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|
Prices as of 7:53 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$1.993
|
$1.968
|
1.27%
|
$0.025
|
22,762
|
|
|
|
WTI
|
$74.78
|
$76.31
|
-2.00%
|
-$1.53
|
98,018
|
|
|
|
Brent
|
$78.08
|
$80.77
|
-3.33%
|
-$2.69
|
12,862
|
|
|
|
ULSD
|
$2.365
|
$2.406
|
-1.74%
|
-$0.042
|
8,614
|
|
|
|
RBOB
|
$2.361
|
$2.398
|
-1.53%
|
-$0.037
|
7,335
|
|
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|
Spreads
|
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|
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|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.19
|
$4.12
|
1.70%
|
$0.07
|
Oct-24
|
|
|
|
3:2:1 Crack
|
$20.51
|
$20.66
|
-0.73%
|
-$0.15
|
Sep-24
|
|
|
|
PJM West Spark
|
$40.81
|
$37.61
|
8.51%
|
$3.20
|
Sep-24
|
|
|
|
|
|
|
|
|
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|
Baker Hughes Rig Count
|
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|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
07/26/24
|
589
|
3
|
-75
|
07/29/23
|
|
|
|
Canada
|
07/26/24
|
211
|
14
|
18
|
07/29/23
|
|
|
|
International
|
July
|
934
|
-23
|
-27
|
July
|
|
|
|
|
|
|
|
|
|
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|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 7/23/2024
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
91,154
|
90,612
|
90,612
|
0
|
|
|
|
PJM West Off Peak
|
83,426
|
83,267
|
82,697
|
570
|
|
|
|
Natural Gas Henry Hub
|
363,415
|
347,942
|
351,158
|
-3,216
|
|
|
|
WTI – Light Sweet Crude Futures
|
154,799
|
130,654
|
129,597
|
1,057
|
|
|
|
Brent Crude Last Day
|
134,915
|
124,532
|
125,022
|
-490
|
|
|
|
NYM Ethanol
|
41,736
|
40,893
|
41,338
|
-445
|
|
|
|
Mt Belvieu LDH Propane Swap
|
157,814
|
156,686
|
157,577
|
-891
|
|
|
|
RBOB
|
398,408
|
376,218
|
380,759
|
-4,541
|
|
|
|
HSC Basis
|
832,086
|
824,450
|
824,149
|
301
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2022
|
2023
|
2024projected
|
2025projected
|
|
|
|
Brent
|
$101.00
|
$82.00
|
$88.00
|
$85.00
|
|
|
|
Gasoline
|
$4.00
|
$3.50
|
$3.50
|
$3.50
|
|
|
|
Crude Oil Production
|
11.90
|
12.90
|
13.20
|
13.70
|
|
|
|
Natural Gas Spot
|
$6.40
|
$2.50
|
$2.20
|
$3.10
|
|
|
|
LNG Exports
|
11.00
|
12.00
|
12.00
|
14.00
|
|
|
|
|
|
|
|
|
|
|
|
|
Electrical Generation %
|
2022
|
2023
|
2024projected
|
2025projected
|
|
|
|
Natural gas
|
39.00%
|
42.00%
|
42.00%
|
41.00%
|
|
|
|
Coal
|
20.00%
|
17.00%
|
16.00%
|
14.00%
|
|
|
|
Renewables
|
21.00%
|
21.00%
|
23.00%
|
25.00%
|
|
|
|
Nuclear
|
19.00%
|
19.00%
|
19.00%
|
19.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Lower 48 Natural Gas Storage
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07/26/19
|
|
|
|
|
|
7/26/24
|
7/19/24
|
Net Change
|
% Change
|
7/28/23
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
711
|
697
|
14
|
2.01%
|
680
|
4.56%
|
630
|
12.93%
|
|
|
|
Midwest
|
842
|
827
|
15
|
1.81%
|
775
|
8.65%
|
729
|
15.53%
|
|
|
|
Mountain
|
253
|
251
|
2
|
0.80%
|
191
|
32.46%
|
176
|
43.75%
|
|
|
|
Pacific
|
286
|
289
|
-3
|
-1.04%
|
230
|
24.35%
|
262
|
9.33%
|
|
|
|
South
|
1,157
|
1,167
|
-10
|
-0.86%
|
1,124
|
2.94%
|
1,023
|
13.14%
|
|
|
|
Salt
|
307
|
313
|
-6
|
-1.92%
|
297
|
3.37%
|
261
|
17.71%
|
|
|
|
Non_Salt
|
851
|
854
|
-3
|
-0.35%
|
828
|
2.78%
|
762
|
11.65%
|
|
|
|
Total
|
3,249
|
3,231
|
18
|
0.56%
|
3,001
|
8.26%
|
2,819
|
15.27%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/24
|
7/31/24
|
% Change
|
Change
|
7/3/24
|
% Change
|
8/2/23
|
% Change
|
|
|
|
PJM West On Peak
|
Sep-24
|
$45.08
|
$41.82
|
7.81%
|
$3.26
|
$50.62
|
-10.94%
|
$44.15
|
2.12%
|
|
|
|
ERCOT North On Peak
|
Sep-24
|
$70.28
|
$72.30
|
-2.80%
|
-$2.02
|
$78.51
|
-10.48%
|
$50.50
|
39.17%
|
|
|
|
CAISO SP 15 On Peak
|
Sep-24
|
$48.17
|
$53.53
|
-10.00%
|
-$5.35
|
$68.39
|
-29.56%
|
$92.06
|
-47.67%
|
|
|
|
MISO Indiana On Peak
|
Sep-24
|
$44.02
|
$40.23
|
9.42%
|
$3.79
|
$51.33
|
-14.24%
|
$49.26
|
-10.63%
|
|
|
|
NEISO Mass On Peak
|
Sep-24
|
$40.70
|
$38.01
|
7.06%
|
$2.68
|
$44.81
|
-9.19%
|
$43.36
|
-6.15%
|
|
|
|
WECC Mid C On Peak
|
Sep-24
|
$82.78
|
$84.71
|
-2.28%
|
-$1.93
|
$105.84
|
-21.79%
|
$134.85
|
-38.62%
|
|
|
|
NYISO Zone G On Peak
|
Sep-24
|
$37.08
|
$32.89
|
12.75%
|
$4.19
|
$43.62
|
-14.99%
|
$43.39
|
-14.54%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/24
|
7/31/24
|
% Change
|
Change
|
7/3/24
|
% Change
|
8/2/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Sep-24
|
$1.968
|
$2.036
|
-3.34%
|
-$0.07
|
$2.45
|
-19.57%
|
$3.29
|
-40.18%
|
|
|
|
Houston Ship Channel
|
Sep-24
|
-$0.293
|
-$0.302
|
-3.08%
|
$0.01
|
-$0.43
|
-31.18%
|
-$0.25
|
16.32%
|
|
|
|
Chicago
|
Sep-24
|
-$0.297
|
-$0.294
|
-0.78%
|
$0.00
|
-$0.55
|
-46.10%
|
-$0.26
|
13.73%
|
|
|
|
Waha
|
Sep-24
|
-$1.983
|
-$1.851
|
-7.13%
|
-$0.13
|
-$1.69
|
17.08%
|
-$0.53
|
270.96%
|
|
|
|
Algonquin
|
Sep-24
|
-$0.374
|
-$0.382
|
2.15%
|
$0.01
|
-$0.50
|
-25.25%
|
-$0.62
|
-39.37%
|
|
|
|
Aeco
|
Sep-24
|
-$1.326
|
-$1.349
|
-1.74%
|
$0.02
|
-$1.88
|
-29.60%
|
-$1.13
|
17.10%
|
|
|
|
Socal
|
Sep-24
|
$0.152
|
$0.240
|
-36.64%
|
-$0.09
|
$0.40
|
-61.64%
|
$1.64
|
-90.72%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/24
|
7/31/24
|
% Change
|
Change
|
7/3/24
|
% Change
|
8/2/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Sep-24
|
$0.756
|
$0.784
|
-3.50%
|
-$0.03
|
$0.85
|
-11.41%
|
$0.76
|
-0.07%
|
|
|
|
Mt. Belvieu Propane non LST
|
Sep-24
|
$0.764
|
$0.790
|
-3.32%
|
-$0.03
|
$0.86
|
-10.79%
|
$0.75
|
1.29%
|
|
|
|
Mt. Belview Ethane
|
Sep-24
|
$0.145
|
$0.154
|
-5.60%
|
-$0.01
|
$0.18
|
-19.95%
|
$0.25
|
-42.94%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Sep-24
|
$1.513
|
$1.516
|
-0.24%
|
$0.00
|
$1.61
|
-5.84%
|
$1.51
|
0.35%
|
|
|
|
Mt. Belvieu Butane LST
|
Sep-24
|
$0.923
|
$0.926
|
-0.31%
|
$0.00
|
$0.95
|
-2.91%
|
$0.82
|
12.53%
|
|
|
|
Far East Propane
|
Sep-24
|
$6.375
|
$6.342
|
0.53%
|
$0.03
|
$6.51
|
-2.07%
|
$5.57
|
14.54%
|
|
|
|
Saudi Propane
|
Sep-24
|
$5.950
|
$5.921
|
0.49%
|
$0.03
|
$5.96
|
-0.21%
|
$5.09
|
16.85%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/24
|
7/31/24
|
% Change
|
Change
|
7/3/24
|
% Change
|
8/2/23
|
% Change
|
|
|
|
WTI
|
Sep-24
|
$76.31
|
$77.91
|
-2.10%
|
-$1.60
|
$83.02
|
-8.08%
|
$74.43
|
2.53%
|
|
|
|
Brent
|
Sep-24
|
$79.79
|
$81.13
|
-1.68%
|
-$1.34
|
$87.34
|
-8.64%
|
$78.89
|
1.14%
|
|
|
|
WCS
|
Sep-24
|
-$15.02
|
-$14.90
|
0.85%
|
-$0.13
|
-$16.05
|
-6.37%
|
-$15.35
|
-2.14%
|
|
|
|
LLS
|
Sep-24
|
$77.78
|
$78.94
|
-1.50%
|
-$1.17
|
$84.40
|
-7.85%
|
$76.30
|
1.93%
|
|
|
|
Mars
|
Sep-24
|
$74.88
|
$75.83
|
-1.28%
|
-$0.96
|
$82.22
|
-8.93%
|
$74.26
|
0.82%
|
|
|
|
Sour
|
Sep-24
|
$76.57
|
$78.20
|
-2.12%
|
-$1.63
|
$82.87
|
-7.60%
|
$74.89
|
2.24%
|
|
|
|
ESPO
|
Sep-24
|
$77.79
|
$79.13
|
-1.72%
|
-$1.34
|
$85.34
|
-8.85%
|
$76.89
|
1.17%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/24
|
7/31/24
|
% Change
|
Change
|
7/3/24
|
% Change
|
8/2/23
|
% Change
|
|
|
|
NY Heating Oil
|
Sep-24
|
$2.42
|
$2.44
|
-0.70%
|
-$0.02
|
$2.64
|
-8.28%
|
$2.59
|
-6.33%
|
|
|
|
NY Gasoline
|
Sep-24
|
$2.45
|
$2.40
|
1.96%
|
$0.05
|
$2.52
|
-2.93%
|
$2.41
|
1.41%
|
|
|
|
GC Gasoline
|
Sep-24
|
$2.35
|
$2.30
|
2.04%
|
$0.05
|
$2.42
|
-3.05%
|
$2.32
|
1.47%
|
|
|
|
GC Jet
|
Sep-24
|
$2.29
|
$2.34
|
-1.97%
|
-$0.05
|
$2.57
|
-10.88%
|
$2.38
|
-3.70%
|
|
|
|
Chicago Ethanol
|
Sep-24
|
$1.77
|
$1.76
|
0.74%
|
$0.01
|
$1.72
|
3.09%
|
$1.81
|
-2.26%
|
|
|
|
Rotterdam Gasoil
|
Sep-24
|
$699.01
|
$702.66
|
-0.52%
|
-$3.66
|
$750.99
|
-6.92%
|
$700.97
|
-0.28%
|
|
|
|
Singapore Jet Kero
|
Sep-24
|
$96.73
|
$96.04
|
0.72%
|
$0.69
|
$102.66
|
-5.78%
|
$100.50
|
-3.75%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/24
|
7/31/24
|
% Change
|
Change
|
7/3/24
|
% Change
|
8/2/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
Sep-24
|
68.18%
|
64.35%
|
5.95%
|
3.83%
|
59.20%
|
15.17%
|
43.97%
|
55.06%
|
|
|
|
Algonquin Straddle
|
Sep-24
|
79.51%
|
74.31%
|
7.00%
|
5.20%
|
71.73%
|
10.85%
|
52.64%
|
51.04%
|
|
|
|
Waha Straddle
|
Sep-24
|
1095.23%
|
470.84%
|
132.61%
|
624.39%
|
190.66%
|
474.44%
|
49.35%
|
2119.31%
|
|
|
|
Chicago Straddle
|
Sep-24
|
84.47%
|
76.82%
|
9.96%
|
7.65%
|
73.05%
|
15.63%
|
45.11%
|
87.25%
|
|
|
|
PJM West Straddle
|
Sep-24
|
64.21%
|
55.71%
|
15.26%
|
8.50%
|
60.29%
|
6.50%
|
44.69%
|
43.68%
|
|
|
|
SP – 15 Straddle
|
Sep-24
|
250.28%
|
221.44%
|
13.02%
|
28.84%
|
63.59%
|
293.58%
|
78.96%
|
216.97%
|
|
|
|
Mid. C Straddle
|
Sep-24
|
211.09%
|
282.35%
|
-25.24%
|
-71.26%
|
324.17%
|
-34.88%
|
102.13%
|
106.69%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/24
|
7/31/24
|
% Change
|
Change
|
7/3/24
|
% Change
|
8/2/23
|
% Change
|
|
|
|
Dutch TTF
|
Sep-24
|
EUR 36.91
|
EUR 35.71
|
3.37%
|
EUR 1.20
|
EUR 33.88
|
8.94%
|
EUR 48.62
|
-24.08%
|
|
|
|
NBP
|
Sep-24
|
GBP 90.07
|
GBP 86.58
|
4.03%
|
GBP 3.49
|
GBP 81.67
|
10.29%
|
GBP 122.95
|
-26.74%
|
|
|
|
German Base
|
Sep-24
|
EUR 87.25
|
EUR 83.60
|
4.37%
|
EUR 3.65
|
EUR 84.39
|
3.39%
|
EUR 144.01
|
-39.41%
|
|
|
|
UK Base
|
Sep-24
|
GBP 76.56
|
GBP 75.50
|
1.41%
|
GBP 1.06
|
GBP 75.20
|
1.81%
|
GBP 104.76
|
-26.92%
|
|
|
|
French Base
|
Sep-24
|
EUR 59.12
|
EUR 55.37
|
6.77%
|
EUR 3.75
|
EUR 61.14
|
-3.29%
|
EUR 143.10
|
-58.68%
|
|
|
|
Italian Base
|
Sep-24
|
EUR 115.37
|
EUR 112.33
|
2.70%
|
EUR 3.04
|
EUR 108.31
|
6.51%
|
EUR 150.84
|
-23.52%
|
|
|
|
JKM LNG
|
Sep-24
|
$12.78
|
$12.77
|
0.09%
|
$0.01
|
$11.97
|
6.76%
|
$16.72
|
-23.52%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/1/24
|
7/31/24
|
% Change
|
Change
|
7/3/24
|
% Change
|
8/2/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
Sep-24
|
$36.91
|
$35.71
|
3.37%
|
$1.20
|
$33.88
|
8.94%
|
$48.62
|
-24.08%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
Sep-24
|
$90.07
|
$86.58
|
4.03%
|
$3.49
|
$81.67
|
10.29%
|
$122.95
|
-26.74%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
Sep-24
|
$87.25
|
$83.60
|
4.37%
|
$3.65
|
$84.39
|
3.39%
|
$144.01
|
-39.41%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Sep-24
|
$76.56
|
$75.50
|
1.41%
|
$1.06
|
$75.20
|
1.81%
|
$104.76
|
-26.92%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Sep-24
|
$59.12
|
$55.37
|
6.77%
|
$3.75
|
$61.14
|
-3.29%
|
$143.10
|
-58.68%
|
|
|
|
Supramax Timecharter (DRY)
|
Sep-24
|
$115.37
|
$112.33
|
2.70%
|
$3.04
|
$108.31
|
6.51%
|
$150.84
|
-23.52%
|
|
|
|
Capesize Timecharter (DRY)
|
Sep-24
|
$12.78
|
$12.77
|
0.09%
|
$0.01
|
$11.97
|
6.76%
|
$16.72
|
-23.52%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07/27/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
44
|
-1
|
-10
|
376
|
152
|
53
|
68.00%
|
16.00%
|
|
|
|
Middle Atlantic
|
61
|
2
|
-2
|
475
|
121
|
84
|
34.00%
|
21.00%
|
|
|
|
E N Central
|
43
|
-15
|
-16
|
434
|
23
|
59
|
6.00%
|
16.00%
|
|
|
|
W N Central
|
63
|
-9
|
-19
|
530
|
-3
|
-35
|
-1.00%
|
-6.00%
|
|
|
|
South Atlantic
|
99
|
1
|
-4
|
1,211
|
161
|
93
|
15.00%
|
8.00%
|
|
|
|
E S Central
|
86
|
-9
|
-9
|
1,013
|
166
|
148
|
20.00%
|
17.00%
|
|
|
|
W S Central
|
97
|
-29
|
-42
|
1,504
|
172
|
-27
|
13.00%
|
-2.00%
|
|
|
|
Mountain
|
92
|
12
|
-18
|
736
|
66
|
89
|
10.00%
|
14.00%
|
|
|
|
Pacific
|
73
|
27
|
-2
|
406
|
89
|
107
|
28.00%
|
35.00%
|
|
|
|
United States
|
74
|
-1
|
-12
|
758
|
104
|
67
|
16.00%
|
10.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07/27/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
1
|
-2
|
0
|
2
|
-7
|
1
|
NA
|
NA
|
|
|
|
Middle Atlantic
|
0
|
-3
|
0
|
2
|
-2
|
2
|
NA
|
NA
|
|
|
|
E N Central
|
1
|
-2
|
1
|
10
|
3
|
6
|
NA
|
NA
|
|
|
|
W N Central
|
0
|
-3
|
0
|
8
|
-5
|
-6
|
NA
|
NA
|
|
|
|
South Atlantic
|
0
|
0
|
0
|
0
|
0
|
0
|
NA
|
NA
|
|
|
|
E S Central
|
0
|
0
|
0
|
0
|
0
|
0
|
NA
|
NA
|
|
|
|
W S Central
|
0
|
0
|
0
|
0
|
0
|
0
|
NA
|
NA
|
|
|
|
Mountain
|
0
|
-2
|
0
|
4
|
-14
|
0
|
NA
|
NA
|
|
|
|
Pacific
|
2
|
-2
|
1
|
3
|
-19
|
0
|
NA
|
NA
|
|
|
|
United States
|
1
|
-1
|
0
|
3
|
-5
|
1
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
