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| |
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|
Prices as of 8:28 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.896
|
$2.929
|
-1.13%
|
-$0.033
|
22,356
|
|
|
|
WTI
|
$90.96
|
$90.79
|
0.19%
|
$0.17
|
89,471
|
|
|
|
Brent
|
$92.58
|
$95.31
|
-2.86%
|
-$2.73
|
10,690
|
|
|
|
ULSD
|
$3.293
|
$3.362
|
-2.06%
|
-$0.069
|
6,987
|
|
|
|
RBOB
|
$2.431
|
$2.440
|
-0.36%
|
-$0.009
|
8,407
|
|
|
|
|
|
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|
Spreads
|
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|
|
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|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$3.48
|
$3.40
|
2.35%
|
$0.08
|
Dec-23
|
|
|
|
3:2:1 Crack
|
$21.66
|
$21.20
|
2.17%
|
$0.46
|
Nov-23
|
|
|
|
PJM West Spark
|
NA
|
NA
|
NA
|
NA
|
Oct-23
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
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|
|
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|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
09/29/23
|
623
|
-7
|
-142
|
09/30/22
|
|
|
|
Canada
|
09/29/23
|
191
|
1
|
-22
|
09/30/22
|
|
|
|
International
|
August
|
952
|
-9
|
92
|
August
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 9/26/2023
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
100,995
|
100,567
|
100,615
|
-48
|
|
|
|
PJM West Off Peak
|
87,225
|
86,535
|
86,669
|
-134
|
|
|
|
Natural Gas Henry Hub
|
428,350
|
404,910
|
416,947
|
-12,037
|
|
|
|
WTI – Light Sweet Crude Futures
|
156,962
|
133,382
|
117,952
|
15,430
|
|
|
|
Brent Crude Last Day
|
137,666
|
129,508
|
129,923
|
-415
|
|
|
|
NYM Ethanol
|
40,896
|
40,313
|
40,447
|
-134
|
|
|
|
Mt Belvieu LDH Propane Swap
|
152,285
|
151,663
|
151,999
|
-336
|
|
|
|
RBOB
|
356,733
|
330,585
|
342,275
|
-11,690
|
|
|
|
HSC Basis
|
641,342
|
635,137
|
633,476
|
1,661
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09/28/18
|
|
|
|
|
|
9/22/23
|
9/15/23
|
Net Change
|
% Change
|
9/23/22
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
821
|
793
|
28
|
3.53%
|
721
|
13.87%
|
792
|
3.64%
|
|
|
|
Midwest
|
962
|
931
|
31
|
3.33%
|
879
|
9.44%
|
931
|
3.33%
|
|
|
|
Mountain
|
234
|
228
|
6
|
2.63%
|
176
|
32.95%
|
197
|
18.90%
|
|
|
|
Pacific
|
271
|
263
|
8
|
3.04%
|
243
|
11.52%
|
271
|
0.00%
|
|
|
|
South
|
1,071
|
1,053
|
18
|
1.71%
|
958
|
11.80%
|
1,027
|
4.32%
|
|
|
|
Salt
|
250
|
242
|
8
|
3.31%
|
204
|
22.55%
|
240
|
3.99%
|
|
|
|
Non_Salt
|
821
|
811
|
10
|
1.23%
|
754
|
8.89%
|
786
|
4.45%
|
|
|
|
Total
|
3,359
|
3,269
|
90
|
2.75%
|
2,977
|
12.83%
|
3,217
|
4.41%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/29/23
|
9/28/23
|
% Change
|
Change
|
8/31/23
|
% Change
|
9/30/22
|
% Change
|
|
|
|
PJM West On Peak
|
Oct-23
|
$43.58
|
$43.62
|
-0.08%
|
-$0.03
|
$37.25
|
17.00%
|
$67.76
|
-35.68%
|
|
|
|
ERCOT North On Peak
|
Oct-23
|
$54.53
|
$56.76
|
-3.92%
|
-$2.23
|
$49.80
|
9.50%
|
$59.36
|
-8.13%
|
|
|
|
CAISO SP 15 On Peak
|
Oct-23
|
$47.64
|
$42.69
|
11.61%
|
$4.96
|
$62.11
|
-23.29%
|
$75.67
|
-37.03%
|
|
|
|
MISO Indiana On Peak
|
Oct-23
|
$45.44
|
$45.77
|
-0.72%
|
-$0.33
|
$41.66
|
9.07%
|
$69.45
|
-34.57%
|
|
|
|
NEISO Mass On Peak
|
Oct-23
|
$33.33
|
$32.78
|
1.66%
|
$0.54
|
$46.30
|
-28.01%
|
$63.87
|
-47.82%
|
|
|
|
WECC Mid C On Peak
|
Oct-23
|
$75.93
|
$72.39
|
4.89%
|
$3.54
|
$74.14
|
2.42%
|
$86.88
|
-12.60%
|
|
|
|
NYISO Zone G On Peak
|
Oct-23
|
$31.87
|
$31.35
|
1.66%
|
$0.52
|
$35.23
|
-9.54%
|
$55.56
|
-42.64%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/29/23
|
9/28/23
|
% Change
|
Change
|
8/31/23
|
% Change
|
9/30/22
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Nov-23
|
$2.929
|
$2.945
|
-0.54%
|
-$0.02
|
$3.15
|
-6.93%
|
$5.26
|
-44.37%
|
|
|
|
Houston Ship Channel
|
Nov-23
|
-$0.427
|
-$0.400
|
6.75%
|
-$0.03
|
-$0.34
|
27.49%
|
-$0.37
|
14.17%
|
|
|
|
Chicago
|
Nov-23
|
-$0.250
|
-$0.239
|
-4.37%
|
-$0.01
|
-$0.15
|
66.13%
|
-$0.25
|
-0.87%
|
|
|
|
Waha
|
Nov-23
|
-$0.943
|
-$0.919
|
-2.62%
|
-$0.02
|
-$0.77
|
22.14%
|
-$1.56
|
-39.73%
|
|
|
|
Algonquin
|
Nov-23
|
$0.882
|
$0.964
|
-8.52%
|
-$0.08
|
$1.23
|
-28.29%
|
$4.95
|
-82.19%
|
|
|
|
Aeco
|
Nov-23
|
-$0.883
|
-$0.918
|
-3.73%
|
$0.03
|
-$0.78
|
13.87%
|
-$1.62
|
-45.47%
|
|
|
|
Socal
|
Nov-23
|
$2.129
|
$2.224
|
-4.23%
|
-$0.09
|
$2.70
|
-21.07%
|
$0.26
|
704.50%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/29/23
|
9/28/23
|
% Change
|
Change
|
8/31/23
|
% Change
|
9/30/22
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Oct-23
|
$0.720
|
$0.737
|
-2.37%
|
-$0.02
|
$0.71
|
1.37%
|
$0.80
|
-9.82%
|
|
|
|
Mt. Belvieu Propane non LST
|
Oct-23
|
$0.730
|
$0.734
|
-0.50%
|
$0.00
|
$0.71
|
2.97%
|
$0.84
|
-12.72%
|
|
|
|
Mt. Belview Ethane
|
Oct-23
|
$0.278
|
$0.271
|
2.31%
|
$0.01
|
$0.28
|
0.47%
|
$0.33
|
-16.69%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Oct-23
|
$1.650
|
$1.699
|
-2.91%
|
-$0.05
|
$1.64
|
0.40%
|
$1.51
|
9.12%
|
|
|
|
Mt. Belvieu Butane LST
|
Oct-23
|
$0.879
|
$0.877
|
0.16%
|
$0.00
|
$0.88
|
0.13%
|
$0.82
|
6.70%
|
|
|
|
Conway Propane
|
Oct-23
|
$0.700
|
$0.707
|
-1.04%
|
-$0.01
|
$0.72
|
-2.16%
|
$0.82
|
-14.14%
|
|
|
|
Conway Nat. Gasoline
|
Oct-23
|
$1.842
|
$1.864
|
-1.19%
|
-$0.02
|
$1.69
|
8.83%
|
$1.56
|
18.05%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/29/23
|
9/28/23
|
% Change
|
Change
|
8/31/23
|
% Change
|
9/30/22
|
% Change
|
|
|
|
WTI
|
Nov-23
|
$90.79
|
$91.71
|
-1.01%
|
-$0.92
|
$82.96
|
9.44%
|
$70.12
|
29.48%
|
|
|
|
Brent
|
Nov-23
|
$93.07
|
$95.38
|
-2.48%
|
-$2.31
|
$86.83
|
7.18%
|
$75.24
|
23.69%
|
|
|
|
WCS
|
Nov-23
|
-$20.72
|
-$18.25
|
11.91%
|
-$2.47
|
-$15.04
|
37.76%
|
-$17.42
|
18.95%
|
|
|
|
LLS
|
Nov-23
|
$89.96
|
$90.56
|
-0.66%
|
-$0.60
|
$82.96
|
8.44%
|
$73.07
|
23.13%
|
|
|
|
Mars
|
Nov-23
|
$86.99
|
$87.23
|
-0.27%
|
-$0.23
|
$81.15
|
7.21%
|
$69.38
|
25.39%
|
|
|
|
Sour
|
Nov-23
|
$89.42
|
$90.15
|
-0.82%
|
-$0.73
|
$82.28
|
8.67%
|
$69.33
|
28.96%
|
|
|
|
ESPO
|
Nov-23
|
$91.07
|
$93.38
|
-2.54%
|
-$2.31
|
$84.83
|
7.35%
|
$72.47
|
25.66%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/29/23
|
9/28/23
|
% Change
|
Change
|
8/31/23
|
% Change
|
9/30/22
|
% Change
|
|
|
|
NY Heating Oil
|
Oct-23
|
$3.35
|
$3.33
|
0.60%
|
$0.02
|
$3.06
|
9.55%
|
$2.69
|
24.39%
|
|
|
|
NY Gasoline
|
Oct-23
|
$2.43
|
$2.49
|
-2.29%
|
-$0.06
|
$2.59
|
-5.98%
|
$2.12
|
14.70%
|
|
|
|
GC Gasoline
|
Oct-23
|
$2.34
|
$2.39
|
-2.38%
|
-$0.06
|
$2.49
|
-6.22%
|
$2.02
|
15.42%
|
|
|
|
GC Jet
|
Oct-23
|
$3.09
|
$3.13
|
-1.18%
|
-$0.04
|
$2.84
|
8.81%
|
$2.47
|
25.01%
|
|
|
|
Chicago Ethanol
|
Oct-23
|
$2.21
|
$2.24
|
-1.34%
|
-$0.03
|
$2.13
|
3.65%
|
$2.09
|
6.09%
|
|
|
|
Rotterdam Gasoil
|
Oct-23
|
$937.83
|
$932.53
|
0.57%
|
$5.30
|
$818.01
|
14.65%
|
$772.10
|
21.46%
|
|
|
|
Singapore Jet Kero
|
Oct-23
|
$122.22
|
$122.17
|
0.04%
|
$0.05
|
$110.95
|
10.16%
|
$100.18
|
22.01%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/29/23
|
9/28/23
|
% Change
|
Change
|
8/31/23
|
% Change
|
9/30/22
|
% Change
|
|
|
|
Henry Hub Straddle
|
Nov-23
|
59.02%
|
59.21%
|
-0.32%
|
-0.19%
|
60.87%
|
-3.04%
|
56.23%
|
4.96%
|
|
|
|
Algonquin Straddle
|
Nov-23
|
71.51%
|
74.67%
|
-4.23%
|
-3.16%
|
75.86%
|
-5.73%
|
86.30%
|
-17.14%
|
|
|
|
Waha Straddle
|
Nov-23
|
94.10%
|
88.91%
|
5.84%
|
5.19%
|
87.26%
|
7.84%
|
73.19%
|
28.57%
|
|
|
|
Chicago Straddle
|
Nov-23
|
69.04%
|
69.39%
|
-0.50%
|
-0.35%
|
63.96%
|
7.94%
|
60.04%
|
14.99%
|
|
|
|
PJM West Straddle
|
Nov-23
|
58.75%
|
57.93%
|
1.42%
|
0.82%
|
56.26%
|
4.43%
|
49.03%
|
19.82%
|
|
|
|
SP – 15 Straddle
|
Nov-23
|
177.98%
|
158.74%
|
12.12%
|
19.24%
|
102.10%
|
74.32%
|
48.32%
|
268.34%
|
|
|
|
Mid. C Straddle
|
Nov-23
|
278.92%
|
235.22%
|
18.58%
|
43.70%
|
145.36%
|
91.88%
|
74.18%
|
276.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/29/23
|
9/28/23
|
% Change
|
Change
|
8/31/23
|
% Change
|
9/30/22
|
% Change
|
|
|
|
Dutch TTF
|
Nov-23
|
EUR 42.54
|
EUR 43.14
|
-1.40%
|
-EUR 0.60
|
EUR 46.27
|
-8.08%
|
EUR 175.14
|
-75.71%
|
|
|
|
NBP
|
Nov-23
|
GBP 107.56
|
GBP 109.71
|
-1.96%
|
-GBP 2.15
|
GBP 114.11
|
-5.74%
|
GBP 434.18
|
-75.23%
|
|
|
|
German Base
|
Nov-23
|
EUR 108.57
|
EUR 113.18
|
-4.07%
|
-EUR 4.60
|
EUR 125.05
|
-13.17%
|
EUR 506.01
|
-78.54%
|
|
|
|
UK Base
|
Nov-23
|
GBP 96.08
|
GBP 102.66
|
-6.41%
|
-GBP 6.58
|
GBP 111.71
|
-13.99%
|
GBP 369.05
|
-73.97%
|
|
|
|
French Base
|
Nov-23
|
EUR 111.22
|
EUR 114.73
|
-3.06%
|
-EUR 3.51
|
EUR 141.35
|
-21.32%
|
EUR 580.85
|
-80.85%
|
|
|
|
Italian Base
|
Nov-23
|
EUR 128.55
|
EUR 131.77
|
-2.44%
|
-EUR 3.22
|
EUR 142.62
|
-9.87%
|
EUR 400.66
|
-67.92%
|
|
|
|
JKM LNG
|
Nov-23
|
$15.26
|
$15.11
|
0.97%
|
$0.15
|
$12.96
|
17.71%
|
$39.32
|
-61.20%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09/30/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
0
|
-1
|
0
|
547
|
130
|
-104
|
31.00%
|
-16.00%
|
|
|
|
Middle Atlantic
|
0
|
-5
|
0
|
692
|
41
|
-163
|
6.00%
|
-19.00%
|
|
|
|
E N Central
|
8
|
2
|
8
|
646
|
-55
|
-179
|
-8.00%
|
-22.00%
|
|
|
|
W N Central
|
38
|
29
|
33
|
1,026
|
111
|
-60
|
12.00%
|
-6.00%
|
|
|
|
South Atlantic
|
47
|
1
|
13
|
1,872
|
116
|
-111
|
7.00%
|
-6.00%
|
|
|
|
E S Central
|
51
|
20
|
31
|
1,576
|
91
|
-129
|
6.00%
|
-8.00%
|
|
|
|
W S Central
|
106
|
47
|
41
|
2,727
|
453
|
11
|
20.00%
|
0.00%
|
|
|
|
Mountain
|
30
|
3
|
-8
|
1,178
|
-6
|
-156
|
-1.00%
|
-12.00%
|
|
|
|
Pacific
|
5
|
-15
|
-42
|
643
|
-20
|
-276
|
-3.00%
|
-30.00%
|
|
|
|
United States
|
30
|
6
|
5
|
1,225
|
84
|
-141
|
7.00%
|
-10.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09/30/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
60
|
0
|
0
|
134
|
-56
|
-5
|
-29.00%
|
-3.00%
|
|
|
|
Middle Atlantic
|
39
|
-7
|
-13
|
85
|
-42
|
2
|
-33.00%
|
2.00%
|
|
|
|
E N Central
|
21
|
-28
|
-53
|
120
|
-36
|
-14
|
-23.00%
|
-10.00%
|
|
|
|
W N Central
|
10
|
-40
|
-46
|
92
|
-91
|
-22
|
-50.00%
|
-19.00%
|
|
|
|
South Atlantic
|
9
|
-5
|
-14
|
18
|
-7
|
-10
|
-999.00%
|
-999.00%
|
|
|
|
E S Central
|
2
|
-16
|
-30
|
10
|
-23
|
-30
|
-999.00%
|
-999.00%
|
|
|
|
W S Central
|
0
|
-4
|
-4
|
1
|
-8
|
-4
|
-999.00%
|
-999.00%
|
|
|
|
Mountain
|
28
|
-18
|
9
|
90
|
-93
|
28
|
-51.00%
|
45.00%
|
|
|
|
Pacific
|
24
|
3
|
19
|
60
|
-48
|
27
|
-44.00%
|
82.00%
|
|
|
|
United States
|
20
|
-10
|
-15
|
64
|
-37
|
-2
|
-37.00%
|
-2.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
Gas * Power * NGL * Crude * Products * Vol Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
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