|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 7:19 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.716
|
$2.724
|
-0.29%
|
-$0.008
|
15,635
|
|
|
|
WTI
|
$98.59
|
$94.41
|
4.43%
|
$4.18
|
94,890
|
|
|
|
Brent
|
$97.64
|
$94.75
|
3.05%
|
$2.89
|
14,672
|
|
|
|
ULSD
|
$3.989
|
$3.808
|
4.73%
|
$0.180
|
4,513
|
|
|
|
RBOB
|
$3.056
|
$3.006
|
1.67%
|
$0.050
|
7,165
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$6.93
|
$7.00
|
-1.00%
|
-$0.07
|
Jun-26
|
|
|
|
3:2:1 Crack
|
$44.32
|
$44.20
|
0.27%
|
$0.12
|
May-26
|
|
|
|
PJM West Spark
|
$55.83
|
$59.06
|
-5.48%
|
-$3.23
|
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 3/31/2026
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
125,781
|
125,306
|
125,152
|
154
|
|
|
|
PJM West Off Peak
|
120,668
|
120,250
|
119,959
|
291
|
|
|
|
Natural Gas Henry Hub
|
383,436
|
367,453
|
363,638
|
3,815
|
|
|
|
WTI – Light Sweet Crude Futures
|
235,004
|
204,882
|
199,882
|
5,000
|
|
|
|
Brent Crude Last Day
|
425,813
|
413,890
|
417,076
|
-3,186
|
|
|
|
NYM Ethanol
|
54,150
|
53,467
|
53,461
|
6
|
|
|
|
Mt Belvieu LDH Propane Swap
|
128,140
|
127,500
|
127,590
|
-90
|
|
|
|
RBOB
|
331,405
|
302,999
|
315,890
|
-12,891
|
|
|
|
HSC Basis
|
911,943
|
904,643
|
905,208
|
-565
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
4/8/26
|
4/7/26
|
% Change
|
Change
|
3/10/26
|
% Change
|
4/7/25
|
% Change
|
|
|
|
PJM West On Peak
|
May-26
|
$61.65
|
$64.89
|
-5.00%
|
-$3.24
|
$57.86
|
6.54%
|
$52.40
|
17.64%
|
|
|
|
ERCOT North On Peak
|
May-26
|
$32.53
|
$34.68
|
-6.20%
|
-$2.15
|
$36.66
|
-11.26%
|
$48.60
|
-33.06%
|
|
|
|
CAISO SP 15 On Peak
|
May-26
|
$6.68
|
$7.08
|
-5.65%
|
-$0.40
|
$10.25
|
-34.85%
|
$6.85
|
-2.52%
|
|
|
|
MISO Indiana On Peak
|
May-26
|
$50.20
|
$51.20
|
-1.94%
|
-$0.99
|
$43.85
|
14.48%
|
$49.76
|
0.88%
|
|
|
|
NEISO Mass On Peak
|
May-26
|
$39.82
|
$43.01
|
-7.42%
|
-$3.19
|
$40.25
|
-1.07%
|
$46.93
|
-15.14%
|
|
|
|
WECC Mid C On Peak
|
May-26
|
$17.32
|
$17.57
|
-1.43%
|
-$0.25
|
$18.75
|
-7.61%
|
$23.56
|
-26.47%
|
|
|
|
NYISO Zone G On Peak
|
May-26
|
$41.25
|
$45.86
|
-10.06%
|
-$4.61
|
$41.85
|
-1.45%
|
$48.24
|
-14.49%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/8/26
|
4/7/26
|
% Change
|
Change
|
3/10/26
|
% Change
|
4/7/25
|
% Change
|
|
|
|
NYMEX Henry Hub
|
May-26
|
$2.724
|
$2.870
|
-5.09%
|
-$0.15
|
$3.03
|
-10.10%
|
$3.69
|
-26.24%
|
|
|
|
Houston Ship Channel
|
May-26
|
-$0.380
|
-$0.403
|
-5.59%
|
$0.02
|
-$0.37
|
2.95%
|
-$0.41
|
-7.07%
|
|
|
|
Chicago
|
May-26
|
-$0.357
|
-$0.382
|
6.99%
|
$0.03
|
-$0.32
|
12.21%
|
-$0.37
|
-4.23%
|
|
|
|
Waha
|
May-26
|
-$5.800
|
-$5.950
|
-2.52%
|
$0.15
|
-$4.74
|
22.34%
|
-$3.23
|
79.62%
|
|
|
|
Algonquin
|
May-26
|
-$0.572
|
-$0.585
|
2.14%
|
$0.01
|
-$0.82
|
-29.96%
|
-$0.24
|
138.34%
|
|
|
|
Aeco
|
May-26
|
-$1.800
|
-$1.900
|
-5.26%
|
$0.10
|
-$1.72
|
4.38%
|
-$1.76
|
2.16%
|
|
|
|
Socal
|
May-26
|
-$1.840
|
-$1.910
|
-3.66%
|
$0.07
|
-$1.76
|
4.63%
|
-$0.76
|
141.91%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/8/26
|
4/7/26
|
% Change
|
Change
|
3/10/26
|
% Change
|
4/7/25
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
May-26
|
$0.743
|
$0.773
|
-3.88%
|
-$0.03
|
$0.72
|
2.42%
|
$0.67
|
11.42%
|
|
|
|
Mt. Belvieu Propane non LST
|
May-26
|
$0.698
|
$0.741
|
-5.90%
|
-$0.04
|
$0.71
|
-1.76%
|
$0.67
|
4.63%
|
|
|
|
Mt. Belview Ethane
|
May-26
|
$0.205
|
$0.211
|
-2.96%
|
-$0.01
|
$0.24
|
-15.25%
|
$0.26
|
-21.16%
|
|
|
|
Mt. Belview Nat. Gasoline
|
May-26
|
$2.010
|
$2.225
|
-9.66%
|
-$0.22
|
$1.63
|
23.48%
|
$1.21
|
66.03%
|
|
|
|
Mt. Belvieu Butane LST
|
May-26
|
$1.066
|
$1.023
|
4.19%
|
$0.04
|
$1.03
|
3.23%
|
$0.75
|
41.28%
|
|
|
|
Far East Propane
|
May-26
|
$7.350
|
$8.002
|
-8.14%
|
-$0.65
|
$6.15
|
19.51%
|
$4.80
|
53.25%
|
|
|
|
Saudi Propane
|
May-26
|
$6.650
|
$7.180
|
-7.38%
|
-$0.53
|
$5.70
|
16.67%
|
$4.86
|
36.85%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/8/26
|
4/7/26
|
% Change
|
Change
|
3/10/26
|
% Change
|
4/7/25
|
% Change
|
|
|
|
WTI
|
May-26
|
$94.41
|
$112.95
|
-19.64%
|
-$18.54
|
$82.10
|
14.99%
|
$59.25
|
59.34%
|
|
|
|
Brent
|
May-26
|
$96.92
|
$113.68
|
-17.29%
|
-$16.76
|
$87.80
|
10.39%
|
$63.03
|
53.77%
|
|
|
|
WCS
|
May-26
|
-$15.14
|
-$14.57
|
3.77%
|
-$0.57
|
-$10.76
|
40.71%
|
-$14.17
|
6.79%
|
|
|
|
LLS
|
May-26
|
$99.86
|
$102.06
|
-2.19%
|
-$2.19
|
$88.65
|
12.64%
|
$61.23
|
63.11%
|
|
|
|
Mars
|
May-26
|
$96.31
|
$101.82
|
-5.72%
|
-$5.51
|
$88.02
|
9.42%
|
$59.39
|
62.16%
|
|
|
|
Sour
|
May-26
|
$107.78
|
$110.22
|
-2.27%
|
-$2.44
|
$91.60
|
17.67%
|
$59.47
|
81.24%
|
|
|
|
ESPO
|
May-26
|
$94.92
|
$111.68
|
-17.66%
|
-$16.76
|
$85.80
|
10.63%
|
$61.03
|
55.53%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/8/26
|
4/7/26
|
% Change
|
Change
|
3/10/26
|
% Change
|
4/7/25
|
% Change
|
|
|
|
NY Heating Oil
|
May-26
|
$3.85
|
$4.44
|
-13.32%
|
-$0.59
|
$3.34
|
15.29%
|
$2.04
|
88.85%
|
|
|
|
NY Gasoline
|
May-26
|
$2.97
|
$3.31
|
-10.10%
|
-$0.33
|
$3.19
|
-6.78%
|
$1.97
|
51.09%
|
|
|
|
GC Gasoline
|
May-26
|
$2.83
|
$3.17
|
-10.55%
|
-$0.33
|
$3.05
|
-7.09%
|
$1.87
|
51.69%
|
|
|
|
GC Jet
|
May-26
|
$3.55
|
$4.28
|
-17.06%
|
-$0.73
|
$3.07
|
15.79%
|
$1.87
|
89.74%
|
|
|
|
Chicago Ethanol
|
May-26
|
$1.95
|
$1.99
|
-1.76%
|
-$0.03
|
$2.01
|
-2.99%
|
$1.65
|
18.11%
|
|
|
|
Rotterdam Gasoil
|
May-26
|
$890.50
|
$975.75
|
-8.74%
|
-$85.25
|
$970.00
|
-8.20%
|
$554.96
|
60.46%
|
|
|
|
Singapore Jet Kero
|
May-26
|
$144.83
|
$173.18
|
-16.37%
|
-$28.35
|
$149.03
|
-2.81%
|
$80.69
|
79.49%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/8/26
|
4/7/26
|
% Change
|
Change
|
3/10/26
|
% Change
|
4/7/25
|
% Change
|
|
|
|
Henry Hub Straddle
|
May-26
|
55.22%
|
50.40%
|
9.56%
|
4.82%
|
77.11%
|
-28.39%
|
41.37%
|
33.48%
|
|
|
|
Algonquin Straddle
|
May-26
|
122.35%
|
113.74%
|
7.57%
|
8.61%
|
145.63%
|
-15.99%
|
42.70%
|
186.53%
|
|
|
|
Waha Straddle
|
May-26
|
176.81%
|
150.94%
|
17.14%
|
25.87%
|
857.26%
|
-79.37%
|
1851.91%
|
-90.45%
|
|
|
|
Chicago Straddle
|
May-26
|
58.75%
|
54.47%
|
7.86%
|
4.28%
|
80.23%
|
-26.77%
|
43.57%
|
34.84%
|
|
|
|
PJM West Straddle
|
May-26
|
79.63%
|
44.64%
|
78.38%
|
34.99%
|
41.88%
|
90.14%
|
53.37%
|
49.20%
|
|
|
|
SP – 15 Straddle
|
May-26
|
250.04%
|
243.13%
|
2.84%
|
6.91%
|
267.79%
|
-6.63%
|
238.97%
|
4.63%
|
|
|
|
Mid. C Straddle
|
May-26
|
121.72%
|
115.17%
|
5.69%
|
6.55%
|
46.48%
|
161.88%
|
47.64%
|
155.50%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/8/26
|
4/7/26
|
% Change
|
Change
|
3/10/26
|
% Change
|
4/7/25
|
% Change
|
|
|
|
Dutch TTF
|
May-26
|
EUR 46.39
|
EUR 52.42
|
-11.51%
|
-EUR 6.03
|
EUR 44.80
|
3.54%
|
EUR 31.97
|
45.11%
|
|
|
|
NBP
|
May-26
|
GBP 120.58
|
GBP 132.92
|
-9.28%
|
-GBP 12.34
|
GBP 114.50
|
5.31%
|
GBP 80.90
|
49.04%
|
|
|
|
German Base
|
May-26
|
EUR 79.18
|
EUR 86.38
|
-8.34%
|
-EUR 7.20
|
EUR 81.68
|
-3.06%
|
EUR 65.31
|
21.24%
|
|
|
|
UK Base
|
May-26
|
GBP 91.69
|
GBP 100.83
|
-9.06%
|
-GBP 9.13
|
GBP 92.88
|
-1.27%
|
GBP 70.89
|
29.36%
|
|
|
|
French Base
|
May-26
|
EUR 23.67
|
EUR 21.44
|
10.39%
|
EUR 2.23
|
EUR 20.04
|
18.10%
|
EUR 36.37
|
-34.92%
|
|
|
|
Italian Base
|
May-26
|
EUR 114.89
|
EUR 125.73
|
-8.63%
|
-EUR 10.85
|
EUR 108.99
|
5.41%
|
EUR 86.05
|
33.51%
|
|
|
|
JKM LNG
|
May-26
|
$16.77
|
$20.46
|
-18.04%
|
-$3.69
|
$18.82
|
-10.93%
|
$11.17
|
50.11%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/8/26
|
4/7/26
|
% Change
|
Change
|
3/10/26
|
% Change
|
4/7/25
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
May-26
|
$46.39
|
$52.42
|
-11.51%
|
-$6.03
|
$44.80
|
3.54%
|
$31.97
|
45.11%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
May-26
|
$120.58
|
$132.92
|
-9.28%
|
-$12.34
|
$114.50
|
5.31%
|
$80.90
|
49.04%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
May-26
|
$79.18
|
$86.38
|
-8.34%
|
-$7.20
|
$81.68
|
-3.06%
|
$65.31
|
21.24%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
May-26
|
$91.69
|
$100.83
|
-9.06%
|
-$9.13
|
$92.88
|
-1.27%
|
$70.89
|
29.36%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
May-26
|
$23.67
|
$21.44
|
10.39%
|
$2.23
|
$20.04
|
18.10%
|
$36.37
|
-34.92%
|
|
|
|
Supramax Timecharter (DRY)
|
May-26
|
$114.89
|
$125.73
|
-8.63%
|
-$10.85
|
$108.99
|
5.41%
|
$86.05
|
33.51%
|
|
|
|
Capesize Timecharter (DRY)
|
May-26
|
$16.77
|
$20.46
|
-18.04%
|
-$3.69
|
$18.82
|
-10.93%
|
$11.17
|
50.11%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
