|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 8:24 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.550
|
$2.579
|
-1.12%
|
-$0.029
|
1,010
|
|
|
|
WTI
|
$80.38
|
$80.10
|
0.35%
|
$0.28
|
81,256
|
|
|
|
Brent
|
$84.76
|
$84.42
|
0.40%
|
$0.34
|
5,268
|
|
|
|
ULSD
|
$3.191
|
$3.204
|
-0.40%
|
-$0.013
|
1,450
|
|
|
|
RBOB
|
$2.782
|
$2.796
|
-0.49%
|
-$0.014
|
2,498
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.39
|
$4.32
|
1.62%
|
$0.07
|
Oct-23
|
|
|
|
3:2:1 Crack
|
$35.33
|
$36.17
|
-2.31%
|
-$0.84
|
Oct-23
|
|
|
|
PJM West Spark
|
$39.60
|
$35.44
|
11.74%
|
$4.16
|
Sep-23
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
08/25/23
|
632
|
-10
|
-133
|
08/26/22
|
|
|
|
Canada
|
08/25/23
|
190
|
1
|
-11
|
08/26/22
|
|
|
|
International
|
July
|
961
|
-6
|
128
|
July
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 8/22/2023
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
106,847
|
106,412
|
106,462
|
-50
|
|
|
|
PJM West Off Peak
|
93,985
|
93,460
|
93,329
|
131
|
|
|
|
Natural Gas Henry Hub
|
429,747
|
404,994
|
417,586
|
-12,592
|
|
|
|
WTI – Light Sweet Crude Futures
|
143,395
|
114,595
|
111,190
|
3,405
|
|
|
|
Brent Crude Last Day
|
135,073
|
125,749
|
127,400
|
-1,651
|
|
|
|
NYM Ethanol
|
35,589
|
35,267
|
35,087
|
180
|
|
|
|
Mt Belvieu LDH Propane Swap
|
155,347
|
154,634
|
154,816
|
-182
|
|
|
|
RBOB
|
377,598
|
350,159
|
363,785
|
-13,626
|
|
|
|
HSC Basis
|
618,354
|
614,252
|
607,484
|
6,768
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/24/18
|
|
|
|
|
|
8/18/23
|
8/11/23
|
Net Change
|
% Change
|
8/19/22
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
731
|
717
|
14
|
1.95%
|
598
|
22.24%
|
675
|
8.36%
|
|
|
|
Midwest
|
831
|
812
|
19
|
2.34%
|
714
|
16.39%
|
777
|
6.89%
|
|
|
|
Mountain
|
206
|
202
|
4
|
1.98%
|
153
|
34.64%
|
177
|
16.38%
|
|
|
|
Pacific
|
242
|
240
|
2
|
0.83%
|
243
|
-0.41%
|
262
|
-7.70%
|
|
|
|
South
|
1,072
|
1,093
|
-21
|
-1.92%
|
871
|
23.08%
|
955
|
12.23%
|
|
|
|
Salt
|
260
|
272
|
-12
|
-4.41%
|
184
|
41.30%
|
223
|
16.70%
|
|
|
|
Non_Salt
|
813
|
821
|
-8
|
-0.97%
|
687
|
18.34%
|
733
|
10.97%
|
|
|
|
Total
|
3,083
|
3,065
|
18
|
0.59%
|
2,579
|
19.54%
|
2,846
|
8.31%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/28/23
|
8/25/23
|
% Change
|
Change
|
7/31/23
|
% Change
|
8/29/22
|
% Change
|
|
|
|
PJM West On Peak
|
Sep-23
|
$45.03
|
$40.96
|
9.94%
|
$4.07
|
$40.54
|
11.08%
|
$78.18
|
-42.39%
|
|
|
|
ERCOT North On Peak
|
Sep-23
|
$119.34
|
$119.75
|
-0.34%
|
-$0.41
|
$62.34
|
91.42%
|
$86.90
|
37.32%
|
|
|
|
CAISO SP 15 On Peak
|
Sep-23
|
$77.81
|
$86.84
|
-10.39%
|
-$9.03
|
$110.78
|
-29.76%
|
$113.14
|
-31.22%
|
|
|
|
MISO Indiana On Peak
|
Sep-23
|
$50.18
|
$45.00
|
11.51%
|
$5.18
|
$45.88
|
9.37%
|
$81.01
|
-38.06%
|
|
|
|
NEISO Mass On Peak
|
Sep-23
|
$32.61
|
$30.50
|
6.91%
|
$2.11
|
$32.59
|
0.06%
|
$66.93
|
-51.28%
|
|
|
|
WECC Mid C On Peak
|
Sep-23
|
$97.89
|
$108.99
|
-10.18%
|
-$11.09
|
$175.94
|
-44.36%
|
$131.23
|
-25.40%
|
|
|
|
NYISO Zone G On Peak
|
Sep-23
|
$36.04
|
$31.46
|
14.54%
|
$4.57
|
$34.50
|
4.46%
|
$61.88
|
-41.76%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/28/23
|
8/25/23
|
% Change
|
Change
|
7/31/23
|
% Change
|
8/29/22
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Sep-23
|
$2.579
|
$2.540
|
1.54%
|
$0.04
|
$2.63
|
-2.09%
|
$5.86
|
-56.00%
|
|
|
|
Houston Ship Channel
|
Sep-23
|
-$0.245
|
-$0.250
|
-1.84%
|
$0.00
|
-$0.25
|
-1.61%
|
-$0.21
|
14.58%
|
|
|
|
Chicago
|
Sep-23
|
-$0.275
|
-$0.275
|
-0.15%
|
$0.00
|
-$0.28
|
-3.31%
|
-$0.32
|
-13.93%
|
|
|
|
Waha
|
Sep-23
|
-$0.680
|
-$0.667
|
-2.00%
|
-$0.01
|
-$0.50
|
35.12%
|
-$2.07
|
-67.15%
|
|
|
|
Algonquin
|
Sep-23
|
-$1.337
|
-$1.271
|
-5.19%
|
-$0.07
|
-$0.84
|
59.07%
|
-$1.21
|
10.24%
|
|
|
|
Aeco
|
Sep-23
|
-$0.586
|
-$0.557
|
5.08%
|
-$0.03
|
-$0.68
|
-14.29%
|
-$1.94
|
-69.76%
|
|
|
|
Socal
|
Sep-23
|
$1.735
|
$1.436
|
20.80%
|
$0.30
|
$2.46
|
-29.59%
|
$0.72
|
139.34%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/28/23
|
8/25/23
|
% Change
|
Change
|
7/31/23
|
% Change
|
8/29/22
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Sep-23
|
$0.680
|
$0.680
|
0.00%
|
$0.00
|
$0.77
|
-11.29%
|
$0.98
|
-30.34%
|
|
|
|
Mt. Belvieu Propane non LST
|
Sep-23
|
$0.685
|
$0.675
|
1.48%
|
$0.01
|
$0.76
|
-10.40%
|
$0.98
|
-30.08%
|
|
|
|
Mt. Belview Ethane
|
Sep-23
|
$0.277
|
$0.274
|
1.35%
|
$0.00
|
$0.25
|
9.23%
|
$0.40
|
-30.92%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Sep-23
|
$1.586
|
$1.561
|
1.61%
|
$0.03
|
$1.56
|
1.83%
|
$1.67
|
-5.26%
|
|
|
|
Mt. Belvieu Butane LST
|
Sep-23
|
$0.831
|
$0.814
|
2.13%
|
$0.02
|
$0.87
|
-4.44%
|
$1.09
|
-23.95%
|
|
|
|
Conway Propane
|
Sep-23
|
$0.678
|
$0.670
|
1.22%
|
$0.01
|
$0.76
|
-10.42%
|
$0.97
|
-30.40%
|
|
|
|
Conway Nat. Gasoline
|
Sep-23
|
$1.606
|
$1.614
|
-0.44%
|
-$0.01
|
$1.60
|
0.20%
|
$1.74
|
-7.92%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/28/23
|
8/25/23
|
% Change
|
Change
|
7/31/23
|
% Change
|
8/29/22
|
% Change
|
|
|
|
WTI
|
Oct-23
|
$80.10
|
$79.83
|
0.34%
|
$0.27
|
$81.32
|
-1.50%
|
$84.58
|
-5.30%
|
|
|
|
Brent
|
Oct-23
|
$84.42
|
$84.48
|
-0.07%
|
-$0.06
|
$85.43
|
-1.18%
|
$89.93
|
-6.13%
|
|
|
|
WCS
|
Oct-23
|
-$17.17
|
-$16.53
|
3.71%
|
-$0.64
|
-$14.92
|
15.09%
|
-$16.90
|
1.60%
|
|
|
|
LLS
|
Oct-23
|
$81.63
|
$81.74
|
-0.14%
|
-$0.11
|
$82.94
|
-1.58%
|
$85.04
|
-4.02%
|
|
|
|
Mars
|
Oct-23
|
$79.57
|
$79.53
|
0.05%
|
$0.04
|
$80.27
|
-0.88%
|
$81.36
|
-2.20%
|
|
|
|
Sour
|
Oct-23
|
$79.93
|
$79.95
|
-0.02%
|
-$0.01
|
$80.74
|
-0.99%
|
$82.01
|
-2.53%
|
|
|
|
ESPO
|
Oct-23
|
$82.42
|
$82.48
|
-0.07%
|
-$0.06
|
$83.43
|
-1.21%
|
$88.27
|
-6.62%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/28/23
|
8/25/23
|
% Change
|
Change
|
7/31/23
|
% Change
|
8/29/22
|
% Change
|
|
|
|
NY Heating Oil
|
Sep-23
|
$3.21
|
$3.33
|
-3.52%
|
-$0.12
|
$3.00
|
7.10%
|
$3.07
|
4.66%
|
|
|
|
NY Gasoline
|
Sep-23
|
$2.80
|
$2.61
|
7.16%
|
$0.19
|
$2.88
|
-2.85%
|
$2.55
|
9.94%
|
|
|
|
GC Gasoline
|
Sep-23
|
$2.70
|
$2.51
|
7.44%
|
$0.19
|
$2.78
|
-2.95%
|
$2.45
|
10.34%
|
|
|
|
GC Jet
|
Sep-23
|
$3.08
|
$3.00
|
2.60%
|
$0.08
|
$2.82
|
8.99%
|
$2.86
|
7.58%
|
|
|
|
Chicago Ethanol
|
Sep-23
|
$2.17
|
$2.15
|
0.79%
|
$0.02
|
$2.13
|
1.78%
|
$2.14
|
1.21%
|
|
|
|
Rotterdam Gasoil
|
Sep-23
|
$893.12
|
$880.42
|
1.44%
|
$12.69
|
$808.65
|
10.45%
|
$908.03
|
-1.64%
|
|
|
|
Singapore Jet Kero
|
Sep-23
|
$121.79
|
$117.48
|
3.67%
|
$4.31
|
$108.92
|
11.81%
|
$112.11
|
8.63%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/28/23
|
8/25/23
|
% Change
|
Change
|
7/31/23
|
% Change
|
8/29/22
|
% Change
|
|
|
|
Henry Hub Straddle
|
Oct-23
|
67.48%
|
67.80%
|
-0.47%
|
-0.32%
|
62.16%
|
8.56%
|
51.70%
|
30.52%
|
|
|
|
Algonquin Straddle
|
Oct-23
|
85.79%
|
87.71%
|
-2.19%
|
-1.92%
|
65.05%
|
31.88%
|
58.41%
|
46.88%
|
|
|
|
Waha Straddle
|
Oct-23
|
104.32%
|
98.97%
|
5.41%
|
5.35%
|
85.18%
|
22.47%
|
121.10%
|
-13.86%
|
|
|
|
Chicago Straddle
|
Oct-23
|
73.50%
|
71.49%
|
2.81%
|
2.01%
|
67.13%
|
9.49%
|
51.74%
|
42.06%
|
|
|
|
PJM West Straddle
|
Oct-23
|
50.57%
|
50.27%
|
0.60%
|
0.30%
|
49.50%
|
2.16%
|
49.92%
|
1.30%
|
|
|
|
SP – 15 Straddle
|
Oct-23
|
184.36%
|
194.86%
|
-5.39%
|
-10.50%
|
106.12%
|
73.73%
|
53.93%
|
241.85%
|
|
|
|
Mid. C Straddle
|
Oct-23
|
360.19%
|
350.85%
|
2.66%
|
9.34%
|
185.09%
|
94.60%
|
72.16%
|
399.15%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/28/23
|
8/25/23
|
% Change
|
Change
|
7/31/23
|
% Change
|
8/29/22
|
% Change
|
|
|
|
Dutch TTF
|
Oct-23
|
EUR 41.54
|
EUR 38.16
|
8.84%
|
EUR 3.37
|
EUR 34.19
|
21.47%
|
EUR 252.59
|
-83.56%
|
|
|
|
NBP
|
Oct-23
|
GBP 101.88
|
GBP 94.81
|
7.45%
|
GBP 7.07
|
GBP 85.10
|
19.72%
|
GBP 645.23
|
-84.21%
|
|
|
|
German Base
|
Oct-23
|
EUR 105.83
|
EUR 97.46
|
8.59%
|
EUR 8.38
|
EUR 89.04
|
18.86%
|
EUR 909.17
|
-88.36%
|
|
|
|
UK Base
|
Oct-23
|
GBP 100.99
|
GBP 92.60
|
9.06%
|
GBP 8.39
|
GBP 80.37
|
25.65%
|
GBP 487.79
|
-79.30%
|
|
|
|
French Base
|
Oct-23
|
EUR 102.05
|
EUR 100.97
|
1.06%
|
EUR 1.07
|
EUR 96.68
|
5.55%
|
EUR 980.75
|
-89.60%
|
|
|
|
Italian Base
|
Oct-23
|
EUR 133.72
|
EUR 120.87
|
10.63%
|
EUR 12.85
|
EUR 110.55
|
20.96%
|
EUR 531.65
|
-74.85%
|
|
|
|
JKM LNG
|
Oct-23
|
$13.18
|
$14.17
|
-7.03%
|
-$1.00
|
$10.38
|
26.99%
|
$74.31
|
-82.27%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/26/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
22
|
-4
|
-36
|
442
|
61
|
-135
|
16.00%
|
-23.00%
|
|
|
|
Middle Atlantic
|
39
|
0
|
-28
|
582
|
12
|
-142
|
2.00%
|
-20.00%
|
|
|
|
E N Central
|
69
|
31
|
29
|
567
|
-51
|
-131
|
-8.00%
|
-19.00%
|
|
|
|
W N Central
|
103
|
52
|
52
|
852
|
54
|
-57
|
7.00%
|
-6.00%
|
|
|
|
South Atlantic
|
99
|
14
|
8
|
1,526
|
86
|
-112
|
6.00%
|
-7.00%
|
|
|
|
E S Central
|
119
|
39
|
41
|
1,270
|
46
|
-142
|
4.00%
|
-10.00%
|
|
|
|
W S Central
|
160
|
45
|
55
|
2,171
|
320
|
-81
|
17.00%
|
-4.00%
|
|
|
|
Mountain
|
63
|
-2
|
0
|
958
|
-16
|
-111
|
-2.00%
|
-10.00%
|
|
|
|
Pacific
|
38
|
-4
|
-28
|
523
|
14
|
-148
|
3.00%
|
-22.00%
|
|
|
|
United States
|
78
|
17
|
8
|
1,002
|
54
|
-120
|
6.00%
|
-11.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/26/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
7
|
0
|
6
|
20
|
-10
|
9
|
-999.00%
|
-999.00%
|
|
|
|
Middle Atlantic
|
2
|
-2
|
2
|
6
|
-12
|
2
|
-999.00%
|
-999.00%
|
|
|
|
E N Central
|
1
|
-6
|
-1
|
16
|
-13
|
-1
|
-999.00%
|
-999.00%
|
|
|
|
W N Central
|
1
|
-8
|
0
|
23
|
-12
|
14
|
-999.00%
|
-999.00%
|
|
|
|
South Atlantic
|
0
|
-1
|
0
|
0
|
-1
|
0
|
-999.00%
|
-999.00%
|
|
|
|
E S Central
|
0
|
-1
|
0
|
0
|
-1
|
0
|
-999.00%
|
-999.00%
|
|
|
|
W S Central
|
0
|
0
|
0
|
0
|
0
|
0
|
-999.00%
|
-999.00%
|
|
|
|
Mountain
|
1
|
-9
|
0
|
7
|
-32
|
5
|
-999.00%
|
-999.00%
|
|
|
|
Pacific
|
3
|
-3
|
3
|
6
|
-34
|
-3
|
-999.00%
|
-999.00%
|
|
|
|
United States
|
1
|
-3
|
1
|
7
|
-13
|
1
|
-999.00%
|
-999.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
