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| |
|
|
|
|
|
|
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|
|
|
|
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|
|
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|
|
|
Prices as of 7:49 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$1.846
|
$1.885
|
-2.07%
|
-$0.039
|
25,021
|
|
|
|
WTI
|
$85.83
|
$86.21
|
-0.44%
|
-$0.38
|
74,265
|
|
|
|
Brent
|
$90.21
|
$90.48
|
-0.30%
|
-$0.27
|
10,202
|
|
|
|
ULSD
|
$2.689
|
$2.708
|
-0.70%
|
-$0.019
|
6,549
|
|
|
|
RBOB
|
$2.790
|
$2.782
|
0.30%
|
$0.008
|
6,696
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$5.09
|
$5.04
|
0.99%
|
$0.05
|
Jun-24
|
|
|
|
3:2:1 Crack
|
$29.89
|
$29.61
|
0.96%
|
$0.28
|
May-24
|
|
|
|
PJM West Spark
|
$33.95
|
$33.84
|
0.31%
|
$0.10
|
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
|
4/10/24
|
4/9/24
|
% Change
|
Change
|
3/12/24
|
% Change
|
4/11/23
|
% Change
|
|
|
|
PJM West On Peak
|
May-24
|
$37.89
|
$37.87
|
0.05%
|
$0.02
|
$35.09
|
7.99%
|
$45.80
|
-17.26%
|
|
|
|
ERCOT North On Peak
|
May-24
|
$36.95
|
$36.17
|
2.15%
|
$0.78
|
$38.32
|
-3.59%
|
$37.72
|
-2.05%
|
|
|
|
CAISO SP 15 On Peak
|
May-24
|
$10.75
|
$11.25
|
-4.44%
|
-$0.50
|
$18.00
|
-40.28%
|
$31.68
|
-66.07%
|
|
|
|
MISO Indiana On Peak
|
May-24
|
$38.51
|
$38.95
|
-1.13%
|
-$0.44
|
$36.66
|
5.05%
|
$50.10
|
-23.13%
|
|
|
|
NEISO Mass On Peak
|
May-24
|
$30.00
|
$29.82
|
0.60%
|
$0.18
|
$28.83
|
4.03%
|
$39.87
|
-24.76%
|
|
|
|
WECC Mid C On Peak
|
May-24
|
$24.84
|
$24.00
|
3.49%
|
$0.84
|
$29.92
|
-16.98%
|
$52.07
|
-52.29%
|
|
|
|
NYISO Zone G On Peak
|
May-24
|
$30.44
|
$30.55
|
-0.36%
|
-$0.11
|
$27.92
|
9.01%
|
$44.14
|
-31.04%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/10/24
|
4/9/24
|
% Change
|
Change
|
3/12/24
|
% Change
|
4/11/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
May-24
|
$1.885
|
$1.872
|
0.69%
|
$0.01
|
$1.82
|
3.40%
|
$3.11
|
-39.39%
|
|
|
|
Houston Ship Channel
|
May-24
|
-$0.329
|
-$0.305
|
7.84%
|
-$0.02
|
-$0.23
|
43.68%
|
-$0.36
|
-7.62%
|
|
|
|
Chicago
|
May-24
|
-$0.206
|
-$0.192
|
-6.46%
|
-$0.01
|
-$0.14
|
44.02%
|
-$0.13
|
64.51%
|
|
|
|
Waha
|
May-24
|
-$2.006
|
-$1.938
|
-3.50%
|
-$0.07
|
-$1.18
|
70.52%
|
-$1.48
|
35.59%
|
|
|
|
Algonquin
|
May-24
|
-$0.191
|
-$0.168
|
-13.18%
|
-$0.02
|
-$0.28
|
-32.19%
|
-$0.34
|
-44.38%
|
|
|
|
Aeco
|
May-24
|
-$0.791
|
-$0.746
|
6.02%
|
-$0.04
|
-$0.68
|
17.07%
|
-$1.04
|
-24.18%
|
|
|
|
Socal
|
May-24
|
-$0.318
|
-$0.261
|
21.95%
|
-$0.06
|
-$0.20
|
61.90%
|
-$0.04
|
699.75%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/10/24
|
4/9/24
|
% Change
|
Change
|
3/12/24
|
% Change
|
4/11/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
May-24
|
$0.809
|
$0.821
|
-1.53%
|
-$0.01
|
$0.75
|
8.55%
|
$0.79
|
2.83%
|
|
|
|
Mt. Belvieu Propane non LST
|
May-24
|
$0.812
|
$0.820
|
-0.92%
|
-$0.01
|
$0.76
|
7.61%
|
$0.79
|
3.48%
|
|
|
|
Mt. Belview Ethane
|
May-24
|
$0.195
|
$0.195
|
0.00%
|
$0.00
|
$0.19
|
4.69%
|
$0.22
|
-12.78%
|
|
|
|
Mt. Belview Nat. Gasoline
|
May-24
|
$1.620
|
$1.615
|
0.31%
|
$0.00
|
$1.54
|
4.88%
|
$1.53
|
5.74%
|
|
|
|
Mt. Belvieu Butane LST
|
May-24
|
$0.933
|
$0.930
|
0.23%
|
$0.00
|
$0.87
|
6.85%
|
$0.90
|
4.19%
|
|
|
|
Far East Propane
|
May-24
|
$6.052
|
$6.104
|
-0.85%
|
-$0.05
|
$5.86
|
3.36%
|
$5.45
|
11.14%
|
|
|
|
Saudi Propane
|
May-24
|
$5.899
|
$5.900
|
-0.01%
|
$0.00
|
$5.62
|
4.98%
|
$5.15
|
14.60%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/10/24
|
4/9/24
|
% Change
|
Change
|
3/12/24
|
% Change
|
4/11/23
|
% Change
|
|
|
|
WTI
|
Jun-24
|
$85.44
|
$84.46
|
1.15%
|
$0.98
|
$76.90
|
11.11%
|
$74.29
|
15.01%
|
|
|
|
Brent
|
Jun-24
|
$90.48
|
$89.42
|
1.17%
|
$1.06
|
$81.46
|
11.07%
|
$78.84
|
14.76%
|
|
|
|
WCS
|
Jun-24
|
-$12.13
|
-$12.45
|
-2.61%
|
$0.32
|
-$11.57
|
4.84%
|
-$14.61
|
-16.97%
|
|
|
|
LLS
|
Jun-24
|
$87.06
|
$84.53
|
2.90%
|
$2.53
|
$79.33
|
9.75%
|
$76.21
|
14.23%
|
|
|
|
Mars
|
Jun-24
|
$84.91
|
$82.25
|
3.13%
|
$2.66
|
$76.23
|
11.39%
|
$71.38
|
18.96%
|
|
|
|
Sour
|
Jun-24
|
$85.99
|
$83.28
|
3.16%
|
$2.72
|
$76.98
|
11.71%
|
$72.04
|
19.37%
|
|
|
|
ESPO
|
Jun-24
|
$88.48
|
$87.42
|
1.20%
|
$1.06
|
$79.46
|
11.35%
|
$77.30
|
14.47%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/10/24
|
4/9/24
|
% Change
|
Change
|
3/12/24
|
% Change
|
4/11/23
|
% Change
|
|
|
|
NY Heating Oil
|
May-24
|
$2.71
|
$2.68
|
1.34%
|
$0.04
|
$2.59
|
4.87%
|
$2.51
|
8.08%
|
|
|
|
NY Gasoline
|
May-24
|
$2.78
|
$2.76
|
0.76%
|
$0.02
|
$2.58
|
7.71%
|
$2.46
|
13.09%
|
|
|
|
GC Gasoline
|
May-24
|
$2.68
|
$2.66
|
0.79%
|
$0.02
|
$2.48
|
8.02%
|
$2.36
|
13.65%
|
|
|
|
GC Jet
|
May-24
|
$2.59
|
$2.59
|
0.15%
|
$0.00
|
$2.52
|
3.02%
|
$2.32
|
11.58%
|
|
|
|
Chicago Ethanol
|
May-24
|
$1.70
|
$1.73
|
-1.96%
|
-$0.03
|
$1.66
|
2.47%
|
$1.70
|
-0.18%
|
|
|
|
Rotterdam Gasoil
|
May-24
|
$778.58
|
$780.98
|
-0.31%
|
-$2.41
|
$750.62
|
3.72%
|
$678.16
|
14.81%
|
|
|
|
Singapore Jet Kero
|
May-24
|
$104.57
|
$106.75
|
-2.04%
|
-$2.18
|
$101.21
|
3.32%
|
$94.09
|
11.14%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/10/24
|
4/9/24
|
% Change
|
Change
|
3/12/24
|
% Change
|
4/11/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
May-24
|
55.47%
|
55.68%
|
-0.38%
|
-0.21%
|
59.65%
|
-7.01%
|
51.61%
|
7.48%
|
|
|
|
Algonquin Straddle
|
May-24
|
61.05%
|
62.61%
|
-2.49%
|
-1.56%
|
71.96%
|
-15.16%
|
55.86%
|
9.29%
|
|
|
|
Waha Straddle
|
May-24
|
2758.62%
|
2831.80%
|
-2.58%
|
-73.18%
|
133.66%
|
1963.91%
|
69.39%
|
3875.53%
|
|
|
|
Chicago Straddle
|
May-24
|
60.35%
|
58.98%
|
2.32%
|
1.37%
|
62.73%
|
-3.79%
|
54.51%
|
10.71%
|
|
|
|
PJM West Straddle
|
May-24
|
51.20%
|
51.08%
|
0.23%
|
0.12%
|
46.42%
|
10.30%
|
46.67%
|
9.71%
|
|
|
|
SP – 15 Straddle
|
May-24
|
160.85%
|
120.75%
|
33.21%
|
40.10%
|
171.01%
|
-5.94%
|
26.66%
|
503.34%
|
|
|
|
Mid. C Straddle
|
May-24
|
83.05%
|
91.44%
|
-9.18%
|
-8.39%
|
116.04%
|
-28.43%
|
65.22%
|
27.34%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/10/24
|
4/9/24
|
% Change
|
Change
|
3/12/24
|
% Change
|
4/11/23
|
% Change
|
|
|
|
Dutch TTF
|
May-24
|
EUR 27.39
|
EUR 27.36
|
0.08%
|
EUR 0.02
|
EUR 25.07
|
9.23%
|
EUR 55.94
|
-51.04%
|
|
|
|
NBP
|
May-24
|
GBP 68.01
|
GBP 68.15
|
-0.21%
|
-GBP 0.14
|
GBP 62.18
|
9.37%
|
GBP 139.05
|
-51.09%
|
|
|
|
German Base
|
May-24
|
EUR 56.94
|
EUR 57.70
|
-1.32%
|
-EUR 0.76
|
EUR 50.54
|
12.66%
|
EUR 123.31
|
-53.82%
|
|
|
|
UK Base
|
May-24
|
GBP 58.06
|
GBP 57.34
|
1.26%
|
GBP 0.72
|
GBP 57.25
|
1.41%
|
GBP 128.69
|
-54.88%
|
|
|
|
French Base
|
May-24
|
EUR 26.57
|
EUR 25.08
|
5.91%
|
EUR 1.48
|
EUR 42.92
|
-38.10%
|
EUR 127.41
|
-79.15%
|
|
|
|
Italian Base
|
May-24
|
EUR 79.27
|
EUR 81.67
|
-2.93%
|
-EUR 2.39
|
EUR 74.28
|
6.71%
|
EUR 142.35
|
-44.31%
|
|
|
|
JKM LNG
|
May-24
|
$9.46
|
$9.58
|
-1.27%
|
-$0.12
|
$8.79
|
7.68%
|
$15.69
|
-39.68%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/10/24
|
4/9/24
|
% Change
|
Change
|
3/12/24
|
% Change
|
4/11/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
May-24
|
$27.39
|
$27.36
|
0.08%
|
$0.02
|
$25.07
|
9.23%
|
$55.94
|
-51.04%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
May-24
|
$68.01
|
$68.15
|
-0.21%
|
-$0.14
|
$62.18
|
9.37%
|
$139.05
|
-51.09%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
May-24
|
$56.94
|
$57.70
|
-1.32%
|
-$0.76
|
$50.54
|
12.66%
|
$123.31
|
-53.82%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
May-24
|
$58.06
|
$57.34
|
1.26%
|
$0.72
|
$57.25
|
1.41%
|
$128.69
|
-54.88%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
May-24
|
$26.57
|
$25.08
|
5.91%
|
$1.48
|
$42.92
|
-38.10%
|
$127.41
|
-79.15%
|
|
|
|
Supramax Timecharter (DRY)
|
May-24
|
$79.27
|
$81.67
|
-2.93%
|
-$2.39
|
$74.28
|
6.71%
|
$142.35
|
-44.31%
|
|
|
|
Capesize Timecharter (DRY)
|
May-24
|
$9.46
|
$9.58
|
-1.27%
|
-$0.12
|
$8.79
|
7.68%
|
$15.69
|
-39.68%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
