68.15
|
GBP 69.14
|
-1.42%
|
-GBP 0.98
|
GBP 61.47
|
10.86%
|
GBP 134.44
|
-49.31%
|
|
|
|
German Base
|
May-24
|
EUR 57.70
|
EUR 56.98
|
1.27%
|
EUR 0.72
|
EUR 49.35
|
16.93%
|
EUR 123.47
|
-53.26%
|
|
|
|
UK Base
|
May-24
|
GBP 57.34
|
GBP 59.56
|
-3.73%
|
-GBP 2.22
|
GBP 54.24
|
5.71%
|
GBP 124.42
|
-53.91%
|
|
|
|
French Base
|
May-24
|
EUR 25.08
|
EUR 25.40
|
-1.23%
|
-EUR 0.31
|
EUR 41.74
|
-39.90%
|
EUR 125.28
|
-79.98%
|
|
|
|
Italian Base
|
May-24
|
EUR 81.67
|
EUR 83.82
|
-2.57%
|
-EUR 2.16
|
EUR 72.18
|
13.14%
|
EUR 133.39
|
-38.78%
|
|
|
|
JKM LNG
|
May-24
|
$9.58
|
$10.10
|
-5.16%
|
-$0.52
|
$8.79
|
9.07%
|
$15.47
|
-38.06%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/24
|
4/8/24
|
% Change
|
Change
|
3/11/24
|
% Change
|
4/10/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
May-24
|
$27.36
|
$27.80
|
-1.57%
|
-$0.44
|
$24.88
|
9.99%
|
$52.42
|
-47.80%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
May-24
|
$68.15
|
$69.14
|
-1.42%
|
-$0.98
|
$61.47
|
10.86%
|
$134.44
|
-49.31%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
May-24
|
$57.70
|
$56.98
|
1.27%
|
$0.72
|
$49.35
|
16.93%
|
$123.47
|
-53.26%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
May-24
|
$57.34
|
$59.56
|
-3.73%
|
-$2.22
|
$54.24
|
5.71%
|
$124.42
|
-53.91%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
May-24
|
$25.08
|
$25.40
|
-1.23%
|
-$0.31
|
$41.74
|
-39.90%
|
$125.28
|
-79.98%
|
|
|
|
Supramax Timecharter (DRY)
|
May-24
|
$81.67
|
$83.82
|
-2.57%
|
-$2.16
|
$72.18
|
13.14%
|
$133.39
|
-38.78%
|
|
|
|
Capesize Timecharter (DRY)
|
May-24
|
$9.58
|
$10.10
|
-5.16%
|
-$0.52
|
$8.79
|
9.07%
|
$15.47
|
-38.06%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
