|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 9:33 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.910
|
$2.902
|
0.28%
|
$0.008
|
52,246
|
|
|
|
WTI
|
$68.09
|
$68.18
|
-0.13%
|
-$0.09
|
135,191
|
|
|
|
Brent
|
$71.68
|
$71.98
|
-0.42%
|
-$0.30
|
327
|
|
|
|
ULSD
|
$2.132
|
$2.133
|
-0.06%
|
-$0.001
|
1,091
|
|
|
|
RBOB
|
$1.959
|
$1.953
|
0.31%
|
$0.006
|
1,390
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$3.51
|
$3.80
|
-7.63%
|
-$0.29
|
Nov-24
|
|
|
|
3:2:1 Crack
|
$16.19
|
$15.89
|
1.86%
|
$0.30
|
Nov-24
|
|
|
|
PJM West Spark
|
NA
|
NA
|
NA
|
NA
|
Oct-24
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
09/27/24
|
587
|
-1
|
-36
|
09/30/23
|
|
|
|
Canada
|
09/27/24
|
218
|
7
|
27
|
09/30/23
|
|
|
|
International
|
August
|
931
|
-3
|
-21
|
August
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 9/24/2024
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
88,998
|
88,584
|
88,296
|
288
|
|
|
|
PJM West Off Peak
|
81,057
|
80,937
|
80,159
|
778
|
|
|
|
Natural Gas Henry Hub
|
337,994
|
322,601
|
326,198
|
-3,597
|
|
|
|
WTI – Light Sweet Crude Futures
|
139,146
|
115,604
|
111,158
|
4,446
|
|
|
|
Brent Crude Last Day
|
133,631
|
124,674
|
126,695
|
-2,021
|
|
|
|
NYM Ethanol
|
35,324
|
34,164
|
34,693
|
-529
|
|
|
|
Mt Belvieu LDH Propane Swap
|
165,517
|
164,835
|
165,147
|
-312
|
|
|
|
RBOB
|
338,407
|
319,060
|
318,689
|
371
|
|
|
|
HSC Basis
|
876,540
|
865,838
|
866,734
|
-896
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2022
|
2023
|
2024projected
|
2025projected
|
|
|
|
Brent
|
$101.00
|
$82.00
|
$83.00
|
$84.00
|
|
|
|
Gasoline
|
$4.00
|
$3.50
|
$3.30
|
$3.30
|
|
|
|
Crude Oil Production
|
12.00
|
12.90
|
13.30
|
13.70
|
|
|
|
Natural Gas Spot
|
$6.40
|
$2.50
|
$2.20
|
$3.10
|
|
|
|
LNG Exports
|
11.00
|
12.00
|
12.00
|
14.00
|
|
|
|
|
|
|
|
|
|
|
|
|
Electrical Generation %
|
2022
|
2023
|
2024projected
|
2025projected
|
|
|
|
Natural gas
|
39.00%
|
42.00%
|
42.00%
|
39.00%
|
|
|
|
Coal
|
20.00%
|
17.00%
|
16.00%
|
16.00%
|
|
|
|
Renewables
|
21.00%
|
21.00%
|
23.00%
|
25.00%
|
|
|
|
Nuclear
|
19.00%
|
19.00%
|
19.00%
|
19.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Lower 48 Natural Gas Storage
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09/13/19
|
|
|
|
|
|
9/13/24
|
9/6/24
|
Net Change
|
% Change
|
9/15/23
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
802
|
780
|
22
|
2.82%
|
793
|
1.13%
|
770
|
4.21%
|
|
|
|
Midwest
|
973
|
950
|
23
|
2.42%
|
931
|
4.51%
|
917
|
6.08%
|
|
|
|
Mountain
|
275
|
273
|
2
|
0.73%
|
228
|
20.61%
|
201
|
36.82%
|
|
|
|
Pacific
|
283
|
285
|
-2
|
-0.70%
|
263
|
7.60%
|
266
|
6.31%
|
|
|
|
South
|
1,111
|
1,098
|
13
|
1.18%
|
1,053
|
5.51%
|
1,047
|
6.11%
|
|
|
|
Salt
|
271
|
266
|
5
|
1.88%
|
242
|
11.98%
|
244
|
11.25%
|
|
|
|
Non_Salt
|
840
|
832
|
8
|
0.96%
|
811
|
3.58%
|
803
|
4.56%
|
|
|
|
Total
|
3,445
|
3,387
|
58
|
1.71%
|
3,269
|
5.38%
|
3,202
|
7.60%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
9/27/24
|
9/26/24
|
% Change
|
Change
|
8/29/24
|
% Change
|
9/28/23
|
% Change
|
|
|
|
PJM West On Peak
|
Oct-24
|
$45.48
|
$44.66
|
1.85%
|
$0.83
|
$42.44
|
7.17%
|
$44.23
|
2.83%
|
|
|
|
ERCOT North On Peak
|
Oct-24
|
$39.03
|
$36.98
|
5.56%
|
$2.06
|
$36.22
|
7.76%
|
$43.44
|
-10.15%
|
|
|
|
CAISO SP 15 On Peak
|
Oct-24
|
$34.20
|
$31.60
|
8.23%
|
$2.60
|
$27.25
|
25.50%
|
$55.09
|
-37.93%
|
|
|
|
MISO Indiana On Peak
|
Oct-24
|
$41.49
|
$40.86
|
1.54%
|
$0.63
|
$40.41
|
2.67%
|
$48.00
|
-13.56%
|
|
|
|
NEISO Mass On Peak
|
Oct-24
|
$44.21
|
$42.44
|
4.17%
|
$1.77
|
$38.06
|
16.16%
|
$44.21
|
-0.01%
|
|
|
|
WECC Mid C On Peak
|
Oct-24
|
$53.55
|
$54.50
|
-1.74%
|
-$0.95
|
$51.39
|
4.20%
|
$70.83
|
-24.40%
|
|
|
|
NYISO Zone G On Peak
|
Oct-24
|
$39.71
|
$38.74
|
2.49%
|
$0.97
|
$35.07
|
13.23%
|
$38.16
|
4.04%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
9/27/24
|
9/26/24
|
% Change
|
Change
|
8/29/24
|
% Change
|
9/28/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Nov-24
|
$2.902
|
$2.753
|
5.41%
|
$0.15
|
$2.53
|
14.75%
|
$3.75
|
-22.53%
|
|
|
|
Houston Ship Channel
|
Nov-24
|
-$0.433
|
-$0.411
|
5.23%
|
-$0.02
|
-$0.64
|
-31.91%
|
-$0.29
|
47.85%
|
|
|
|
Chicago
|
Nov-24
|
-$0.220
|
-$0.231
|
5.28%
|
$0.01
|
-$0.31
|
-29.47%
|
-$0.24
|
-10.22%
|
|
|
|
Waha
|
Nov-24
|
-$0.968
|
-$0.985
|
-1.68%
|
$0.02
|
-$1.34
|
-27.55%
|
-$0.56
|
72.60%
|
|
|
|
Algonquin
|
Nov-24
|
$0.661
|
$0.679
|
-2.67%
|
-$0.02
|
$0.82
|
-19.77%
|
$3.00
|
-77.96%
|
|
|
|
Aeco
|
Nov-24
|
-$1.488
|
-$1.460
|
1.97%
|
-$0.03
|
-$1.04
|
42.90%
|
-$1.14
|
30.28%
|
|
|
|
Socal
|
Nov-24
|
$0.361
|
$0.395
|
-8.55%
|
-$0.03
|
$0.32
|
13.61%
|
$1.10
|
-67.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
9/27/24
|
9/26/24
|
% Change
|
Change
|
8/29/24
|
% Change
|
9/28/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Oct-24
|
$0.693
|
$0.669
|
3.61%
|
$0.02
|
$0.80
|
-12.92%
|
$0.75
|
-7.71%
|
|
|
|
Mt. Belvieu Propane non LST
|
Oct-24
|
$0.715
|
$0.697
|
2.61%
|
$0.02
|
$0.80
|
-10.15%
|
$0.76
|
-5.75%
|
|
|
|
Mt. Belview Ethane
|
Oct-24
|
$0.215
|
$0.209
|
3.01%
|
$0.01
|
$0.16
|
32.78%
|
$0.27
|
-19.23%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Oct-24
|
$1.433
|
$1.417
|
1.07%
|
$0.02
|
$1.52
|
-5.93%
|
$1.57
|
-8.95%
|
|
|
|
Mt. Belvieu Butane LST
|
Oct-24
|
$0.993
|
$0.988
|
0.54%
|
$0.01
|
$1.02
|
-3.06%
|
$0.88
|
12.78%
|
|
|
|
Far East Propane
|
Oct-24
|
$6.495
|
$6.424
|
1.10%
|
$0.07
|
$6.57
|
-1.12%
|
$5.92
|
9.72%
|
|
|
|
Saudi Propane
|
Oct-24
|
$6.319
|
$6.200
|
1.92%
|
$0.12
|
$6.10
|
3.59%
|
$5.46
|
15.81%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
9/27/24
|
9/26/24
|
% Change
|
Change
|
8/29/24
|
% Change
|
9/28/23
|
% Change
|
|
|
|
WTI
|
Nov-24
|
$68.18
|
$67.67
|
0.75%
|
$0.51
|
$74.67
|
-8.69%
|
$78.76
|
-13.43%
|
|
|
|
Brent
|
Nov-24
|
$71.98
|
$71.60
|
0.53%
|
$0.38
|
$78.82
|
-8.68%
|
$83.32
|
-13.61%
|
|
|
|
WCS
|
Nov-24
|
-$13.25
|
-$13.14
|
0.85%
|
-$0.11
|
-$14.82
|
-10.61%
|
-$15.35
|
-13.68%
|
|
|
|
LLS
|
Nov-24
|
$68.68
|
$69.81
|
-1.64%
|
-$1.13
|
$75.16
|
-8.61%
|
$80.57
|
-14.76%
|
|
|
|
Mars
|
Nov-24
|
$66.62
|
$66.12
|
0.75%
|
$0.50
|
$72.76
|
-8.44%
|
$77.00
|
-13.48%
|
|
|
|
Sour
|
Nov-24
|
$68.34
|
$67.77
|
0.84%
|
$0.57
|
$74.80
|
-8.63%
|
$77.02
|
-11.27%
|
|
|
|
ESPO
|
Nov-24
|
$69.98
|
$69.60
|
0.54%
|
$0.38
|
$76.82
|
-8.90%
|
$81.32
|
-13.94%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
9/27/24
|
9/26/24
|
% Change
|
Change
|
8/29/24
|
% Change
|
9/28/23
|
% Change
|
|
|
|
NY Heating Oil
|
Oct-24
|
$2.13
|
$2.16
|
-1.11%
|
-$0.02
|
$2.32
|
-7.93%
|
$2.76
|
-22.73%
|
|
|
|
NY Gasoline
|
Oct-24
|
$1.96
|
$1.95
|
0.20%
|
$0.00
|
$2.04
|
-4.26%
|
$2.25
|
-12.94%
|
|
|
|
GC Gasoline
|
Oct-24
|
$1.86
|
$1.85
|
0.22%
|
$0.00
|
$1.94
|
-4.48%
|
$2.15
|
-13.55%
|
|
|
|
GC Jet
|
Oct-24
|
$1.99
|
$1.98
|
0.96%
|
$0.02
|
$2.18
|
-8.53%
|
$2.55
|
-21.87%
|
|
|
|
Chicago Ethanol
|
Oct-24
|
$1.60
|
$1.58
|
1.20%
|
$0.02
|
$1.88
|
-15.03%
|
$1.79
|
-10.56%
|
|
|
|
Rotterdam Gasoil
|
Oct-24
|
$612.43
|
$612.05
|
0.06%
|
$0.38
|
$649.47
|
-5.70%
|
$772.92
|
-20.76%
|
|
|
|
Singapore Jet Kero
|
Oct-24
|
$83.32
|
$83.59
|
-0.33%
|
-$0.28
|
$88.89
|
-6.27%
|
$106.05
|
-21.44%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
9/27/24
|
9/26/24
|
% Change
|
Change
|
8/29/24
|
% Change
|
9/28/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
Nov-24
|
52.83%
|
56.74%
|
-6.89%
|
-3.91%
|
57.11%
|
-7.49%
|
46.09%
|
14.62%
|
|
|
|
Algonquin Straddle
|
Nov-24
|
69.99%
|
79.07%
|
-11.48%
|
-9.08%
|
110.96%
|
-36.92%
|
52.22%
|
34.03%
|
|
|
|
Waha Straddle
|
Nov-24
|
112.68%
|
106.13%
|
6.17%
|
6.55%
|
113.36%
|
-0.60%
|
48.09%
|
134.31%
|
|
|
|
Chicago Straddle
|
Nov-24
|
53.35%
|
60.48%
|
-11.79%
|
-7.13%
|
66.10%
|
-19.29%
|
48.28%
|
10.50%
|
|
|
|
PJM West Straddle
|
Nov-24
|
48.06%
|
45.97%
|
4.55%
|
2.09%
|
43.21%
|
11.22%
|
39.98%
|
20.21%
|
|
|
|
SP – 15 Straddle
|
Nov-24
|
195.50%
|
190.71%
|
2.51%
|
4.79%
|
146.93%
|
33.06%
|
35.69%
|
447.77%
|
|
|
|
Mid. C Straddle
|
Nov-24
|
184.99%
|
175.19%
|
5.59%
|
9.80%
|
129.42%
|
42.94%
|
70.02%
|
164.20%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
9/27/24
|
9/26/24
|
% Change
|
Change
|
8/29/24
|
% Change
|
9/28/23
|
% Change
|
|
|
|
Dutch TTF
|
Nov-24
|
EUR 38.64
|
EUR 38.10
|
1.42%
|
EUR 0.54
|
EUR 41.00
|
-5.75%
|
EUR 50.01
|
-22.74%
|
|
|
|
NBP
|
Nov-24
|
GBP 96.39
|
GBP 95.15
|
1.31%
|
GBP 1.25
|
GBP 103.76
|
-7.10%
|
GBP 132.43
|
-27.21%
|
|
|
|
German Base
|
Nov-24
|
EUR 91.49
|
EUR 90.13
|
1.50%
|
EUR 1.36
|
EUR 101.24
|
-9.64%
|
EUR 142.11
|
-35.62%
|
|
|
|
UK Base
|
Nov-24
|
GBP 83.65
|
GBP 81.82
|
2.23%
|
GBP 1.83
|
GBP 89.93
|
-6.99%
|
GBP 120.90
|
-30.81%
|
|
|
|
French Base
|
Nov-24
|
EUR 82.04
|
EUR 80.41
|
2.03%
|
EUR 1.64
|
EUR 98.39
|
-16.62%
|
EUR 161.24
|
-49.12%
|
|
|
|
Italian Base
|
Nov-24
|
EUR 118.27
|
EUR 116.48
|
1.54%
|
EUR 1.80
|
EUR 124.64
|
-5.11%
|
EUR 155.80
|
-24.09%
|
|
|
|
JKM LNG
|
Nov-24
|
$13.44
|
$13.69
|
-1.81%
|
-$0.25
|
$13.74
|
-2.16%
|
$17.26
|
-22.09%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
9/27/24
|
9/26/24
|
% Change
|
Change
|
8/29/24
|
% Change
|
9/28/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
Nov-24
|
$38.64
|
$38.10
|
1.42%
|
$0.54
|
$41.00
|
-5.75%
|
$50.01
|
-22.74%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
Nov-24
|
$96.39
|
$95.15
|
1.31%
|
$1.25
|
$103.76
|
-7.10%
|
$132.43
|
-27.21%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
Nov-24
|
$91.49
|
$90.13
|
1.50%
|
$1.36
|
$101.24
|
-9.64%
|
$142.11
|
-35.62%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Nov-24
|
$83.65
|
$81.82
|
2.23%
|
$1.83
|
$89.93
|
-6.99%
|
$120.90
|
-30.81%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Nov-24
|
$82.04
|
$80.41
|
2.03%
|
$1.64
|
$98.39
|
-16.62%
|
$161.24
|
-49.12%
|
|
|
|
Supramax Timecharter (DRY)
|
Nov-24
|
$118.27
|
$116.48
|
1.54%
|
$1.80
|
$124.64
|
-5.11%
|
$155.80
|
-24.09%
|
|
|
|
Capesize Timecharter (DRY)
|
Nov-24
|
$13.44
|
$13.69
|
-1.81%
|
-$0.25
|
$13.74
|
-2.16%
|
$17.26
|
-22.09%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09/28/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
1
|
0
|
1
|
567
|
151
|
19
|
36.00%
|
4.00%
|
|
|
|
Middle Atlantic
|
4
|
-2
|
4
|
767
|
117
|
75
|
18.00%
|
11.00%
|
|
|
|
E N Central
|
7
|
1
|
-3
|
769
|
69
|
126
|
10.00%
|
19.00%
|
|
|
|
W N Central
|
14
|
4
|
-17
|
973
|
60
|
-44
|
7.00%
|
-4.00%
|
|
|
|
South Atlantic
|
69
|
20
|
25
|
1,947
|
202
|
83
|
12.00%
|
4.00%
|
|
|
|
E S Central
|
58
|
24
|
7
|
1,721
|
243
|
153
|
16.00%
|
10.00%
|
|
|
|
W S Central
|
75
|
12
|
-36
|
2,517
|
257
|
-195
|
11.00%
|
-7.00%
|
|
|
|
Mountain
|
44
|
15
|
15
|
1,308
|
131
|
133
|
11.00%
|
11.00%
|
|
|
|
Pacific
|
30
|
8
|
26
|
817
|
159
|
174
|
24.00%
|
27.00%
|
|
|
|
United States
|
35
|
9
|
5
|
1,288
|
152
|
67
|
13.00%
|
5.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09/28/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
40
|
-15
|
-17
|
118
|
-53
|
4
|
-31.00%
|
4.00%
|
|
|
|
Middle Atlantic
|
17
|
-24
|
-23
|
54
|
-58
|
-21
|
-52.00%
|
-28.00%
|
|
|
|
E N Central
|
19
|
-25
|
-1
|
97
|
-44
|
-19
|
-31.00%
|
-16.00%
|
|
|
|
W N Central
|
25
|
-21
|
13
|
88
|
-80
|
-4
|
-48.00%
|
-4.00%
|
|
|
|
South Atlantic
|
0
|
-12
|
-11
|
10
|
-10
|
-6
|
NA
|
NA
|
|
|
|
E S Central
|
4
|
-11
|
1
|
13
|
-14
|
3
|
NA
|
NA
|
|
|
|
W S Central
|
1
|
-3
|
1
|
3
|
-5
|
2
|
NA
|
NA
|
|
|
|
Mountain
|
18
|
-25
|
-13
|
64
|
-105
|
-17
|
-62.00%
|
-21.00%
|
|
|
|
Pacific
|
9
|
-11
|
-10
|
58
|
-44
|
10
|
-43.00%
|
21.00%
|
|
|
|
United States
|
12
|
-15
|
-7
|
51
|
-40
|
-6
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
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|
