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Prices as of 8:22 AM CST
|
|
|
|
|
|
|
|
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|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.555
|
$2.477
|
3.15%
|
$0.078
|
28,518
|
|
|
|
WTI
|
$80.68
|
$79.49
|
1.50%
|
$1.19
|
138,483
|
|
|
|
Brent
|
$84.20
|
$83.20
|
1.20%
|
$1.00
|
9,644
|
|
|
|
ULSD
|
$3.007
|
$3.004
|
0.08%
|
$0.002
|
11,013
|
|
|
|
RBOB
|
$2.766
|
$2.776
|
-0.36%
|
-$0.010
|
16,169
|
|
|
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|
Spreads
|
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|
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|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$3.94
|
$4.07
|
-3.19%
|
-$0.13
|
Oct-23
|
|
|
|
3:2:1 Crack
|
$32.14
|
$33.54
|
-4.18%
|
-$1.40
|
Sep-23
|
|
|
|
PJM West Spark
|
$33.72
|
$33.57
|
0.45%
|
$0.15
|
Sep-23
|
|
|
|
|
|
|
|
|
|
|
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|
Baker Hughes Rig Count
|
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|
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
|
|
|
|
|
|
|
|
|
|
|
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|
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%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/23
|
8/1/23
|
% Change
|
Change
|
7/5/23
|
% Change
|
8/3/22
|
% Change
|
|
|
|
PJM West On Peak
|
Sep-23
|
$39.18
|
$38.87
|
0.81%
|
$0.32
|
$39.12
|
0.16%
|
$66.47
|
-41.05%
|
|
|
|
ERCOT North On Peak
|
Sep-23
|
$60.95
|
$56.90
|
7.12%
|
$4.05
|
$60.83
|
0.20%
|
$65.05
|
-6.30%
|
|
|
|
CAISO SP 15 On Peak
|
Sep-23
|
$103.24
|
$100.28
|
2.94%
|
$2.95
|
$96.47
|
7.01%
|
$103.57
|
-0.32%
|
|
|
|
MISO Indiana On Peak
|
Sep-23
|
$44.86
|
$43.94
|
2.10%
|
$0.92
|
$45.43
|
-1.26%
|
$69.56
|
-35.51%
|
|
|
|
NEISO Mass On Peak
|
Sep-23
|
$33.47
|
$32.93
|
1.64%
|
$0.54
|
$35.50
|
-5.72%
|
$58.58
|
-42.87%
|
|
|
|
WECC Mid C On Peak
|
Sep-23
|
$154.30
|
$163.90
|
-5.86%
|
-$9.61
|
$158.03
|
-2.36%
|
$119.57
|
29.04%
|
|
|
|
NYISO Zone G On Peak
|
Sep-23
|
$35.46
|
$34.64
|
2.37%
|
$0.82
|
$35.84
|
-1.06%
|
$51.36
|
-30.96%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/23
|
8/1/23
|
% Change
|
Change
|
7/5/23
|
% Change
|
8/3/22
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Sep-23
|
$2.477
|
$2.560
|
-3.24%
|
-$0.08
|
$2.64
|
-6.28%
|
$4.90
|
-49.42%
|
|
|
|
Houston Ship Channel
|
Sep-23
|
-$0.269
|
-$0.255
|
5.77%
|
-$0.01
|
-$0.22
|
21.67%
|
-$0.18
|
50.31%
|
|
|
|
Chicago
|
Sep-23
|
-$0.289
|
-$0.273
|
-5.48%
|
-$0.02
|
-$0.32
|
-10.46%
|
-$0.28
|
3.41%
|
|
|
|
Waha
|
Sep-23
|
-$0.519
|
-$0.499
|
-4.03%
|
-$0.02
|
-$0.58
|
-10.01%
|
-$1.82
|
-71.49%
|
|
|
|
Algonquin
|
Sep-23
|
-$0.905
|
-$0.897
|
-0.85%
|
-$0.01
|
-$0.80
|
13.16%
|
-$1.16
|
-22.03%
|
|
|
|
Aeco
|
Sep-23
|
-$0.640
|
-$0.663
|
-3.48%
|
$0.02
|
-$0.94
|
-31.85%
|
-$1.44
|
-55.61%
|
|
|
|
Socal
|
Sep-23
|
$2.615
|
$2.577
|
1.48%
|
$0.04
|
$1.20
|
118.47%
|
$0.57
|
360.13%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/23
|
8/1/23
|
% Change
|
Change
|
7/5/23
|
% Change
|
8/3/22
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Sep-23
|
$0.756
|
$0.755
|
0.14%
|
$0.00
|
$0.57
|
32.77%
|
$0.97
|
-22.32%
|
|
|
|
Mt. Belvieu Propane non LST
|
Sep-23
|
$0.742
|
$0.753
|
-1.35%
|
-$0.01
|
$0.56
|
32.24%
|
$0.97
|
-23.81%
|
|
|
|
Mt. Belview Ethane
|
Sep-23
|
$0.245
|
$0.251
|
-2.49%
|
-$0.01
|
$0.24
|
0.48%
|
$0.36
|
-31.99%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Sep-23
|
$1.559
|
$1.526
|
2.18%
|
$0.03
|
$1.29
|
21.24%
|
$1.72
|
-9.08%
|
|
|
|
Mt. Belvieu Butane LST
|
Sep-23
|
$0.859
|
$0.857
|
0.26%
|
$0.00
|
$0.66
|
30.83%
|
$1.09
|
-21.21%
|
|
|
|
Conway Propane
|
Sep-23
|
$0.735
|
$0.746
|
-1.44%
|
-$0.01
|
$0.57
|
29.68%
|
$0.95
|
-22.51%
|
|
|
|
Conway Nat. Gasoline
|
Sep-23
|
$1.577
|
$1.551
|
1.67%
|
$0.03
|
$1.38
|
14.07%
|
$1.65
|
-4.20%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/23
|
8/1/23
|
% Change
|
Change
|
7/5/23
|
% Change
|
8/3/22
|
% Change
|
|
|
|
WTI
|
Sep-23
|
$79.49
|
$81.80
|
-2.91%
|
-$2.31
|
$71.88
|
10.59%
|
$82.36
|
-3.48%
|
|
|
|
Brent
|
Sep-23
|
$83.40
|
$85.68
|
-2.73%
|
-$2.28
|
$76.65
|
8.81%
|
$88.18
|
-5.42%
|
|
|
|
WCS
|
Sep-23
|
-$14.69
|
-$13.35
|
9.18%
|
-$1.35
|
-$13.48
|
8.99%
|
-$16.15
|
-9.00%
|
|
|
|
LLS
|
Sep-23
|
$81.32
|
$82.98
|
-2.03%
|
-$1.65
|
$74.41
|
9.29%
|
$92.87
|
-12.43%
|
|
|
|
Mars
|
Sep-23
|
$79.26
|
$81.36
|
-2.65%
|
-$2.10
|
$71.69
|
10.56%
|
$79.92
|
-0.82%
|
|
|
|
Sour
|
Sep-23
|
$80.35
|
$82.31
|
-2.44%
|
-$1.96
|
$72.43
|
10.93%
|
$81.97
|
-1.98%
|
|
|
|
ESPO
|
Sep-23
|
$81.40
|
$83.68
|
-2.79%
|
-$2.28
|
$74.65
|
9.05%
|
$84.77
|
-3.97%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/23
|
8/1/23
|
% Change
|
Change
|
7/5/23
|
% Change
|
8/3/22
|
% Change
|
|
|
|
NY Heating Oil
|
Sep-23
|
$3.01
|
$3.02
|
-0.30%
|
-$0.01
|
$2.49
|
21.11%
|
$2.96
|
1.79%
|
|
|
|
NY Gasoline
|
Sep-23
|
$2.79
|
$2.89
|
-3.46%
|
-$0.10
|
$2.44
|
14.08%
|
$2.49
|
12.01%
|
|
|
|
GC Gasoline
|
Sep-23
|
$2.69
|
$2.79
|
-3.59%
|
-$0.10
|
$2.34
|
14.68%
|
$2.39
|
12.52%
|
|
|
|
GC Jet
|
Sep-23
|
$2.82
|
$2.83
|
-0.35%
|
-$0.01
|
$2.31
|
22.15%
|
$2.72
|
3.67%
|
|
|
|
Chicago Ethanol
|
Sep-23
|
$2.08
|
$2.11
|
-1.42%
|
-$0.03
|
$2.13
|
-2.39%
|
$2.10
|
-0.76%
|
|
|
|
Rotterdam Gasoil
|
Sep-23
|
$819.45
|
$830.36
|
-1.31%
|
-$10.91
|
$666.96
|
22.86%
|
$856.64
|
-4.34%
|
|
|
|
Singapore Jet Kero
|
Sep-23
|
$111.99
|
$110.65
|
1.21%
|
$1.34
|
$94.50
|
18.52%
|
$114.90
|
-2.53%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/23
|
8/1/23
|
% Change
|
Change
|
7/5/23
|
% Change
|
8/3/22
|
% Change
|
|
|
|
Henry Hub Straddle
|
Sep-23
|
55.09%
|
57.32%
|
-3.89%
|
-2.23%
|
67.13%
|
-17.94%
|
50.85%
|
8.34%
|
|
|
|
Algonquin Straddle
|
Sep-23
|
78.90%
|
79.47%
|
-0.72%
|
-0.57%
|
83.49%
|
-5.50%
|
69.25%
|
13.94%
|
|
|
|
Waha Straddle
|
Sep-23
|
74.15%
|
76.25%
|
-2.75%
|
-2.10%
|
94.71%
|
-21.71%
|
119.54%
|
-37.97%
|
|
|
|
Chicago Straddle
|
Sep-23
|
63.71%
|
62.40%
|
2.10%
|
1.31%
|
75.73%
|
-15.87%
|
51.88%
|
22.80%
|
|
|
|
PJM West Straddle
|
Sep-23
|
51.29%
|
50.92%
|
0.73%
|
0.37%
|
54.88%
|
-6.54%
|
54.84%
|
-6.47%
|
|
|
|
SP – 15 Straddle
|
Sep-23
|
293.73%
|
233.87%
|
25.60%
|
59.86%
|
178.04%
|
64.98%
|
74.74%
|
293.00%
|
|
|
|
Mid. C Straddle
|
Sep-23
|
262.92%
|
263.99%
|
-0.41%
|
-1.07%
|
204.29%
|
28.70%
|
93.25%
|
181.95%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/23
|
8/1/23
|
% Change
|
Change
|
7/5/23
|
% Change
|
8/3/22
|
% Change
|
|
|
|
Dutch TTF
|
Sep-23
|
EUR 28.80
|
EUR 27.76
|
3.74%
|
EUR 1.04
|
EUR 35.41
|
-18.68%
|
EUR 152.34
|
-81.10%
|
|
|
|
NBP
|
Sep-23
|
GBP 72.26
|
GBP 69.10
|
4.58%
|
GBP 3.16
|
GBP 88.21
|
-18.08%
|
GBP 336.29
|
-78.51%
|
|
|
|
German Base
|
Sep-23
|
EUR 85.22
|
EUR 84.48
|
0.88%
|
EUR 0.74
|
EUR 106.10
|
-19.68%
|
EUR 343.74
|
-75.21%
|
|
|
|
UK Base
|
Sep-23
|
GBP 74.77
|
GBP 73.75
|
1.38%
|
GBP 1.02
|
GBP 94.41
|
-20.80%
|
GBP 275.99
|
-72.91%
|
|
|
|
French Base
|
Sep-23
|
EUR 83.01
|
EUR 81.26
|
2.15%
|
EUR 1.75
|
EUR 107.46
|
-22.75%
|
EUR 317.21
|
-73.83%
|
|
|
|
Italian Base
|
Sep-23
|
EUR 102.74
|
EUR 100.26
|
2.47%
|
EUR 2.48
|
EUR 122.02
|
-15.80%
|
EUR 328.58
|
-68.73%
|
|
|
|
JKM LNG
|
Sep-23
|
$10.60
|
$10.67
|
-0.63%
|
-$0.07
|
$11.99
|
-11.62%
|
$39.88
|
-73.42%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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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