|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 7:01 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.828
|
$2.800
|
1.00%
|
$0.028
|
19,891
|
|
|
|
WTI
|
$109.93
|
$111.54
|
-1.44%
|
-$1.61
|
91,017
|
|
|
|
Brent
|
$108.52
|
$109.03
|
-0.47%
|
-$0.51
|
12,670
|
|
|
|
ULSD
|
$4.373
|
$4.361
|
0.27%
|
$0.012
|
3,125
|
|
|
|
RBOB
|
$3.264
|
$3.288
|
-0.74%
|
-$0.024
|
3,820
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$11.74
|
$10.99
|
6.82%
|
$0.75
|
Jun-26
|
|
|
|
3:2:1 Crack
|
$46.11
|
$45.32
|
1.75%
|
$0.80
|
May-26
|
|
|
|
PJM West Spark
|
$53.87
|
$55.36
|
-2.69%
|
-$1.49
|
May-26
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
04/02/26
|
548
|
5
|
-42
|
04/04/25
|
|
|
|
Canada
|
04/02/26
|
142
|
-11
|
-11
|
04/04/25
|
|
|
|
International
|
Mar-2026
|
1058
|
-54
|
-37
|
Mar-2025
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 3/24/2026
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
123,560
|
123,007
|
122,961
|
46
|
|
|
|
PJM West Off Peak
|
118,377
|
117,923
|
117,694
|
229
|
|
|
|
Natural Gas Henry Hub
|
392,374
|
375,494
|
370,938
|
4,556
|
|
|
|
WTI – Light Sweet Crude Futures
|
225,742
|
192,548
|
191,944
|
604
|
|
|
|
Brent Crude Last Day
|
508,945
|
497,793
|
499,975
|
-2,182
|
|
|
|
NYM Ethanol
|
51,497
|
50,847
|
50,792
|
55
|
|
|
|
Mt Belvieu LDH Propane Swap
|
127,134
|
126,117
|
126,188
|
-71
|
|
|
|
RBOB
|
357,477
|
331,289
|
344,913
|
-13,624
|
|
|
|
HSC Basis
|
889,907
|
883,036
|
885,790
|
-2,754
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2023
|
2024
|
2025 Projected
|
2026 Projected
|
|
|
|
Brent
|
$82.00
|
$81.00
|
$66.00
|
$59.00
|
|
|
|
Gasoline
|
$3.50
|
$3.30
|
$3.10
|
$3.10
|
|
|
|
Crude Oil Production
|
$12.90
|
$13.20
|
$13.40
|
$13.50
|
|
|
|
Natural Gas Spot
|
$2.50
|
$2.20
|
$4.10
|
$4.80
|
|
|
|
LNG Exports
|
12.00
|
12.00
|
15.00
|
16.00
|
|
|
|
|
|
|
|
|
|
|
|
|
Electrical Generation %
|
2023
|
2024
|
2025 Projected
|
2026 Projected
|
|
|
|
Natural gas
|
42.00%
|
42.00%
|
40.00%
|
40.00%
|
|
|
|
Coal
|
17.00%
|
16.00%
|
16.00%
|
15.00%
|
|
|
|
Renewables
|
22.00%
|
23.00%
|
25.00%
|
27.00%
|
|
|
|
Nuclear
|
19.00%
|
19.00%
|
19.00%
|
19.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Lower 48 Natural Gas Storage
|
|
|
|
|
|
|
|
|
|
|
|
|
|
04/02/21
|
|
|
|
|
|
3/27/26
|
3/20/26
|
Net Change
|
% Change
|
3/28/25
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
270
|
271
|
-1
|
-0.37%
|
284
|
-4.93%
|
306
|
-11.65%
|
|
|
|
Midwest
|
350
|
351
|
-1
|
-0.28%
|
364
|
-3.85%
|
398
|
-12.02%
|
|
|
|
Mountain
|
208
|
204
|
4
|
1.96%
|
165
|
26.06%
|
123
|
69.66%
|
|
|
|
Pacific
|
258
|
257
|
1
|
0.39%
|
202
|
27.72%
|
173
|
49.13%
|
|
|
|
South
|
779
|
745
|
34
|
4.56%
|
758
|
2.77%
|
806
|
-3.40%
|
|
|
|
Salt
|
214
|
197
|
17
|
8.63%
|
218
|
-1.83%
|
237
|
-9.55%
|
|
|
|
Non_Salt
|
565
|
549
|
16
|
2.91%
|
540
|
4.63%
|
570
|
-0.81%
|
|
|
|
Total
|
1,865
|
1,829
|
36
|
1.97%
|
1,773
|
5.19%
|
1,806
|
3.29%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/2/26
|
4/1/26
|
% Change
|
Change
|
3/5/26
|
% Change
|
4/2/25
|
% Change
|
|
|
|
PJM West On Peak
|
May-26
|
$59.90
|
$61.35
|
-2.36%
|
-$1.45
|
$57.14
|
4.84%
|
$56.46
|
6.10%
|
|
|
|
ERCOT North On Peak
|
May-26
|
$35.05
|
$35.47
|
-1.17%
|
-$0.41
|
$38.93
|
-9.97%
|
$47.97
|
-26.93%
|
|
|
|
CAISO SP 15 On Peak
|
May-26
|
$7.51
|
$8.50
|
-11.70%
|
-$0.99
|
$8.82
|
-14.95%
|
$6.32
|
18.68%
|
|
|
|
MISO Indiana On Peak
|
May-26
|
$46.65
|
$49.95
|
-6.60%
|
-$3.30
|
$46.13
|
1.14%
|
$50.69
|
-7.96%
|
|
|
|
NEISO Mass On Peak
|
May-26
|
$39.72
|
$41.21
|
-3.60%
|
-$1.48
|
$41.84
|
-5.06%
|
$51.54
|
-22.92%
|
|
|
|
WECC Mid C On Peak
|
May-26
|
$17.13
|
$17.00
|
0.76%
|
$0.13
|
$21.81
|
-21.45%
|
$28.92
|
-40.78%
|
|
|
|
NYISO Zone G On Peak
|
May-26
|
$43.56
|
$45.20
|
-3.62%
|
-$1.64
|
$44.07
|
-1.16%
|
$50.45
|
-13.65%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/2/26
|
4/1/26
|
% Change
|
Change
|
3/5/26
|
% Change
|
4/2/25
|
% Change
|
|
|
|
NYMEX Henry Hub
|
May-26
|
$2.800
|
$2.819
|
-0.67%
|
-$0.02
|
$3.02
|
-7.38%
|
$3.98
|
-29.70%
|
|
|
|
Houston Ship Channel
|
May-26
|
-$0.396
|
-$0.400
|
-0.93%
|
$0.00
|
-$0.35
|
12.62%
|
-$0.43
|
-8.54%
|
|
|
|
Chicago
|
May-26
|
-$0.385
|
-$0.395
|
2.60%
|
$0.01
|
-$0.31
|
22.46%
|
-$0.39
|
-0.28%
|
|
|
|
Waha
|
May-26
|
-$6.035
|
-$5.885
|
-2.55%
|
-$0.15
|
-$4.03
|
49.64%
|
-$4.04
|
49.30%
|
|
|
|
Algonquin
|
May-26
|
-$0.580
|
-$0.605
|
4.13%
|
$0.03
|
-$0.79
|
-26.22%
|
-$0.25
|
132.65%
|
|
|
|
Aeco
|
May-26
|
-$1.758
|
-$1.760
|
-0.14%
|
$0.00
|
-$1.68
|
4.42%
|
-$1.87
|
-6.05%
|
|
|
|
Socal
|
May-26
|
-$1.813
|
-$1.813
|
0.00%
|
$0.00
|
-$1.82
|
-0.65%
|
-$0.82
|
121.20%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/2/26
|
4/1/26
|
% Change
|
Change
|
3/5/26
|
% Change
|
4/2/25
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
May-26
|
$0.770
|
$0.760
|
1.32%
|
$0.01
|
$0.73
|
4.96%
|
$0.74
|
3.56%
|
|
|
|
Mt. Belvieu Propane non LST
|
May-26
|
$0.758
|
$0.724
|
4.66%
|
$0.03
|
$0.72
|
5.43%
|
$0.74
|
1.74%
|
|
|
|
Mt. Belview Ethane
|
May-26
|
$0.218
|
$0.230
|
-5.43%
|
-$0.01
|
$0.23
|
-5.95%
|
$0.29
|
-25.02%
|
|
|
|
Mt. Belview Nat. Gasoline
|
May-26
|
$2.170
|
$2.040
|
6.37%
|
$0.13
|
$1.52
|
42.76%
|
$1.35
|
61.20%
|
|
|
|
Mt. Belvieu Butane LST
|
May-26
|
$0.997
|
$1.011
|
-1.31%
|
-$0.01
|
$0.89
|
12.62%
|
$0.84
|
19.10%
|
|
|
|
Far East Propane
|
May-26
|
$7.850
|
$7.470
|
5.09%
|
$0.38
|
$6.03
|
30.18%
|
$5.27
|
48.96%
|
|
|
|
Saudi Propane
|
May-26
|
$6.820
|
$6.680
|
2.10%
|
$0.14
|
$5.44
|
25.36%
|
$5.12
|
33.09%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/2/26
|
4/1/26
|
% Change
|
Change
|
3/5/26
|
% Change
|
4/2/25
|
% Change
|
|
|
|
WTI
|
May-26
|
$111.54
|
$100.12
|
10.24%
|
$11.42
|
$78.64
|
41.84%
|
$66.32
|
68.18%
|
|
|
|
Brent
|
May-26
|
$113.70
|
$104.78
|
7.84%
|
$8.92
|
$85.41
|
33.12%
|
$70.05
|
62.31%
|
|
|
|
WCS
|
May-26
|
-$13.40
|
-$11.34
|
15.40%
|
-$2.06
|
-$12.05
|
11.24%
|
-$13.05
|
2.72%
|
|
|
|
LLS
|
May-26
|
$91.81
|
$93.48
|
-1.83%
|
-$1.68
|
$74.81
|
22.73%
|
$68.40
|
34.22%
|
|
|
|
Mars
|
May-26
|
$99.95
|
$98.17
|
1.78%
|
$1.78
|
$75.87
|
31.74%
|
$66.22
|
50.95%
|
|
|
|
Sour
|
May-26
|
$98.22
|
$98.90
|
-0.69%
|
-$0.68
|
$74.38
|
32.06%
|
$65.76
|
49.35%
|
|
|
|
ESPO
|
May-26
|
$111.70
|
$102.78
|
7.98%
|
$8.92
|
$83.41
|
33.92%
|
$68.05
|
64.15%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/2/26
|
4/1/26
|
% Change
|
Change
|
3/5/26
|
% Change
|
4/2/25
|
% Change
|
|
|
|
NY Heating Oil
|
May-26
|
$4.40
|
$4.03
|
8.97%
|
$0.36
|
$3.23
|
36.00%
|
$2.23
|
97.26%
|
|
|
|
NY Gasoline
|
May-26
|
$3.28
|
$3.12
|
5.00%
|
$0.16
|
$2.56
|
28.07%
|
$2.18
|
49.93%
|
|
|
|
GC Gasoline
|
May-26
|
$3.14
|
$2.98
|
5.23%
|
$0.16
|
$2.42
|
29.69%
|
$2.09
|
50.41%
|
|
|
|
GC Jet
|
May-26
|
$4.11
|
$4.72
|
-12.89%
|
-$0.61
|
$2.72
|
51.14%
|
$2.13
|
93.05%
|
|
|
|
Chicago Ethanol
|
May-26
|
$2.01
|
$1.97
|
1.78%
|
$0.04
|
$1.87
|
7.51%
|
$1.68
|
19.06%
|
|
|
|
Rotterdam Gasoil
|
May-26
|
$970.00
|
$916.00
|
5.90%
|
$54.00
|
$767.00
|
26.47%
|
$658.43
|
47.32%
|
|
|
|
Singapore Jet Kero
|
May-26
|
$167.88
|
$202.90
|
-17.26%
|
-$35.02
|
$127.73
|
31.43%
|
$85.42
|
96.53%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/2/26
|
4/1/26
|
% Change
|
Change
|
3/5/26
|
% Change
|
4/2/25
|
% Change
|
|
|
|
Henry Hub Straddle
|
May-26
|
55.43%
|
56.05%
|
-1.11%
|
-0.62%
|
55.40%
|
0.05%
|
37.79%
|
46.68%
|
|
|
|
Algonquin Straddle
|
May-26
|
107.11%
|
113.26%
|
-5.43%
|
-6.15%
|
131.88%
|
-18.78%
|
39.49%
|
171.23%
|
|
|
|
Waha Straddle
|
May-26
|
170.92%
|
167.06%
|
2.31%
|
3.86%
|
1012.54%
|
-83.12%
|
1989.11%
|
-91.41%
|
|
|
|
Chicago Straddle
|
May-26
|
60.18%
|
62.16%
|
-3.19%
|
-1.98%
|
59.94%
|
0.40%
|
45.60%
|
31.97%
|
|
|
|
PJM West Straddle
|
May-26
|
46.13%
|
49.39%
|
-6.60%
|
-3.26%
|
42.27%
|
9.13%
|
54.84%
|
-15.88%
|
|
|
|
SP – 15 Straddle
|
May-26
|
208.54%
|
214.36%
|
-2.72%
|
-5.82%
|
308.27%
|
-32.35%
|
230.77%
|
-9.63%
|
|
|
|
Mid. C Straddle
|
May-26
|
106.33%
|
97.37%
|
9.20%
|
8.96%
|
72.77%
|
46.12%
|
44.54%
|
138.73%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/2/26
|
4/1/26
|
% Change
|
Change
|
3/5/26
|
% Change
|
4/2/25
|
% Change
|
|
|
|
Dutch TTF
|
May-26
|
EUR 50.08
|
EUR 47.30
|
5.88%
|
EUR 2.78
|
EUR 48.72
|
2.80%
|
EUR 35.00
|
43.07%
|
|
|
|
NBP
|
May-26
|
GBP 126.55
|
GBP 119.69
|
5.73%
|
GBP 6.86
|
GBP 125.57
|
0.78%
|
GBP 85.46
|
48.08%
|
|
|
|
German Base
|
May-26
|
EUR 83.39
|
EUR 83.80
|
-0.49%
|
-EUR 0.41
|
EUR 85.37
|
-2.32%
|
EUR 69.68
|
19.67%
|
|
|
|
UK Base
|
May-26
|
GBP 97.59
|
GBP 90.71
|
7.58%
|
GBP 6.88
|
GBP 101.20
|
-3.57%
|
GBP 71.21
|
37.05%
|
|
|
|
French Base
|
May-26
|
EUR 21.17
|
EUR 20.75
|
2.02%
|
EUR 0.42
|
EUR 20.54
|
3.06%
|
EUR 38.87
|
-45.54%
|
|
|
|
Italian Base
|
May-26
|
EUR 124.94
|
EUR 118.12
|
5.78%
|
EUR 6.82
|
EUR 115.20
|
8.46%
|
EUR 95.10
|
31.37%
|
|
|
|
JKM LNG
|
May-26
|
$20.28
|
$18.31
|
10.76%
|
$1.97
|
$19.55
|
3.74%
|
$11.46
|
76.97%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/2/26
|
4/1/26
|
% Change
|
Change
|
3/5/26
|
% Change
|
4/2/25
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
May-26
|
$50.08
|
$47.30
|
5.88%
|
$2.78
|
$48.72
|
2.80%
|
$35.00
|
43.07%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
May-26
|
$126.55
|
$119.69
|
5.73%
|
$6.86
|
$125.57
|
0.78%
|
$85.46
|
48.08%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
May-26
|
$83.39
|
$83.80
|
-0.49%
|
-$0.41
|
$85.37
|
-2.32%
|
$69.68
|
19.67%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
May-26
|
$97.59
|
$90.71
|
7.58%
|
$6.88
|
$101.20
|
-3.57%
|
$71.21
|
37.05%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
May-26
|
$21.17
|
$20.75
|
2.02%
|
$0.42
|
$20.54
|
3.06%
|
$38.87
|
-45.54%
|
|
|
|
Supramax Timecharter (DRY)
|
May-26
|
$124.94
|
$118.12
|
5.78%
|
$6.82
|
$115.20
|
8.46%
|
$95.10
|
31.37%
|
|
|
|
Capesize Timecharter (DRY)
|
May-26
|
$20.28
|
$18.31
|
10.76%
|
$1.97
|
$19.55
|
3.74%
|
$11.46
|
76.97%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
04/04/2026
|
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
|
0
|
NA
|
NA
|
|
|
|
Middle Atlantic
|
1
|
1
|
1
|
1
|
1
|
1
|
NA
|
NA
|
|
|
|
E N Central
|
1
|
1
|
1
|
1
|
0
|
1
|
NA
|
NA
|
|
|
|
W N Central
|
2
|
1
|
1
|
7
|
4
|
7
|
NA
|
NA
|
|
|
|
South Atlantic
|
27
|
14
|
-6
|
134
|
14
|
18
|
12.00%
|
16.00%
|
|
|
|
E S Central
|
31
|
26
|
11
|
65
|
32
|
40
|
NA
|
NA
|
|
|
|
W S Central
|
48
|
33
|
6
|
213
|
124
|
84
|
NA
|
NA
|
|
|
|
Mountain
|
9
|
4
|
9
|
58
|
41
|
47
|
NA
|
NA
|
|
|
|
Pacific
|
2
|
0
|
2
|
29
|
21
|
29
|
NA
|
NA
|
|
|
|
United States
|
13
|
9
|
1
|
62
|
25
|
23
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
04/04/2026
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
134
|
-36
|
-19
|
5,836
|
59
|
379
|
1.00%
|
7.00%
|
|
|
|
Middle Atlantic
|
84
|
-66
|
-15
|
5,185
|
-58
|
397
|
-1.00%
|
8.00%
|
|
|
|
E N Central
|
93
|
-62
|
-26
|
5,488
|
-297
|
218
|
-5.00%
|
4.00%
|
|
|
|
W N Central
|
115
|
-35
|
-33
|
5,318
|
-786
|
-242
|
-13.00%
|
-4.00%
|
|
|
|
South Atlantic
|
23
|
-38
|
4
|
2,521
|
-119
|
88
|
-5.00%
|
4.00%
|
|
|
|
E S Central
|
17
|
-56
|
-7
|
2,946
|
-400
|
-30
|
-12.00%
|
-1.00%
|
|
|
|
W S Central
|
7
|
-31
|
-4
|
1,617
|
-579
|
-243
|
-26.00%
|
-13.00%
|
|
|
|
Mountain
|
84
|
-38
|
-61
|
3,414
|
-1,122
|
-780
|
-25.00%
|
-19.00%
|
|
|
|
Pacific
|
60
|
-23
|
-54
|
2,006
|
-713
|
-639
|
-26.00%
|
-24.00%
|
|
|
|
United States
|
62
|
-44
|
-22
|
3,639
|
-401
|
-68
|
-10.00%
|
-2.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
