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| |
|
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|
|
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|
|
|
Prices as of 9:07 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.655
|
$2.540
|
4.53%
|
$0.115
|
15,719
|
|
|
|
WTI
|
$80.76
|
$79.83
|
1.16%
|
$0.93
|
114,224
|
|
|
|
Brent
|
$85.14
|
$84.48
|
0.78%
|
$0.66
|
4,274
|
|
|
|
ULSD
|
$3.263
|
$3.307
|
-1.35%
|
-$0.045
|
4,681
|
|
|
|
RBOB
|
$2.825
|
$2.876
|
-1.80%
|
-$0.052
|
2,090
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.39
|
$4.65
|
-5.59%
|
-$0.26
|
Oct-23
|
|
|
|
3:2:1 Crack
|
$37.58
|
$39.97
|
-5.98%
|
-$2.39
|
Oct-23
|
|
|
|
PJM West Spark
|
$35.29
|
$33.92
|
4.04%
|
$1.37
|
Sep-23
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
08/25/23
|
632
|
-10
|
-133
|
08/26/22
|
|
|
|
Canada
|
08/25/23
|
190
|
1
|
-11
|
08/26/22
|
|
|
|
International
|
July
|
961
|
-6
|
128
|
July
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 8/22/2023
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
106,847
|
106,412
|
106,462
|
-50
|
|
|
|
PJM West Off Peak
|
93,985
|
93,460
|
93,329
|
131
|
|
|
|
Natural Gas Henry Hub
|
429,747
|
404,994
|
417,586
|
-12,592
|
|
|
|
WTI – Light Sweet Crude Futures
|
143,395
|
114,595
|
111,190
|
3,405
|
|
|
|
Brent Crude Last Day
|
135,073
|
125,749
|
127,400
|
-1,651
|
|
|
|
NYM Ethanol
|
35,589
|
35,267
|
35,087
|
180
|
|
|
|
Mt Belvieu LDH Propane Swap
|
155,347
|
154,634
|
154,816
|
-182
|
|
|
|
RBOB
|
377,598
|
350,159
|
363,785
|
-13,626
|
|
|
|
HSC Basis
|
618,354
|
614,252
|
607,484
|
6,768
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/24/18
|
|
|
|
|
|
8/18/23
|
8/11/23
|
Net Change
|
% Change
|
8/19/22
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
731
|
717
|
14
|
1.95%
|
598
|
22.24%
|
675
|
8.36%
|
|
|
|
Midwest
|
831
|
812
|
19
|
2.34%
|
714
|
16.39%
|
777
|
6.89%
|
|
|
|
Mountain
|
206
|
202
|
4
|
1.98%
|
153
|
34.64%
|
177
|
16.38%
|
|
|
|
Pacific
|
242
|
240
|
2
|
0.83%
|
243
|
-0.41%
|
262
|
-7.70%
|
|
|
|
South
|
1,072
|
1,093
|
-21
|
-1.92%
|
871
|
23.08%
|
955
|
12.23%
|
|
|
|
Salt
|
260
|
272
|
-12
|
-4.41%
|
184
|
41.30%
|
223
|
16.70%
|
|
|
|
Non_Salt
|
813
|
821
|
-8
|
-0.97%
|
687
|
18.34%
|
733
|
10.97%
|
|
|
|
Total
|
3,083
|
3,065
|
18
|
0.59%
|
2,579
|
19.54%
|
2,846
|
8.31%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/25/23
|
8/24/23
|
% Change
|
Change
|
7/28/23
|
% Change
|
8/26/22
|
% Change
|
|
|
|
PJM West On Peak
|
Sep-23
|
$40.96
|
$39.35
|
4.09%
|
$1.61
|
$41.09
|
-0.30%
|
$77.59
|
-47.21%
|
|
|
|
ERCOT North On Peak
|
Sep-23
|
$119.75
|
$114.85
|
4.26%
|
$4.89
|
$64.85
|
84.64%
|
$78.55
|
52.45%
|
|
|
|
CAISO SP 15 On Peak
|
Sep-23
|
$86.84
|
$80.85
|
7.41%
|
$5.99
|
$113.94
|
-23.78%
|
$113.04
|
-23.18%
|
|
|
|
MISO Indiana On Peak
|
Sep-23
|
$45.00
|
$43.92
|
2.46%
|
$1.08
|
$46.50
|
-3.22%
|
$80.44
|
-44.06%
|
|
|
|
NEISO Mass On Peak
|
Sep-23
|
$30.50
|
$30.25
|
0.84%
|
$0.25
|
$34.98
|
-12.81%
|
$66.68
|
-54.26%
|
|
|
|
WECC Mid C On Peak
|
Sep-23
|
$108.99
|
$103.71
|
5.09%
|
$5.27
|
$180.77
|
-39.71%
|
$130.17
|
-16.27%
|
|
|
|
NYISO Zone G On Peak
|
Sep-23
|
$31.46
|
$30.93
|
1.73%
|
$0.53
|
$37.07
|
-15.13%
|
$62.95
|
-50.02%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/25/23
|
8/24/23
|
% Change
|
Change
|
7/28/23
|
% Change
|
8/26/22
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Sep-23
|
$2.540
|
$2.519
|
0.83%
|
$0.02
|
$2.64
|
-3.71%
|
$5.76
|
-55.93%
|
|
|
|
Houston Ship Channel
|
Sep-23
|
-$0.250
|
-$0.251
|
-0.64%
|
$0.00
|
-$0.26
|
-4.00%
|
-$0.22
|
11.32%
|
|
|
|
Chicago
|
Sep-23
|
-$0.275
|
-$0.263
|
-4.12%
|
-$0.01
|
-$0.29
|
-6.15%
|
-$0.32
|
-14.91%
|
|
|
|
Waha
|
Sep-23
|
-$0.667
|
-$0.706
|
-5.53%
|
$0.04
|
-$0.49
|
35.93%
|
-$2.07
|
-67.83%
|
|
|
|
Algonquin
|
Sep-23
|
-$1.271
|
-$1.256
|
-1.19%
|
-$0.01
|
-$0.85
|
49.89%
|
-$1.21
|
4.65%
|
|
|
|
Aeco
|
Sep-23
|
-$0.557
|
-$0.543
|
2.69%
|
-$0.01
|
-$0.69
|
-19.50%
|
-$1.90
|
-70.72%
|
|
|
|
Socal
|
Sep-23
|
$1.436
|
$1.301
|
10.35%
|
$0.13
|
$2.33
|
-38.45%
|
$0.73
|
96.58%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/25/23
|
8/24/23
|
% Change
|
Change
|
7/28/23
|
% Change
|
8/26/22
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Sep-23
|
$0.680
|
$0.674
|
0.90%
|
$0.01
|
$0.75
|
-9.19%
|
$0.96
|
-28.90%
|
|
|
|
Mt. Belvieu Propane non LST
|
Sep-23
|
$0.675
|
$0.670
|
0.73%
|
$0.00
|
$0.73
|
-7.44%
|
$0.94
|
-28.04%
|
|
|
|
Mt. Belview Ethane
|
Sep-23
|
$0.274
|
$0.271
|
0.92%
|
$0.00
|
$0.24
|
11.97%
|
$0.40
|
-30.89%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Sep-23
|
$1.561
|
$1.538
|
1.48%
|
$0.02
|
$1.54
|
1.46%
|
$1.62
|
-3.43%
|
|
|
|
Mt. Belvieu Butane LST
|
Sep-23
|
$0.814
|
$0.809
|
0.61%
|
$0.00
|
$0.83
|
-2.23%
|
$1.05
|
-22.79%
|
|
|
|
Conway Propane
|
Sep-23
|
$0.670
|
$0.655
|
2.29%
|
$0.02
|
$0.73
|
-8.63%
|
$0.95
|
-29.55%
|
|
|
|
Conway Nat. Gasoline
|
Sep-23
|
$1.614
|
$1.598
|
0.99%
|
$0.02
|
$1.56
|
3.75%
|
$1.70
|
-4.82%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/25/23
|
8/24/23
|
% Change
|
Change
|
7/28/23
|
% Change
|
8/26/22
|
% Change
|
|
|
|
WTI
|
Oct-23
|
$79.83
|
$79.05
|
0.98%
|
$0.78
|
$80.18
|
-0.44%
|
$82.76
|
-3.54%
|
|
|
|
Brent
|
Oct-23
|
$84.48
|
$83.36
|
1.33%
|
$1.12
|
$84.41
|
0.08%
|
$88.12
|
-4.13%
|
|
|
|
WCS
|
Oct-23
|
-$16.53
|
-$18.58
|
-12.38%
|
$2.05
|
-$15.90
|
3.98%
|
-$17.03
|
-2.93%
|
|
|
|
LLS
|
Oct-23
|
$81.74
|
$80.81
|
1.13%
|
$0.93
|
$81.52
|
0.26%
|
$83.44
|
-2.04%
|
|
|
|
Mars
|
Oct-23
|
$79.53
|
$78.08
|
1.82%
|
$1.45
|
$79.46
|
0.08%
|
$79.44
|
0.11%
|
|
|
|
Sour
|
Oct-23
|
$79.95
|
$78.13
|
2.28%
|
$1.82
|
$79.97
|
-0.03%
|
$80.33
|
-0.47%
|
|
|
|
ESPO
|
Oct-23
|
$82.48
|
$81.36
|
1.36%
|
$1.12
|
$82.41
|
0.08%
|
$84.14
|
-1.97%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/25/23
|
8/24/23
|
% Change
|
Change
|
7/28/23
|
% Change
|
8/26/22
|
% Change
|
|
|
|
NY Heating Oil
|
Sep-23
|
$3.33
|
$3.15
|
5.58%
|
$0.18
|
$2.94
|
13.01%
|
$3.10
|
7.32%
|
|
|
|
NY Gasoline
|
Sep-23
|
$2.61
|
$2.78
|
-6.01%
|
-$0.17
|
$2.90
|
-10.06%
|
$2.51
|
4.19%
|
|
|
|
GC Gasoline
|
Sep-23
|
$2.51
|
$2.68
|
-6.23%
|
-$0.17
|
$2.80
|
-10.41%
|
$2.41
|
4.36%
|
|
|
|
GC Jet
|
Sep-23
|
$3.00
|
$3.01
|
-0.27%
|
-$0.01
|
$2.74
|
9.65%
|
$2.90
|
3.59%
|
|
|
|
Chicago Ethanol
|
Sep-23
|
$2.15
|
$2.14
|
0.56%
|
$0.01
|
$2.19
|
-1.78%
|
$2.19
|
-1.69%
|
|
|
|
Rotterdam Gasoil
|
Sep-23
|
$880.42
|
$866.85
|
1.57%
|
$13.57
|
$806.58
|
9.16%
|
$888.30
|
-0.89%
|
|
|
|
Singapore Jet Kero
|
Sep-23
|
$117.48
|
$115.62
|
1.61%
|
$1.86
|
$106.97
|
9.82%
|
$116.50
|
0.84%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/25/23
|
8/24/23
|
% Change
|
Change
|
7/28/23
|
% Change
|
8/26/22
|
% Change
|
|
|
|
Henry Hub Straddle
|
Oct-23
|
67.80%
|
78.46%
|
-13.59%
|
-10.66%
|
62.16%
|
9.07%
|
55.55%
|
22.05%
|
|
|
|
Algonquin Straddle
|
Oct-23
|
87.71%
|
98.47%
|
-10.93%
|
-10.76%
|
72.63%
|
20.76%
|
60.62%
|
44.69%
|
|
|
|
Waha Straddle
|
Oct-23
|
98.97%
|
111.18%
|
-10.98%
|
-12.21%
|
84.16%
|
17.60%
|
142.50%
|
-30.55%
|
|
|
|
Chicago Straddle
|
Oct-23
|
71.49%
|
83.63%
|
-14.52%
|
-12.14%
|
68.20%
|
4.82%
|
54.41%
|
31.39%
|
|
|
|
PJM West Straddle
|
Oct-23
|
50.27%
|
50.76%
|
-0.97%
|
-0.49%
|
50.74%
|
-0.93%
|
50.12%
|
0.30%
|
|
|
|
SP – 15 Straddle
|
Oct-23
|
194.86%
|
196.20%
|
-0.68%
|
-1.34%
|
103.30%
|
88.64%
|
46.57%
|
318.42%
|
|
|
|
Mid. C Straddle
|
Oct-23
|
350.85%
|
341.61%
|
2.70%
|
9.24%
|
183.73%
|
90.96%
|
62.07%
|
465.25%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/25/23
|
8/24/23
|
% Change
|
Change
|
7/28/23
|
% Change
|
8/26/22
|
% Change
|
|
|
|
Dutch TTF
|
Oct-23
|
EUR 38.16
|
EUR 34.19
|
11.61%
|
EUR 3.97
|
EUR 31.35
|
21.72%
|
EUR 283.38
|
-86.53%
|
|
|
|
NBP
|
Oct-23
|
GBP 94.81
|
GBP 84.06
|
12.79%
|
GBP 10.75
|
GBP 77.53
|
22.29%
|
GBP 723.77
|
-86.90%
|
|
|
|
German Base
|
Oct-23
|
EUR 97.46
|
EUR 102.68
|
-5.08%
|
-EUR 5.22
|
EUR 94.10
|
3.57%
|
EUR 922.53
|
-89.44%
|
|
|
|
UK Base
|
Oct-23
|
GBP 92.60
|
GBP 82.58
|
12.13%
|
GBP 10.01
|
GBP 83.68
|
10.66%
|
GBP 617.94
|
-85.01%
|
|
|
|
French Base
|
Oct-23
|
EUR 100.97
|
EUR 109.72
|
-7.98%
|
-EUR 8.75
|
EUR 101.29
|
-0.32%
|
EUR 1,054.11
|
-90.42%
|
|
|
|
Italian Base
|
Oct-23
|
EUR 120.87
|
EUR 123.01
|
-1.74%
|
-EUR 2.14
|
EUR 116.72
|
3.56%
|
EUR 630.97
|
-80.84%
|
|
|
|
JKM LNG
|
Oct-23
|
$14.17
|
$11.86
|
19.55%
|
$2.32
|
$10.45
|
35.61%
|
$73.00
|
-80.58%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/26/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
22
|
-4
|
-36
|
442
|
61
|
-135
|
16.00%
|
-23.00%
|
|
|
|
Middle Atlantic
|
39
|
0
|
-28
|
582
|
12
|
-142
|
2.00%
|
-20.00%
|
|
|
|
E N Central
|
69
|
31
|
29
|
567
|
-51
|
-131
|
-8.00%
|
-19.00%
|
|
|
|
W N Central
|
103
|
52
|
52
|
852
|
54
|
-57
|
7.00%
|
-6.00%
|
|
|
|
South Atlantic
|
99
|
14
|
8
|
1,526
|
86
|
-112
|
6.00%
|
-7.00%
|
|
|
|
E S Central
|
119
|
39
|
41
|
1,270
|
46
|
-142
|
4.00%
|
-10.00%
|
|
|
|
W S Central
|
160
|
45
|
55
|
2,171
|
320
|
-81
|
17.00%
|
-4.00%
|
|
|
|
Mountain
|
63
|
-2
|
0
|
958
|
-16
|
-111
|
-2.00%
|
-10.00%
|
|
|
|
Pacific
|
38
|
-4
|
-28
|
523
|
14
|
-148
|
3.00%
|
-22.00%
|
|
|
|
United States
|
78
|
17
|
8
|
1,002
|
54
|
-120
|
6.00%
|
-11.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/26/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
7
|
0
|
6
|
20
|
-10
|
9
|
-999.00%
|
-999.00%
|
|
|
|
Middle Atlantic
|
2
|
-2
|
2
|
6
|
-12
|
2
|
-999.00%
|
-999.00%
|
|
|
|
E N Central
|
1
|
-6
|
-1
|
16
|
-13
|
-1
|
-999.00%
|
-999.00%
|
|
|
|
W N Central
|
1
|
-8
|
0
|
23
|
-12
|
14
|
-999.00%
|
-999.00%
|
|
|
|
South Atlantic
|
0
|
-1
|
0
|
0
|
-1
|
0
|
-999.00%
|
-999.00%
|
|
|
|
E S Central
|
0
|
-1
|
0
|
0
|
-1
|
0
|
-999.00%
|
-999.00%
|
|
|
|
W S Central
|
0
|
0
|
0
|
0
|
0
|
0
|
-999.00%
|
-999.00%
|
|
|
|
Mountain
|
1
|
-9
|
0
|
7
|
-32
|
5
|
-999.00%
|
-999.00%
|
|
|
|
Pacific
|
3
|
-3
|
3
|
6
|
-34
|
-3
|
-999.00%
|
-999.00%
|
|
|
|
United States
|
1
|
-3
|
1
|
7
|
-13
|
1
|
-999.00%
|
-999.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
|
|
|
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|
|
|
|
Gas * Power * NGL * Crude * Products * Vol Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
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