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| |
|
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|
|
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|
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|
|
|
Prices as of 8:25 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.221
|
$2.219
|
0.09%
|
$0.002
|
31,467
|
|
|
|
WTI
|
$77.84
|
$76.98
|
1.12%
|
$0.86
|
54,927
|
|
|
|
Brent
|
$80.56
|
$79.76
|
1.00%
|
$0.80
|
10,259
|
|
|
|
ULSD
|
$2.370
|
$2.368
|
0.08%
|
$0.002
|
6,896
|
|
|
|
RBOB
|
$2.342
|
$2.321
|
0.90%
|
$0.021
|
8,377
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$3.95
|
$3.92
|
0.77%
|
$0.03
|
Oct-24
|
|
|
|
3:2:1 Crack
|
$17.74
|
$17.94
|
-1.16%
|
-$0.21
|
Sep-24
|
|
|
|
PJM West Spark
|
$39.66
|
$40.12
|
-1.14%
|
-$0.46
|
Sep-24
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
08/09/24
|
588
|
2
|
-66
|
08/12/23
|
|
|
|
Canada
|
08/09/24
|
217
|
-2
|
27
|
08/12/23
|
|
|
|
International
|
July
|
934
|
-23
|
-27
|
July
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 8/6/2024
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
86,249
|
85,779
|
85,680
|
99
|
|
|
|
PJM West Off Peak
|
78,498
|
78,352
|
77,487
|
865
|
|
|
|
Natural Gas Henry Hub
|
346,754
|
331,897
|
334,835
|
-2,938
|
|
|
|
WTI – Light Sweet Crude Futures
|
297,680
|
256,009
|
250,793
|
5,216
|
|
|
|
Brent Crude Last Day
|
143,329
|
135,332
|
134,720
|
612
|
|
|
|
NYM Ethanol
|
36,991
|
36,006
|
36,662
|
-656
|
|
|
|
Mt Belvieu LDH Propane Swap
|
153,438
|
152,441
|
153,201
|
-760
|
|
|
|
RBOB
|
373,885
|
353,439
|
354,386
|
-947
|
|
|
|
HSC Basis
|
813,380
|
806,759
|
806,708
|
51
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2022
|
2023
|
2024projected
|
2025projected
|
|
|
|
Brent
|
$101.00
|
$82.00
|
$84.00
|
$86.00
|
|
|
|
Gasoline
|
$4.00
|
$3.50
|
$3.40
|
$3.30
|
|
|
|
Crude Oil Production
|
12.00
|
12.90
|
13.20
|
13.70
|
|
|
|
Natural Gas Spot
|
$6.40
|
$2.50
|
$2.30
|
$3.30
|
|
|
|
LNG Exports
|
11.00
|
12.00
|
12.00
|
14.00
|
|
|
|
|
|
|
|
|
|
|
|
|
Electrical Generation %
|
2022
|
2023
|
2024projected
|
2025projected
|
|
|
|
Natural gas
|
39.00%
|
42.00%
|
42.00%
|
40.00%
|
|
|
|
Coal
|
20.00%
|
17.00%
|
16.00%
|
16.00%
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/02/19
|
|
|
|
|
|
8/2/24
|
7/26/24
|
Net Change
|
% Change
|
8/4/23
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
719
|
711
|
8
|
1.13%
|
700
|
2.71%
|
649
|
10.82%
|
|
|
|
Midwest
|
854
|
842
|
12
|
1.43%
|
793
|
7.69%
|
751
|
13.75%
|
|
|
|
Mountain
|
257
|
253
|
4
|
1.58%
|
196
|
31.12%
|
179
|
43.42%
|
|
|
|
Pacific
|
289
|
286
|
3
|
1.05%
|
233
|
24.03%
|
262
|
10.14%
|
|
|
|
South
|
1,152
|
1,157
|
-5
|
-0.43%
|
1,108
|
3.97%
|
1,024
|
12.48%
|
|
|
|
Salt
|
300
|
307
|
-7
|
-2.28%
|
284
|
5.63%
|
256
|
17.00%
|
|
|
|
Non_Salt
|
851
|
851
|
0
|
0.00%
|
824
|
3.28%
|
768
|
10.84%
|
|
|
|
Total
|
3,270
|
3,249
|
21
|
0.65%
|
3,030
|
7.92%
|
2,866
|
14.11%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/14/24
|
8/13/24
|
% Change
|
Change
|
7/17/24
|
% Change
|
8/15/23
|
% Change
|
|
|
|
PJM West On Peak
|
Sep-24
|
$44.42
|
$44.87
|
-1.00%
|
-$0.45
|
$48.92
|
-9.20%
|
$45.86
|
-3.15%
|
|
|
|
ERCOT North On Peak
|
Sep-24
|
$65.15
|
$67.00
|
-2.76%
|
-$1.85
|
$70.79
|
-7.96%
|
$53.75
|
21.20%
|
|
|
|
CAISO SP 15 On Peak
|
Sep-24
|
$44.59
|
$45.19
|
-1.32%
|
-$0.60
|
$56.63
|
-21.26%
|
$90.56
|
-50.76%
|
|
|
|
MISO Indiana On Peak
|
Sep-24
|
$40.07
|
$40.38
|
-0.78%
|
-$0.32
|
$48.73
|
-17.78%
|
$52.49
|
-23.66%
|
|
|
|
NEISO Mass On Peak
|
Sep-24
|
$40.36
|
$41.15
|
-1.93%
|
-$0.79
|
$42.19
|
-4.34%
|
$42.94
|
-6.01%
|
|
|
|
WECC Mid C On Peak
|
Sep-24
|
$65.85
|
$64.00
|
2.89%
|
$1.85
|
$87.36
|
-24.62%
|
$114.94
|
-42.71%
|
|
|
|
NYISO Zone G On Peak
|
Sep-24
|
$37.37
|
$38.78
|
-3.64%
|
-$1.41
|
$38.83
|
-3.75%
|
$42.15
|
-11.35%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/14/24
|
8/13/24
|
% Change
|
Change
|
7/17/24
|
% Change
|
8/15/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Sep-24
|
$2.219
|
$2.148
|
3.31%
|
$0.07
|
$2.07
|
7.15%
|
$3.44
|
-35.53%
|
|
|
|
Houston Ship Channel
|
Sep-24
|
-$0.312
|
-$0.291
|
7.39%
|
-$0.02
|
-$0.48
|
-34.38%
|
-$0.29
|
7.58%
|
|
|
|
Chicago
|
Sep-24
|
-$0.359
|
-$0.336
|
-6.40%
|
-$0.02
|
-$0.50
|
-28.55%
|
-$0.25
|
43.51%
|
|
|
|
Waha
|
Sep-24
|
-$2.376
|
-$2.458
|
-3.36%
|
$0.08
|
-$1.56
|
52.59%
|
-$0.49
|
388.55%
|
|
|
|
Algonquin
|
Sep-24
|
-$0.391
|
-$0.368
|
-6.19%
|
-$0.02
|
-$0.46
|
-14.74%
|
-$0.71
|
-44.97%
|
|
|
|
Aeco
|
Sep-24
|
-$1.540
|
-$1.485
|
3.71%
|
-$0.06
|
-$1.59
|
-3.43%
|
-$1.26
|
22.54%
|
|
|
|
Socal
|
Sep-24
|
-$0.179
|
-$0.116
|
53.78%
|
-$0.06
|
$0.07
|
-365.58%
|
$1.70
|
-110.55%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/14/24
|
8/13/24
|
% Change
|
Change
|
7/17/24
|
% Change
|
8/15/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Sep-24
|
$0.776
|
$0.781
|
-0.64%
|
-$0.01
|
$0.80
|
-2.81%
|
$0.71
|
8.67%
|
|
|
|
Mt. Belvieu Propane non LST
|
Sep-24
|
$0.775
|
$0.780
|
-0.64%
|
$0.00
|
$0.79
|
-2.14%
|
$0.69
|
12.34%
|
|
|
|
Mt. Belview Ethane
|
Sep-24
|
$0.174
|
$0.173
|
0.27%
|
$0.00
|
$0.18
|
-3.70%
|
$0.26
|
-34.20%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Sep-24
|
$1.514
|
$1.528
|
-0.90%
|
-$0.01
|
$1.57
|
-3.33%
|
$1.47
|
3.21%
|
|
|
|
Mt. Belvieu Butane LST
|
Sep-24
|
$0.909
|
$0.900
|
1.02%
|
$0.01
|
$0.93
|
-2.19%
|
$0.79
|
15.09%
|
|
|
|
Far East Propane
|
Sep-24
|
$6.314
|
$6.406
|
-1.44%
|
-$0.09
|
$6.37
|
-0.89%
|
$5.34
|
18.21%
|
|
|
|
Saudi Propane
|
Sep-24
|
$5.920
|
$5.990
|
-1.17%
|
-$0.07
|
$5.85
|
1.20%
|
$5.05
|
17.16%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/14/24
|
8/13/24
|
% Change
|
Change
|
7/17/24
|
% Change
|
8/15/23
|
% Change
|
|
|
|
WTI
|
Oct-24
|
$75.84
|
$76.80
|
-1.27%
|
-$0.96
|
$80.06
|
-5.27%
|
$75.33
|
0.68%
|
|
|
|
Brent
|
Oct-24
|
$79.76
|
$80.69
|
-1.17%
|
-$0.93
|
$83.96
|
-5.00%
|
$79.88
|
-0.15%
|
|
|
|
WCS
|
Oct-24
|
-$12.44
|
-$14.49
|
-16.47%
|
$2.05
|
-$15.94
|
-21.94%
|
-$14.17
|
-12.18%
|
|
|
|
LLS
|
Oct-24
|
$76.94
|
$77.99
|
-1.36%
|
-$1.05
|
$81.61
|
-5.71%
|
$76.73
|
0.28%
|
|
|
|
Mars
|
Oct-24
|
$73.93
|
$74.89
|
-1.29%
|
-$0.96
|
$79.13
|
-6.57%
|
$73.87
|
0.08%
|
|
|
|
Sour
|
Oct-24
|
$75.86
|
$76.65
|
-1.03%
|
-$0.78
|
$80.13
|
-5.33%
|
$74.70
|
1.56%
|
|
|
|
ESPO
|
Oct-24
|
$77.76
|
$78.69
|
-1.20%
|
-$0.93
|
$81.96
|
-5.12%
|
$77.88
|
-0.15%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/14/24
|
8/13/24
|
% Change
|
Change
|
7/17/24
|
% Change
|
8/15/23
|
% Change
|
|
|
|
NY Heating Oil
|
Sep-24
|
$2.37
|
$2.39
|
-0.92%
|
-$0.02
|
$2.51
|
-5.62%
|
$2.61
|
-9.30%
|
|
|
|
NY Gasoline
|
Sep-24
|
$2.33
|
$2.40
|
-3.25%
|
-$0.08
|
$2.47
|
-5.87%
|
$2.39
|
-2.88%
|
|
|
|
GC Gasoline
|
Sep-24
|
$2.22
|
$2.30
|
-3.39%
|
-$0.08
|
$2.37
|
-6.12%
|
$2.29
|
-3.01%
|
|
|
|
GC Jet
|
Sep-24
|
$2.27
|
$2.29
|
-1.05%
|
-$0.02
|
$2.44
|
-7.08%
|
$2.45
|
-7.31%
|
|
|
|
Chicago Ethanol
|
Sep-24
|
$1.78
|
$1.76
|
1.42%
|
$0.02
|
$1.74
|
2.53%
|
$1.81
|
-1.38%
|
|
|
|
Rotterdam Gasoil
|
Sep-24
|
$692.01
|
$698.97
|
-1.00%
|
-$6.96
|
$725.02
|
-4.55%
|
$751.53
|
-7.92%
|
|
|
|
Singapore Jet Kero
|
Sep-24
|
$94.69
|
$94.45
|
0.26%
|
$0.24
|
$97.60
|
-2.98%
|
$100.93
|
-6.18%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/14/24
|
8/13/24
|
% Change
|
Change
|
7/17/24
|
% Change
|
8/15/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
Sep-24
|
55.52%
|
59.14%
|
-6.12%
|
-3.62%
|
64.31%
|
-13.67%
|
46.42%
|
19.60%
|
|
|
|
Algonquin Straddle
|
Sep-24
|
66.35%
|
75.83%
|
-12.50%
|
-9.48%
|
69.79%
|
-4.93%
|
54.03%
|
22.80%
|
|
|
|
Waha Straddle
|
Sep-24
|
1956.02%
|
2007.73%
|
-2.58%
|
-51.71%
|
226.05%
|
765.30%
|
51.73%
|
3681.21%
|
|
|
|
Chicago Straddle
|
Sep-24
|
65.50%
|
74.35%
|
-11.90%
|
-8.85%
|
70.44%
|
-7.01%
|
47.19%
|
38.80%
|
|
|
|
PJM West Straddle
|
Sep-24
|
58.64%
|
60.18%
|
-2.56%
|
-1.54%
|
61.46%
|
-4.59%
|
44.92%
|
30.54%
|
|
|
|
SP – 15 Straddle
|
Sep-24
|
215.09%
|
396.43%
|
-45.74%
|
-181.34%
|
174.00%
|
23.61%
|
60.04%
|
258.24%
|
|
|
|
Mid. C Straddle
|
Sep-24
|
178.23%
|
174.14%
|
2.35%
|
4.09%
|
308.32%
|
-42.19%
|
88.46%
|
101.48%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/14/24
|
8/13/24
|
% Change
|
Change
|
7/17/24
|
% Change
|
8/15/23
|
% Change
|
|
|
|
Dutch TTF
|
Sep-24
|
EUR 38.90
|
EUR 39.37
|
-1.18%
|
-EUR 0.46
|
EUR 32.53
|
19.61%
|
EUR 54.85
|
-29.07%
|
|
|
|
NBP
|
Sep-24
|
GBP 94.40
|
GBP 95.34
|
-0.98%
|
-GBP 0.94
|
GBP 77.87
|
21.23%
|
GBP 137.69
|
-31.44%
|
|
|
|
German Base
|
Sep-24
|
EUR 90.93
|
EUR 90.51
|
0.47%
|
EUR 0.43
|
EUR 76.72
|
18.52%
|
EUR 151.06
|
-39.80%
|
|
|
|
UK Base
|
Sep-24
|
GBP 80.13
|
GBP 80.66
|
-0.66%
|
-GBP 0.53
|
GBP 69.99
|
14.49%
|
GBP 118.55
|
-32.41%
|
|
|
|
French Base
|
Sep-24
|
EUR 65.50
|
EUR 60.95
|
7.46%
|
EUR 4.55
|
EUR 55.08
|
18.91%
|
EUR 143.27
|
-54.28%
|
|
|
|
Italian Base
|
Sep-24
|
EUR 122.15
|
EUR 123.24
|
-0.89%
|
-EUR 1.09
|
EUR 102.00
|
19.75%
|
EUR 158.99
|
-23.17%
|
|
|
|
JKM LNG
|
Sep-24
|
$12.90
|
$12.89
|
0.05%
|
$0.01
|
$12.30
|
4.87%
|
$17.59
|
-26.67%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/14/24
|
8/13/24
|
% Change
|
Change
|
7/17/24
|
% Change
|
8/15/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
Sep-24
|
$38.90
|
$39.37
|
-1.18%
|
-$0.46
|
$32.53
|
19.61%
|
$54.85
|
-29.07%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
Sep-24
|
$94.40
|
$95.34
|
-0.98%
|
-$0.94
|
$77.87
|
21.23%
|
$137.69
|
-31.44%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
Sep-24
|
$90.93
|
$90.51
|
0.47%
|
$0.43
|
$76.72
|
18.52%
|
$151.06
|
-39.80%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Sep-24
|
$80.13
|
$80.66
|
-0.66%
|
-$0.53
|
$69.99
|
14.49%
|
$118.55
|
-32.41%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Sep-24
|
$65.50
|
$60.95
|
7.46%
|
$4.55
|
$55.08
|
18.91%
|
$143.27
|
-54.28%
|
|
|
|
Supramax Timecharter (DRY)
|
Sep-24
|
$122.15
|
$123.24
|
-0.89%
|
-$1.09
|
$102.00
|
19.75%
|
$158.99
|
-23.17%
|
|
|
|
Capesize Timecharter (DRY)
|
Sep-24
|
$12.90
|
$12.89
|
0.05%
|
$0.01
|
$12.30
|
4.87%
|
$17.59
|
-26.67%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/10/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
41
|
-1
|
5
|
483
|
173
|
98
|
56.00%
|
25.00%
|
|
|
|
Middle Atlantic
|
61
|
5
|
10
|
614
|
146
|
129
|
31.00%
|
27.00%
|
|
|
|
E N Central
|
46
|
-7
|
3
|
557
|
36
|
90
|
7.00%
|
19.00%
|
|
|
|
W N Central
|
45
|
-21
|
-13
|
666
|
-3
|
-32
|
0.00%
|
-5.00%
|
|
|
|
South Atlantic
|
105
|
10
|
7
|
1,425
|
184
|
115
|
15.00%
|
9.00%
|
|
|
|
E S Central
|
101
|
9
|
8
|
1,220
|
187
|
165
|
18.00%
|
16.00%
|
|
|
|
W S Central
|
132
|
8
|
-24
|
1,771
|
190
|
-73
|
12.00%
|
-4.00%
|
|
|
|
Mountain
|
89
|
17
|
14
|
912
|
92
|
105
|
11.00%
|
13.00%
|
|
|
|
Pacific
|
75
|
29
|
25
|
536
|
125
|
130
|
30.00%
|
32.00%
|
|
|
|
United States
|
79
|
7
|
5
|
926
|
126
|
86
|
16.00%
|
10.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/10/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
2
|
-2
|
0
|
5
|
-11
|
-5
|
NA
|
NA
|
|
|
|
Middle Atlantic
|
0
|
-3
|
0
|
2
|
-8
|
-1
|
NA
|
NA
|
|
|
|
E N Central
|
5
|
1
|
4
|
16
|
1
|
9
|
NA
|
NA
|
|
|
|
W N Central
|
13
|
10
|
11
|
21
|
2
|
5
|
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
|
2
|
0
|
1
|
6
|
-16
|
1
|
NA
|
NA
|
|
|
|
Pacific
|
0
|
-3
|
0
|
4
|
-24
|
2
|
NA
|
NA
|
|
|
|
United States
|
2
|
0
|
2
|
6
|
-6
|
2
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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