|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 9:00 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$1.871
|
$1.885
|
-0.74%
|
-$0.014
|
42,861
|
|
|
|
WTI
|
$78.47
|
$78.54
|
-0.09%
|
-$0.07
|
147,444
|
|
|
|
Brent
|
$83.74
|
$83.68
|
0.07%
|
$0.06
|
442
|
|
|
|
ULSD
|
$2.616
|
$2.658
|
-1.60%
|
-$0.042
|
462
|
|
|
|
RBOB
|
$2.270
|
$2.271
|
-0.04%
|
-$0.001
|
328
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$5.27
|
$5.14
|
2.53%
|
$0.13
|
Apr-24
|
|
|
|
3:2:1 Crack
|
$29.03
|
$29.66
|
-2.12%
|
-$0.63
|
Apr-24
|
|
|
|
PJM West Spark
|
NA
|
NA
|
NA
|
NA
|
Mar-24
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
02/23/24
|
626
|
5
|
-127
|
02/24/23
|
|
|
|
Canada
|
02/23/24
|
231
|
-3
|
-13
|
02/24/23
|
|
|
|
International
|
Jan
|
965
|
10
|
64
|
Jan
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 2/20/2024
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
96,189
|
95,769
|
95,880
|
-111
|
|
|
|
PJM West Off Peak
|
82,797
|
82,482
|
82,646
|
-164
|
|
|
|
Natural Gas Henry Hub
|
391,941
|
369,385
|
379,693
|
-10,308
|
|
|
|
WTI – Light Sweet Crude Futures
|
145,874
|
122,677
|
108,540
|
14,137
|
|
|
|
Brent Crude Last Day
|
116,848
|
109,544
|
108,904
|
640
|
|
|
|
NYM Ethanol
|
52,454
|
51,704
|
52,046
|
-342
|
|
|
|
Mt Belvieu LDH Propane Swap
|
162,467
|
161,545
|
162,247
|
-702
|
|
|
|
RBOB
|
391,100
|
366,555
|
376,101
|
-9,546
|
|
|
|
HSC Basis
|
788,024
|
779,794
|
782,203
|
-2,409
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
02/22/19
|
|
|
|
|
|
2/16/24
|
2/9/24
|
Net Change
|
% Change
|
2/17/23
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
505
|
536
|
-31
|
-5.78%
|
479
|
5.43%
|
427
|
18.16%
|
|
|
|
Midwest
|
631
|
662
|
-31
|
-4.68%
|
575
|
9.74%
|
502
|
25.75%
|
|
|
|
Mountain
|
173
|
178
|
-5
|
-2.81%
|
106
|
63.21%
|
104
|
66.03%
|
|
|
|
Pacific
|
217
|
222
|
-5
|
-2.25%
|
108
|
100.93%
|
164
|
32.32%
|
|
|
|
South
|
944
|
936
|
8
|
0.85%
|
926
|
1.94%
|
734
|
28.61%
|
|
|
|
Salt
|
278
|
271
|
7
|
2.58%
|
262
|
6.11%
|
205
|
35.87%
|
|
|
|
Non_Salt
|
666
|
665
|
1
|
0.15%
|
664
|
0.30%
|
530
|
25.76%
|
|
|
|
Total
|
2,470
|
2,535
|
-65
|
-2.56%
|
2,195
|
12.53%
|
1,932
|
27.86%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
2/28/24
|
2/27/24
|
% Change
|
Change
|
1/30/24
|
% Change
|
3/1/23
|
% Change
|
|
|
|
PJM West On Peak
|
Mar-24
|
$27.87
|
$25.97
|
7.29%
|
$1.89
|
$36.68
|
-24.02%
|
$48.14
|
-42.11%
|
|
|
|
ERCOT North On Peak
|
Mar-24
|
$28.02
|
$27.52
|
1.80%
|
$0.50
|
$38.25
|
-26.75%
|
$41.40
|
-32.33%
|
|
|
|
CAISO SP 15 On Peak
|
Mar-24
|
$25.00
|
$25.25
|
-0.99%
|
-$0.25
|
$35.55
|
-29.67%
|
$62.95
|
-60.28%
|
|
|
|
MISO Indiana On Peak
|
Mar-24
|
$28.22
|
$26.38
|
6.94%
|
$1.83
|
$34.55
|
-18.34%
|
$49.01
|
-42.43%
|
|
|
|
NEISO Mass On Peak
|
Mar-24
|
$29.75
|
$28.67
|
3.75%
|
$1.08
|
$45.74
|
-34.96%
|
$77.45
|
-61.59%
|
|
|
|
WECC Mid C On Peak
|
Mar-24
|
$47.00
|
$36.49
|
28.79%
|
$10.51
|
$73.23
|
-35.82%
|
$72.40
|
-35.09%
|
|
|
|
NYISO Zone G On Peak
|
Mar-24
|
$28.41
|
$26.75
|
6.20%
|
$1.66
|
$40.46
|
-29.80%
|
$58.21
|
-51.20%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
2/28/24
|
2/27/24
|
% Change
|
Change
|
1/30/24
|
% Change
|
3/1/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Apr-24
|
$1.885
|
$1.808
|
4.26%
|
$0.08
|
$2.10
|
-10.41%
|
$3.42
|
-44.90%
|
|
|
|
Houston Ship Channel
|
Apr-24
|
-$0.305
|
-$0.304
|
0.20%
|
$0.00
|
-$0.23
|
33.09%
|
-$0.42
|
-27.67%
|
|
|
|
Chicago
|
Apr-24
|
-$0.126
|
-$0.114
|
-9.74%
|
-$0.01
|
-$0.07
|
93.71%
|
-$0.07
|
71.60%
|
|
|
|
Waha
|
Apr-24
|
-$1.201
|
-$1.103
|
-8.94%
|
-$0.10
|
-$1.11
|
8.32%
|
-$1.34
|
-10.51%
|
|
|
|
Algonquin
|
Apr-24
|
$0.017
|
$0.068
|
-75.11%
|
-$0.05
|
$0.35
|
-95.18%
|
$1.09
|
-98.45%
|
|
|
|
Aeco
|
Apr-24
|
-$0.548
|
-$0.500
|
9.49%
|
-$0.05
|
-$0.80
|
-31.62%
|
-$0.98
|
-43.99%
|
|
|
|
Socal
|
Apr-24
|
$0.173
|
$0.181
|
-4.15%
|
-$0.01
|
$0.22
|
-19.61%
|
$0.14
|
25.38%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
2/28/24
|
2/27/24
|
% Change
|
Change
|
1/30/24
|
% Change
|
3/1/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Mar-24
|
$0.850
|
$0.840
|
1.24%
|
$0.01
|
$0.84
|
1.51%
|
$0.85
|
0.37%
|
|
|
|
Mt. Belvieu Propane non LST
|
Mar-24
|
$0.850
|
$0.852
|
-0.29%
|
$0.00
|
$0.85
|
0.27%
|
$0.83
|
2.62%
|
|
|
|
Mt. Belview Ethane
|
Mar-24
|
$0.195
|
$0.186
|
4.75%
|
$0.01
|
$0.20
|
-3.03%
|
$0.26
|
-23.54%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Mar-24
|
$1.588
|
$1.574
|
0.91%
|
$0.01
|
$1.54
|
3.28%
|
$1.57
|
1.45%
|
|
|
|
Mt. Belvieu Butane LST
|
Mar-24
|
$1.002
|
$0.990
|
1.16%
|
$0.01
|
$1.00
|
0.23%
|
$0.96
|
4.03%
|
|
|
|
Far East Propane
|
Mar-24
|
$6.011
|
$5.969
|
0.71%
|
$0.04
|
$6.05
|
-0.64%
|
$5.85
|
2.82%
|
|
|
|
Saudi Propane
|
Mar-24
|
$6.200
|
$6.170
|
0.48%
|
$0.03
|
$5.87
|
5.62%
|
$5.61
|
10.45%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
2/28/24
|
2/27/24
|
% Change
|
Change
|
1/30/24
|
% Change
|
3/1/23
|
% Change
|
|
|
|
WTI
|
Apr-24
|
$78.54
|
$78.87
|
-0.42%
|
-$0.33
|
$77.65
|
1.15%
|
$73.43
|
6.96%
|
|
|
|
Brent
|
Apr-24
|
$83.68
|
$83.65
|
0.04%
|
$0.03
|
$82.50
|
1.43%
|
$78.93
|
6.02%
|
|
|
|
WCS
|
Apr-24
|
-$18.29
|
-$17.46
|
4.52%
|
-$0.83
|
-$17.11
|
6.85%
|
-$17.25
|
6.02%
|
|
|
|
LLS
|
Apr-24
|
$80.16
|
$80.18
|
-0.03%
|
-$0.02
|
$80.13
|
0.03%
|
$75.60
|
6.04%
|
|
|
|
Mars
|
Apr-24
|
$77.12
|
$77.78
|
-0.85%
|
-$0.65
|
$77.14
|
-0.02%
|
$69.67
|
10.69%
|
|
|
|
Sour
|
Apr-24
|
$78.41
|
$78.72
|
-0.40%
|
-$0.32
|
$77.81
|
0.76%
|
$70.65
|
10.98%
|
|
|
|
ESPO
|
Apr-24
|
$81.68
|
$81.65
|
0.04%
|
$0.03
|
$80.50
|
1.47%
|
$75.55
|
8.11%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
2/28/24
|
2/27/24
|
% Change
|
Change
|
1/30/24
|
% Change
|
3/1/23
|
% Change
|
|
|
|
NY Heating Oil
|
Mar-24
|
$2.68
|
$2.74
|
-2.33%
|
-$0.06
|
$2.78
|
-3.53%
|
$2.61
|
2.80%
|
|
|
|
NY Gasoline
|
Mar-24
|
$2.27
|
$2.34
|
-2.90%
|
-$0.07
|
$2.30
|
-0.92%
|
$2.22
|
2.34%
|
|
|
|
GC Gasoline
|
Mar-24
|
$2.17
|
$2.24
|
-3.03%
|
-$0.07
|
$2.19
|
-0.96%
|
$2.12
|
2.45%
|
|
|
|
GC Jet
|
Mar-24
|
$2.53
|
$2.64
|
-3.87%
|
-$0.10
|
$2.63
|
-3.50%
|
$2.41
|
5.32%
|
|
|
|
Chicago Ethanol
|
Mar-24
|
$1.44
|
$1.41
|
1.92%
|
$0.03
|
$1.66
|
-13.34%
|
$1.90
|
-24.62%
|
|
|
|
Rotterdam Gasoil
|
Mar-24
|
$762.91
|
$788.38
|
-3.23%
|
-$25.47
|
$775.50
|
-1.62%
|
$715.18
|
6.67%
|
|
|
|
Singapore Jet Kero
|
Mar-24
|
$101.89
|
$103.10
|
-1.18%
|
-$1.21
|
$102.75
|
-0.84%
|
$97.03
|
5.01%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
2/28/24
|
2/27/24
|
% Change
|
Change
|
1/30/24
|
% Change
|
3/1/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
Apr-24
|
62.84%
|
63.49%
|
-1.02%
|
-0.65%
|
58.08%
|
8.20%
|
50.58%
|
24.24%
|
|
|
|
Algonquin Straddle
|
Apr-24
|
63.84%
|
64.15%
|
-0.48%
|
-0.31%
|
51.28%
|
24.49%
|
52.96%
|
20.54%
|
|
|
|
Waha Straddle
|
Apr-24
|
102.65%
|
118.66%
|
-13.49%
|
-16.01%
|
99.04%
|
3.64%
|
58.32%
|
76.01%
|
|
|
|
Chicago Straddle
|
Apr-24
|
60.46%
|
60.40%
|
0.10%
|
0.06%
|
59.15%
|
2.21%
|
51.08%
|
18.36%
|
|
|
|
PJM West Straddle
|
Apr-24
|
47.96%
|
42.66%
|
12.42%
|
5.30%
|
44.83%
|
6.98%
|
43.19%
|
11.04%
|
|
|
|
SP – 15 Straddle
|
Apr-24
|
83.47%
|
84.48%
|
-1.20%
|
-1.01%
|
54.62%
|
52.82%
|
30.24%
|
176.03%
|
|
|
|
Mid. C Straddle
|
Apr-24
|
92.83%
|
192.78%
|
-51.85%
|
-99.95%
|
379.23%
|
-75.52%
|
63.38%
|
46.47%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
2/28/24
|
2/27/24
|
% Change
|
Change
|
1/30/24
|
% Change
|
3/1/23
|
% Change
|
|
|
|
Dutch TTF
|
Apr-24
|
EUR 25.56
|
EUR 24.65
|
3.71%
|
EUR 0.91
|
EUR 29.90
|
-14.49%
|
EUR 52.20
|
-51.03%
|
|
|
|
NBP
|
Apr-24
|
GBP 63.13
|
GBP 60.41
|
4.50%
|
GBP 2.72
|
GBP 72.95
|
-13.46%
|
GBP 135.42
|
-53.38%
|
|
|
|
German Base
|
Apr-24
|
EUR 57.40
|
EUR 54.57
|
5.18%
|
EUR 2.83
|
EUR 63.46
|
-9.56%
|
EUR 145.84
|
-60.65%
|
|
|
|
UK Base
|
Apr-24
|
GBP 60.08
|
GBP 57.35
|
4.76%
|
GBP 2.73
|
GBP 64.78
|
-7.24%
|
GBP 128.86
|
-53.37%
|
|
|
|
French Base
|
Apr-24
|
EUR 51.53
|
EUR 49.81
|
3.45%
|
EUR 1.72
|
EUR 60.98
|
-15.49%
|
EUR 133.53
|
-61.41%
|
|
|
|
Italian Base
|
Apr-24
|
EUR 79.45
|
EUR 76.57
|
3.76%
|
EUR 2.88
|
EUR 86.97
|
-8.65%
|
EUR 152.69
|
-47.97%
|
|
|
|
JKM LNG
|
Apr-24
|
$9.41
|
$9.25
|
1.77%
|
$0.16
|
$9.72
|
-3.23%
|
$15.27
|
-38.39%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
2/28/24
|
2/27/24
|
% Change
|
Change
|
1/30/24
|
% Change
|
3/1/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
Apr-24
|
$25.56
|
$24.65
|
3.71%
|
$0.91
|
$29.90
|
-14.49%
|
$52.20
|
-51.03%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
Apr-24
|
$63.13
|
$60.41
|
4.50%
|
$2.72
|
$72.95
|
-13.46%
|
$135.42
|
-53.38%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
Apr-24
|
$57.40
|
$54.57
|
5.18%
|
$2.83
|
$63.46
|
-9.56%
|
$145.84
|
-60.65%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Apr-24
|
$60.08
|
$57.35
|
4.76%
|
$2.73
|
$64.78
|
-7.24%
|
$128.86
|
-53.37%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Apr-24
|
$51.53
|
$49.81
|
3.45%
|
$1.72
|
$60.98
|
-15.49%
|
$133.53
|
-61.41%
|
|
|
|
Supramax Timecharter (DRY)
|
Apr-24
|
$79.45
|
$76.57
|
3.76%
|
$2.88
|
$86.97
|
-8.65%
|
$152.69
|
-47.97%
|
|
|
|
Capesize Timecharter (DRY)
|
Apr-24
|
$9.41
|
$9.25
|
1.77%
|
$0.16
|
$9.72
|
-3.23%
|
$15.27
|
-38.39%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
02/24/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
0
|
0
|
0
|
0
|
0
|
0
|
NA
|
NA
|
|
|
|
Middle Atlantic
|
0
|
0
|
0
|
0
|
0
|
0
|
NA
|
NA
|
|
|
|
E N Central
|
0
|
0
|
0
|
0
|
0
|
0
|
NA
|
NA
|
|
|
|
W N Central
|
0
|
0
|
0
|
0
|
0
|
0
|
NA
|
NA
|
|
|
|
South Atlantic
|
2
|
-6
|
-15
|
27
|
-32
|
-43
|
NA
|
NA
|
|
|
|
E S Central
|
0
|
-2
|
-8
|
0
|
-10
|
-10
|
NA
|
NA
|
|
|
|
W S Central
|
6
|
2
|
-8
|
11
|
-15
|
-25
|
NA
|
NA
|
|
|
|
Mountain
|
0
|
-1
|
0
|
0
|
-3
|
0
|
NA
|
NA
|
|
|
|
Pacific
|
0
|
-1
|
0
|
0
|
-3
|
0
|
NA
|
NA
|
|
|
|
United States
|
1
|
-2
|
-4
|
6
|
-9
|
-11
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
02/24/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
255
|
-1
|
30
|
4,033
|
-595
|
135
|
-13.00%
|
3.00%
|
|
|
|
Middle Atlantic
|
232
|
-5
|
44
|
3,741
|
-462
|
135
|
-11.00%
|
4.00%
|
|
|
|
E N Central
|
206
|
-46
|
-2
|
3,990
|
-709
|
-176
|
-15.00%
|
-4.00%
|
|
|
|
W N Central
|
183
|
-70
|
-89
|
4,184
|
-843
|
-593
|
-17.00%
|
-12.00%
|
|
|
|
South Atlantic
|
119
|
0
|
55
|
1,934
|
-236
|
63
|
-11.00%
|
3.00%
|
|
|
|
E S Central
|
130
|
-14
|
49
|
2,475
|
-302
|
97
|
-11.00%
|
4.00%
|
|
|
|
W S Central
|
73
|
-20
|
10
|
1,740
|
-124
|
23
|
-7.00%
|
1.00%
|
|
|
|
Mountain
|
160
|
-14
|
-56
|
3,428
|
-312
|
-452
|
-8.00%
|
-12.00%
|
|
|
|
Pacific
|
102
|
-3
|
-48
|
2,004
|
-193
|
-326
|
-9.00%
|
-14.00%
|
|
|
|
United States
|
156
|
-17
|
5
|
2,901
|
-393
|
-103
|
-12.00%
|
-3.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
