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Prices as of 7:36 AM CST
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Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
Natural Gas
|
$3.342
|
$3.164
|
5.63%
|
$0.178
|
23,914
|
|
|
WTI
|
$83.89
|
$85.54
|
-1.93%
|
-$1.65
|
72,332
|
|
|
Brent
|
$89.05
|
$90.48
|
-1.58%
|
-$1.43
|
2,155
|
|
|
ULSD
|
$3.033
|
$3.052
|
-0.63%
|
-$0.019
|
462
|
|
|
RBOB
|
$2.301
|
$2.313
|
-0.50%
|
-$0.012
|
317
|
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Spreads
|
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Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
WTI-Brent
|
$5.16
|
$4.94
|
4.45%
|
$0.22
|
Dec-23
|
|
|
3:2:1 Crack
|
$21.01
|
$20.29
|
3.57%
|
$0.72
|
Dec-23
|
|
|
PJM West Spark
|
NA
|
NA
|
NA
|
NA
|
Nov-23
|
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Baker Hughes Rig Count
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Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
U.S.
|
10/27/23
|
625
|
1
|
-143
|
10/28/22
|
|
|
Canada
|
10/27/23
|
196
|
-2
|
-16
|
10/28/22
|
|
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International
|
Sept
|
940
|
-12
|
61
|
Sept
|
|
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CFTC Net Positions
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As of 10/24/2023
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Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
PJM West On Peak
|
97,961
|
97,659
|
97,636
|
23
|
|
|
PJM West Off Peak
|
86,740
|
86,245
|
86,268
|
-23
|
|
|
Natural Gas Henry Hub
|
419,497
|
395,200
|
407,590
|
-12,390
|
|
|
WTI – Light Sweet Crude Futures
|
157,335
|
133,285
|
113,842
|
19,443
|
|
|
Brent Crude Last Day
|
129,155
|
118,014
|
121,812
|
-3,798
|
|
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NYM Ethanol
|
41,563
|
41,010
|
40,960
|
50
|
|
|
Mt Belvieu LDH Propane Swap
|
155,072
|
154,383
|
154,644
|
-261
|
|
|
RBOB
|
330,794
|
305,010
|
313,720
|
-8,710
|
|
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HSC Basis
|
657,747
|
651,976
|
650,579
|
1,397
|
|
|
|
|
|
|
|
|
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|
EIA Short Term Energy Outlook
|
|
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|
|
|
|
|
|
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|
|
|
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
|
|
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|
|
|
|
|
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|
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%
|
|
|
|
|
|
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Short Term Energy Outlook
|
|
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|
|
|
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|
|
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|
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|
|
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EIA Lower 48 Natural Gas Storage
|
|
|
|
|
|
|
|
|
|
|
|
10/26/18
|
|
|
|
|
10/20/23
|
10/13/23
|
Net Change
|
% Change
|
10/21/22
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
East
|
908
|
896
|
12
|
1.34%
|
825
|
10.06%
|
879
|
3.28%
|
|
|
Midwest
|
1,075
|
1,050
|
25
|
2.38%
|
1,007
|
6.75%
|
1,046
|
2.79%
|
|
|
Mountain
|
252
|
248
|
4
|
1.61%
|
199
|
26.63%
|
208
|
20.92%
|
|
|
Pacific
|
283
|
280
|
3
|
1.07%
|
248
|
14.11%
|
277
|
2.31%
|
|
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South
|
1,182
|
1,152
|
30
|
2.60%
|
1,116
|
5.91%
|
1,130
|
4.60%
|
|
|
Salt
|
299
|
285
|
14
|
4.91%
|
277
|
7.94%
|
291
|
2.68%
|
|
|
Non_Salt
|
883
|
868
|
15
|
1.73%
|
839
|
5.24%
|
839
|
5.24%
|
|
|
Total
|
3,700
|
3,626
|
74
|
2.04%
|
3,394
|
9.02%
|
3,540
|
4.53%
|
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Power Generation Additions/Retirements
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Front Month Prices
|
|
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Electricity
|
|
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|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
10/27/23
|
10/26/23
|
% Change
|
Change
|
9/29/23
|
% Change
|
10/28/22
|
% Change
|
|
|
PJM West On Peak
|
Nov-23
|
$45.68
|
$46.13
|
-0.96%
|
-$0.44
|
$42.90
|
6.49%
|
$61.52
|
-25.75%
|
|
|
ERCOT North On Peak
|
Nov-23
|
$44.15
|
$44.06
|
0.22%
|
$0.10
|
$40.20
|
9.85%
|
$48.70
|
-9.34%
|
|
|
CAISO SP 15 On Peak
|
Nov-23
|
$58.46
|
$67.46
|
-13.34%
|
-$9.00
|
$61.25
|
-4.55%
|
$74.26
|
-21.28%
|
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MISO Indiana On Peak
|
Nov-23
|
$42.43
|
$44.67
|
-5.00%
|
-$2.23
|
$45.26
|
-6.25%
|
$63.52
|
-33.20%
|
|
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NEISO Mass On Peak
|
Nov-23
|
$48.02
|
$46.04
|
4.30%
|
$1.98
|
$49.64
|
-3.27%
|
$91.61
|
-47.58%
|
|
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WECC Mid C On Peak
|
Nov-23
|
$86.33
|
$97.41
|
-11.37%
|
-$11.08
|
$91.87
|
-6.02%
|
$96.62
|
-10.64%
|
|
|
NYISO Zone G On Peak
|
Nov-23
|
$43.63
|
$42.10
|
3.61%
|
$1.52
|
$44.70
|
-2.40%
|
$57.79
|
-24.50%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
10/27/23
|
10/26/23
|
% Change
|
Change
|
9/29/23
|
% Change
|
10/28/22
|
% Change
|
|
|
NYMEX Henry Hub
|
Dec-23
|
$3.483
|
$3.477
|
0.17%
|
$0.01
|
$3.31
|
5.16%
|
$5.44
|
-35.94%
|
|
|
Houston Ship Channel
|
Dec-23
|
-$0.240
|
-$0.259
|
-7.40%
|
$0.02
|
-$0.19
|
23.24%
|
-$0.27
|
-12.59%
|
|
|
Chicago
|
Dec-23
|
$0.335
|
$0.328
|
-1.88%
|
$0.01
|
$0.25
|
36.31%
|
$0.14
|
134.08%
|
|
|
Waha
|
Dec-23
|
-$0.487
|
-$0.502
|
-2.99%
|
$0.01
|
-$0.43
|
12.78%
|
-$1.28
|
-62.02%
|
|
|
Algonquin
|
Dec-23
|
$5.235
|
$5.394
|
-2.96%
|
-$0.16
|
$7.65
|
-31.60%
|
$12.84
|
-59.23%
|
|
|
Aeco
|
Dec-23
|
-$1.229
|
-$1.132
|
8.55%
|
-$0.10
|
-$0.98
|
24.80%
|
-$1.76
|
-30.09%
|
|
|
Socal
|
Dec-23
|
$5.825
|
$6.410
|
-9.12%
|
-$0.58
|
$4.47
|
30.21%
|
$1.40
|
316.99%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
10/27/23
|
10/26/23
|
% Change
|
Change
|
9/29/23
|
% Change
|
10/28/22
|
% Change
|
|
|
Mt. Belvieu Propane LST
|
Nov-23
|
$0.663
|
$0.649
|
2.20%
|
$0.01
|
$0.73
|
-9.05%
|
$0.87
|
-24.03%
|
|
|
Mt. Belvieu Propane non LST
|
Nov-23
|
$0.663
|
$0.649
|
2.19%
|
$0.01
|
$0.74
|
-10.59%
|
$0.86
|
-23.31%
|
|
|
Mt. Belview Ethane
|
Nov-23
|
$0.260
|
$0.257
|
1.01%
|
$0.00
|
$0.27
|
-4.57%
|
$0.31
|
-14.98%
|
|
|
Mt. Belview Nat. Gasoline
|
Nov-23
|
$1.546
|
$1.556
|
-0.66%
|
-$0.01
|
$1.65
|
-6.41%
|
$1.62
|
-4.52%
|
|
|
Mt. Belvieu Butane LST
|
Nov-23
|
$0.844
|
$0.826
|
2.09%
|
$0.02
|
$0.89
|
-5.63%
|
$0.92
|
-8.36%
|
|
|
Far East Propane
|
Nov-23
|
$6.790
|
$6.781
|
0.14%
|
$0.01
|
$6.81
|
-0.30%
|
$5.89
|
15.31%
|
|
|
Saudi Propane
|
Nov-23
|
$5.930
|
$5.950
|
-0.34%
|
-$0.02
|
$6.08
|
-2.47%
|
$5.59
|
6.14%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
10/27/23
|
10/26/23
|
% Change
|
Change
|
9/29/23
|
% Change
|
10/28/22
|
% Change
|
|
|
WTI
|
Dec-23
|
$85.54
|
$83.21
|
2.72%
|
$2.33
|
$88.80
|
-3.67%
|
$76.87
|
11.28%
|
|
|
Brent
|
Dec-23
|
$90.48
|
$87.93
|
2.82%
|
$2.55
|
$92.20
|
-1.87%
|
$82.78
|
9.30%
|
|
|
WCS
|
Dec-23
|
-$23.39
|
-$25.92
|
-10.81%
|
$2.53
|
-$16.59
|
41.02%
|
-$20.93
|
11.79%
|
|
|
LLS
|
Dec-23
|
$86.38
|
$85.00
|
1.60%
|
$1.38
|
$88.38
|
-2.26%
|
$79.23
|
9.03%
|
|
|
Mars
|
Dec-23
|
$83.46
|
$81.71
|
2.10%
|
$1.75
|
$85.19
|
-2.03%
|
$74.52
|
12.00%
|
|
|
Sour
|
Dec-23
|
$83.96
|
$82.58
|
1.64%
|
$1.38
|
$87.10
|
-3.61%
|
$75.73
|
10.86%
|
|
|
ESPO
|
Dec-23
|
$88.48
|
$85.93
|
2.88%
|
$2.55
|
$90.20
|
-1.91%
|
$79.16
|
11.78%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
10/27/23
|
10/26/23
|
% Change
|
Change
|
9/29/23
|
% Change
|
10/28/22
|
% Change
|
|
|
NY Heating Oil
|
Nov-23
|
$3.06
|
$3.04
|
0.72%
|
$0.02
|
$3.30
|
-7.24%
|
$2.92
|
4.79%
|
|
|
NY Gasoline
|
Nov-23
|
$2.31
|
$2.26
|
2.34%
|
$0.05
|
$2.40
|
-3.50%
|
$2.25
|
2.71%
|
|
|
GC Gasoline
|
Nov-23
|
$2.21
|
$2.16
|
2.45%
|
$0.05
|
$2.30
|
-3.66%
|
$2.15
|
2.83%
|
|
|
GC Jet
|
Nov-23
|
$2.81
|
$2.82
|
-0.46%
|
-$0.01
|
$3.01
|
-6.66%
|
$2.92
|
-3.97%
|
|
|
Chicago Ethanol
|
Nov-23
|
$2.01
|
$2.02
|
-0.69%
|
-$0.01
|
$1.99
|
0.55%
|
$2.12
|
-5.47%
|
|
|
Rotterdam Gasoil
|
Nov-23
|
$818.94
|
$827.06
|
-0.98%
|
-$8.12
|
$897.00
|
-8.70%
|
$808.39
|
1.31%
|
|
|
Singapore Jet Kero
|
Nov-23
|
$109.09
|
$111.59
|
-2.24%
|
-$2.50
|
$119.75
|
-8.90%
|
$103.89
|
5.01%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
Contract
|
10/27/23
|
10/26/23
|
% Change
|
Change
|
9/29/23
|
% Change
|
10/28/22
|
% Change
|
|
|
Henry Hub Straddle
|
Dec-23
|
65.56%
|
58.55%
|
11.97%
|
7.01%
|
61.70%
|
6.26%
|
60.90%
|
7.65%
|
|
|
Algonquin Straddle
|
Dec-23
|
82.35%
|
75.01%
|
9.79%
|
7.34%
|
69.11%
|
19.16%
|
93.58%
|
-12.00%
|
|
|
Waha Straddle
|
Dec-23
|
70.64%
|
60.22%
|
17.30%
|
10.42%
|
68.77%
|
2.72%
|
66.40%
|
6.39%
|
|
|
Chicago Straddle
|
Dec-23
|
68.33%
|
64.77%
|
5.50%
|
3.56%
|
65.07%
|
5.01%
|
62.71%
|
8.96%
|
|
|
PJM West Straddle
|
Dec-23
|
64.30%
|
65.36%
|
-1.62%
|
-1.06%
|
66.99%
|
-4.02%
|
56.50%
|
13.81%
|
|
|
SP – 15 Straddle
|
Dec-23
|
353.87%
|
354.56%
|
-0.19%
|
-0.69%
|
106.11%
|
233.49%
|
62.17%
|
469.20%
|
|
|
Mid. C Straddle
|
Dec-23
|
278.97%
|
221.56%
|
25.91%
|
57.41%
|
171.58%
|
62.59%
|
82.14%
|
239.63%
|
|
|
|
|
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Euro Gas and Power/LNG
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OTCGH/EOXLive Market Data
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Contract
|
10/27/23
|
10/26/23
|
% Change
|
Change
|
9/29/23
|
% Change
|
10/28/22
|
% Change
|
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Dutch TTF
|
Dec-23
|
EUR 53.78
|
EUR 53.19
|
1.11%
|
EUR 0.59
|
EUR 46.28
|
16.20%
|
EUR 145.00
|
-62.91%
|
|
|
NBP
|
Dec-23
|
GBP 139.51
|
GBP 137.73
|
1.29%
|
GBP 1.78
|
GBP 119.37
|
16.87%
|
GBP 347.70
|
-59.88%
|
|
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German Base
|
Dec-23
|
EUR 111.46
|
EUR 111.71
|
-0.23%
|
-EUR 0.25
|
EUR 111.74
|
-0.25%
|
EUR 468.56
|
-76.21%
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|
|
UK Base
|
Dec-23
|
GBP 113.85
|
GBP 117.33
|
-2.97%
|
-GBP 3.49
|
GBP 104.95
|
8.47%
|
GBP 306.66
|
-62.88%
|
|
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French Base
|
Dec-23
|
EUR 117.55
|
EUR 119.21
|
-1.39%
|
-EUR 1.66
|
EUR 121.18
|
-3.00%
|
EUR 550.88
|
-78.66%
|
|
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Italian Base
|
Dec-23
|
EUR 148.26
|
EUR 150.58
|
-1.54%
|
-EUR 2.32
|
EUR 135.13
|
9.72%
|
EUR 312.85
|
-52.61%
|
|
|
JKM LNG
|
Dec-23
|
$17.14
|
$16.68
|
2.76%
|
$0.46
|
$14.66
|
16.91%
|
$36.83
|
-53.47%
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Freight Forwards (WET & DRY)
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OTCGH/EOXLive Market Data
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|
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|
Contract
|
10/27/23
|
10/26/23
|
% Change
|
Change
|
9/29/23
|
% Change
|
10/28/22
|
% Change
|
|
|
TD3C FFA Middle East to China (WET)
|
Dec-23
|
$53.78
|
$53.19
|
1.11%
|
$0.59
|
$46.28
|
16.20%
|
$145.00
|
-62.91%
|
|
|
USGC-UK Continent Dirty (WET)
|
Dec-23
|
$139.51
|
$137.73
|
1.29%
|
$1.78
|
$119.37
|
16.87%
|
$347.70
|
-59.88%
|
|
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TD20 West Africa to UK Continent (WET)
|
Dec-23
|
$111.46
|
$111.71
|
-0.23%
|
-$0.25
|
$111.74
|
-0.25%
|
$468.56
|
-76.21%
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|
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LPG FFA Middle East Gulf to East (WET)
|
Dec-23
|
$113.85
|
$117.33
|
-2.97%
|
-$3.49
|
$104.95
|
8.47%
|
$306.66
|
-62.88%
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TC5 FFA Arabian Gulf to Japan (WET)
|
Dec-23
|
$117.55
|
$119.21
|
-1.39%
|
-$1.66
|
$121.18
|
-3.00%
|
$550.88
|
-78.66%
|
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Supramax Timecharter (DRY)
|
Dec-23
|
$148.26
|
$150.58
|
-1.54%
|
-$2.32
|
$135.13
|
9.72%
|
$312.85
|
-52.61%
|
|
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Capesize Timecharter (DRY)
|
Dec-23
|
$17.14
|
$16.68
|
2.76%
|
$0.46
|
$14.66
|
16.91%
|
$36.83
|
-53.47%
|
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Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
10/28/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
New England
|
1
|
1
|
1
|
551
|
134
|
-101
|
32.00%
|
-15.00%
|
|
|
Middle Atlantic
|
1
|
1
|
1
|
698
|
42
|
-157
|
6.00%
|
-18.00%
|
|
|
E N Central
|
1
|
0
|
0
|
664
|
-45
|
-162
|
-6.00%
|
-20.00%
|
|
|
W N Central
|
2
|
1
|
-1
|
1,057
|
130
|
-34
|
14.00%
|
-3.00%
|
|
|
South Atlantic
|
21
|
1
|
6
|
1,971
|
102
|
-87
|
5.00%
|
-4.00%
|
|
|
E S Central
|
14
|
9
|
13
|
1,627
|
90
|
-85
|
6.00%
|
-5.00%
|
|
|
W S Central
|
52
|
33
|
29
|
2,897
|
495
|
57
|
21.00%
|
2.00%
|
|
|
Mountain
|
8
|
2
|
6
|
1,243
|
6
|
-141
|
0.00%
|
-10.00%
|
|
|
Pacific
|
0
|
-3
|
0
|
695
|
-3
|
-280
|
0.00%
|
-29.00%
|
|
|
United States
|
11
|
4
|
6
|
1,284
|
92
|
-123
|
8.00%
|
-9.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
10/28/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
New England
|
65
|
-61
|
-13
|
387
|
-212
|
-92
|
-35.00%
|
-19.00%
|
|
|
Middle Atlantic
|
70
|
-41
|
-1
|
339
|
-135
|
-74
|
-28.00%
|
-18.00%
|
|
|
E N Central
|
71
|
-48
|
-5
|
416
|
-107
|
-102
|
-20.00%
|
-20.00%
|
|
|
W N Central
|
94
|
-28
|
2
|
402
|
-146
|
-93
|
-27.00%
|
-19.00%
|
|
|
South Atlantic
|
28
|
-21
|
-14
|
135
|
-30
|
-63
|
-18.00%
|
-32.00%
|
|
|
E S Central
|
22
|
-42
|
-28
|
145
|
-70
|
-121
|
-33.00%
|
-45.00%
|
|
|
W S Central
|
4
|
-26
|
-23
|
54
|
-22
|
-29
|
-999.00%
|
-999.00%
|
|
|
Mountain
|
94
|
-8
|
-33
|
347
|
-147
|
7
|
-30.00%
|
2.00%
|
|
|
Pacific
|
65
|
10
|
-4
|
191
|
-76
|
58
|
-28.00%
|
44.00%
|
|
|
United States
|
54
|
-27
|
-11
|
254
|
-90
|
-51
|
-26.00%
|
-17.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
Weather Forecast & Seasonal Outlook
|
|
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