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| |
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|
Prices as of 12:16 PM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$1.959
|
$1.967
|
-0.41%
|
-$0.008
|
92,979
|
|
|
|
WTI
|
$73.23
|
$73.52
|
-0.39%
|
-$0.29
|
352,902
|
|
|
|
Brent
|
$76.61
|
$76.81
|
-0.26%
|
-$0.20
|
45,135
|
|
|
|
ULSD
|
$2.299
|
$2.319
|
-0.85%
|
-$0.020
|
36,784
|
|
|
|
RBOB
|
$2.326
|
$2.318
|
0.36%
|
$0.008
|
42,490
|
|
|
|
|
|
|
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|
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|
|
Spreads
|
|
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|
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|
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|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.18
|
$4.22
|
-0.95%
|
-$0.04
|
Oct-24
|
|
|
|
3:2:1 Crack
|
$20.10
|
$20.02
|
0.40%
|
$0.08
|
Sep-24
|
|
|
|
PJM West Spark
|
$40.87
|
$40.88
|
-0.01%
|
$0.00
|
Sep-24
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
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|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
08/02/24
|
586
|
-3
|
-73
|
08/05/23
|
|
|
|
Canada
|
08/02/24
|
219
|
8
|
31
|
08/05/23
|
|
|
|
International
|
July
|
934
|
-23
|
-27
|
July
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 7/30/2024
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
93,762
|
93,230
|
92,918
|
312
|
|
|
|
PJM West Off Peak
|
85,724
|
85,555
|
84,663
|
892
|
|
|
|
Natural Gas Henry Hub
|
346,393
|
331,536
|
334,394
|
-2,858
|
|
|
|
WTI – Light Sweet Crude Futures
|
162,325
|
138,605
|
136,559
|
2,046
|
|
|
|
Brent Crude Last Day
|
150,629
|
141,545
|
142,224
|
-679
|
|
|
|
NYM Ethanol
|
46,253
|
45,359
|
45,845
|
-486
|
|
|
|
Mt Belvieu LDH Propane Swap
|
161,329
|
160,270
|
161,122
|
-852
|
|
|
|
RBOB
|
382,430
|
362,010
|
364,348
|
-2,338
|
|
|
|
HSC Basis
|
840,775
|
833,436
|
833,051
|
385
|
|
|
|
|
|
|
|
|
|
|
|
|
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%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/24
|
8/1/24
|
% Change
|
Change
|
7/5/24
|
% Change
|
8/3/23
|
% Change
|
|
|
|
PJM West On Peak
|
Sep-24
|
$45.04
|
$45.08
|
-0.09%
|
-$0.04
|
$51.66
|
-12.80%
|
$44.20
|
1.91%
|
|
|
|
ERCOT North On Peak
|
Sep-24
|
$66.97
|
$70.28
|
-4.71%
|
-$3.31
|
$77.18
|
-13.23%
|
$51.85
|
29.16%
|
|
|
|
CAISO SP 15 On Peak
|
Sep-24
|
$52.00
|
$48.17
|
7.94%
|
$3.83
|
$62.37
|
-16.62%
|
$94.32
|
-44.87%
|
|
|
|
MISO Indiana On Peak
|
Sep-24
|
$43.60
|
$44.02
|
-0.97%
|
-$0.43
|
$52.31
|
-16.66%
|
$49.44
|
-11.81%
|
|
|
|
NEISO Mass On Peak
|
Sep-24
|
$40.79
|
$40.70
|
0.22%
|
$0.09
|
$43.23
|
-5.65%
|
$42.03
|
-2.96%
|
|
|
|
WECC Mid C On Peak
|
Sep-24
|
$83.53
|
$82.78
|
0.91%
|
$0.76
|
$102.47
|
-18.48%
|
$138.15
|
-39.54%
|
|
|
|
NYISO Zone G On Peak
|
Sep-24
|
$37.53
|
$37.08
|
1.21%
|
$0.45
|
$44.19
|
-15.08%
|
$42.03
|
-10.71%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/24
|
8/1/24
|
% Change
|
Change
|
7/5/24
|
% Change
|
8/3/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Sep-24
|
$1.967
|
$1.968
|
-0.05%
|
$0.00
|
$2.35
|
-16.30%
|
$3.30
|
-40.32%
|
|
|
|
Houston Ship Channel
|
Sep-24
|
-$0.321
|
-$0.293
|
9.46%
|
-$0.03
|
-$0.40
|
-20.45%
|
-$0.25
|
29.12%
|
|
|
|
Chicago
|
Sep-24
|
-$0.321
|
-$0.297
|
-7.54%
|
-$0.02
|
-$0.54
|
-40.50%
|
-$0.26
|
24.20%
|
|
|
|
Waha
|
Sep-24
|
-$2.072
|
-$1.983
|
-4.52%
|
-$0.09
|
-$1.62
|
27.78%
|
-$0.49
|
325.02%
|
|
|
|
Algonquin
|
Sep-24
|
-$0.368
|
-$0.374
|
1.61%
|
$0.01
|
-$0.49
|
-24.66%
|
-$0.69
|
-46.96%
|
|
|
|
Aeco
|
Sep-24
|
-$1.359
|
-$1.326
|
2.55%
|
-$0.03
|
-$1.87
|
-27.12%
|
-$1.16
|
17.10%
|
|
|
|
Socal
|
Sep-24
|
$0.120
|
$0.152
|
-20.72%
|
-$0.03
|
$0.15
|
-18.47%
|
$1.60
|
-92.48%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/24
|
8/1/24
|
% Change
|
Change
|
7/5/24
|
% Change
|
8/3/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Sep-24
|
$0.733
|
$0.756
|
-3.15%
|
-$0.02
|
$0.86
|
-14.82%
|
$0.75
|
-2.47%
|
|
|
|
Mt. Belvieu Propane non LST
|
Sep-24
|
$0.731
|
$0.764
|
-4.26%
|
-$0.03
|
$0.86
|
-14.96%
|
$0.76
|
-3.62%
|
|
|
|
Mt. Belview Ethane
|
Sep-24
|
$0.140
|
$0.145
|
-3.42%
|
$0.00
|
$0.18
|
-22.02%
|
$0.26
|
-45.46%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Sep-24
|
$1.443
|
$1.513
|
-4.62%
|
-$0.07
|
$1.61
|
-10.16%
|
$1.46
|
-1.25%
|
|
|
|
Mt. Belvieu Butane LST
|
Sep-24
|
$0.865
|
$0.923
|
-6.26%
|
-$0.06
|
$0.96
|
-9.93%
|
$0.82
|
5.08%
|
|
|
|
Far East Propane
|
Sep-24
|
$6.203
|
$6.375
|
-2.70%
|
-$0.17
|
$6.54
|
-5.15%
|
$5.54
|
11.92%
|
|
|
|
Saudi Propane
|
Sep-24
|
$5.880
|
$5.950
|
-1.18%
|
-$0.07
|
$5.98
|
-1.68%
|
$5.09
|
15.62%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/24
|
8/1/24
|
% Change
|
Change
|
7/5/24
|
% Change
|
8/3/23
|
% Change
|
|
|
|
WTI
|
Sep-24
|
$73.52
|
$76.31
|
-3.79%
|
-$2.79
|
$82.26
|
-10.62%
|
$75.94
|
-3.19%
|
|
|
|
Brent
|
Sep-24
|
$77.07
|
$79.79
|
-3.53%
|
-$2.72
|
$86.54
|
-10.95%
|
$80.48
|
-4.24%
|
|
|
|
WCS
|
Sep-24
|
-$14.46
|
-$15.02
|
-3.88%
|
$0.56
|
-$16.37
|
-11.66%
|
-$13.60
|
6.38%
|
|
|
|
LLS
|
Sep-24
|
$74.57
|
$77.78
|
-4.30%
|
-$3.21
|
$83.75
|
-10.97%
|
$77.92
|
-4.31%
|
|
|
|
Mars
|
Sep-24
|
$72.15
|
$74.88
|
-3.78%
|
-$2.73
|
$81.69
|
-11.68%
|
$75.36
|
-4.27%
|
|
|
|
Sour
|
Sep-24
|
$73.69
|
$76.57
|
-3.90%
|
-$2.88
|
$82.27
|
-10.43%
|
$76.10
|
-3.16%
|
|
|
|
ESPO
|
Sep-24
|
$75.07
|
$77.79
|
-3.63%
|
-$2.72
|
$84.54
|
-11.20%
|
$78.48
|
-4.35%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/24
|
8/1/24
|
% Change
|
Change
|
7/5/24
|
% Change
|
8/3/23
|
% Change
|
|
|
|
NY Heating Oil
|
Sep-24
|
$2.32
|
$2.42
|
-4.41%
|
-$0.11
|
$2.63
|
-11.73%
|
$2.62
|
-11.63%
|
|
|
|
NY Gasoline
|
Sep-24
|
$2.32
|
$2.45
|
-5.43%
|
-$0.13
|
$2.53
|
-8.57%
|
$2.38
|
-2.77%
|
|
|
|
GC Gasoline
|
Sep-24
|
$2.22
|
$2.35
|
-5.66%
|
-$0.13
|
$2.43
|
-8.92%
|
$2.28
|
-2.89%
|
|
|
|
GC Jet
|
Sep-24
|
$2.24
|
$2.29
|
-2.49%
|
-$0.06
|
$2.58
|
-13.47%
|
$2.47
|
-9.33%
|
|
|
|
Chicago Ethanol
|
Sep-24
|
$1.80
|
$1.77
|
1.98%
|
$0.03
|
$1.80
|
0.28%
|
$1.79
|
0.67%
|
|
|
|
Rotterdam Gasoil
|
Sep-24
|
$674.44
|
$699.01
|
-3.51%
|
-$24.57
|
$761.00
|
-11.37%
|
$725.30
|
-7.01%
|
|
|
|
Singapore Jet Kero
|
Sep-24
|
$91.89
|
$96.73
|
-5.01%
|
-$4.84
|
$102.50
|
-10.35%
|
$99.25
|
-7.42%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/24
|
8/1/24
|
% Change
|
Change
|
7/5/24
|
% Change
|
8/3/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
Sep-24
|
65.64%
|
68.18%
|
-3.73%
|
-2.54%
|
54.37%
|
20.73%
|
42.42%
|
54.74%
|
|
|
|
Algonquin Straddle
|
Sep-24
|
76.98%
|
79.51%
|
-3.18%
|
-2.53%
|
63.42%
|
21.38%
|
52.53%
|
46.54%
|
|
|
|
Waha Straddle
|
Sep-24
|
1312.38%
|
1095.23%
|
19.83%
|
217.15%
|
182.23%
|
620.18%
|
49.51%
|
2550.74%
|
|
|
|
Chicago Straddle
|
Sep-24
|
79.20%
|
84.47%
|
-6.24%
|
-5.27%
|
65.36%
|
21.18%
|
43.53%
|
81.94%
|
|
|
|
PJM West Straddle
|
Sep-24
|
61.14%
|
64.21%
|
-4.78%
|
-3.07%
|
60.40%
|
1.23%
|
43.98%
|
39.02%
|
|
|
|
SP – 15 Straddle
|
Sep-24
|
263.25%
|
250.28%
|
5.18%
|
12.97%
|
99.04%
|
165.80%
|
74.68%
|
252.50%
|
|
|
|
Mid. C Straddle
|
Sep-24
|
263.10%
|
211.09%
|
24.64%
|
52.01%
|
271.55%
|
-3.11%
|
101.78%
|
158.50%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/24
|
8/1/24
|
% Change
|
Change
|
7/5/24
|
% Change
|
8/3/23
|
% Change
|
|
|
|
Dutch TTF
|
Sep-24
|
EUR 37.10
|
EUR 36.91
|
0.52%
|
EUR 0.19
|
EUR 34.13
|
8.73%
|
EUR 49.43
|
-24.93%
|
|
|
|
NBP
|
Sep-24
|
GBP 90.89
|
GBP 90.07
|
0.91%
|
GBP 0.82
|
GBP 81.87
|
11.02%
|
GBP 124.75
|
-27.14%
|
|
|
|
German Base
|
Sep-24
|
EUR 87.18
|
EUR 87.25
|
-0.09%
|
-EUR 0.07
|
EUR 84.03
|
3.75%
|
EUR 147.04
|
-40.71%
|
|
|
|
UK Base
|
Sep-24
|
GBP 77.25
|
GBP 76.56
|
0.91%
|
GBP 0.69
|
GBP 75.81
|
1.90%
|
GBP 106.47
|
-27.44%
|
|
|
|
French Base
|
Sep-24
|
EUR 62.93
|
EUR 59.12
|
6.44%
|
EUR 3.81
|
EUR 60.66
|
3.74%
|
EUR 143.96
|
-56.29%
|
|
|
|
Italian Base
|
Sep-24
|
EUR 115.02
|
EUR 115.37
|
-0.30%
|
-EUR 0.35
|
EUR 106.06
|
8.45%
|
EUR 152.13
|
-24.39%
|
|
|
|
JKM LNG
|
Sep-24
|
$12.80
|
$12.78
|
0.11%
|
$0.01
|
$12.18
|
5.07%
|
$15.71
|
-18.52%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/2/24
|
8/1/24
|
% Change
|
Change
|
7/5/24
|
% Change
|
8/3/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
Sep-24
|
$37.10
|
$36.91
|
0.52%
|
$0.19
|
$34.13
|
8.73%
|
$49.43
|
-24.93%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
Sep-24
|
$90.89
|
$90.07
|
0.91%
|
$0.82
|
$81.87
|
11.02%
|
$124.75
|
-27.14%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
Sep-24
|
$87.18
|
$87.25
|
-0.09%
|
-$0.07
|
$84.03
|
3.75%
|
$147.04
|
-40.71%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Sep-24
|
$77.25
|
$76.56
|
0.91%
|
$0.69
|
$75.81
|
1.90%
|
$106.47
|
-27.44%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Sep-24
|
$62.93
|
$59.12
|
6.44%
|
$3.81
|
$60.66
|
3.74%
|
$143.96
|
-56.29%
|
|
|
|
Supramax Timecharter (DRY)
|
Sep-24
|
$115.02
|
$115.37
|
-0.30%
|
-$0.35
|
$106.06
|
8.45%
|
$152.13
|
-24.39%
|
|
|
|
Capesize Timecharter (DRY)
|
Sep-24
|
$12.80
|
$12.78
|
0.11%
|
$0.01
|
$12.18
|
5.07%
|
$15.71
|
-18.52%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/03/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
66
|
21
|
33
|
442
|
174
|
95
|
65.00%
|
27.00%
|
|
|
|
Middle Atlantic
|
78
|
19
|
27
|
553
|
141
|
120
|
34.00%
|
28.00%
|
|
|
|
E N Central
|
77
|
20
|
21
|
511
|
44
|
86
|
9.00%
|
20.00%
|
|
|
|
W N Central
|
91
|
20
|
9
|
621
|
18
|
-21
|
3.00%
|
-3.00%
|
|
|
|
South Atlantic
|
108
|
11
|
11
|
1,320
|
174
|
109
|
15.00%
|
9.00%
|
|
|
|
E S Central
|
107
|
12
|
6
|
1,119
|
178
|
158
|
19.00%
|
16.00%
|
|
|
|
W S Central
|
135
|
9
|
-18
|
1,640
|
182
|
-49
|
12.00%
|
-3.00%
|
|
|
|
Mountain
|
87
|
9
|
-3
|
823
|
75
|
90
|
10.00%
|
12.00%
|
|
|
|
Pacific
|
55
|
8
|
-6
|
461
|
97
|
104
|
27.00%
|
29.00%
|
|
|
|
United States
|
89
|
15
|
9
|
847
|
119
|
80
|
16.00%
|
10.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/03/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
1
|
-2
|
-5
|
3
|
-9
|
-5
|
NA
|
NA
|
|
|
|
Middle Atlantic
|
0
|
-3
|
-2
|
2
|
-5
|
0
|
NA
|
NA
|
|
|
|
E N Central
|
0
|
-4
|
-2
|
10
|
-1
|
4
|
NA
|
NA
|
|
|
|
W N Central
|
0
|
-3
|
0
|
8
|
-8
|
-7
|
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
|
-16
|
0
|
NA
|
NA
|
|
|
|
Pacific
|
1
|
-2
|
1
|
4
|
-21
|
2
|
NA
|
NA
|
|
|
|
United States
|
0
|
-2
|
-1
|
4
|
-6
|
0
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
