|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 8:38 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.202
|
$2.235
|
-1.48%
|
-$0.033
|
39,307
|
|
|
|
WTI
|
$74.37
|
$74.37
|
0.00%
|
$0.00
|
1,754
|
|
|
|
Brent
|
$77.68
|
$77.66
|
0.03%
|
$0.02
|
13,180
|
|
|
|
ULSD
|
$2.258
|
$2.263
|
-0.23%
|
-$0.005
|
6,548
|
|
|
|
RBOB
|
$2.265
|
$2.264
|
0.07%
|
$0.002
|
5,490
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$3.95
|
$4.00
|
-1.25%
|
-$0.05
|
Oct-24
|
|
|
|
3:2:1 Crack
|
$16.75
|
$16.94
|
-1.13%
|
-$0.19
|
Sep-24
|
|
|
|
PJM West Spark
|
$38.57
|
$38.44
|
0.35%
|
$0.14
|
Sep-24
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
08/16/24
|
586
|
-2
|
-56
|
08/19/23
|
|
|
|
Canada
|
08/16/24
|
217
|
0
|
28
|
08/19/23
|
|
|
|
International
|
July
|
934
|
-23
|
-27
|
July
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 8/13/2024
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
87,404
|
86,921
|
86,825
|
96
|
|
|
|
PJM West Off Peak
|
79,749
|
79,597
|
78,775
|
822
|
|
|
|
Natural Gas Henry Hub
|
351,781
|
336,924
|
339,862
|
-2,938
|
|
|
|
WTI – Light Sweet Crude Futures
|
147,407
|
122,874
|
122,046
|
828
|
|
|
|
Brent Crude Last Day
|
149,137
|
141,939
|
140,477
|
1,462
|
|
|
|
NYM Ethanol
|
38,243
|
37,441
|
37,896
|
-455
|
|
|
|
Mt Belvieu LDH Propane Swap
|
156,426
|
155,429
|
155,897
|
-468
|
|
|
|
RBOB
|
381,668
|
361,150
|
361,233
|
-83
|
|
|
|
HSC Basis
|
829,757
|
822,854
|
824,322
|
-1,468
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/09/19
|
|
|
|
|
|
8/9/24
|
8/2/24
|
Net Change
|
% Change
|
8/11/23
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
723
|
719
|
4
|
0.56%
|
717
|
0.84%
|
667
|
8.46%
|
|
|
|
Midwest
|
869
|
854
|
15
|
1.76%
|
812
|
7.02%
|
779
|
11.55%
|
|
|
|
Mountain
|
260
|
257
|
3
|
1.17%
|
202
|
28.71%
|
183
|
42.23%
|
|
|
|
Pacific
|
287
|
289
|
-2
|
-0.69%
|
240
|
19.58%
|
263
|
9.21%
|
|
|
|
South
|
1,125
|
1,152
|
-27
|
-2.34%
|
1,093
|
2.93%
|
1,018
|
10.49%
|
|
|
|
Salt
|
286
|
300
|
-14
|
-4.67%
|
272
|
5.15%
|
247
|
15.79%
|
|
|
|
Non_Salt
|
839
|
851
|
-12
|
-1.41%
|
821
|
2.19%
|
771
|
8.76%
|
|
|
|
Total
|
3,264
|
3,270
|
-6
|
-0.18%
|
3,065
|
6.49%
|
2,910
|
12.18%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/19/24
|
8/16/24
|
% Change
|
Change
|
7/22/24
|
% Change
|
8/18/23
|
% Change
|
|
|
|
PJM West On Peak
|
Sep-24
|
$43.27
|
$43.22
|
0.11%
|
$0.05
|
$50.03
|
-13.53%
|
$46.01
|
-5.96%
|
|
|
|
ERCOT North On Peak
|
Sep-24
|
$51.59
|
$59.71
|
-13.59%
|
-$8.11
|
$72.52
|
-28.86%
|
$52.99
|
-2.63%
|
|
|
|
CAISO SP 15 On Peak
|
Sep-24
|
$42.50
|
$44.00
|
-3.41%
|
-$1.50
|
$60.00
|
-29.17%
|
$92.56
|
-54.08%
|
|
|
|
MISO Indiana On Peak
|
Sep-24
|
$39.99
|
$39.71
|
0.72%
|
$0.29
|
$49.26
|
-18.82%
|
$51.80
|
-22.79%
|
|
|
|
NEISO Mass On Peak
|
Sep-24
|
$41.64
|
$39.68
|
4.92%
|
$1.95
|
$44.54
|
-6.52%
|
$44.87
|
-7.20%
|
|
|
|
WECC Mid C On Peak
|
Sep-24
|
$66.11
|
$66.50
|
-0.59%
|
-$0.39
|
$90.58
|
-27.01%
|
$129.38
|
-48.90%
|
|
|
|
NYISO Zone G On Peak
|
Sep-24
|
$37.83
|
$37.58
|
0.66%
|
$0.25
|
$40.63
|
-6.91%
|
$44.03
|
-14.08%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/19/24
|
8/16/24
|
% Change
|
Change
|
7/22/24
|
% Change
|
8/18/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Sep-24
|
$2.235
|
$2.123
|
5.28%
|
$0.11
|
$2.29
|
-2.23%
|
$3.38
|
-33.93%
|
|
|
|
Houston Ship Channel
|
Sep-24
|
-$0.302
|
-$0.365
|
-17.38%
|
$0.06
|
-$0.50
|
-39.07%
|
-$0.30
|
0.87%
|
|
|
|
Chicago
|
Sep-24
|
-$0.349
|
-$0.427
|
22.42%
|
$0.08
|
-$0.45
|
-23.02%
|
-$0.26
|
33.64%
|
|
|
|
Waha
|
Sep-24
|
-$3.466
|
-$2.556
|
-35.63%
|
-$0.91
|
-$1.34
|
158.71%
|
-$0.49
|
606.19%
|
|
|
|
Algonquin
|
Sep-24
|
-$0.379
|
-$0.477
|
20.48%
|
$0.10
|
-$0.47
|
-18.78%
|
-$0.73
|
-48.17%
|
|
|
|
Aeco
|
Sep-24
|
-$1.537
|
-$1.483
|
3.61%
|
-$0.05
|
-$1.44
|
6.54%
|
-$1.25
|
22.52%
|
|
|
|
Socal
|
Sep-24
|
-$0.252
|
-$0.265
|
-4.99%
|
$0.01
|
$0.14
|
-276.74%
|
$1.56
|
-116.08%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/19/24
|
8/16/24
|
% Change
|
Change
|
7/22/24
|
% Change
|
8/18/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Sep-24
|
$0.772
|
$0.771
|
0.15%
|
$0.00
|
$0.79
|
-2.06%
|
$0.70
|
9.94%
|
|
|
|
Mt. Belvieu Propane non LST
|
Sep-24
|
$0.775
|
$0.762
|
1.76%
|
$0.01
|
$0.79
|
-1.70%
|
$0.70
|
10.46%
|
|
|
|
Mt. Belview Ethane
|
Sep-24
|
$0.170
|
$0.166
|
2.48%
|
$0.00
|
$0.18
|
-6.98%
|
$0.27
|
-35.97%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Sep-24
|
$1.498
|
$1.500
|
-0.19%
|
$0.00
|
$1.49
|
0.26%
|
$1.48
|
1.22%
|
|
|
|
Mt. Belvieu Butane LST
|
Sep-24
|
$0.947
|
$0.942
|
0.57%
|
$0.01
|
$0.92
|
3.03%
|
$0.81
|
17.42%
|
|
|
|
Far East Propane
|
Sep-24
|
$6.251
|
$6.370
|
-1.86%
|
-$0.12
|
$6.27
|
-0.31%
|
$5.37
|
16.45%
|
|
|
|
Saudi Propane
|
Sep-24
|
$5.980
|
$5.950
|
0.50%
|
$0.03
|
$5.80
|
3.10%
|
$5.00
|
19.57%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/19/24
|
8/16/24
|
% Change
|
Change
|
7/22/24
|
% Change
|
8/18/23
|
% Change
|
|
|
|
WTI
|
Oct-24
|
$73.66
|
$75.54
|
-2.55%
|
-$1.88
|
$77.33
|
-4.75%
|
$75.83
|
-2.86%
|
|
|
|
Brent
|
Oct-24
|
$77.66
|
$79.68
|
-2.60%
|
-$2.02
|
$81.44
|
-4.64%
|
$80.31
|
-3.30%
|
|
|
|
WCS
|
Oct-24
|
-$14.26
|
-$13.55
|
4.99%
|
-$0.71
|
-$16.00
|
-10.86%
|
-$13.22
|
7.89%
|
|
|
|
LLS
|
Oct-24
|
$74.58
|
$76.51
|
-2.59%
|
-$1.93
|
$78.41
|
-4.89%
|
$77.14
|
-3.32%
|
|
|
|
Mars
|
Oct-24
|
$71.69
|
$73.64
|
-2.72%
|
-$1.95
|
$76.04
|
-5.73%
|
$74.20
|
-3.38%
|
|
|
|
Sour
|
Oct-24
|
$73.74
|
$75.44
|
-2.29%
|
-$1.69
|
$77.26
|
-4.55%
|
$75.15
|
-1.87%
|
|
|
|
ESPO
|
Oct-24
|
$75.66
|
$77.68
|
-2.67%
|
-$2.02
|
$79.44
|
-4.76%
|
$78.31
|
-3.38%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/19/24
|
8/16/24
|
% Change
|
Change
|
7/22/24
|
% Change
|
8/18/23
|
% Change
|
|
|
|
NY Heating Oil
|
Sep-24
|
$2.27
|
$2.33
|
-2.71%
|
-$0.06
|
$2.45
|
-7.62%
|
$2.65
|
-14.43%
|
|
|
|
NY Gasoline
|
Sep-24
|
$2.27
|
$2.31
|
-2.03%
|
-$0.05
|
$2.42
|
-6.60%
|
$2.40
|
-5.62%
|
|
|
|
GC Gasoline
|
Sep-24
|
$2.16
|
$2.21
|
-2.12%
|
-$0.05
|
$2.33
|
-6.88%
|
$2.30
|
-5.87%
|
|
|
|
GC Jet
|
Sep-24
|
$2.13
|
$2.25
|
-5.07%
|
-$0.11
|
$2.38
|
-10.33%
|
$2.57
|
-16.99%
|
|
|
|
Chicago Ethanol
|
Sep-24
|
$1.82
|
$1.81
|
0.39%
|
$0.01
|
$1.81
|
0.78%
|
$1.81
|
0.39%
|
|
|
|
Rotterdam Gasoil
|
Sep-24
|
$669.62
|
$678.42
|
-1.30%
|
-$8.80
|
$706.28
|
-5.19%
|
$727.47
|
-7.95%
|
|
|
|
Singapore Jet Kero
|
Sep-24
|
$91.70
|
$92.27
|
-0.62%
|
-$0.57
|
$95.70
|
-4.17%
|
$99.21
|
-7.57%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/19/24
|
8/16/24
|
% Change
|
Change
|
7/22/24
|
% Change
|
8/18/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
Oct-24
|
61.98%
|
65.59%
|
-5.50%
|
-3.61%
|
65.39%
|
-5.21%
|
47.58%
|
30.26%
|
|
|
|
Algonquin Straddle
|
Oct-24
|
101.47%
|
93.00%
|
9.11%
|
8.47%
|
89.76%
|
13.05%
|
54.91%
|
84.79%
|
|
|
|
Waha Straddle
|
Oct-24
|
1250.18%
|
1283.96%
|
-2.63%
|
-33.78%
|
189.32%
|
560.35%
|
56.99%
|
2093.68%
|
|
|
|
Chicago Straddle
|
Oct-24
|
89.10%
|
84.38%
|
5.59%
|
4.72%
|
82.34%
|
8.21%
|
49.19%
|
81.13%
|
|
|
|
PJM West Straddle
|
Oct-24
|
47.32%
|
48.26%
|
-1.95%
|
-0.94%
|
50.52%
|
-6.33%
|
43.89%
|
7.81%
|
|
|
|
SP – 15 Straddle
|
Oct-24
|
165.71%
|
160.85%
|
3.02%
|
4.86%
|
109.66%
|
51.11%
|
31.64%
|
423.74%
|
|
|
|
Mid. C Straddle
|
Oct-24
|
148.10%
|
164.56%
|
-10.00%
|
-16.46%
|
178.88%
|
-17.21%
|
57.56%
|
157.30%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/19/24
|
8/16/24
|
% Change
|
Change
|
7/22/24
|
% Change
|
8/18/23
|
% Change
|
|
|
|
Dutch TTF
|
Oct-24
|
EUR 40.32
|
EUR 40.40
|
-0.20%
|
-EUR 0.08
|
EUR 34.02
|
18.51%
|
EUR 55.01
|
-26.71%
|
|
|
|
NBP
|
Oct-24
|
GBP 99.36
|
GBP 99.56
|
-0.20%
|
-GBP 0.20
|
GBP 81.99
|
21.18%
|
GBP 142.24
|
-30.14%
|
|
|
|
German Base
|
Oct-24
|
EUR 95.29
|
EUR 94.44
|
0.90%
|
EUR 0.85
|
EUR 77.83
|
22.43%
|
EUR 148.01
|
-35.62%
|
|
|
|
UK Base
|
Oct-24
|
GBP 81.99
|
GBP 83.25
|
-1.52%
|
-GBP 1.26
|
GBP 69.83
|
17.41%
|
GBP 129.87
|
-36.87%
|
|
|
|
French Base
|
Oct-24
|
EUR 81.93
|
EUR 78.07
|
4.95%
|
EUR 3.87
|
EUR 61.77
|
32.64%
|
EUR 195.14
|
-58.01%
|
|
|
|
Italian Base
|
Oct-24
|
EUR 127.30
|
EUR 126.26
|
0.82%
|
EUR 1.04
|
EUR 102.71
|
23.95%
|
EUR 157.21
|
-19.02%
|
|
|
|
JKM LNG
|
Oct-24
|
$13.36
|
$12.72
|
5.03%
|
$0.64
|
$12.10
|
10.40%
|
$17.55
|
-23.88%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
8/19/24
|
8/16/24
|
% Change
|
Change
|
7/22/24
|
% Change
|
8/18/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
Oct-24
|
$40.32
|
$40.40
|
-0.20%
|
-$0.08
|
$34.02
|
18.51%
|
$55.01
|
-26.71%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
Oct-24
|
$99.36
|
$99.56
|
-0.20%
|
-$0.20
|
$81.99
|
21.18%
|
$142.24
|
-30.14%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
Oct-24
|
$95.29
|
$94.44
|
0.90%
|
$0.85
|
$77.83
|
22.43%
|
$148.01
|
-35.62%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Oct-24
|
$81.99
|
$83.25
|
-1.52%
|
-$1.26
|
$69.83
|
17.41%
|
$129.87
|
-36.87%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Oct-24
|
$81.93
|
$78.07
|
4.95%
|
$3.87
|
$61.77
|
32.64%
|
$195.14
|
-58.01%
|
|
|
|
Supramax Timecharter (DRY)
|
Oct-24
|
$127.30
|
$126.26
|
0.82%
|
$1.04
|
$102.71
|
23.95%
|
$157.21
|
-19.02%
|
|
|
|
Capesize Timecharter (DRY)
|
Oct-24
|
$13.36
|
$12.72
|
5.03%
|
$0.64
|
$12.10
|
10.40%
|
$17.55
|
-23.88%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/17/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
27
|
-9
|
-6
|
511
|
165
|
91
|
48.00%
|
22.00%
|
|
|
|
Middle Atlantic
|
40
|
-10
|
-15
|
655
|
137
|
115
|
26.00%
|
22.00%
|
|
|
|
E N Central
|
36
|
-11
|
2
|
593
|
25
|
97
|
4.00%
|
20.00%
|
|
|
|
W N Central
|
51
|
-10
|
4
|
717
|
-13
|
-22
|
-2.00%
|
-3.00%
|
|
|
|
South Atlantic
|
91
|
0
|
-16
|
1,516
|
184
|
100
|
14.00%
|
7.00%
|
|
|
|
E S Central
|
89
|
1
|
-1
|
1,309
|
188
|
168
|
17.00%
|
15.00%
|
|
|
|
W S Central
|
141
|
19
|
-5
|
1,913
|
210
|
-75
|
12.00%
|
-4.00%
|
|
|
|
Mountain
|
75
|
5
|
-2
|
987
|
97
|
101
|
11.00%
|
11.00%
|
|
|
|
Pacific
|
54
|
10
|
-16
|
590
|
135
|
111
|
30.00%
|
23.00%
|
|
|
|
United States
|
68
|
0
|
-8
|
994
|
125
|
79
|
14.00%
|
9.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/17/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
2
|
-3
|
1
|
7
|
-14
|
-4
|
NA
|
NA
|
|
|
|
Middle Atlantic
|
2
|
-1
|
2
|
4
|
-10
|
2
|
NA
|
NA
|
|
|
|
E N Central
|
4
|
-1
|
0
|
20
|
0
|
8
|
NA
|
NA
|
|
|
|
W N Central
|
5
|
0
|
0
|
26
|
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
|
0
|
-5
|
-1
|
6
|
-21
|
0
|
NA
|
NA
|
|
|
|
Pacific
|
2
|
-2
|
2
|
6
|
-27
|
4
|
NA
|
NA
|
|
|
|
United States
|
2
|
-1
|
1
|
7
|
-8
|
2
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
