|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 9:45 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.738
|
$2.743
|
-0.18%
|
-$0.005
|
57,220
|
|
|
|
WTI
|
$88.73
|
$88.84
|
-0.12%
|
-$0.11
|
164,229
|
|
|
|
Brent
|
$91.98
|
$92.06
|
-0.09%
|
-$0.08
|
14,306
|
|
|
|
ULSD
|
$3.402
|
$3.328
|
2.22%
|
$0.074
|
19,881
|
|
|
|
RBOB
|
$2.707
|
$2.728
|
-0.77%
|
-$0.021
|
17,858
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$3.91
|
$3.90
|
0.26%
|
$0.01
|
Nov-23
|
|
|
|
3:2:1 Crack
|
$32.18
|
$31.76
|
1.35%
|
$0.43
|
Oct-23
|
|
|
|
PJM West Spark
|
$35.14
|
$33.44
|
5.06%
|
$1.69
|
Oct-23
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
09/08/23
|
632
|
1
|
-127
|
09/09/22
|
|
|
|
Canada
|
09/08/23
|
182
|
-5
|
-23
|
09/09/22
|
|
|
|
International
|
August
|
952
|
-9
|
92
|
August
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 9/5/2023
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
106,876
|
105,640
|
105,259
|
381
|
|
|
|
PJM West Off Peak
|
90,506
|
89,316
|
89,275
|
41
|
|
|
|
Natural Gas Henry Hub
|
416,932
|
393,688
|
405,964
|
-12,276
|
|
|
|
WTI – Light Sweet Crude Futures
|
138,421
|
111,563
|
105,302
|
6,261
|
|
|
|
Brent Crude Last Day
|
131,982
|
125,559
|
126,152
|
-593
|
|
|
|
NYM Ethanol
|
29,781
|
29,344
|
29,509
|
-165
|
|
|
|
Mt Belvieu LDH Propane Swap
|
163,734
|
162,662
|
163,491
|
-829
|
|
|
|
RBOB
|
374,033
|
348,713
|
360,512
|
-11,799
|
|
|
|
HSC Basis
|
648,515
|
639,183
|
639,693
|
-510
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09/07/18
|
|
|
|
|
|
9/1/23
|
8/25/23
|
Net Change
|
% Change
|
9/2/22
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
766
|
751
|
15
|
2.00%
|
635
|
20.63%
|
712
|
7.55%
|
|
|
|
Midwest
|
877
|
853
|
24
|
2.81%
|
776
|
13.02%
|
834
|
5.18%
|
|
|
|
Mountain
|
218
|
213
|
5
|
2.35%
|
159
|
37.11%
|
183
|
19.13%
|
|
|
|
Pacific
|
252
|
248
|
4
|
1.61%
|
238
|
5.88%
|
263
|
-4.11%
|
|
|
|
South
|
1,035
|
1,050
|
-15
|
-1.43%
|
887
|
16.69%
|
967
|
6.99%
|
|
|
|
Salt
|
241
|
249
|
-8
|
-3.21%
|
182
|
32.42%
|
221
|
8.95%
|
|
|
|
Non_Salt
|
795
|
801
|
-6
|
-0.75%
|
705
|
12.77%
|
746
|
6.54%
|
|
|
|
Total
|
3,148
|
3,115
|
33
|
1.06%
|
2,694
|
16.85%
|
2,959
|
6.37%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/12/23
|
9/11/23
|
% Change
|
Change
|
8/14/23
|
% Change
|
9/13/22
|
% Change
|
|
|
|
PJM West On Peak
|
Oct-23
|
$41.00
|
$39.31
|
4.28%
|
$1.68
|
$39.85
|
2.88%
|
$68.32
|
-39.99%
|
|
|
|
ERCOT North On Peak
|
Oct-23
|
$51.30
|
$49.69
|
3.25%
|
$1.62
|
$50.06
|
2.49%
|
$66.10
|
-22.39%
|
|
|
|
CAISO SP 15 On Peak
|
Oct-23
|
$53.42
|
$53.54
|
-0.23%
|
-$0.12
|
$73.17
|
-26.99%
|
$75.85
|
-29.57%
|
|
|
|
MISO Indiana On Peak
|
Oct-23
|
$44.83
|
$43.73
|
2.51%
|
$1.10
|
$45.57
|
-1.62%
|
$70.13
|
-36.08%
|
|
|
|
NEISO Mass On Peak
|
Oct-23
|
$38.14
|
$32.87
|
16.02%
|
$5.27
|
$34.56
|
10.34%
|
$65.93
|
-42.16%
|
|
|
|
WECC Mid C On Peak
|
Oct-23
|
$78.12
|
$72.00
|
8.50%
|
$6.12
|
$92.81
|
-15.83%
|
$77.64
|
0.62%
|
|
|
|
NYISO Zone G On Peak
|
Oct-23
|
$34.74
|
$32.55
|
6.72%
|
$2.19
|
$33.87
|
2.57%
|
$53.78
|
-35.40%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/12/23
|
9/11/23
|
% Change
|
Change
|
8/14/23
|
% Change
|
9/13/22
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Oct-23
|
$2.743
|
$2.608
|
5.18%
|
$0.13
|
$2.90
|
-5.35%
|
$5.59
|
-50.94%
|
|
|
|
Houston Ship Channel
|
Oct-23
|
-$0.360
|
-$0.295
|
21.98%
|
-$0.06
|
-$0.31
|
15.67%
|
-$0.27
|
31.36%
|
|
|
|
Chicago
|
Oct-23
|
-$0.324
|
-$0.320
|
-0.99%
|
$0.00
|
-$0.25
|
28.06%
|
-$0.26
|
25.87%
|
|
|
|
Waha
|
Oct-23
|
-$0.999
|
-$0.954
|
-4.78%
|
-$0.05
|
-$0.56
|
79.84%
|
-$2.16
|
-53.66%
|
|
|
|
Algonquin
|
Oct-23
|
-$0.961
|
-$1.014
|
5.22%
|
$0.05
|
-$0.96
|
-0.20%
|
-$1.08
|
-10.77%
|
|
|
|
Aeco
|
Oct-23
|
-$0.712
|
-$0.716
|
-0.47%
|
$0.00
|
-$0.64
|
11.38%
|
-$1.92
|
-62.87%
|
|
|
|
Socal
|
Oct-23
|
$1.031
|
$0.859
|
20.06%
|
$0.17
|
$1.94
|
-46.76%
|
-$0.39
|
-365.58%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/12/23
|
9/11/23
|
% Change
|
Change
|
8/14/23
|
% Change
|
9/13/22
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Oct-23
|
$0.784
|
$0.770
|
1.79%
|
$0.01
|
$0.70
|
11.23%
|
$0.93
|
-15.33%
|
|
|
|
Mt. Belvieu Propane non LST
|
Oct-23
|
$0.784
|
$0.770
|
1.79%
|
$0.01
|
$0.70
|
11.79%
|
$0.93
|
-15.68%
|
|
|
|
Mt. Belview Ethane
|
Oct-23
|
$0.294
|
$0.281
|
4.61%
|
$0.01
|
$0.26
|
13.66%
|
$0.37
|
-20.51%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Oct-23
|
$1.719
|
$1.694
|
1.48%
|
$0.03
|
$1.57
|
9.59%
|
$1.59
|
7.90%
|
|
|
|
Mt. Belvieu Butane LST
|
Oct-23
|
$0.939
|
$0.918
|
2.31%
|
$0.02
|
$0.86
|
9.47%
|
$0.96
|
-2.67%
|
|
|
|
Conway Propane
|
Oct-23
|
$0.790
|
$0.770
|
2.63%
|
$0.02
|
$0.71
|
10.61%
|
$0.95
|
-16.64%
|
|
|
|
Conway Nat. Gasoline
|
Oct-23
|
$1.766
|
$1.747
|
1.05%
|
$0.02
|
$1.62
|
8.91%
|
$1.64
|
7.47%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/12/23
|
9/11/23
|
% Change
|
Change
|
8/14/23
|
% Change
|
9/13/22
|
% Change
|
|
|
|
WTI
|
Nov-23
|
$0.00
|
$86.66
|
#DIV/0!
|
-$86.66
|
$81.37
|
-100.00%
|
$79.03
|
-100.00%
|
|
|
|
Brent
|
Nov-23
|
$0.00
|
$90.64
|
#DIV/0!
|
-$90.64
|
$85.51
|
-100.00%
|
$83.60
|
-100.00%
|
|
|
|
WCS
|
Nov-23
|
$0.00
|
-$16.41
|
#DIV/0!
|
$16.41
|
-$17.15
|
-100.00%
|
-$17.76
|
-100.00%
|
|
|
|
LLS
|
Nov-23
|
$0.00
|
$87.75
|
#DIV/0!
|
-$87.75
|
$82.63
|
-100.00%
|
$80.80
|
-100.00%
|
|
|
|
Mars
|
Nov-23
|
$0.00
|
$85.55
|
#DIV/0!
|
-$85.55
|
$80.79
|
-100.00%
|
$77.06
|
-100.00%
|
|
|
|
Sour
|
Nov-23
|
$0.00
|
$86.82
|
#DIV/0!
|
-$86.82
|
$81.57
|
-100.00%
|
$75.84
|
-100.00%
|
|
|
|
ESPO
|
Nov-23
|
$90.06
|
$88.64
|
1.58%
|
$1.42
|
$83.51
|
7.84%
|
$81.16
|
10.96%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/12/23
|
9/11/23
|
% Change
|
Change
|
8/14/23
|
% Change
|
9/13/22
|
% Change
|
|
|
|
NY Heating Oil
|
Oct-23
|
$3.33
|
$3.36
|
-0.69%
|
-$0.02
|
$3.06
|
8.92%
|
$2.90
|
14.73%
|
|
|
|
NY Gasoline
|
Oct-23
|
$2.73
|
$2.72
|
0.37%
|
$0.01
|
$2.66
|
2.59%
|
$2.29
|
19.51%
|
|
|
|
GC Gasoline
|
Oct-23
|
$2.63
|
$2.62
|
0.38%
|
$0.01
|
$2.56
|
2.69%
|
$2.19
|
20.40%
|
|
|
|
GC Jet
|
Oct-23
|
$3.13
|
$3.13
|
-0.06%
|
$0.00
|
$2.86
|
9.66%
|
$2.65
|
18.06%
|
|
|
|
Chicago Ethanol
|
Oct-23
|
$2.18
|
$2.20
|
-1.04%
|
-$0.02
|
$2.02
|
8.24%
|
$2.02
|
7.81%
|
|
|
|
Rotterdam Gasoil
|
Oct-23
|
$911.87
|
$913.46
|
-0.17%
|
-$1.59
|
$831.36
|
9.68%
|
$809.72
|
12.62%
|
|
|
|
Singapore Jet Kero
|
Oct-23
|
$121.39
|
$120.19
|
1.00%
|
$1.20
|
$111.81
|
8.57%
|
$109.07
|
11.30%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/12/23
|
9/11/23
|
% Change
|
Change
|
8/14/23
|
% Change
|
9/13/22
|
% Change
|
|
|
|
Henry Hub Straddle
|
Oct-23
|
57.33%
|
64.49%
|
-11.10%
|
-7.16%
|
64.22%
|
-10.73%
|
55.95%
|
2.47%
|
|
|
|
Algonquin Straddle
|
Oct-23
|
84.31%
|
80.03%
|
5.35%
|
4.28%
|
81.13%
|
3.92%
|
68.91%
|
22.35%
|
|
|
|
Waha Straddle
|
Oct-23
|
83.94%
|
95.14%
|
-11.77%
|
-11.20%
|
98.82%
|
-15.06%
|
94.83%
|
-11.48%
|
|
|
|
Chicago Straddle
|
Oct-23
|
59.83%
|
67.03%
|
-10.74%
|
-7.20%
|
72.88%
|
-17.91%
|
57.80%
|
3.51%
|
|
|
|
PJM West Straddle
|
Oct-23
|
54.13%
|
56.26%
|
-3.79%
|
-2.13%
|
46.65%
|
16.03%
|
48.34%
|
11.98%
|
|
|
|
SP – 15 Straddle
|
Oct-23
|
110.74%
|
139.56%
|
-20.65%
|
-28.82%
|
128.52%
|
-13.83%
|
53.94%
|
105.30%
|
|
|
|
Mid. C Straddle
|
Oct-23
|
137.92%
|
252.93%
|
-45.47%
|
-115.01%
|
219.74%
|
-37.23%
|
72.58%
|
90.02%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
9/12/23
|
9/11/23
|
% Change
|
Change
|
8/14/23
|
% Change
|
9/13/22
|
% Change
|
|
|
|
Dutch TTF
|
Oct-23
|
EUR 34.70
|
EUR 36.85
|
-5.84%
|
-EUR 2.15
|
EUR 40.07
|
-13.39%
|
EUR 168.00
|
-79.34%
|
|
|
|
NBP
|
Oct-23
|
GBP 86.97
|
GBP 92.91
|
-6.39%
|
-GBP 5.93
|
GBP 100.16
|
-13.17%
|
GBP 449.01
|
-80.63%
|
|
|
|
German Base
|
Oct-23
|
EUR 91.21
|
EUR 93.03
|
-1.96%
|
-EUR 1.82
|
EUR 103.65
|
-12.00%
|
EUR 517.20
|
-82.36%
|
|
|
|
UK Base
|
Oct-23
|
GBP 86.92
|
GBP 90.32
|
-3.77%
|
-GBP 3.40
|
GBP 94.64
|
-8.16%
|
GBP 320.02
|
-72.84%
|
|
|
|
French Base
|
Oct-23
|
EUR 91.73
|
EUR 90.67
|
1.17%
|
EUR 1.06
|
EUR 96.93
|
-5.37%
|
EUR 571.43
|
-83.95%
|
|
|
|
Italian Base
|
Oct-23
|
EUR 116.75
|
EUR 117.62
|
-0.74%
|
-EUR 0.87
|
EUR 126.24
|
-7.52%
|
EUR 367.69
|
-68.25%
|
|
|
|
JKM LNG
|
Oct-23
|
$13.10
|
$13.88
|
-5.61%
|
-$0.78
|
$13.32
|
-1.63%
|
$44.94
|
-70.85%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09/09/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
65
|
55
|
55
|
525
|
115
|
-106
|
28.00%
|
-17.00%
|
|
|
|
Middle Atlantic
|
63
|
40
|
28
|
672
|
49
|
-145
|
8.00%
|
-18.00%
|
|
|
|
E N Central
|
48
|
26
|
17
|
629
|
-42
|
-149
|
-6.00%
|
-19.00%
|
|
|
|
W N Central
|
54
|
23
|
11
|
951
|
81
|
-63
|
9.00%
|
-6.00%
|
|
|
|
South Atlantic
|
93
|
21
|
9
|
1,704
|
113
|
-114
|
7.00%
|
-6.00%
|
|
|
|
E S Central
|
82
|
18
|
10
|
1,426
|
66
|
-146
|
5.00%
|
-9.00%
|
|
|
|
W S Central
|
141
|
43
|
46
|
2,434
|
377
|
-28
|
18.00%
|
-1.00%
|
|
|
|
Mountain
|
51
|
2
|
-29
|
1,078
|
-3
|
-147
|
0.00%
|
-12.00%
|
|
|
|
Pacific
|
27
|
-8
|
-70
|
601
|
18
|
-234
|
3.00%
|
-28.00%
|
|
|
|
United States
|
69
|
23
|
5
|
1,127
|
80
|
-133
|
8.00%
|
-11.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09/09/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
0
|
-17
|
-10
|
29
|
-29
|
2
|
-999.00%
|
-999.00%
|
|
|
|
Middle Atlantic
|
0
|
-9
|
-1
|
9
|
-24
|
3
|
-999.00%
|
-999.00%
|
|
|
|
E N Central
|
8
|
-6
|
3
|
41
|
-11
|
18
|
-999.00%
|
-999.00%
|
|
|
|
W N Central
|
11
|
-9
|
4
|
37
|
-31
|
21
|
-999.00%
|
-999.00%
|
|
|
|
South Atlantic
|
0
|
-1
|
0
|
0
|
-2
|
0
|
-999.00%
|
-999.00%
|
|
|
|
E S Central
|
0
|
-1
|
0
|
1
|
-1
|
1
|
-999.00%
|
-999.00%
|
|
|
|
W S Central
|
0
|
-1
|
0
|
0
|
-1
|
0
|
-999.00%
|
-999.00%
|
|
|
|
Mountain
|
7
|
-13
|
4
|
16
|
-58
|
11
|
-999.00%
|
-999.00%
|
|
|
|
Pacific
|
7
|
-3
|
5
|
15
|
-43
|
4
|
-999.00%
|
-999.00%
|
|
|
|
United States
|
4
|
-5
|
1
|
16
|
-19
|
6
|
-999.00%
|
-999.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
