|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 7:48 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
Natural Gas
|
$2.253
|
$2.207
|
2.08%
|
$0.046
|
25,566
|
|
|
WTI
|
$77.35
|
$78.38
|
-1.31%
|
-$1.03
|
87,025
|
|
|
Brent
|
$82.11
|
$83.16
|
-1.26%
|
-$1.05
|
11,387
|
|
|
ULSD
|
$2.441
|
$2.466
|
-0.99%
|
-$0.025
|
6,198
|
|
|
RBOB
|
$2.504
|
$2.543
|
-1.56%
|
-$0.040
|
9,712
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
WTI-Brent
|
$5.08
|
$5.10
|
-0.39%
|
-$0.02
|
Jul-24
|
|
|
3:2:1 Crack
|
$26.83
|
$27.16
|
-1.21%
|
-$0.33
|
Jun-24
|
|
|
PJM West Spark
|
$37.09
|
$36.91
|
0.48%
|
$0.18
|
Jun-24
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
U.S.
|
05/03/24
|
605
|
-8
|
-143
|
05/06/23
|
|
|
Canada
|
05/03/24
|
120
|
2
|
27
|
05/06/23
|
|
|
International
|
Apr
|
978
|
7
|
31
|
Apr
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 4/30/2024
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
PJM West On Peak
|
100,742
|
100,252
|
100,285
|
-33
|
|
|
PJM West Off Peak
|
88,331
|
87,972
|
88,084
|
-112
|
|
|
Natural Gas Henry Hub
|
355,799
|
335,706
|
342,298
|
-6,592
|
|
|
WTI – Light Sweet Crude Futures
|
173,697
|
155,383
|
145,448
|
9,935
|
|
|
Brent Crude Last Day
|
142,623
|
133,354
|
134,137
|
-783
|
|
|
NYM Ethanol
|
40,165
|
39,510
|
39,833
|
-323
|
|
|
Mt Belvieu LDH Propane Swap
|
160,721
|
159,696
|
160,154
|
-458
|
|
|
RBOB
|
415,591
|
388,197
|
400,117
|
-11,920
|
|
|
HSC Basis
|
852,306
|
843,730
|
846,984
|
-3,254
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
04/26/19
|
|
|
|
|
4/26/24
|
4/19/24
|
Net Change
|
% Change
|
4/28/23
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
East
|
425
|
408
|
17
|
4.17%
|
410
|
3.66%
|
340
|
25.15%
|
|
|
Midwest
|
564
|
551
|
13
|
2.36%
|
481
|
17.26%
|
413
|
36.43%
|
|
|
Mountain
|
182
|
173
|
9
|
5.20%
|
95
|
91.58%
|
99
|
83.10%
|
|
|
Pacific
|
240
|
235
|
5
|
2.13%
|
100
|
140.00%
|
176
|
36.36%
|
|
|
South
|
1,073
|
1,057
|
16
|
1.51%
|
977
|
9.83%
|
845
|
26.92%
|
|
|
Salt
|
314
|
309
|
5
|
1.62%
|
278
|
12.95%
|
266
|
18.05%
|
|
|
Non_Salt
|
759
|
749
|
10
|
1.34%
|
699
|
8.58%
|
579
|
31.00%
|
|
|
Total
|
2,484
|
2,425
|
59
|
2.43%
|
2,063
|
20.41%
|
1,874
|
32.56%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
5/7/24
|
5/6/24
|
% Change
|
Change
|
4/9/24
|
% Change
|
5/8/23
|
% Change
|
|
|
PJM West On Peak
|
Jun-24
|
$41.91
|
$41.64
|
0.67%
|
$0.28
|
$42.78
|
-2.03%
|
$45.57
|
-8.03%
|
|
|
ERCOT North On Peak
|
Jun-24
|
$87.91
|
$76.29
|
15.23%
|
$11.62
|
$61.81
|
42.22%
|
$44.10
|
99.33%
|
|
|
CAISO SP 15 On Peak
|
Jun-24
|
$29.42
|
$28.00
|
5.06%
|
$1.42
|
$27.05
|
8.76%
|
$54.41
|
-45.94%
|
|
|
MISO Indiana On Peak
|
Jun-24
|
$44.29
|
$43.83
|
1.05%
|
$0.46
|
$45.16
|
-1.92%
|
$48.87
|
-9.38%
|
|
|
NEISO Mass On Peak
|
Jun-24
|
$37.03
|
$36.48
|
1.51%
|
$0.55
|
$42.78
|
-13.44%
|
$42.35
|
-12.57%
|
|
|
WECC Mid C On Peak
|
Jun-24
|
$45.75
|
$41.53
|
10.16%
|
$4.22
|
$42.60
|
7.41%
|
$51.03
|
-10.35%
|
|
|
NYISO Zone G On Peak
|
Jun-24
|
$35.25
|
$35.72
|
-1.32%
|
-$0.47
|
$39.14
|
-9.94%
|
$46.23
|
-23.75%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
5/7/24
|
5/6/24
|
% Change
|
Change
|
4/9/24
|
% Change
|
5/8/23
|
% Change
|
|
|
NYMEX Henry Hub
|
Jun-24
|
$2.207
|
$2.195
|
0.55%
|
$0.01
|
$2.06
|
6.93%
|
$3.22
|
-31.54%
|
|
|
Houston Ship Channel
|
Jun-24
|
-$0.228
|
-$0.223
|
2.33%
|
-$0.01
|
-$0.23
|
-0.09%
|
-$0.42
|
-45.14%
|
|
|
Chicago
|
Jun-24
|
-$0.276
|
-$0.256
|
-7.21%
|
-$0.02
|
-$0.22
|
26.68%
|
-$0.26
|
4.35%
|
|
|
Waha
|
Jun-24
|
-$1.565
|
-$1.522
|
-2.87%
|
-$0.04
|
-$1.51
|
3.78%
|
-$1.37
|
14.47%
|
|
|
Algonquin
|
Jun-24
|
-$0.177
|
-$0.156
|
-13.56%
|
-$0.02
|
$0.45
|
-139.63%
|
-$0.26
|
-32.17%
|
|
|
Aeco
|
Jun-24
|
-$1.213
|
-$1.186
|
2.22%
|
-$0.03
|
-$0.94
|
28.53%
|
-$1.30
|
-6.61%
|
|
|
Socal
|
Jun-24
|
-$0.358
|
-$0.380
|
-5.74%
|
$0.02
|
-$0.18
|
96.17%
|
-$0.09
|
284.33%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
5/7/24
|
5/6/24
|
% Change
|
Change
|
4/9/24
|
% Change
|
5/8/23
|
% Change
|
|
|
Mt. Belvieu Propane LST
|
Jun-24
|
$0.677
|
$0.685
|
-1.17%
|
-$0.01
|
$0.82
|
-17.18%
|
$0.69
|
-1.57%
|
|
|
Mt. Belvieu Propane non LST
|
Jun-24
|
$0.689
|
$0.683
|
0.91%
|
$0.01
|
$0.82
|
-15.75%
|
$0.70
|
-1.24%
|
|
|
Mt. Belview Ethane
|
Jun-24
|
$0.189
|
$0.188
|
0.62%
|
$0.00
|
$0.20
|
-4.43%
|
$0.22
|
-15.48%
|
|
|
Mt. Belview Nat. Gasoline
|
Jun-24
|
$1.512
|
$1.530
|
-1.15%
|
-$0.02
|
$1.61
|
-5.89%
|
$1.37
|
10.37%
|
|
|
Mt. Belvieu Butane LST
|
Jun-24
|
$0.768
|
$0.773
|
-0.67%
|
-$0.01
|
$0.92
|
-16.89%
|
$0.79
|
-3.08%
|
|
|
Far East Propane
|
Jun-24
|
$5.931
|
$5.846
|
1.46%
|
$0.09
|
$6.08
|
-2.44%
|
$4.91
|
20.67%
|
|
|
Saudi Propane
|
Jun-24
|
$5.420
|
$5.471
|
-0.93%
|
-$0.05
|
$5.75
|
-5.73%
|
$4.76
|
13.75%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
5/7/24
|
5/6/24
|
% Change
|
Change
|
4/9/24
|
% Change
|
5/8/23
|
% Change
|
|
|
WTI
|
Jun-24
|
$78.38
|
$78.48
|
-0.13%
|
-$0.10
|
$84.46
|
-7.20%
|
$69.09
|
13.45%
|
|
|
Brent
|
Jun-24
|
$83.40
|
$83.59
|
-0.23%
|
-$0.19
|
$89.42
|
-6.73%
|
$73.55
|
13.39%
|
|
|
WCS
|
Jun-24
|
-$11.81
|
-$11.85
|
-0.30%
|
$0.04
|
-$12.45
|
-5.14%
|
-$13.00
|
-9.15%
|
|
|
LLS
|
Jun-24
|
$80.81
|
$80.43
|
0.47%
|
$0.38
|
$84.53
|
-4.40%
|
$71.27
|
13.39%
|
|
|
Mars
|
Jun-24
|
$78.71
|
$78.33
|
0.49%
|
$0.38
|
$82.25
|
-4.30%
|
$66.69
|
18.03%
|
|
|
Sour
|
Jun-24
|
$79.18
|
$78.91
|
0.34%
|
$0.27
|
$83.28
|
-4.92%
|
$66.85
|
18.45%
|
|
|
ESPO
|
Jun-24
|
$81.40
|
$81.59
|
-0.23%
|
-$0.19
|
$87.42
|
-6.89%
|
$72.23
|
12.70%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
5/7/24
|
5/6/24
|
% Change
|
Change
|
4/9/24
|
% Change
|
5/8/23
|
% Change
|
|
|
NY Heating Oil
|
Jun-24
|
$2.46
|
$2.46
|
-0.20%
|
$0.00
|
$2.68
|
-8.11%
|
$2.35
|
4.81%
|
|
|
NY Gasoline
|
Jun-24
|
$2.54
|
$2.58
|
-1.74%
|
-$0.05
|
$2.74
|
-7.23%
|
$2.24
|
13.15%
|
|
|
GC Gasoline
|
Jun-24
|
$2.44
|
$2.48
|
-1.81%
|
-$0.05
|
$2.64
|
-7.51%
|
$2.14
|
13.76%
|
|
|
GC Jet
|
Jun-24
|
$2.41
|
$2.41
|
0.04%
|
$0.00
|
$2.59
|
-6.73%
|
$2.14
|
12.55%
|
|
|
Chicago Ethanol
|
Jun-24
|
$1.77
|
$1.76
|
0.74%
|
$0.01
|
$1.75
|
1.14%
|
$1.58
|
12.31%
|
|
|
Rotterdam Gasoil
|
Jun-24
|
$718.49
|
$713.24
|
0.74%
|
$5.25
|
$780.72
|
-7.97%
|
$636.43
|
12.89%
|
|
|
Singapore Jet Kero
|
Jun-24
|
$95.70
|
$95.85
|
-0.15%
|
-$0.15
|
$105.30
|
-9.11%
|
$90.67
|
5.55%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
5/7/24
|
5/6/24
|
% Change
|
Change
|
4/9/24
|
% Change
|
5/8/23
|
% Change
|
|
|
Henry Hub Straddle
|
Jun-24
|
54.43%
|
53.12%
|
2.47%
|
1.31%
|
52.44%
|
3.79%
|
45.73%
|
19.02%
|
|
|
Algonquin Straddle
|
Jun-24
|
63.46%
|
64.32%
|
-1.34%
|
-0.86%
|
49.05%
|
29.38%
|
48.63%
|
30.50%
|
|
|
Waha Straddle
|
Jun-24
|
236.18%
|
244.04%
|
-3.22%
|
-7.86%
|
137.96%
|
71.19%
|
59.40%
|
297.61%
|
|
|
Chicago Straddle
|
Jun-24
|
64.95%
|
65.59%
|
-0.98%
|
-0.64%
|
51.98%
|
24.95%
|
47.15%
|
37.75%
|
|
|
PJM West Straddle
|
Jun-24
|
59.08%
|
58.58%
|
0.85%
|
0.50%
|
54.82%
|
7.77%
|
46.74%
|
26.40%
|
|
|
SP – 15 Straddle
|
Jun-24
|
41.29%
|
55.65%
|
-25.80%
|
-14.36%
|
89.27%
|
-53.75%
|
43.15%
|
-4.31%
|
|
|
Mid. C Straddle
|
Jun-24
|
77.34%
|
139.07%
|
-44.39%
|
-61.73%
|
274.44%
|
-71.82%
|
74.89%
|
3.27%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
5/7/24
|
5/6/24
|
% Change
|
Change
|
4/9/24
|
% Change
|
5/8/23
|
% Change
|
|
|
Dutch TTF
|
Jun-24
|
EUR 30.71
|
EUR 31.83
|
-3.53%
|
-EUR 1.12
|
EUR 27.56
|
11.42%
|
EUR 52.53
|
-41.55%
|
|
|
NBP
|
Jun-24
|
GBP 74.91
|
GBP 77.64
|
-3.51%
|
-GBP 2.73
|
GBP 67.50
|
10.98%
|
GBP 130.03
|
-42.39%
|
|
|
German Base
|
Jun-24
|
EUR 69.84
|
EUR 72.74
|
-3.98%
|
-EUR 2.90
|
EUR 63.75
|
9.56%
|
EUR 119.17
|
-41.39%
|
|
|
UK Base
|
Jun-24
|
GBP 65.38
|
GBP 67.77
|
-3.52%
|
-GBP 2.38
|
GBP 59.49
|
9.92%
|
GBP 120.19
|
-45.60%
|
|
|
French Base
|
Jun-24
|
EUR 48.23
|
EUR 46.28
|
4.21%
|
EUR 1.95
|
EUR 40.10
|
20.27%
|
EUR 115.12
|
-58.11%
|
|
|
Italian Base
|
Jun-24
|
EUR 92.33
|
EUR 95.16
|
-2.97%
|
-EUR 2.83
|
EUR 89.06
|
3.68%
|
EUR 134.25
|
-31.22%
|
|
|
JKM LNG
|
Jun-24
|
$10.20
|
$10.91
|
-6.46%
|
-$0.70
|
$9.95
|
2.50%
|
$15.89
|
-35.79%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
5/7/24
|
5/6/24
|
% Change
|
Change
|
4/9/24
|
% Change
|
5/8/23
|
% Change
|
|
|
TD3C FFA Middle East to China (WET)
|
Jun-24
|
$30.71
|
$31.83
|
-3.53%
|
-$1.12
|
$27.56
|
11.42%
|
$52.53
|
-41.55%
|
|
|
USGC-UK Continent Dirty (WET)
|
Jun-24
|
$74.91
|
$77.64
|
-3.51%
|
-$2.73
|
$67.50
|
10.98%
|
$130.03
|
-42.39%
|
|
|
TD20 West Africa to UK Continent (WET)
|
Jun-24
|
$69.84
|
$72.74
|
-3.98%
|
-$2.90
|
$63.75
|
9.56%
|
$119.17
|
-41.39%
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Jun-24
|
$65.38
|
$67.77
|
-3.52%
|
-$2.38
|
$59.49
|
9.92%
|
$120.19
|
-45.60%
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Jun-24
|
$48.23
|
$46.28
|
4.21%
|
$1.95
|
$40.10
|
20.27%
|
$115.12
|
-58.11%
|
|
|
Supramax Timecharter (DRY)
|
Jun-24
|
$92.33
|
$95.16
|
-2.97%
|
-$2.83
|
$89.06
|
3.68%
|
$134.25
|
-31.22%
|
|
|
Capesize Timecharter (DRY)
|
Jun-24
|
$10.20
|
$10.91
|
-6.46%
|
-$0.70
|
$9.95
|
2.50%
|
$15.89
|
-35.79%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
05/04/2024
|
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
|
-2
|
NA
|
NA
|
|
|
Middle Atlantic
|
5
|
4
|
5
|
5
|
4
|
-4
|
NA
|
NA
|
|
|
E N Central
|
4
|
2
|
4
|
4
|
0
|
1
|
NA
|
NA
|
|
|
W N Central
|
2
|
-3
|
1
|
9
|
-3
|
4
|
NA
|
NA
|
|
|
South Atlantic
|
41
|
16
|
21
|
190
|
-9
|
-67
|
-5.00%
|
-26.00%
|
|
|
E S Central
|
41
|
27
|
39
|
82
|
16
|
32
|
NA
|
NA
|
|
|
W S Central
|
55
|
19
|
29
|
250
|
53
|
5
|
27.00%
|
2.00%
|
|
|
Mountain
|
9
|
-4
|
-5
|
27
|
-30
|
-6
|
NA
|
NA
|
|
|
Pacific
|
0
|
-6
|
-1
|
0
|
-24
|
-1
|
NA
|
NA
|
|
|
United States
|
18
|
6
|
10
|
72
|
-1
|
-11
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
05/04/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
New England
|
79
|
-19
|
-30
|
5,572
|
-780
|
92
|
-12.00%
|
2.00%
|
|
|
Middle Atlantic
|
40
|
-39
|
-68
|
5,049
|
-681
|
77
|
-12.00%
|
2.00%
|
|
|
E N Central
|
29
|
-54
|
-90
|
5,257
|
-1,031
|
-422
|
-16.00%
|
-7.00%
|
|
|
W N Central
|
65
|
-8
|
-29
|
5,521
|
-1,046
|
-916
|
-16.00%
|
-14.00%
|
|
|
South Atlantic
|
6
|
-18
|
-34
|
2,432
|
-382
|
8
|
-14.00%
|
0.00%
|
|
|
E S Central
|
3
|
-27
|
-51
|
3,058
|
-498
|
-15
|
-14.00%
|
0.00%
|
|
|
W S Central
|
2
|
-7
|
-19
|
2,055
|
-230
|
-43
|
-10.00%
|
-2.00%
|
|
|
Mountain
|
80
|
5
|
31
|
4,683
|
-276
|
-624
|
-6.00%
|
-12.00%
|
|
|
Pacific
|
63
|
8
|
5
|
2,931
|
-84
|
-505
|
-3.00%
|
-15.00%
|
|
|
United States
|
35
|
-20
|
-36
|
3,848
|
-531
|
-238
|
-12.00%
|
-6.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|