|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 7:54 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
Natural Gas
|
$2.541
|
$2.569
|
-1.09%
|
-$0.028
|
34,868
|
|
|
WTI
|
$70.27
|
$69.38
|
1.28%
|
$0.89
|
82,991
|
|
|
Brent
|
$75.26
|
$74.30
|
1.29%
|
$0.96
|
4,976
|
|
|
ULSD
|
$2.608
|
$2.576
|
1.23%
|
$0.032
|
4,494
|
|
|
RBOB
|
$2.045
|
$2.030
|
0.70%
|
$0.014
|
3,827
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
WTI-Brent
|
$4.78
|
$4.65
|
2.80%
|
$0.13
|
Feb-24
|
|
|
3:2:1 Crack
|
$22.89
|
$22.84
|
0.26%
|
$0.06
|
Jan-24
|
|
|
PJM West Spark
|
$52.93
|
$54.22
|
-2.38%
|
-$1.29
|
Jan-24
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
U.S.
|
12/01/23
|
625
|
3
|
-159
|
12/02/22
|
|
|
Canada
|
12/01/23
|
192
|
-5
|
-3
|
12/02/22
|
|
|
International
|
Nov
|
978
|
16
|
68
|
Nov
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 11/28/2023
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
PJM West On Peak
|
96,067
|
95,706
|
95,712
|
-6
|
|
|
PJM West Off Peak
|
86,636
|
86,018
|
86,066
|
-48
|
|
|
Natural Gas Henry Hub
|
412,900
|
389,640
|
401,546
|
-11,906
|
|
|
WTI – Light Sweet Crude Futures
|
159,363
|
138,914
|
119,328
|
19,586
|
|
|
Brent Crude Last Day
|
146,298
|
135,485
|
138,582
|
-3,097
|
|
|
NYM Ethanol
|
36,693
|
36,126
|
35,787
|
339
|
|
|
Mt Belvieu LDH Propane Swap
|
157,028
|
156,518
|
156,643
|
-125
|
|
|
RBOB
|
344,150
|
321,372
|
329,994
|
-8,622
|
|
|
HSC Basis
|
702,865
|
696,883
|
694,391
|
2,492
|
|
|
|
|
|
|
|
|
|
|
EIA Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2021
|
2022
|
2023projected
|
2024projected
|
|
|
Brent
|
$70.89
|
$100.94
|
$84.09
|
$94.91
|
|
|
Gasoline
|
$3.02
|
$3.97
|
$3.62
|
$3.69
|
|
|
Crude Oil Production
|
11.27
|
11.91
|
12.92
|
13.12
|
|
|
Natural Gas Spot
|
$3.91
|
$6.42
|
$2.61
|
$3.23
|
|
|
LNG Exports
|
9.76
|
10.59
|
11.62
|
13.15
|
|
|
|
|
|
|
|
|
|
|
Electrical Generation %
|
2021
|
2022
|
2023projected
|
2024projected
|
|
|
Natural gas
|
37.00%
|
39.00%
|
42.00%
|
41.00%
|
|
|
Coal
|
23.00%
|
20.00%
|
16.00%
|
15.00%
|
|
|
Renewables
|
20.00%
|
22.00%
|
22.00%
|
25.00%
|
|
|
Nuclear
|
20.00%
|
19.00%
|
19.00%
|
20.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Lower 48 Natural Gas Storage
|
|
|
|
|
|
|
|
|
|
|
|
11/30/18
|
|
|
|
|
11/24/23
|
11/17/23
|
Net Change
|
% Change
|
11/25/22
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
East
|
915
|
918
|
-3
|
-0.33%
|
840
|
8.93%
|
857
|
6.79%
|
|
|
Midwest
|
1,111
|
1,118
|
-7
|
-0.63%
|
1,040
|
6.83%
|
1,032
|
7.68%
|
|
|
Mountain
|
252
|
255
|
-3
|
-1.18%
|
197
|
27.92%
|
202
|
24.63%
|
|
|
Pacific
|
298
|
296
|
2
|
0.68%
|
226
|
31.86%
|
269
|
10.70%
|
|
|
South
|
1,260
|
1,240
|
20
|
1.61%
|
1,181
|
6.69%
|
1,154
|
9.17%
|
|
|
Salt
|
343
|
331
|
12
|
3.63%
|
314
|
9.24%
|
319
|
7.46%
|
|
|
Non_Salt
|
917
|
909
|
8
|
0.88%
|
867
|
5.77%
|
835
|
9.79%
|
|
|
Total
|
3,836
|
3,826
|
10
|
0.26%
|
3,483
|
10.13%
|
3,514
|
9.18%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
12/6/23
|
12/5/23
|
% Change
|
Change
|
11/7/23
|
% Change
|
12/7/22
|
% Change
|
|
|
PJM West On Peak
|
Jan-24
|
$58.38
|
$59.71
|
-2.23%
|
-$1.33
|
$64.46
|
-9.42%
|
$109.43
|
-46.64%
|
|
|
ERCOT North On Peak
|
Jan-24
|
$68.78
|
$72.73
|
-5.43%
|
-$3.95
|
$78.37
|
-12.24%
|
$78.65
|
-12.55%
|
|
|
CAISO SP 15 On Peak
|
Jan-24
|
$57.91
|
$66.29
|
-12.64%
|
-$8.38
|
$84.45
|
-31.43%
|
$87.94
|
-34.15%
|
|
|
MISO Indiana On Peak
|
Jan-24
|
$51.28
|
$53.24
|
-3.68%
|
-$1.96
|
$58.80
|
-12.79%
|
$97.73
|
-47.53%
|
|
|
NEISO Mass On Peak
|
Jan-24
|
$107.58
|
$112.37
|
-4.27%
|
-$4.79
|
$121.17
|
-11.22%
|
$222.11
|
-51.57%
|
|
|
WECC Mid C On Peak
|
Jan-24
|
$117.40
|
$119.91
|
-2.10%
|
-$2.51
|
$127.97
|
-8.26%
|
$125.77
|
-6.65%
|
|
|
NYISO Zone G On Peak
|
Jan-24
|
$78.14
|
$81.92
|
-4.61%
|
-$3.78
|
$88.01
|
-11.22%
|
$161.66
|
-51.66%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
12/6/23
|
12/5/23
|
% Change
|
Change
|
11/7/23
|
% Change
|
12/7/22
|
% Change
|
|
|
NYMEX Henry Hub
|
Jan-24
|
$2.569
|
$2.710
|
-5.20%
|
-$0.14
|
$3.46
|
-25.82%
|
$5.72
|
-55.06%
|
|
|
Houston Ship Channel
|
Jan-24
|
$0.207
|
$0.210
|
-1.43%
|
$0.00
|
$0.35
|
-41.37%
|
-$0.01
|
-2891.89%
|
|
|
Chicago
|
Jan-24
|
$0.576
|
$0.545
|
-5.28%
|
$0.03
|
$0.81
|
-28.67%
|
$0.79
|
-27.40%
|
|
|
Waha
|
Jan-24
|
-$0.124
|
-$0.087
|
-43.48%
|
-$0.04
|
$0.21
|
-160.51%
|
-$0.53
|
-76.55%
|
|
|
Algonquin
|
Jan-24
|
$10.831
|
$9.838
|
10.09%
|
$0.99
|
$9.94
|
8.95%
|
$22.11
|
-51.01%
|
|
|
Aeco
|
Jan-24
|
-$0.823
|
-$0.861
|
-4.46%
|
$0.04
|
-$1.35
|
-39.27%
|
-$1.72
|
-52.26%
|
|
|
Socal
|
Jan-24
|
$2.028
|
$2.289
|
-11.39%
|
-$0.26
|
$4.65
|
-56.39%
|
$1.72
|
18.02%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
12/6/23
|
12/5/23
|
% Change
|
Change
|
11/7/23
|
% Change
|
12/7/22
|
% Change
|
|
|
Mt. Belvieu Propane LST
|
Jan-24
|
$0.678
|
$0.693
|
-2.15%
|
-$0.01
|
$0.64
|
6.32%
|
$0.79
|
-13.68%
|
|
|
Mt. Belvieu Propane non LST
|
Jan-24
|
$0.678
|
$0.700
|
-3.18%
|
-$0.02
|
$0.64
|
6.19%
|
$0.79
|
-14.12%
|
|
|
Mt. Belview Ethane
|
Jan-24
|
$0.202
|
$0.211
|
-4.54%
|
-$0.01
|
$0.27
|
-25.14%
|
$0.30
|
-33.53%
|
|
|
Mt. Belview Nat. Gasoline
|
Jan-24
|
$1.433
|
$1.500
|
-4.48%
|
-$0.07
|
$1.49
|
-3.99%
|
$1.40
|
2.00%
|
|
|
Mt. Belvieu Butane LST
|
Jan-24
|
$0.929
|
$0.987
|
-5.79%
|
-$0.06
|
$0.84
|
10.33%
|
$0.90
|
3.25%
|
|
|
Far East Propane
|
Jan-24
|
$6.364
|
$6.520
|
-2.39%
|
-$0.16
|
$6.86
|
-7.28%
|
$5.43
|
17.25%
|
|
|
Saudi Propane
|
Jan-24
|
$5.881
|
$5.949
|
-1.13%
|
-$0.07
|
$5.96
|
-1.34%
|
$5.16
|
13.89%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
12/6/23
|
12/5/23
|
% Change
|
Change
|
11/7/23
|
% Change
|
12/7/22
|
% Change
|
|
|
WTI
|
Jan-24
|
$69.38
|
$72.32
|
-4.24%
|
-$2.94
|
$77.21
|
-10.14%
|
$71.70
|
-3.24%
|
|
|
Brent
|
Jan-24
|
$74.24
|
$77.23
|
-4.02%
|
-$2.99
|
$81.61
|
-9.03%
|
$76.39
|
-2.81%
|
|
|
WCS
|
Jan-24
|
-$22.77
|
-$22.44
|
1.44%
|
-$0.33
|
-$24.85
|
-8.40%
|
-$20.70
|
10.01%
|
|
|
LLS
|
Jan-24
|
$72.39
|
$75.46
|
-4.25%
|
-$3.07
|
$78.75
|
-8.08%
|
$73.68
|
-1.75%
|
|
|
Mars
|
Jan-24
|
$70.08
|
$72.73
|
-3.77%
|
-$2.65
|
$76.91
|
-8.87%
|
$69.11
|
1.41%
|
|
|
Sour
|
Jan-24
|
$70.09
|
$72.75
|
-3.78%
|
-$2.65
|
$76.40
|
-8.26%
|
$70.76
|
-0.95%
|
|
|
ESPO
|
Jan-24
|
$72.24
|
$75.23
|
-4.14%
|
-$2.99
|
$79.61
|
-9.26%
|
$74.71
|
-3.31%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
12/6/23
|
12/5/23
|
% Change
|
Change
|
11/7/23
|
% Change
|
12/7/22
|
% Change
|
|
|
NY Heating Oil
|
Jan-24
|
$2.58
|
$2.64
|
-2.12%
|
-$0.06
|
$2.78
|
-7.09%
|
$2.64
|
-2.24%
|
|
|
NY Gasoline
|
Jan-24
|
$2.11
|
$2.11
|
0.19%
|
$0.00
|
$2.16
|
-2.13%
|
$2.05
|
3.32%
|
|
|
GC Gasoline
|
Jan-24
|
$2.01
|
$2.01
|
0.20%
|
$0.00
|
$2.06
|
-2.23%
|
$1.95
|
3.49%
|
|
|
GC Jet
|
Jan-24
|
$2.33
|
$2.37
|
-1.98%
|
-$0.05
|
$2.56
|
-9.32%
|
$2.41
|
-3.53%
|
|
|
Chicago Ethanol
|
Jan-24
|
$1.68
|
$1.72
|
-1.75%
|
-$0.03
|
$1.71
|
-1.17%
|
$1.93
|
-12.78%
|
|
|
Rotterdam Gasoil
|
Jan-24
|
$698.61
|
$723.99
|
-3.51%
|
-$25.38
|
$774.96
|
-9.85%
|
$703.83
|
-0.74%
|
|
|
Singapore Jet Kero
|
Jan-24
|
$99.24
|
$100.60
|
-1.36%
|
-$1.37
|
$106.83
|
-7.11%
|
$94.39
|
5.13%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
12/6/23
|
12/5/23
|
% Change
|
Change
|
11/7/23
|
% Change
|
12/7/22
|
% Change
|
|
|
Henry Hub Straddle
|
Jan-24
|
66.73%
|
63.56%
|
4.99%
|
3.17%
|
70.07%
|
-4.77%
|
59.58%
|
12.00%
|
|
|
Algonquin Straddle
|
Jan-24
|
77.22%
|
73.74%
|
4.72%
|
3.48%
|
87.16%
|
-11.40%
|
78.19%
|
-1.24%
|
|
|
Waha Straddle
|
Jan-24
|
65.08%
|
67.81%
|
-4.03%
|
-2.73%
|
72.40%
|
-10.11%
|
71.43%
|
-8.89%
|
|
|
Chicago Straddle
|
Jan-24
|
57.72%
|
62.69%
|
-7.93%
|
-4.97%
|
63.63%
|
-9.29%
|
55.62%
|
3.78%
|
|
|
PJM West Straddle
|
Jan-24
|
89.54%
|
82.80%
|
8.14%
|
6.74%
|
78.89%
|
13.50%
|
70.96%
|
26.18%
|
|
|
SP – 15 Straddle
|
Jan-24
|
130.33%
|
177.81%
|
-26.70%
|
-47.48%
|
162.40%
|
-19.75%
|
58.59%
|
122.44%
|
|
|
Mid. C Straddle
|
Jan-24
|
312.70%
|
453.56%
|
-31.06%
|
-140.86%
|
306.19%
|
2.13%
|
95.31%
|
228.09%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
12/6/23
|
12/5/23
|
% Change
|
Change
|
11/7/23
|
% Change
|
12/7/22
|
% Change
|
|
|
Dutch TTF
|
Jan-24
|
EUR 39.24
|
EUR 38.08
|
3.04%
|
EUR 1.16
|
EUR 48.07
|
-18.38%
|
EUR 142.00
|
-72.37%
|
|
|
NBP
|
Jan-24
|
GBP 98.16
|
GBP 95.59
|
2.69%
|
GBP 2.57
|
GBP 125.13
|
-21.55%
|
GBP 386.20
|
-74.58%
|
|
|
German Base
|
Jan-24
|
EUR 96.44
|
EUR 96.23
|
0.22%
|
EUR 0.21
|
EUR 111.30
|
-13.35%
|
EUR 482.99
|
-80.03%
|
|
|
UK Base
|
Jan-24
|
GBP 94.17
|
GBP 85.88
|
9.66%
|
GBP 8.29
|
GBP 112.95
|
-16.63%
|
GBP 369.17
|
-74.49%
|
|
|
French Base
|
Jan-24
|
EUR 96.47
|
EUR 97.42
|
-0.98%
|
-EUR 0.95
|
EUR 121.42
|
-20.55%
|
EUR 633.94
|
-84.78%
|
|
|
Italian Base
|
Jan-24
|
EUR 114.79
|
EUR 116.12
|
-1.15%
|
-EUR 1.34
|
EUR 143.28
|
-19.88%
|
EUR 412.98
|
-72.21%
|
|
|
JKM LNG
|
Jan-24
|
$15.74
|
$15.31
|
2.85%
|
$0.44
|
$16.35
|
-3.68%
|
$42.15
|
-62.64%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
12/6/23
|
12/5/23
|
% Change
|
Change
|
11/7/23
|
% Change
|
12/7/22
|
% Change
|
|
|
TD3C FFA Middle East to China (WET)
|
Jan-24
|
$39.24
|
$38.08
|
3.04%
|
$1.16
|
$48.07
|
-18.38%
|
$142.00
|
-72.37%
|
|
|
USGC-UK Continent Dirty (WET)
|
Jan-24
|
$98.16
|
$95.59
|
2.69%
|
$2.57
|
$125.13
|
-21.55%
|
$386.20
|
-74.58%
|
|
|
TD20 West Africa to UK Continent (WET)
|
Jan-24
|
$96.44
|
$96.23
|
0.22%
|
$0.21
|
$111.30
|
-13.35%
|
$482.99
|
-80.03%
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Jan-24
|
$94.17
|
$85.88
|
9.66%
|
$8.29
|
$112.95
|
-16.63%
|
$369.17
|
-74.49%
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Jan-24
|
$96.47
|
$97.42
|
-0.98%
|
-$0.95
|
$121.42
|
-20.55%
|
$633.94
|
-84.78%
|
|
|
Supramax Timecharter (DRY)
|
Jan-24
|
$114.79
|
$116.12
|
-1.15%
|
-$1.34
|
$143.28
|
-19.88%
|
$412.98
|
-72.21%
|
|
|
Capesize Timecharter (DRY)
|
Jan-24
|
$15.74
|
$15.31
|
2.85%
|
$0.44
|
$16.35
|
-3.68%
|
$42.15
|
-62.64%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12/02/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
New England
|
0
|
0
|
-33
|
551
|
134
|
-135
|
32.00%
|
-20.00%
|
|
|
Middle Atlantic
|
0
|
0 –
|
122
|
698
|
42
|
-280
|
6.00%
|
-29.00%
|
|
|
E N Central
|
0
|
0
|
-23
|
664
|
-45
|
-185
|
-6.00%
|
-22.00%
|
|
|
W N Central
|
0
|
0
|
0
|
1,057
|
130
|
-34
|
14.00%
|
-3.00%
|
|
|
South Atlantic
|
6
|
-4
|
-47
|
2,032
|
98
|
-154
|
5.00%
|
-7.00%
|
|
|
E S Central
|
0
|
-1
|
0
|
1,632
|
87
|
-90
|
6.00%
|
-5.00%
|
|
|
W S Central
|
0
|
-4
|
-9
|
2,934
|
494
|
36
|
20.00%
|
1.00%
|
|
|
Mountain
|
0
|
0
|
-22
|
1,253
|
10
|
-153
|
1.00%
|
-11.00%
|
|
|
Pacific
|
0
|
-1
|
-1
|
695
|
-8
|
-281
|
-1.00%
|
-29.00%
|
|
|
United States
|
1
|
-1
|
-34
|
1,301
|
91
|
-162
|
8.00%
|
-11.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12/02/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
New England
|
202
|
-1
|
24
|
1,278
|
-166
|
62
|
-11.00%
|
5.00%
|
|
|
Middle Atlantic
|
199
|
12
|
27
|
1,125
|
-123
|
19
|
-10.00%
|
2.00%
|
|
|
E N Central
|
233
|
19
|
41
|
1,282
|
-118
|
-51
|
-8.00%
|
-4.00%
|
|
|
W N Central
|
247
|
6
|
20
|
1,322
|
-196
|
-132
|
-13.00%
|
-9.00%
|
|
|
South Atlantic
|
121
|
20
|
30
|
518
|
-40
|
-38
|
-7.00%
|
-7.00%
|
|
|
E S Central
|
148
|
16
|
33
|
629
|
-105
|
-147
|
-14.00%
|
-19.00%
|
|
|
W S Central
|
101
|
7
|
23
|
408
|
-5
|
-70
|
-1.00%
|
-15.00%
|
|
|
Mountain
|
204
|
15
|
21
|
1,091
|
-183
|
-141
|
-14.00%
|
-11.00%
|
|
|
Pacific
|
124
|
10
|
7
|
600
|
-123
|
-73
|
-17.00%
|
-11.00%
|
|
|
United States
|
168
|
13
|
26
|
865
|
-103
|
-56
|
-11.00%
|
-6.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|