|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 9:18 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.692
|
$2.798
|
-3.79%
|
-$0.106
|
36,119
|
|
|
|
WTI
|
$70.18
|
$70.64
|
-0.65%
|
-$0.46
|
156,310
|
|
|
|
Brent
|
$74.94
|
$74.90
|
0.05%
|
$0.04
|
12,514
|
|
|
|
ULSD
|
$2.404
|
$2.448
|
-1.79%
|
-$0.044
|
10,300
|
|
|
|
RBOB
|
$2.513
|
$2.634
|
-4.60%
|
-$0.121
|
12,176
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.64
|
$4.63
|
0.22%
|
$0.01
|
Sep-23
|
|
|
|
3:2:1 Crack
|
$31.45
|
$32.36
|
-2.79%
|
-$0.90
|
Aug-23
|
|
|
|
PJM West Spark
|
NA
|
NA
|
NA
|
NA
|
Jul-23
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
06/30/23
|
674
|
-8
|
-76
|
07/01/22
|
|
|
|
Canada
|
06/30/23
|
167
|
-2
|
1
|
07/01/22
|
|
|
|
International
|
May
|
965
|
18
|
148
|
May
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 6/27/2023
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
116,079
|
115,556
|
115,464
|
92
|
|
|
|
PJM West Off Peak
|
96,385
|
95,734
|
95,741
|
-7
|
|
|
|
Natural Gas Henry Hub
|
450,455
|
422,678
|
438,670
|
-15,992
|
|
|
|
WTI – Light Sweet Crude Futures
|
273,641
|
208,702
|
202,420
|
6,282
|
|
|
|
Brent Crude Last Day
|
153,190
|
140,522
|
144,593
|
-4,071
|
|
|
|
NYM Ethanol
|
40,758
|
40,404
|
40,304
|
100
|
|
|
|
Mt Belvieu LDH Propane Swap
|
172,326
|
171,408
|
172,022
|
-614
|
|
|
|
RBOB
|
332,485
|
309,810
|
318,584
|
-8,774
|
|
|
|
HSC Basis
|
579,646
|
574,337
|
568,650
|
5,687
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
06/29/18
|
|
|
|
|
|
6/23/23
|
6/16/23
|
Net Change
|
% Change
|
6/24/22
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
623
|
599
|
24
|
4.01%
|
461
|
35.14%
|
520
|
19.85%
|
|
|
|
Midwest
|
685
|
658
|
27
|
4.10%
|
535
|
28.04%
|
584
|
17.25%
|
|
|
|
Mountain
|
165
|
157
|
8
|
5.10%
|
134
|
23.13%
|
151
|
9.56%
|
|
|
|
Pacific
|
204
|
191
|
13
|
6.81%
|
235
|
-13.19%
|
259
|
-21.24%
|
|
|
|
South
|
1,128
|
1,125
|
3
|
0.27%
|
886
|
27.31%
|
972
|
16.03%
|
|
|
|
Salt
|
330
|
330
|
0
|
0.00%
|
242
|
36.36%
|
282
|
17.02%
|
|
|
|
Non_Salt
|
798
|
794
|
4
|
0.50%
|
644
|
23.91%
|
690
|
15.62%
|
|
|
|
Total
|
2,805
|
2,729
|
76
|
2.78%
|
2,251
|
24.61%
|
2,486
|
12.85%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
6/30/23
|
6/29/23
|
% Change
|
Change
|
6/1/23
|
% Change
|
6/30/22
|
% Change
|
|
|
|
PJM West On Peak
|
Jul-23
|
$45.26
|
$46.55
|
-2.75%
|
-$1.28
|
$50.10
|
-9.65%
|
$80.99
|
-44.11%
|
|
|
|
ERCOT North On Peak
|
Jul-23
|
$119.67
|
$126.61
|
-5.48%
|
-$6.94
|
$63.03
|
89.85%
|
$68.65
|
74.31%
|
|
|
|
CAISO SP 15 On Peak
|
Jul-23
|
$72.56
|
$73.65
|
-1.48%
|
-$1.09
|
$85.56
|
-15.20%
|
$106.93
|
-32.15%
|
|
|
|
MISO Indiana On Peak
|
Jul-23
|
$51.31
|
$53.22
|
-3.57%
|
-$1.90
|
$57.00
|
-9.98%
|
$83.67
|
-38.67%
|
|
|
|
NEISO Mass On Peak
|
Jul-23
|
$52.18
|
$53.20
|
-1.93%
|
-$1.03
|
$62.99
|
-17.16%
|
$65.35
|
-20.15%
|
|
|
|
WECC Mid C On Peak
|
Jul-23
|
$137.93
|
$145.49
|
-5.19%
|
-$7.56
|
$142.91
|
-3.48%
|
$135.02
|
2.16%
|
|
|
|
NYISO Zone G On Peak
|
Jul-23
|
$45.50
|
$44.08
|
3.22%
|
$1.42
|
$49.81
|
-8.65%
|
$66.23
|
-31.29%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
6/30/23
|
6/29/23
|
% Change
|
Change
|
6/1/23
|
% Change
|
6/30/22
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Aug-23
|
$2.798
|
$2.701
|
3.59%
|
$0.10
|
$2.27
|
23.10%
|
$4.40
|
-36.35%
|
|
|
|
Houston Ship Channel
|
Aug-23
|
-$0.116
|
-$0.123
|
-6.32%
|
$0.01
|
-$0.14
|
-18.36%
|
-$0.13
|
-13.73%
|
|
|
|
Chicago
|
Aug-23
|
-$0.218
|
-$0.250
|
14.49%
|
$0.03
|
-$0.19
|
13.24%
|
-$0.20
|
11.05%
|
|
|
|
Waha
|
Aug-23
|
-$0.358
|
-$0.425
|
-15.61%
|
$0.07
|
-$0.82
|
-56.14%
|
-$2.22
|
-83.84%
|
|
|
|
Algonquin
|
Aug-23
|
-$0.377
|
-$0.359
|
-4.93%
|
-$0.02
|
$0.23
|
-266.45%
|
-$0.65
|
-41.72%
|
|
|
|
Aeco
|
Aug-23
|
-$0.915
|
-$0.932
|
-1.81%
|
$0.02
|
-$0.96
|
-5.11%
|
-$1.07
|
-14.51%
|
|
|
|
Socal
|
Aug-23
|
$1.629
|
$1.873
|
-12.99%
|
-$0.24
|
$2.22
|
-26.47%
|
$0.67
|
143.80%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
6/30/23
|
6/29/23
|
% Change
|
Change
|
6/1/23
|
% Change
|
6/30/22
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Jul-23
|
$0.545
|
$0.546
|
-0.23%
|
$0.00
|
$0.57
|
-4.00%
|
$0.99
|
-44.75%
|
|
|
|
Mt. Belvieu Propane non LST
|
Jul-23
|
$0.537
|
$0.540
|
-0.46%
|
$0.00
|
$0.55
|
-3.14%
|
$0.99
|
-45.88%
|
|
|
|
Mt. Belview Ethane
|
Jul-23
|
$0.236
|
$0.245
|
-3.51%
|
-$0.01
|
$0.20
|
19.84%
|
$0.36
|
-33.69%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Jul-23
|
$1.228
|
$1.239
|
-0.83%
|
-$0.01
|
$1.33
|
-7.82%
|
$1.89
|
-34.98%
|
|
|
|
Mt. Belvieu Butane LST
|
Jul-23
|
$0.591
|
$0.597
|
-0.96%
|
-$0.01
|
$0.64
|
-7.26%
|
$1.16
|
-48.81%
|
|
|
|
Conway Propane
|
Jul-23
|
$0.522
|
$0.530
|
-1.45%
|
-$0.01
|
$0.56
|
-6.11%
|
$0.98
|
-46.51%
|
|
|
|
Conway Nat. Gasoline
|
Jul-23
|
$1.401
|
$1.413
|
-0.87%
|
-$0.01
|
$1.40
|
0.14%
|
$1.87
|
-25.08%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
6/30/23
|
6/29/23
|
% Change
|
Change
|
6/1/23
|
% Change
|
6/30/22
|
% Change
|
|
|
|
WTI
|
Aug-23
|
$70.64
|
$69.86
|
1.10%
|
$0.78
|
$70.20
|
0.63%
|
$86.01
|
-17.87%
|
|
|
|
Brent
|
Aug-23
|
$75.49
|
$74.34
|
1.52%
|
$1.15
|
$74.28
|
1.62%
|
$91.37
|
-17.39%
|
|
|
|
WCS
|
Aug-23
|
-$10.78
|
-$10.18
|
5.56%
|
-$0.60
|
-$15.85
|
-32.00%
|
-$17.81
|
-39.49%
|
|
|
|
LLS
|
Aug-23
|
$73.17
|
$72.49
|
0.94%
|
$0.69
|
$72.40
|
1.06%
|
$86.97
|
-15.86%
|
|
|
|
Mars
|
Aug-23
|
$71.48
|
$69.72
|
2.46%
|
$1.76
|
$68.60
|
4.20%
|
$83.59
|
-14.49%
|
|
|
|
Sour
|
Aug-23
|
$72.07
|
$70.43
|
2.28%
|
$1.64
|
$69.34
|
3.94%
|
$84.29
|
-14.49%
|
|
|
|
ESPO
|
Aug-23
|
$73.49
|
$72.34
|
1.56%
|
$1.15
|
$73.71
|
-0.31%
|
$88.86
|
-17.30%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
6/30/23
|
6/29/23
|
% Change
|
Change
|
6/1/23
|
% Change
|
6/30/22
|
% Change
|
|
|
|
NY Heating Oil
|
Jul-23
|
$2.45
|
$2.42
|
1.32%
|
$0.03
|
$2.32
|
5.75%
|
$3.04
|
-19.55%
|
|
|
|
NY Gasoline
|
Jul-23
|
$2.51
|
$2.60
|
-3.42%
|
-$0.09
|
$2.43
|
3.25%
|
$2.68
|
-6.09%
|
|
|
|
GC Gasoline
|
Jul-23
|
$2.41
|
$2.50
|
-3.56%
|
-$0.09
|
$2.33
|
3.38%
|
$2.58
|
-6.33%
|
|
|
|
GC Jet
|
Jul-23
|
$2.36
|
$2.32
|
1.90%
|
$0.04
|
$2.16
|
9.19%
|
$3.06
|
-22.82%
|
|
|
|
Chicago Ethanol
|
Jul-23
|
$2.37
|
$2.36
|
0.21%
|
$0.00
|
$2.40
|
-1.50%
|
$2.19
|
8.07%
|
|
|
|
Rotterdam Gasoil
|
Jul-23
|
$664.59
|
$649.70
|
2.29%
|
$14.89
|
$632.30
|
5.11%
|
$874.54
|
-24.01%
|
|
|
|
Singapore Jet Kero
|
Jul-23
|
$90.90
|
$89.95
|
1.05%
|
$0.95
|
$85.18
|
6.71%
|
$114.71
|
-20.76%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
6/30/23
|
6/29/23
|
% Change
|
Change
|
6/1/23
|
% Change
|
6/30/22
|
% Change
|
|
|
|
Henry Hub Straddle
|
Aug-23
|
60.71%
|
65.12%
|
-6.77%
|
-4.41%
|
72.71%
|
-16.50%
|
54.32%
|
11.76%
|
|
|
|
Algonquin Straddle
|
Aug-23
|
66.62%
|
74.48%
|
-10.55%
|
-7.86%
|
86.03%
|
-22.56%
|
67.25%
|
-0.94%
|
|
|
|
Waha Straddle
|
Aug-23
|
83.97%
|
90.92%
|
-7.64%
|
-6.95%
|
93.60%
|
-10.29%
|
140.90%
|
-40.40%
|
|
|
|
Chicago Straddle
|
Aug-23
|
72.67%
|
68.92%
|
5.44%
|
3.75%
|
72.44%
|
0.32%
|
56.67%
|
28.23%
|
|
|
|
PJM West Straddle
|
Aug-23
|
79.53%
|
77.50%
|
2.62%
|
2.03%
|
77.31%
|
2.87%
|
61.23%
|
29.89%
|
|
|
|
SP – 15 Straddle
|
Aug-23
|
239.12%
|
184.10%
|
29.89%
|
55.02%
|
175.35%
|
36.37%
|
76.16%
|
213.97%
|
|
|
|
Mid. C Straddle
|
Aug-23
|
256.12%
|
248.09%
|
3.24%
|
8.03%
|
218.46%
|
17.24%
|
90.22%
|
183.88%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
6/30/23
|
6/29/23
|
% Change
|
Change
|
6/1/23
|
% Change
|
6/30/22
|
% Change
|
|
|
|
Dutch TTF
|
Aug-23
|
EUR 37.67
|
EUR 34.80
|
8.24%
|
EUR 2.87
|
EUR 24.75
|
52.18%
|
EUR 91.03
|
-58.61%
|
|
|
|
NBP
|
Aug-23
|
GBP 93.07
|
GBP 85.67
|
8.64%
|
GBP 7.40
|
GBP 61.05
|
52.46%
|
GBP 211.81
|
-56.06%
|
|
|
|
German Base
|
Aug-23
|
EUR 102.73
|
EUR 98.73
|
4.05%
|
EUR 3.99
|
EUR 79.05
|
29.95%
|
EUR 250.87
|
-59.05%
|
|
|
|
UK Base
|
Aug-23
|
GBP 92.88
|
GBP 86.91
|
6.87%
|
GBP 5.97
|
GBP 71.15
|
30.54%
|
GBP 189.65
|
-51.02%
|
|
|
|
French Base
|
Aug-23
|
EUR 98.62
|
EUR 96.61
|
2.08%
|
EUR 2.00
|
EUR 74.17
|
32.96%
|
EUR 224.63
|
-56.10%
|
|
|
|
Italian Base
|
Aug-23
|
EUR 121.58
|
EUR 113.01
|
7.59%
|
EUR 8.57
|
EUR 94.71
|
28.38%
|
EUR 235.04
|
-48.27%
|
|
|
|
JKM LNG
|
Aug-23
|
$11.96
|
$11.30
|
5.86%
|
$0.66
|
$8.55
|
39.86%
|
$28.23
|
-57.63%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07/01/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
43
|
16
|
3
|
78
|
5
|
-32
|
NA
|
NA
|
|
|
|
Middle Atlantic
|
47
|
6
|
-2
|
108
|
-39
|
-63
|
-27.00%
|
-37.00%
|
|
|
|
E N Central
|
45
|
0
|
1
|
160
|
-45
|
-112
|
-22.00%
|
-41.00%
|
|
|
|
W N Central
|
66
|
7
|
14
|
319
|
45
|
-32
|
16.00%
|
-9.00%
|
|
|
|
South Atlantic
|
89
|
1
|
1
|
709
|
17
|
-133
|
2.00%
|
-16.00%
|
|
|
|
E S Central
|
91
|
7
|
2
|
497
|
-4
|
-143
|
-1.00%
|
-22.00%
|
|
|
|
W S Central
|
144
|
30
|
26
|
994
|
120
|
-159
|
14.00%
|
-14.00%
|
|
|
|
Mountain
|
58
|
-10
|
-12
|
276
|
-107
|
-143
|
-28.00%
|
-34.00%
|
|
|
|
Pacific
|
25
|
-8
|
-33
|
59
|
-103
|
-110
|
-64.00%
|
-65.00%
|
|
|
|
United States
|
67
|
4
|
-2
|
367
|
-17
|
-108
|
-4.00%
|
-23.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07/01/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
1
|
-4
|
-1
|
5,766
|
-845
|
-213
|
-13.00%
|
-4.00%
|
|
|
|
Middle Atlantic
|
2
|
1
|
0
|
5,098
|
-813
|
-129
|
-14.00%
|
-2.00%
|
|
|
|
E N Central
|
3
|
1
|
-2
|
5,858
|
-639
|
-68
|
-10.00%
|
-1.00%
|
|
|
|
W N Central
|
1
|
-4
|
-3
|
6,537
|
-213
|
161
|
-3.00%
|
3.00%
|
|
|
|
South Atlantic
|
0
|
0
|
0
|
2,436
|
-417
|
22
|
-15.00%
|
1.00%
|
|
|
|
E S Central
|
0
|
0
|
0
|
3,102
|
-502
|
-33
|
-14.00%
|
-1.00%
|
|
|
|
W S Central
|
0
|
0
|
0
|
2,100
|
-187
|
155
|
-8.00%
|
8.00%
|
|
|
|
Mountain
|
5
|
-5
|
1
|
5,523
|
314
|
743
|
6.00%
|
16.00%
|
|
|
|
Pacific
|
3
|
-7
|
1
|
3,650
|
422
|
616
|
13.00%
|
20.00%
|
|
|
|
United States
|
2
|
-1
|
0
|
4,205
|
-319
|
134
|
-7.00%
|
3.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
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|
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|
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