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| |
|
|
|
|
|
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|
|
|
|
|
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|
|
|
Prices as of 8:52 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.279
|
$2.301
|
-0.96%
|
-$0.022
|
50,541
|
|
|
|
WTI
|
$79.79
|
$79.26
|
0.67%
|
$0.53
|
86,002
|
|
|
|
Brent
|
$84.28
|
$83.88
|
0.48%
|
$0.40
|
8,782
|
|
|
|
ULSD
|
$2.468
|
$2.478
|
-0.40%
|
-$0.010
|
11,481
|
|
|
|
RBOB
|
$2.544
|
$2.542
|
0.08%
|
$0.002
|
9,042
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.99
|
$5.08
|
-1.77%
|
-$0.09
|
Jul-24
|
|
|
|
3:2:1 Crack
|
$26.28
|
$26.68
|
-1.51%
|
-$0.40
|
Jun-24
|
|
|
|
PJM West Spark
|
$38.85
|
$35.56
|
9.25%
|
$3.29
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
05/03/19
|
|
|
|
|
|
5/3/24
|
4/26/24
|
Net Change
|
% Change
|
5/5/23
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
454
|
425
|
29
|
6.82%
|
422
|
7.58%
|
359
|
26.53%
|
|
|
|
Midwest
|
584
|
564
|
20
|
3.55%
|
497
|
17.51%
|
432
|
35.19%
|
|
|
|
Mountain
|
191
|
182
|
9
|
4.95%
|
104
|
83.65%
|
105
|
81.56%
|
|
|
|
Pacific
|
246
|
240
|
6
|
2.50%
|
114
|
115.79%
|
187
|
31.69%
|
|
|
|
South
|
1,087
|
1,073
|
14
|
1.30%
|
1,002
|
8.48%
|
873
|
24.48%
|
|
|
|
Salt
|
314
|
314
|
0
|
0.00%
|
287
|
9.41%
|
274
|
14.51%
|
|
|
|
Non_Salt
|
773
|
759
|
14
|
1.84%
|
715
|
8.11%
|
599
|
29.05%
|
|
|
|
Total
|
2,563
|
2,484
|
79
|
3.18%
|
2,141
|
19.71%
|
1,956
|
31.01%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/9/24
|
5/8/24
|
% Change
|
Change
|
4/11/24
|
% Change
|
5/10/23
|
% Change
|
|
|
|
PJM West On Peak
|
Jun-24
|
$43.72
|
$40.48
|
8.00%
|
$3.24
|
$42.26
|
3.46%
|
$45.69
|
-4.30%
|
|
|
|
ERCOT North On Peak
|
Jun-24
|
$88.01
|
$80.53
|
9.29%
|
$7.48
|
$62.09
|
41.75%
|
$42.85
|
105.42%
|
|
|
|
CAISO SP 15 On Peak
|
Jun-24
|
$29.90
|
$28.00
|
6.77%
|
$1.90
|
$26.50
|
12.81%
|
$54.33
|
-44.97%
|
|
|
|
MISO Indiana On Peak
|
Jun-24
|
$44.78
|
$42.59
|
5.16%
|
$2.20
|
$44.64
|
0.32%
|
$48.41
|
-7.49%
|
|
|
|
NEISO Mass On Peak
|
Jun-24
|
$36.89
|
$37.58
|
-1.84%
|
-$0.69
|
$39.00
|
-5.41%
|
$46.13
|
-20.03%
|
|
|
|
WECC Mid C On Peak
|
Jun-24
|
$47.43
|
$45.59
|
4.03%
|
$1.84
|
$42.52
|
11.55%
|
$56.14
|
-15.51%
|
|
|
|
NYISO Zone G On Peak
|
Jun-24
|
$36.65
|
$34.82
|
5.27%
|
$1.84
|
$38.20
|
-4.05%
|
$45.64
|
-19.70%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/9/24
|
5/8/24
|
% Change
|
Change
|
4/11/24
|
% Change
|
5/10/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Jun-24
|
$2.301
|
$2.187
|
5.21%
|
$0.11
|
$2.00
|
15.05%
|
$3.15
|
-26.88%
|
|
|
|
Houston Ship Channel
|
Jun-24
|
-$0.241
|
-$0.239
|
0.88%
|
$0.00
|
-$0.23
|
5.41%
|
-$0.40
|
-39.86%
|
|
|
|
Chicago
|
Jun-24
|
-$0.277
|
-$0.272
|
-2.05%
|
-$0.01
|
-$0.23
|
22.36%
|
-$0.26
|
7.35%
|
|
|
|
Waha
|
Jun-24
|
-$1.485
|
-$1.501
|
-1.10%
|
$0.02
|
-$1.55
|
-4.24%
|
-$1.40
|
6.32%
|
|
|
|
Algonquin
|
Jun-24
|
-$0.177
|
-$0.194
|
9.15%
|
$0.02
|
$0.14
|
-222.28%
|
-$0.26
|
-32.71%
|
|
|
|
Aeco
|
Jun-24
|
-$1.214
|
-$1.187
|
2.29%
|
-$0.03
|
-$0.97
|
25.65%
|
-$1.27
|
-4.70%
|
|
|
|
Socal
|
Jun-24
|
-$0.341
|
-$0.350
|
-2.77%
|
$0.01
|
-$0.27
|
26.51%
|
-$0.05
|
655.43%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/9/24
|
5/8/24
|
% Change
|
Change
|
4/11/24
|
% Change
|
5/10/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Jun-24
|
$0.696
|
$0.705
|
-1.24%
|
-$0.01
|
$0.79
|
-12.13%
|
$0.67
|
3.20%
|
|
|
|
Mt. Belvieu Propane non LST
|
Jun-24
|
$0.694
|
$0.699
|
-0.70%
|
$0.00
|
$0.79
|
-12.40%
|
$0.68
|
2.08%
|
|
|
|
Mt. Belview Ethane
|
Jun-24
|
$0.190
|
$0.189
|
0.59%
|
$0.00
|
$0.19
|
-2.02%
|
$0.22
|
-13.21%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Jun-24
|
$1.509
|
$1.511
|
-0.16%
|
$0.00
|
$1.61
|
-6.17%
|
$1.37
|
10.09%
|
|
|
|
Mt. Belvieu Butane LST
|
Jun-24
|
$0.791
|
$0.787
|
0.52%
|
$0.00
|
$0.91
|
-12.73%
|
$0.76
|
3.73%
|
|
|
|
Far East Propane
|
Jun-24
|
$5.839
|
$5.879
|
-0.67%
|
-$0.04
|
$5.93
|
-1.58%
|
$5.00
|
16.76%
|
|
|
|
Saudi Propane
|
Jun-24
|
$5.369
|
$5.400
|
-0.56%
|
-$0.03
|
$5.68
|
-5.45%
|
$4.71
|
13.98%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/9/24
|
5/8/24
|
% Change
|
Change
|
4/11/24
|
% Change
|
5/10/23
|
% Change
|
|
|
|
WTI
|
Jun-24
|
$79.26
|
$78.99
|
0.34%
|
$0.27
|
$84.45
|
-6.15%
|
$69.05
|
14.79%
|
|
|
|
Brent
|
Jun-24
|
$84.17
|
$83.88
|
0.34%
|
$0.29
|
$89.74
|
-6.21%
|
$73.42
|
14.64%
|
|
|
|
WCS
|
Jun-24
|
-$11.72
|
-$11.77
|
-0.35%
|
$0.04
|
-$12.00
|
-2.30%
|
-$13.04
|
-10.10%
|
|
|
|
LLS
|
Jun-24
|
$81.15
|
$80.59
|
0.70%
|
$0.57
|
$87.03
|
-6.75%
|
$70.12
|
15.73%
|
|
|
|
Mars
|
Jun-24
|
$79.10
|
$78.53
|
0.71%
|
$0.57
|
$84.91
|
-6.84%
|
$67.20
|
17.70%
|
|
|
|
Sour
|
Jun-24
|
$79.48
|
$79.11
|
0.46%
|
$0.36
|
$85.99
|
-7.58%
|
$66.94
|
18.72%
|
|
|
|
ESPO
|
Jun-24
|
$82.17
|
$81.88
|
0.35%
|
$0.29
|
$87.74
|
-6.35%
|
$70.94
|
15.83%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/9/24
|
5/8/24
|
% Change
|
Change
|
4/11/24
|
% Change
|
5/10/23
|
% Change
|
|
|
|
NY Heating Oil
|
Jun-24
|
$2.48
|
$2.48
|
0.04%
|
$0.00
|
$2.67
|
-7.04%
|
$2.35
|
5.57%
|
|
|
|
NY Gasoline
|
Jun-24
|
$2.54
|
$2.50
|
1.76%
|
$0.04
|
$2.75
|
-7.56%
|
$2.22
|
14.65%
|
|
|
|
GC Gasoline
|
Jun-24
|
$2.44
|
$2.40
|
1.83%
|
$0.04
|
$2.65
|
-7.84%
|
$2.12
|
15.34%
|
|
|
|
GC Jet
|
Jun-24
|
$2.40
|
$2.40
|
-0.33%
|
-$0.01
|
$2.58
|
-7.24%
|
$2.16
|
11.13%
|
|
|
|
Chicago Ethanol
|
Jun-24
|
$1.81
|
$1.80
|
0.56%
|
$0.01
|
$1.69
|
7.05%
|
$1.63
|
11.20%
|
|
|
|
Rotterdam Gasoil
|
Jun-24
|
$722.59
|
$721.98
|
0.08%
|
$0.61
|
$771.25
|
-6.31%
|
$635.84
|
13.64%
|
|
|
|
Singapore Jet Kero
|
Jun-24
|
$97.59
|
$95.46
|
2.22%
|
$2.12
|
$106.24
|
-8.14%
|
$90.57
|
7.75%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/9/24
|
5/8/24
|
% Change
|
Change
|
4/11/24
|
% Change
|
5/10/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
Jun-24
|
50.87%
|
54.02%
|
-5.83%
|
-3.15%
|
57.65%
|
-11.76%
|
48.83%
|
4.18%
|
|
|
|
Algonquin Straddle
|
Jun-24
|
61.67%
|
61.02%
|
1.07%
|
0.65%
|
81.05%
|
-23.91%
|
51.06%
|
20.78%
|
|
|
|
Waha Straddle
|
Jun-24
|
227.60%
|
230.24%
|
-1.15%
|
-2.64%
|
158.08%
|
43.98%
|
61.41%
|
270.62%
|
|
|
|
Chicago Straddle
|
Jun-24
|
59.98%
|
63.78%
|
-5.96%
|
-3.80%
|
60.16%
|
-0.30%
|
49.96%
|
20.06%
|
|
|
|
PJM West Straddle
|
Jun-24
|
55.80%
|
56.40%
|
-1.06%
|
-0.60%
|
56.73%
|
-1.64%
|
46.36%
|
20.36%
|
|
|
|
SP – 15 Straddle
|
Jun-24
|
33.78%
|
39.23%
|
-13.89%
|
-5.45%
|
67.84%
|
-50.21%
|
45.38%
|
-25.56%
|
|
|
|
Mid. C Straddle
|
Jun-24
|
229.66%
|
168.77%
|
36.08%
|
60.89%
|
202.40%
|
13.47%
|
80.19%
|
186.39%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/9/24
|
5/8/24
|
% Change
|
Change
|
4/11/24
|
% Change
|
5/10/23
|
% Change
|
|
|
|
Dutch TTF
|
Jun-24
|
EUR 30.97
|
EUR 30.69
|
0.92%
|
EUR 0.28
|
EUR 29.57
|
4.74%
|
EUR 53.44
|
-42.04%
|
|
|
|
NBP
|
Jun-24
|
GBP 75.83
|
GBP 75.05
|
1.04%
|
GBP 0.78
|
GBP 73.16
|
3.65%
|
GBP 133.43
|
-43.17%
|
|
|
|
German Base
|
Jun-24
|
EUR 71.80
|
EUR 70.26
|
2.19%
|
EUR 1.54
|
EUR 67.13
|
6.96%
|
EUR 124.81
|
-42.47%
|
|
|
|
UK Base
|
Jun-24
|
GBP 66.77
|
GBP 65.94
|
1.25%
|
GBP 0.83
|
GBP 66.25
|
0.77%
|
GBP 123.20
|
-45.81%
|
|
|
|
French Base
|
Jun-24
|
EUR 47.96
|
EUR 46.49
|
3.17%
|
EUR 1.47
|
EUR 42.66
|
12.43%
|
EUR 120.34
|
-60.15%
|
|
|
|
Italian Base
|
Jun-24
|
EUR 93.35
|
EUR 91.28
|
2.27%
|
EUR 2.07
|
EUR 91.27
|
2.28%
|
EUR 139.25
|
-32.96%
|
|
|
|
JKM LNG
|
Jun-24
|
$10.59
|
$10.35
|
2.35%
|
$0.24
|
$10.12
|
4.69%
|
$16.12
|
-34.29%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/9/24
|
5/8/24
|
% Change
|
Change
|
4/11/24
|
% Change
|
5/10/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
Jun-24
|
$30.97
|
$30.69
|
0.92%
|
$0.28
|
$29.57
|
4.74%
|
$53.44
|
-42.04%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
Jun-24
|
$75.83
|
$75.05
|
1.04%
|
$0.78
|
$73.16
|
3.65%
|
$133.43
|
-43.17%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
Jun-24
|
$71.80
|
$70.26
|
2.19%
|
$1.54
|
$67.13
|
6.96%
|
$124.81
|
-42.47%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Jun-24
|
$66.77
|
$65.94
|
1.25%
|
$0.83
|
$66.25
|
0.77%
|
$123.20
|
-45.81%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Jun-24
|
$47.96
|
$46.49
|
3.17%
|
$1.47
|
$42.66
|
12.43%
|
$120.34
|
-60.15%
|
|
|
|
Supramax Timecharter (DRY)
|
Jun-24
|
$93.35
|
$91.28
|
2.27%
|
$2.07
|
$91.27
|
2.28%
|
$139.25
|
-32.96%
|
|
|
|
Capesize Timecharter (DRY)
|
Jun-24
|
$10.59
|
$10.35
|
2.35%
|
$0.24
|
$10.12
|
4.69%
|
$16.12
|
-34.29%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
