|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 8:19 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.673
|
$2.670
|
0.11%
|
$0.003
|
22,731
|
|
|
|
WTI
|
$97.83
|
$97.87
|
-0.04%
|
-$0.04
|
85,946
|
|
|
|
Brent
|
$95.80
|
$95.92
|
-0.13%
|
-$0.12
|
12,248
|
|
|
|
ULSD
|
$3.884
|
$3.937
|
-1.35%
|
-$0.053
|
4,545
|
|
|
|
RBOB
|
$3.015
|
$3.001
|
0.47%
|
$0.014
|
5,290
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$5.80
|
$5.99
|
-3.17%
|
-$0.19
|
Jun-26
|
|
|
|
3:2:1 Crack
|
$43.37
|
$43.79
|
-0.97%
|
-$0.42
|
May-26
|
|
|
|
PJM West Spark
|
$56.79
|
$55.93
|
1.52%
|
$0.85
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
04/09/21
|
|
|
|
|
|
4/3/26
|
3/27/26
|
Net Change
|
% Change
|
4/4/25
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
277
|
270
|
7
|
2.59%
|
296
|
-6.42%
|
309
|
-10.24%
|
|
|
|
Midwest
|
358
|
350
|
8
|
2.29%
|
373
|
-4.02%
|
404
|
-11.34%
|
|
|
|
Mountain
|
208
|
208
|
0
|
0.00%
|
165
|
26.06%
|
124
|
68.28%
|
|
|
|
Pacific
|
261
|
258
|
3
|
1.16%
|
206
|
26.70%
|
177
|
47.79%
|
|
|
|
South
|
807
|
779
|
28
|
3.59%
|
789
|
2.28%
|
829
|
-2.70%
|
|
|
|
Salt
|
226
|
214
|
12
|
5.61%
|
233
|
-3.00%
|
246
|
-8.13%
|
|
|
|
Non_Salt
|
581
|
565
|
16
|
2.83%
|
557
|
4.31%
|
583
|
-0.38%
|
|
|
|
Total
|
1,911
|
1,865
|
46
|
2.47%
|
1,830
|
4.43%
|
1,842
|
3.75%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/26
|
4/8/26
|
% Change
|
Change
|
3/11/26
|
% Change
|
4/8/25
|
% Change
|
|
|
|
PJM West On Peak
|
May-26
|
$62.51
|
$61.65
|
1.40%
|
$0.86
|
$62.17
|
0.54%
|
$51.53
|
21.30%
|
|
|
|
ERCOT North On Peak
|
May-26
|
$34.38
|
$32.53
|
5.70%
|
$1.86
|
$39.40
|
-12.72%
|
$48.87
|
-29.64%
|
|
|
|
CAISO SP 15 On Peak
|
May-26
|
$6.19
|
$6.68
|
-7.29%
|
-$0.49
|
$9.80
|
-36.78%
|
$6.58
|
-5.84%
|
|
|
|
MISO Indiana On Peak
|
May-26
|
$50.75
|
$50.20
|
1.09%
|
$0.55
|
$47.84
|
6.07%
|
$46.00
|
10.33%
|
|
|
|
NEISO Mass On Peak
|
May-26
|
$41.07
|
$39.82
|
3.13%
|
$1.25
|
$41.87
|
-1.91%
|
$45.58
|
-9.89%
|
|
|
|
WECC Mid C On Peak
|
May-26
|
$16.95
|
$17.32
|
-2.17%
|
-$0.38
|
$20.00
|
-15.27%
|
$26.51
|
-36.06%
|
|
|
|
NYISO Zone G On Peak
|
May-26
|
$41.61
|
$41.25
|
0.89%
|
$0.37
|
$43.62
|
-4.59%
|
$45.27
|
-8.08%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/26
|
4/8/26
|
% Change
|
Change
|
3/11/26
|
% Change
|
4/8/25
|
% Change
|
|
|
|
NYMEX Henry Hub
|
May-26
|
$2.670
|
$2.724
|
-1.98%
|
-$0.05
|
$3.21
|
-16.87%
|
$3.62
|
-26.14%
|
|
|
|
Houston Ship Channel
|
May-26
|
-$0.380
|
-$0.380
|
0.00%
|
$0.00
|
-$0.37
|
3.09%
|
-$0.34
|
10.72%
|
|
|
|
Chicago
|
May-26
|
-$0.373
|
-$0.357
|
-4.03%
|
-$0.02
|
-$0.34
|
10.76%
|
-$0.34
|
10.08%
|
|
|
|
Waha
|
May-26
|
-$6.040
|
-$5.800
|
-4.14%
|
-$0.24
|
-$4.61
|
31.04%
|
-$2.48
|
143.58%
|
|
|
|
Algonquin
|
May-26
|
-$0.572
|
-$0.572
|
0.00%
|
$0.00
|
-$0.99
|
-42.00%
|
-$0.23
|
152.20%
|
|
|
|
Aeco
|
May-26
|
-$1.800
|
-$1.800
|
0.00%
|
$0.00
|
-$1.79
|
0.66%
|
-$1.65
|
9.10%
|
|
|
|
Socal
|
May-26
|
-$1.820
|
-$1.840
|
-1.09%
|
$0.02
|
-$1.85
|
-1.47%
|
-$0.74
|
145.42%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/26
|
4/8/26
|
% Change
|
Change
|
3/11/26
|
% Change
|
4/8/25
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
May-26
|
$0.750
|
$0.743
|
1.01%
|
$0.01
|
$0.74
|
1.27%
|
$0.63
|
18.22%
|
|
|
|
Mt. Belvieu Propane non LST
|
May-26
|
$0.734
|
$0.698
|
5.20%
|
$0.04
|
$0.71
|
3.35%
|
$0.66
|
10.40%
|
|
|
|
Mt. Belview Ethane
|
May-26
|
$0.208
|
$0.205
|
1.22%
|
$0.00
|
$0.25
|
-15.74%
|
$0.27
|
-23.13%
|
|
|
|
Mt. Belview Nat. Gasoline
|
May-26
|
$2.010
|
$2.010
|
0.00%
|
$0.00
|
$1.70
|
18.47%
|
$1.12
|
79.65%
|
|
|
|
Mt. Belvieu Butane LST
|
May-26
|
$0.975
|
$1.066
|
-8.57%
|
-$0.09
|
$0.97
|
0.44%
|
$0.74
|
30.98%
|
|
|
|
Far East Propane
|
May-26
|
$7.545
|
$7.350
|
2.66%
|
$0.20
|
$6.41
|
17.80%
|
$4.60
|
64.18%
|
|
|
|
Saudi Propane
|
May-26
|
$6.850
|
$6.650
|
3.01%
|
$0.20
|
$5.71
|
19.96%
|
$4.86
|
40.86%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/26
|
4/8/26
|
% Change
|
Change
|
3/11/26
|
% Change
|
4/8/25
|
% Change
|
|
|
|
WTI
|
May-26
|
$97.87
|
$94.41
|
3.54%
|
$3.46
|
$86.07
|
13.71%
|
$57.72
|
69.56%
|
|
|
|
Brent
|
May-26
|
$98.46
|
$96.92
|
1.56%
|
$1.53
|
$91.98
|
7.04%
|
$63.03
|
56.20%
|
|
|
|
WCS
|
May-26
|
-$15.34
|
-$15.14
|
1.34%
|
-$0.21
|
-$11.82
|
29.76%
|
-$14.18
|
8.23%
|
|
|
|
LLS
|
May-26
|
$84.84
|
$99.86
|
-17.70%
|
-$15.02
|
$79.11
|
7.25%
|
$59.16
|
43.42%
|
|
|
|
Mars
|
May-26
|
$90.05
|
$96.31
|
-6.96%
|
-$6.26
|
$84.01
|
7.19%
|
$57.85
|
55.66%
|
|
|
|
Sour
|
May-26
|
$92.52
|
$107.78
|
-16.49%
|
-$15.26
|
$80.40
|
15.08%
|
$58.24
|
58.87%
|
|
|
|
ESPO
|
May-26
|
$96.46
|
$94.92
|
1.59%
|
$1.53
|
$89.98
|
7.20%
|
$61.03
|
58.05%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/26
|
4/8/26
|
% Change
|
Change
|
3/11/26
|
% Change
|
4/8/25
|
% Change
|
|
|
|
NY Heating Oil
|
May-26
|
$3.96
|
$3.85
|
2.89%
|
$0.11
|
$4.39
|
-9.95%
|
$2.03
|
94.78%
|
|
|
|
NY Gasoline
|
May-26
|
$2.99
|
$2.97
|
0.50%
|
$0.02
|
$3.19
|
-6.30%
|
$1.93
|
54.77%
|
|
|
|
GC Gasoline
|
May-26
|
$2.85
|
$2.83
|
0.53%
|
$0.01
|
$3.05
|
-6.59%
|
$1.83
|
55.57%
|
|
|
|
GC Jet
|
May-26
|
$3.83
|
$3.55
|
7.75%
|
$0.28
|
$3.32
|
15.21%
|
$1.94
|
97.16%
|
|
|
|
Chicago Ethanol
|
May-26
|
$1.92
|
$1.95
|
-1.28%
|
-$0.03
|
$2.01
|
-4.23%
|
$1.70
|
13.24%
|
|
|
|
Rotterdam Gasoil
|
May-26
|
$901.00
|
$890.50
|
1.18%
|
$10.50
|
$970.00
|
-7.11%
|
$581.24
|
55.01%
|
|
|
|
Singapore Jet Kero
|
May-26
|
$156.03
|
$144.83
|
7.73%
|
$11.20
|
$152.64
|
2.22%
|
$79.28
|
96.80%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/26
|
4/8/26
|
% Change
|
Change
|
3/11/26
|
% Change
|
4/8/25
|
% Change
|
|
|
|
Henry Hub Straddle
|
May-26
|
51.92%
|
55.22%
|
-5.98%
|
-3.30%
|
68.88%
|
-24.62%
|
42.16%
|
23.15%
|
|
|
|
Algonquin Straddle
|
May-26
|
89.46%
|
122.35%
|
-26.88%
|
-32.89%
|
130.10%
|
-31.24%
|
42.98%
|
108.14%
|
|
|
|
Waha Straddle
|
May-26
|
150.60%
|
176.81%
|
-14.82%
|
-26.21%
|
877.73%
|
-82.84%
|
1994.22%
|
-92.45%
|
|
|
|
Chicago Straddle
|
May-26
|
56.61%
|
58.75%
|
-3.64%
|
-2.14%
|
71.80%
|
-21.16%
|
43.36%
|
30.56%
|
|
|
|
PJM West Straddle
|
May-26
|
46.54%
|
79.63%
|
-41.55%
|
-33.09%
|
45.07%
|
3.26%
|
53.07%
|
-12.30%
|
|
|
|
SP – 15 Straddle
|
May-26
|
247.30%
|
250.04%
|
-1.10%
|
-2.74%
|
267.31%
|
-7.49%
|
240.78%
|
2.71%
|
|
|
|
Mid. C Straddle
|
May-26
|
111.39%
|
121.72%
|
-8.49%
|
-10.33%
|
44.91%
|
148.03%
|
47.39%
|
135.05%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/26
|
4/8/26
|
% Change
|
Change
|
3/11/26
|
% Change
|
4/8/25
|
% Change
|
|
|
|
Dutch TTF
|
May-26
|
EUR 44.48
|
EUR 46.39
|
-4.11%
|
-EUR 1.91
|
EUR 48.49
|
-8.28%
|
EUR 31.87
|
39.56%
|
|
|
|
NBP
|
May-26
|
GBP 112.47
|
GBP 120.58
|
-6.73%
|
-GBP 8.11
|
GBP 122.29
|
-8.03%
|
GBP 80.97
|
38.90%
|
|
|
|
German Base
|
May-26
|
EUR 78.90
|
EUR 79.18
|
-0.35%
|
-EUR 0.28
|
EUR 83.66
|
-5.69%
|
EUR 65.57
|
20.32%
|
|
|
|
UK Base
|
May-26
|
GBP 87.71
|
GBP 91.69
|
-4.34%
|
-GBP 3.98
|
GBP 93.89
|
-6.58%
|
GBP 66.51
|
31.89%
|
|
|
|
French Base
|
May-26
|
EUR 24.65
|
EUR 23.67
|
4.14%
|
EUR 0.98
|
EUR 20.99
|
17.45%
|
EUR 37.80
|
-34.79%
|
|
|
|
Italian Base
|
May-26
|
EUR 117.00
|
EUR 114.89
|
1.84%
|
EUR 2.12
|
EUR 111.16
|
5.26%
|
EUR 88.85
|
31.68%
|
|
|
|
JKM LNG
|
May-26
|
$19.51
|
$16.77
|
16.37%
|
$2.74
|
$18.55
|
5.19%
|
$11.01
|
77.26%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
4/9/26
|
4/8/26
|
% Change
|
Change
|
3/11/26
|
% Change
|
4/8/25
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
May-26
|
$44.48
|
$46.39
|
-4.11%
|
-$1.91
|
$48.49
|
-8.28%
|
$31.87
|
39.56%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
May-26
|
$112.47
|
$120.58
|
-6.73%
|
-$8.11
|
$122.29
|
-8.03%
|
$80.97
|
38.90%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
May-26
|
$78.90
|
$79.18
|
-0.35%
|
-$0.28
|
$83.66
|
-5.69%
|
$65.57
|
20.32%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
May-26
|
$87.71
|
$91.69
|
-4.34%
|
-$3.98
|
$93.89
|
-6.58%
|
$66.51
|
31.89%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
May-26
|
$24.65
|
$23.67
|
4.14%
|
$0.98
|
$20.99
|
17.45%
|
$37.80
|
-34.79%
|
|
|
|
Supramax Timecharter (DRY)
|
May-26
|
$117.00
|
$114.89
|
1.84%
|
$2.12
|
$111.16
|
5.26%
|
$88.85
|
31.68%
|
|
|
|
Capesize Timecharter (DRY)
|
May-26
|
$19.51
|
$16.77
|
16.37%
|
$2.74
|
$18.55
|
5.19%
|
$11.01
|
77.26%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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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|
