|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 8:21 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.580
|
$2.632
|
-1.98%
|
-$0.052
|
20,570
|
|
|
|
WTI
|
$80.32
|
$80.72
|
-0.50%
|
-$0.40
|
2,223
|
|
|
|
Brent
|
$84.20
|
$84.46
|
-0.31%
|
-$0.26
|
9,084
|
|
|
|
ULSD
|
$3.127
|
$3.116
|
0.33%
|
$0.010
|
3,651
|
|
|
|
RBOB
|
$2.782
|
$2.773
|
0.34%
|
$0.010
|
3,219
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.30
|
$4.34
|
-0.92%
|
-$0.04
|
Oct-23
|
|
|
|
3:2:1 Crack
|
$35.19
|
$34.67
|
1.52%
|
$0.53
|
Sep-23
|
|
|
|
PJM West Spark
|
$34.21
|
$33.50
|
2.09%
|
$0.70
|
Sep-23
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
08/18/23
|
642
|
-12
|
-120
|
08/19/22
|
|
|
|
Canada
|
08/18/23
|
189
|
-1
|
-12
|
08/19/22
|
|
|
|
International
|
July
|
961
|
-6
|
128
|
July
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 8/15/2023
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
104,865
|
104,438
|
104,444
|
-6
|
|
|
|
PJM West Off Peak
|
92,925
|
92,662
|
92,298
|
364
|
|
|
|
Natural Gas Henry Hub
|
425,165
|
400,368
|
412,275
|
-11,907
|
|
|
|
WTI – Light Sweet Crude Futures
|
137,084
|
108,825
|
104,559
|
4,266
|
|
|
|
Brent Crude Last Day
|
132,216
|
123,503
|
125,591
|
-2,088
|
|
|
|
NYM Ethanol
|
34,594
|
34,334
|
34,199
|
135
|
|
|
|
Mt Belvieu LDH Propane Swap
|
152,387
|
151,655
|
151,861
|
-206
|
|
|
|
RBOB
|
378,534
|
352,617
|
362,962
|
-10,345
|
|
|
|
HSC Basis
|
596,975
|
590,423
|
586,112
|
4,311
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/17/18
|
|
|
|
|
|
8/11/23
|
8/4/23
|
Net Change
|
% Change
|
8/12/22
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
717
|
700
|
17
|
2.43%
|
571
|
25.57%
|
651
|
10.14%
|
|
|
|
Midwest
|
812
|
793
|
19
|
2.40%
|
684
|
18.71%
|
749
|
8.38%
|
|
|
|
Mountain
|
202
|
196
|
6
|
3.06%
|
151
|
33.77%
|
174
|
16.23%
|
|
|
|
Pacific
|
240
|
233
|
7
|
3.00%
|
248
|
-3.23%
|
263
|
-8.75%
|
|
|
|
South
|
1,093
|
1,108
|
-15
|
-1.35%
|
866
|
26.21%
|
958
|
14.04%
|
|
|
|
Salt
|
272
|
284
|
-12
|
-4.23%
|
185
|
47.03%
|
228
|
19.40%
|
|
|
|
Non_Salt
|
821
|
824
|
-3
|
-0.36%
|
681
|
20.56%
|
731
|
12.34%
|
|
|
|
Total
|
3,065
|
3,030
|
35
|
1.16%
|
2,519
|
21.68%
|
2,795
|
9.64%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/21/23
|
8/18/23
|
% Change
|
Change
|
7/24/23
|
% Change
|
8/22/22
|
% Change
|
|
|
|
PJM West On Peak
|
Sep-23
|
$39.73
|
$39.14
|
1.51%
|
$0.59
|
$41.79
|
-4.94%
|
$76.01
|
-47.74%
|
|
|
|
ERCOT North On Peak
|
Sep-23
|
$110.62
|
$92.93
|
19.03%
|
$17.69
|
$60.94
|
81.53%
|
$74.04
|
49.41%
|
|
|
|
CAISO SP 15 On Peak
|
Sep-23
|
$89.98
|
$84.57
|
6.39%
|
$5.40
|
$96.48
|
-6.74%
|
$110.44
|
-18.53%
|
|
|
|
MISO Indiana On Peak
|
Sep-23
|
$44.12
|
$43.65
|
1.07%
|
$0.47
|
$48.25
|
-8.57%
|
$78.89
|
-44.08%
|
|
|
|
NEISO Mass On Peak
|
Sep-23
|
$32.63
|
$33.02
|
-1.17%
|
-$0.39
|
$36.44
|
-10.44%
|
$61.69
|
-47.11%
|
|
|
|
WECC Mid C On Peak
|
Sep-23
|
$119.26
|
$124.43
|
-4.16%
|
-$5.17
|
$161.07
|
-25.96%
|
$126.84
|
-5.98%
|
|
|
|
NYISO Zone G On Peak
|
Sep-23
|
$33.22
|
$33.97
|
-2.19%
|
-$0.75
|
$39.53
|
-15.95%
|
$58.28
|
-42.99%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/21/23
|
8/18/23
|
% Change
|
Change
|
7/24/23
|
% Change
|
8/22/22
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Sep-23
|
$2.632
|
$2.551
|
3.18%
|
$0.08
|
$2.69
|
-2.08%
|
$5.65
|
-53.39%
|
|
|
|
Houston Ship Channel
|
Sep-23
|
-$0.240
|
-$0.228
|
4.99%
|
-$0.01
|
-$0.23
|
5.73%
|
-$0.18
|
31.25%
|
|
|
|
Chicago
|
Sep-23
|
-$0.262
|
-$0.248
|
-5.12%
|
-$0.01
|
-$0.28
|
-6.20%
|
-$0.30
|
-14.03%
|
|
|
|
Waha
|
Sep-23
|
-$0.529
|
-$0.457
|
-15.77%
|
-$0.07
|
-$0.50
|
4.96%
|
-$2.04
|
-74.04%
|
|
|
|
Algonquin
|
Sep-23
|
-$1.183
|
-$1.153
|
-2.58%
|
-$0.03
|
-$0.87
|
36.24%
|
-$1.17
|
1.37%
|
|
|
|
Aeco
|
Sep-23
|
-$0.586
|
-$0.575
|
1.91%
|
-$0.01
|
-$0.69
|
-14.59%
|
-$1.98
|
-70.46%
|
|
|
|
Socal
|
Sep-23
|
$1.628
|
$1.543
|
5.49%
|
$0.08
|
$1.53
|
6.47%
|
$0.69
|
135.76%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/21/23
|
8/18/23
|
% Change
|
Change
|
7/24/23
|
% Change
|
8/22/22
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Sep-23
|
$0.656
|
$0.655
|
0.17%
|
$0.00
|
$0.68
|
-2.80%
|
$0.93
|
-29.23%
|
|
|
|
Mt. Belvieu Propane non LST
|
Sep-23
|
$0.649
|
$0.640
|
1.37%
|
$0.01
|
$0.66
|
-2.42%
|
$0.92
|
-29.43%
|
|
|
|
Mt. Belview Ethane
|
Sep-23
|
$0.270
|
$0.266
|
1.39%
|
$0.00
|
$0.24
|
11.91%
|
$0.43
|
-36.52%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Sep-23
|
$1.588
|
$1.530
|
3.84%
|
$0.06
|
$1.45
|
9.87%
|
$1.69
|
-6.25%
|
|
|
|
Mt. Belvieu Butane LST
|
Sep-23
|
$0.797
|
$0.796
|
0.08%
|
$0.00
|
$0.77
|
3.69%
|
$1.08
|
-26.06%
|
|
|
|
Conway Propane
|
Sep-23
|
$0.650
|
$0.640
|
1.57%
|
$0.01
|
$0.67
|
-2.71%
|
$0.93
|
-30.08%
|
|
|
|
Conway Nat. Gasoline
|
Sep-23
|
$1.644
|
$1.586
|
3.68%
|
$0.06
|
$1.49
|
10.02%
|
$1.64
|
0.33%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/21/23
|
8/18/23
|
% Change
|
Change
|
7/24/23
|
% Change
|
8/22/22
|
% Change
|
|
|
|
WTI
|
Oct-23
|
$80.12
|
$80.66
|
-0.67%
|
-$0.54
|
$78.40
|
2.19%
|
$82.78
|
-3.21%
|
|
|
|
Brent
|
Oct-23
|
$84.46
|
$84.80
|
-0.40%
|
-$0.34
|
$82.48
|
2.40%
|
$88.01
|
-4.03%
|
|
|
|
WCS
|
Oct-23
|
-$16.58
|
-$16.33
|
1.56%
|
-$0.26
|
-$15.06
|
10.13%
|
-$17.57
|
-5.60%
|
|
|
|
LLS
|
Oct-23
|
$81.68
|
$82.38
|
-0.86%
|
-$0.70
|
$80.24
|
1.80%
|
$79.22
|
3.10%
|
|
|
|
Mars
|
Oct-23
|
$80.11
|
$80.40
|
-0.37%
|
-$0.29
|
$78.11
|
2.57%
|
$75.28
|
6.42%
|
|
|
|
Sour
|
Oct-23
|
$81.31
|
$79.98
|
1.63%
|
$1.33
|
$78.52
|
3.56%
|
$76.13
|
6.81%
|
|
|
|
ESPO
|
Oct-23
|
$82.46
|
$82.80
|
-0.41%
|
-$0.34
|
$80.48
|
2.46%
|
$85.38
|
-3.42%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/21/23
|
8/18/23
|
% Change
|
Change
|
7/24/23
|
% Change
|
8/22/22
|
% Change
|
|
|
|
NY Heating Oil
|
Sep-23
|
$3.12
|
$3.16
|
-1.23%
|
-$0.04
|
$2.76
|
12.92%
|
$3.11
|
0.39%
|
|
|
|
NY Gasoline
|
Sep-23
|
$2.78
|
$2.81
|
-1.21%
|
-$0.03
|
$2.40
|
15.64%
|
$2.48
|
12.28%
|
|
|
|
GC Gasoline
|
Sep-23
|
$2.68
|
$2.71
|
-1.25%
|
-$0.03
|
$2.30
|
16.32%
|
$2.38
|
12.79%
|
|
|
|
GC Jet
|
Sep-23
|
$3.06
|
$3.09
|
-1.00%
|
-$0.03
|
$2.61
|
17.23%
|
$3.04
|
0.49%
|
|
|
|
Chicago Ethanol
|
Sep-23
|
$2.08
|
$2.06
|
0.63%
|
$0.01
|
$2.36
|
-12.10%
|
$2.10
|
-0.95%
|
|
|
|
Rotterdam Gasoil
|
Sep-23
|
$864.44
|
$864.68
|
-0.03%
|
-$0.24
|
$766.60
|
12.76%
|
$838.19
|
3.13%
|
|
|
|
Singapore Jet Kero
|
Sep-23
|
$117.56
|
$115.16
|
2.08%
|
$2.40
|
$102.31
|
14.91%
|
$110.65
|
6.25%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/21/23
|
8/18/23
|
% Change
|
Change
|
7/24/23
|
% Change
|
8/22/22
|
% Change
|
|
|
|
Henry Hub Straddle
|
Oct-23
|
70.84%
|
75.05%
|
-5.61%
|
-4.21%
|
68.76%
|
3.03%
|
56.28%
|
25.87%
|
|
|
|
Algonquin Straddle
|
Oct-23
|
98.72%
|
99.68%
|
-0.96%
|
-0.96%
|
89.29%
|
10.56%
|
66.13%
|
49.28%
|
|
|
|
Waha Straddle
|
Oct-23
|
97.26%
|
96.65%
|
0.63%
|
0.61%
|
93.28%
|
4.27%
|
128.41%
|
-24.26%
|
|
|
|
Chicago Straddle
|
Oct-23
|
78.60%
|
79.11%
|
-0.64%
|
-0.51%
|
74.84%
|
5.02%
|
56.90%
|
38.14%
|
|
|
|
PJM West Straddle
|
Oct-23
|
47.37%
|
45.25%
|
4.69%
|
2.12%
|
50.49%
|
-6.18%
|
51.16%
|
-7.41%
|
|
|
|
SP – 15 Straddle
|
Oct-23
|
159.01%
|
137.00%
|
16.07%
|
22.01%
|
98.45%
|
61.51%
|
52.71%
|
201.67%
|
|
|
|
Mid. C Straddle
|
Oct-23
|
339.41%
|
336.08%
|
0.99%
|
3.33%
|
159.19%
|
113.21%
|
69.94%
|
385.29%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/21/23
|
8/18/23
|
% Change
|
Change
|
7/24/23
|
% Change
|
8/22/22
|
% Change
|
|
|
|
Dutch TTF
|
Oct-23
|
EUR 45.52
|
EUR 43.24
|
5.27%
|
EUR 2.28
|
EUR 36.65
|
24.18%
|
EUR 247.48
|
-81.61%
|
|
|
|
NBP
|
Oct-23
|
GBP 113.83
|
GBP 107.07
|
6.31%
|
GBP 6.75
|
GBP 91.45
|
24.47%
|
GBP 614.79
|
-81.49%
|
|
|
|
German Base
|
Oct-23
|
EUR 110.49
|
EUR 106.53
|
3.71%
|
EUR 3.95
|
EUR 98.14
|
12.58%
|
EUR 698.24
|
-84.18%
|
|
|
|
UK Base
|
Oct-23
|
GBP 103.04
|
GBP 97.29
|
5.91%
|
GBP 5.75
|
GBP 87.82
|
17.32%
|
GBP 524.72
|
-80.36%
|
|
|
|
French Base
|
Oct-23
|
EUR 115.65
|
EUR 116.96
|
-1.13%
|
-EUR 1.32
|
EUR 104.58
|
10.58%
|
EUR 888.95
|
-86.99%
|
|
|
|
Italian Base
|
Oct-23
|
EUR 134.05
|
EUR 130.40
|
2.80%
|
EUR 3.66
|
EUR 123.66
|
8.40%
|
EUR 566.11
|
-76.32%
|
|
|
|
JKM LNG
|
Oct-23
|
$12.93
|
$12.81
|
1.00%
|
$0.13
|
$11.59
|
11.62%
|
$67.33
|
-80.79%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/19/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
31
|
-2
|
4
|
420
|
65
|
-99
|
18.00%
|
-19.00%
|
|
|
|
Middle Atlantic
|
49
|
2
|
12
|
542
|
11
|
-114
|
2.00%
|
-17.00%
|
|
|
|
E N Central
|
23
|
-22
|
-5
|
498
|
-82
|
-159
|
-14.00%
|
-24.00%
|
|
|
|
W N Central
|
41
|
-18
|
-9
|
749
|
2
|
-109
|
0.00%
|
-13.00%
|
|
|
|
South Atlantic
|
101
|
12
|
27
|
1,427
|
72
|
-120
|
5.00%
|
-8.00%
|
|
|
|
E S Central
|
82
|
-4
|
10
|
1,151
|
7
|
-184
|
1.00%
|
-14.00%
|
|
|
|
W S Central
|
143
|
22
|
19
|
2,010
|
274
|
-136
|
16.00%
|
-6.00%
|
|
|
|
Mountain
|
78
|
8
|
9
|
895
|
-15
|
-111
|
-2.00%
|
-11.00%
|
|
|
|
Pacific
|
72
|
28
|
-3
|
485
|
18
|
-120
|
4.00%
|
-20.00%
|
|
|
|
United States
|
71
|
4
|
8
|
923
|
36
|
-129
|
4.00%
|
-12.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/19/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
3
|
-2
|
-1
|
13
|
-9
|
3
|
-999.00%
|
-999.00%
|
|
|
|
Middle Atlantic
|
1
|
-3
|
-2
|
4
|
-11
|
0
|
-999.00%
|
-999.00%
|
|
|
|
E N Central
|
8
|
3
|
1
|
16
|
-6
|
0
|
-999.00%
|
-999.00%
|
|
|
|
W N Central
|
5
|
-1
|
3
|
22
|
-4
|
14
|
-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
|
1
|
-5
|
1
|
6
|
-23
|
5
|
-999.00%
|
-999.00%
|
|
|
|
Pacific
|
0
|
-5
|
0
|
3
|
-31
|
-5
|
-999.00%
|
-999.00%
|
|
|
|
United States
|
2
|
-1
|
0
|
6
|
-10
|
1
|
-999.00%
|
-999.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
