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| |
|
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|
|
|
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|
|
|
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|
|
|
Prices as of 8:35 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.505
|
$2.560
|
-2.15%
|
-$0.055
|
27,327
|
|
|
|
WTI
|
$81.31
|
$81.37
|
-0.07%
|
-$0.06
|
108,372
|
|
|
|
Brent
|
$84.91
|
$85.54
|
-0.74%
|
-$0.63
|
8,046
|
|
|
|
ULSD
|
$3.048
|
$3.023
|
0.82%
|
$0.025
|
14,069
|
|
|
|
RBOB
|
$2.893
|
$2.873
|
0.68%
|
$0.020
|
9,012
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.03
|
$3.99
|
1.00%
|
$0.04
|
Oct-23
|
|
|
|
3:2:1 Crack
|
$35.00
|
$34.11
|
2.58%
|
$0.88
|
Sep-23
|
|
|
|
PJM West Spark
|
$33.51
|
$35.07
|
-4.44%
|
-$1.56
|
Sep-23
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
07/28/23
|
664
|
-5
|
-103
|
07/29/22
|
|
|
|
Canada
|
07/28/23
|
193
|
6
|
-11
|
07/29/22
|
|
|
|
International
|
June
|
967
|
2
|
143
|
June
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 7/25/2023
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
111,411
|
111,050
|
111,018
|
32
|
|
|
|
PJM West Off Peak
|
94,480
|
94,159
|
93,852
|
307
|
|
|
|
Natural Gas Henry Hub
|
439,977
|
413,251
|
427,405
|
-14,154
|
|
|
|
WTI – Light Sweet Crude Futures
|
137,464
|
103,164
|
96,509
|
6,655
|
|
|
|
Brent Crude Last Day
|
139,546
|
130,735
|
134,027
|
-3,292
|
|
|
|
NYM Ethanol
|
37,236
|
36,962
|
36,855
|
107
|
|
|
|
Mt Belvieu LDH Propane Swap
|
162,852
|
162,056
|
162,339
|
-283
|
|
|
|
RBOB
|
369,414
|
345,283
|
355,637
|
-10,354
|
|
|
|
HSC Basis
|
590,240
|
585,654
|
578,477
|
7,177
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2021
|
2022
|
2023projected
|
2024projected
|
|
|
|
Brent
|
$70.89
|
$100.94
|
$79.54
|
$83.51
|
|
|
|
Gasoline
|
$3.02
|
$3.97
|
$3.39
|
$3.30
|
|
|
|
Crude Oil Production
|
11.25
|
11.89
|
12.61
|
12.77
|
|
|
|
Natural Gas Spot
|
$3.91
|
$6.42
|
$2.66
|
$3.42
|
|
|
|
LNG Exports
|
9.76
|
10.59
|
12.07
|
12.73
|
|
|
|
|
|
|
|
|
|
|
|
|
Electrical Generation %
|
2021
|
2022
|
2023projected
|
2024projected
|
|
|
|
Natural gas
|
37.00%
|
39.00%
|
41.00%
|
39.00%
|
|
|
|
Coal
|
23.00%
|
20.00%
|
16.00%
|
16.00%
|
|
|
|
Renewables
|
20.00%
|
22.00%
|
23.00%
|
25.00%
|
|
|
|
Nuclear
|
20.00%
|
19.00%
|
19.00%
|
19.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Lower 48 Natural Gas Storage
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07/27/18
|
|
|
|
|
|
7/21/23
|
7/14/23
|
Net Change
|
% Change
|
7/22/22
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
670
|
661
|
9
|
1.36%
|
532
|
25.94%
|
594
|
12.79%
|
|
|
|
Midwest
|
757
|
741
|
16
|
2.16%
|
625
|
21.12%
|
674
|
12.28%
|
|
|
|
Mountain
|
189
|
186
|
3
|
1.61%
|
144
|
31.25%
|
165
|
14.41%
|
|
|
|
Pacific
|
232
|
232
|
0
|
0.00%
|
253
|
-8.30%
|
266
|
-12.91%
|
|
|
|
South
|
1,139
|
1,150
|
-11
|
-0.96%
|
862
|
32.13%
|
963
|
18.30%
|
|
|
|
Salt
|
310
|
321
|
-11
|
-3.43%
|
195
|
58.97%
|
246
|
25.81%
|
|
|
|
Non_Salt
|
829
|
829
|
0
|
0.00%
|
667
|
24.29%
|
716
|
15.78%
|
|
|
|
Total
|
2,987
|
2,971
|
16
|
0.54%
|
2,416
|
23.63%
|
2,663
|
12.18%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/23
|
7/31/23
|
% Change
|
Change
|
7/3/23
|
% Change
|
8/2/22
|
% Change
|
|
|
|
PJM West On Peak
|
Sep-23
|
$38.87
|
$40.54
|
-4.13%
|
-$1.67
|
$39.13
|
-0.67%
|
$62.02
|
-37.33%
|
|
|
|
ERCOT North On Peak
|
Sep-23
|
$56.90
|
$62.34
|
-8.73%
|
-$5.44
|
$61.88
|
-8.04%
|
$68.40
|
-16.80%
|
|
|
|
CAISO SP 15 On Peak
|
Sep-23
|
$100.28
|
$110.78
|
-9.47%
|
-$10.49
|
$101.40
|
-1.10%
|
$107.79
|
-6.96%
|
|
|
|
MISO Indiana On Peak
|
Sep-23
|
$43.94
|
$45.88
|
-4.23%
|
-$1.94
|
$45.32
|
-3.04%
|
$64.77
|
-32.16%
|
|
|
|
NEISO Mass On Peak
|
Sep-23
|
$32.93
|
$32.59
|
1.05%
|
$0.34
|
$35.66
|
-7.67%
|
$55.61
|
-40.79%
|
|
|
|
WECC Mid C On Peak
|
Sep-23
|
$163.90
|
$175.94
|
-6.84%
|
-$12.04
|
$161.35
|
1.58%
|
$122.76
|
33.51%
|
|
|
|
NYISO Zone G On Peak
|
Sep-23
|
$34.64
|
$34.50
|
0.40%
|
$0.14
|
$35.95
|
-3.65%
|
$49.33
|
-29.79%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/23
|
7/31/23
|
% Change
|
Change
|
7/3/23
|
% Change
|
8/2/22
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Sep-23
|
$2.560
|
$2.634
|
-2.81%
|
-$0.07
|
$2.70
|
-5.26%
|
$4.73
|
-45.87%
|
|
|
|
Houston Ship Channel
|
Sep-23
|
-$0.255
|
-$0.249
|
2.25%
|
-$0.01
|
-$0.24
|
6.79%
|
-$0.19
|
32.64%
|
|
|
|
Chicago
|
Sep-23
|
-$0.273
|
-$0.284
|
4.29%
|
$0.01
|
-$0.34
|
-20.77%
|
-$0.25
|
7.32%
|
|
|
|
Waha
|
Sep-23
|
-$0.499
|
-$0.503
|
-0.85%
|
$0.00
|
-$0.62
|
-19.65%
|
-$1.84
|
-72.87%
|
|
|
|
Algonquin
|
Sep-23
|
-$0.897
|
-$0.840
|
-6.78%
|
-$0.06
|
-$0.80
|
12.47%
|
-$1.20
|
-24.97%
|
|
|
|
Aeco
|
Sep-23
|
-$0.663
|
-$0.683
|
-2.96%
|
$0.02
|
-$0.91
|
-26.83%
|
-$1.50
|
-55.79%
|
|
|
|
Socal
|
Sep-23
|
$2.577
|
$2.464
|
4.59%
|
$0.11
|
$1.28
|
101.00%
|
$0.58
|
345.74%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/23
|
7/31/23
|
% Change
|
Change
|
7/3/23
|
% Change
|
8/2/22
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Sep-23
|
$0.755
|
$0.767
|
-1.48%
|
-$0.01
|
$0.56
|
34.49%
|
$0.97
|
-21.79%
|
|
|
|
Mt. Belvieu Propane non LST
|
Sep-23
|
$0.753
|
$0.764
|
-1.55%
|
-$0.01
|
$0.56
|
34.99%
|
$0.94
|
-19.88%
|
|
|
|
Mt. Belview Ethane
|
Sep-23
|
$0.251
|
$0.254
|
-1.15%
|
$0.00
|
$0.24
|
4.44%
|
$0.38
|
-34.36%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Sep-23
|
$1.526
|
$1.557
|
-2.01%
|
-$0.03
|
$1.29
|
18.50%
|
$1.73
|
-11.93%
|
|
|
|
Mt. Belvieu Butane LST
|
Sep-23
|
$0.857
|
$0.870
|
-1.49%
|
-$0.01
|
$0.64
|
32.87%
|
$1.10
|
-22.08%
|
|
|
|
Conway Propane
|
Sep-23
|
$0.746
|
$0.757
|
-1.49%
|
-$0.01
|
$0.56
|
32.59%
|
$0.97
|
-23.17%
|
|
|
|
Conway Nat. Gasoline
|
Sep-23
|
$1.551
|
$1.603
|
-3.25%
|
-$0.05
|
$1.38
|
12.20%
|
$1.68
|
-7.54%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/23
|
7/31/23
|
% Change
|
Change
|
7/3/23
|
% Change
|
8/2/22
|
% Change
|
|
|
|
WTI
|
Sep-23
|
$81.80
|
$81.80
|
0.00%
|
$0.00
|
$69.91
|
17.01%
|
$84.31
|
-2.98%
|
|
|
|
Brent
|
Sep-23
|
$85.68
|
$85.68
|
0.00%
|
$0.00
|
$74.65
|
14.77%
|
$90.28
|
-5.10%
|
|
|
|
WCS
|
Sep-23
|
-$13.35
|
-$13.98
|
-4.75%
|
$0.63
|
-$12.71
|
4.97%
|
-$16.81
|
-20.59%
|
|
|
|
LLS
|
Sep-23
|
$82.98
|
$83.47
|
-0.59%
|
-$0.49
|
$72.70
|
14.14%
|
$86.12
|
-3.65%
|
|
|
|
Mars
|
Sep-23
|
$81.36
|
$80.94
|
0.52%
|
$0.42
|
$70.24
|
15.84%
|
$80.72
|
0.79%
|
|
|
|
Sour
|
Sep-23
|
$82.31
|
$81.74
|
0.69%
|
$0.57
|
$70.89
|
16.10%
|
$84.00
|
-2.01%
|
|
|
|
ESPO
|
Sep-23
|
$83.68
|
$83.68
|
0.00%
|
$0.00
|
$72.65
|
15.18%
|
$87.22
|
-4.06%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/23
|
7/31/23
|
% Change
|
Change
|
7/3/23
|
% Change
|
8/2/22
|
% Change
|
|
|
|
NY Heating Oil
|
Sep-23
|
$3.02
|
$3.00
|
0.77%
|
$0.02
|
$2.39
|
26.45%
|
$2.97
|
1.75%
|
|
|
|
NY Gasoline
|
Sep-23
|
$2.89
|
$2.88
|
0.24%
|
$0.01
|
$2.40
|
20.23%
|
$2.57
|
12.55%
|
|
|
|
GC Gasoline
|
Sep-23
|
$2.79
|
$2.78
|
0.25%
|
$0.01
|
$2.30
|
21.11%
|
$2.47
|
13.06%
|
|
|
|
GC Jet
|
Sep-23
|
$2.83
|
$2.82
|
0.32%
|
$0.01
|
$2.30
|
23.12%
|
$2.71
|
4.42%
|
|
|
|
Chicago Ethanol
|
Sep-23
|
$2.11
|
$2.13
|
-0.94%
|
-$0.02
|
$2.13
|
-1.08%
|
$2.07
|
1.88%
|
|
|
|
Rotterdam Gasoil
|
Sep-23
|
$830.36
|
$808.65
|
2.68%
|
$21.71
|
$659.28
|
25.95%
|
$811.87
|
2.28%
|
|
|
|
Singapore Jet Kero
|
Sep-23
|
$110.65
|
$108.92
|
1.59%
|
$1.73
|
$91.68
|
20.70%
|
$104.56
|
5.83%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/23
|
7/31/23
|
% Change
|
Change
|
7/3/23
|
% Change
|
8/2/22
|
% Change
|
|
|
|
Henry Hub Straddle
|
Sep-23
|
57.32%
|
55.50%
|
3.28%
|
1.82%
|
67.70%
|
-15.33%
|
56.36%
|
1.70%
|
|
|
|
Algonquin Straddle
|
Sep-23
|
79.47%
|
64.00%
|
24.17%
|
15.47%
|
88.30%
|
-10.00%
|
73.09%
|
8.73%
|
|
|
|
Waha Straddle
|
Sep-23
|
76.25%
|
73.06%
|
4.37%
|
3.19%
|
102.97%
|
-25.95%
|
122.30%
|
-37.65%
|
|
|
|
Chicago Straddle
|
Sep-23
|
62.40%
|
59.64%
|
4.63%
|
2.76%
|
76.38%
|
-18.30%
|
57.88%
|
7.81%
|
|
|
|
PJM West Straddle
|
Sep-23
|
50.92%
|
55.65%
|
-8.50%
|
-4.73%
|
52.82%
|
-3.60%
|
52.76%
|
-3.49%
|
|
|
|
SP – 15 Straddle
|
Sep-23
|
233.87%
|
164.40%
|
42.26%
|
69.47%
|
154.54%
|
51.33%
|
67.04%
|
248.85%
|
|
|
|
Mid. C Straddle
|
Sep-23
|
263.99%
|
266.81%
|
-1.06%
|
-2.82%
|
203.58%
|
29.67%
|
86.74%
|
204.35%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/23
|
7/31/23
|
% Change
|
Change
|
7/3/23
|
% Change
|
8/2/22
|
% Change
|
|
|
|
Dutch TTF
|
Sep-23
|
EUR 27.76
|
EUR 28.97
|
-4.17%
|
-EUR 1.21
|
EUR 35.49
|
-21.79%
|
EUR 149.71
|
-81.46%
|
|
|
|
NBP
|
Sep-23
|
GBP 69.10
|
GBP 72.14
|
-4.21%
|
-GBP 3.04
|
GBP 88.33
|
-21.77%
|
GBP 322.61
|
-78.58%
|
|
|
|
German Base
|
Sep-23
|
EUR 84.48
|
EUR 85.90
|
-1.65%
|
-EUR 1.42
|
EUR 110.19
|
-23.34%
|
EUR 353.40
|
-76.10%
|
|
|
|
UK Base
|
Sep-23
|
GBP 73.75
|
GBP 77.41
|
-4.73%
|
-GBP 3.66
|
GBP 99.53
|
-25.90%
|
GBP 285.59
|
-74.18%
|
|
|
|
French Base
|
Sep-23
|
EUR 81.26
|
EUR 83.11
|
-2.23%
|
-EUR 1.85
|
EUR 113.25
|
-28.25%
|
EUR 319.42
|
-74.56%
|
|
|
|
Italian Base
|
Sep-23
|
EUR 100.26
|
EUR 104.46
|
-4.02%
|
-EUR 4.20
|
EUR 127.59
|
-21.42%
|
EUR 337.31
|
-70.28%
|
|
|
|
JKM LNG
|
Sep-23
|
$10.67
|
$10.38
|
2.80%
|
$0.29
|
$12.14
|
-12.10%
|
$42.24
|
-74.75%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07/29/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
67
|
22
|
-4
|
335
|
99
|
-5
|
42.00%
|
-2.00%
|
|
|
|
Middle Atlantic
|
75
|
16
|
-6
|
403
|
32
|
-52
|
9.00%
|
-11.00%
|
|
|
|
E N Central
|
72
|
14
|
16
|
385
|
-42
|
-124
|
-10.00%
|
-24.00%
|
|
|
|
W N Central
|
96
|
24
|
34
|
578
|
25
|
-85
|
5.00%
|
-13.00%
|
|
|
|
South Atlantic
|
108
|
10
|
-4
|
1,135
|
59
|
-123
|
5.00%
|
-10.00%
|
|
|
|
E S Central
|
104
|
9
|
-7
|
882
|
9
|
-187
|
1.00%
|
-17.00%
|
|
|
|
W S Central
|
142
|
16
|
-5
|
1,552
|
185
|
-193
|
14.00%
|
-11.00%
|
|
|
|
Mountain
|
108
|
28
|
30
|
662
|
-30
|
-117
|
-4.00%
|
-15.00%
|
|
|
|
Pacific
|
72
|
25
|
6
|
310
|
-21
|
-83
|
-6.00%
|
-21.00%
|
|
|
|
United States
|
93
|
18
|
5
|
705
|
30
|
-110
|
4.00%
|
-13.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07/29/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
0
|
-3
|
0
|
1
|
-9
|
-4
|
-999.00%
|
-999.00%
|
|
|
|
Middle Atlantic
|
0
|
-3
|
0
|
0
|
-5
|
-1
|
-999.00%
|
-999.00%
|
|
|
|
E N Central
|
0
|
-4
|
-1
|
4
|
-4
|
0
|
-999.00%
|
-999.00%
|
|
|
|
W N Central
|
0
|
-3
|
-3
|
15
|
1
|
11
|
-999.00%
|
-999.00%
|
|
|
|
South Atlantic
|
0
|
0
|
0
|
0
|
0
|
0
|
-999.00%
|
-999.00%
|
|
|
|
E S Central
|
0
|
0
|
0
|
0
|
0
|
0
|
-999.00%
|
-999.00%
|
|
|
|
W S Central
|
0
|
0
|
0
|
0
|
0
|
0
|
-999.00%
|
-999.00%
|
|
|
|
Mountain
|
0
|
-2
|
0
|
4
|
-14
|
3
|
-999.00%
|
-999.00%
|
|
|
|
Pacific
|
1
|
-3
|
1
|
2
|
-21
|
-5
|
-999.00%
|
-999.00%
|
|
|
|
United States
|
0
|
-2
|
0
|
2
|
-6
|
0
|
-999.00%
|
-999.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
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