|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 9:06 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$1.707
|
$1.744
|
-2.12%
|
-$0.037
|
33,398
|
|
|
|
WTI
|
$82.23
|
$83.47
|
-1.49%
|
-$1.24
|
4,368
|
|
|
|
Brent
|
$86.33
|
$87.38
|
-1.20%
|
-$1.05
|
16,132
|
|
|
|
ULSD
|
$2.697
|
$2.761
|
-2.32%
|
-$0.064
|
11,015
|
|
|
|
RBOB
|
$2.727
|
$2.762
|
-1.29%
|
-$0.036
|
4,767
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.69
|
$4.65
|
0.86%
|
$0.04
|
May-24
|
|
|
|
3:2:1 Crack
|
$31.85
|
$32.58
|
-2.25%
|
-$0.73
|
Apr-24
|
|
|
|
PJM West Spark
|
$31.57
|
$29.77
|
6.04%
|
$1.80
|
Apr-24
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
03/15/24
|
629
|
7
|
-125
|
03/18/23
|
|
|
|
Canada
|
03/15/24
|
207
|
-18
|
0
|
03/18/23
|
|
|
|
International
|
Feb
|
958
|
-7
|
43
|
Feb
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 3/12/2024
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
91,085
|
90,642
|
90,642
|
0
|
|
|
|
PJM West Off Peak
|
79,238
|
78,895
|
78,982
|
-87
|
|
|
|
Natural Gas Henry Hub
|
380,458
|
358,116
|
368,376
|
-10,260
|
|
|
|
WTI – Light Sweet Crude Futures
|
307,461
|
262,005
|
230,289
|
31,716
|
|
|
|
Brent Crude Last Day
|
109,955
|
100,537
|
100,240
|
297
|
|
|
|
NYM Ethanol
|
48,564
|
47,770
|
48,227
|
-457
|
|
|
|
Mt Belvieu LDH Propane Swap
|
150,268
|
149,192
|
149,949
|
-757
|
|
|
|
RBOB
|
379,544
|
352,260
|
364,346
|
-12,086
|
|
|
|
HSC Basis
|
791,538
|
780,281
|
781,443
|
-1,162
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2021
|
2022
|
2023projected
|
2024projected
|
|
|
|
Brent
|
$70.89
|
$100.94
|
$84.09
|
$94.91
|
|
|
|
Gasoline
|
$3.02
|
$3.97
|
$3.62
|
$3.69
|
|
|
|
Crude Oil Production
|
11.27
|
11.91
|
12.92
|
13.12
|
|
|
|
Natural Gas Spot
|
$3.91
|
$6.42
|
$2.61
|
$3.23
|
|
|
|
LNG Exports
|
9.76
|
10.59
|
11.62
|
13.15
|
|
|
|
|
|
|
|
|
|
|
|
|
Electrical Generation %
|
2021
|
2022
|
2023projected
|
2024projected
|
|
|
|
Natural gas
|
37.00%
|
39.00%
|
42.00%
|
41.00%
|
|
|
|
Coal
|
23.00%
|
20.00%
|
16.00%
|
15.00%
|
|
|
|
Renewables
|
20.00%
|
22.00%
|
22.00%
|
25.00%
|
|
|
|
Nuclear
|
20.00%
|
19.00%
|
19.00%
|
20.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Short Term Energy Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EIA Lower 48 Natural Gas Storage
|
|
|
|
|
|
|
|
|
|
|
|
|
|
03/08/19
|
|
|
|
|
|
3/8/24
|
3/1/24
|
Net Change
|
% Change
|
3/10/23
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
412
|
422
|
-10
|
-2.37%
|
391
|
5.37%
|
337
|
22.40%
|
|
|
|
Midwest
|
561
|
575
|
-14
|
-2.43%
|
490
|
14.49%
|
410
|
36.70%
|
|
|
|
Mountain
|
167
|
169
|
-2
|
-1.18%
|
87
|
91.95%
|
90
|
85.56%
|
|
|
|
Pacific
|
213
|
219
|
-6
|
-2.74%
|
72
|
195.83%
|
145
|
46.49%
|
|
|
|
South
|
972
|
949
|
23
|
2.42%
|
933
|
4.18%
|
700
|
38.78%
|
|
|
|
Salt
|
294
|
285
|
9
|
3.16%
|
266
|
10.53%
|
200
|
47.29%
|
|
|
|
Non_Salt
|
678
|
664
|
14
|
2.11%
|
667
|
1.65%
|
501
|
35.28%
|
|
|
|
Total
|
2,325
|
2,334
|
-9
|
-0.39%
|
1,972
|
17.90%
|
1,683
|
38.16%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/19/24
|
3/18/24
|
% Change
|
Change
|
2/20/24
|
% Change
|
3/21/23
|
% Change
|
|
|
|
PJM West On Peak
|
Apr-24
|
$35.20
|
$33.50
|
5.09%
|
$1.71
|
$30.81
|
14.27%
|
$43.43
|
-18.94%
|
|
|
|
ERCOT North On Peak
|
Apr-24
|
$32.62
|
$32.53
|
0.27%
|
$0.09
|
$29.57
|
10.29%
|
$33.75
|
-3.36%
|
|
|
|
CAISO SP 15 On Peak
|
Apr-24
|
$21.20
|
$20.63
|
2.76%
|
$0.57
|
$27.00
|
-21.48%
|
$37.95
|
-44.14%
|
|
|
|
MISO Indiana On Peak
|
Apr-24
|
$35.58
|
$33.92
|
4.92%
|
$1.67
|
$32.36
|
9.94%
|
$46.82
|
-24.00%
|
|
|
|
NEISO Mass On Peak
|
Apr-24
|
$28.62
|
$29.26
|
-2.18%
|
-$0.64
|
$28.59
|
0.11%
|
$55.90
|
-48.80%
|
|
|
|
WECC Mid C On Peak
|
Apr-24
|
$40.57
|
$39.08
|
3.80%
|
$1.49
|
$52.00
|
-21.99%
|
$57.79
|
-29.80%
|
|
|
|
NYISO Zone G On Peak
|
Apr-24
|
$31.02
|
$28.17
|
10.13%
|
$2.85
|
$26.13
|
18.72%
|
$47.22
|
-34.30%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/19/24
|
3/18/24
|
% Change
|
Change
|
2/20/24
|
% Change
|
3/21/23
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Apr-24
|
$1.744
|
$1.703
|
2.41%
|
$0.04
|
$1.65
|
5.95%
|
$3.28
|
-46.83%
|
|
|
|
Houston Ship Channel
|
Apr-24
|
-$0.191
|
-$0.204
|
-6.13%
|
$0.01
|
-$0.26
|
-26.07%
|
-$0.39
|
-50.31%
|
|
|
|
Chicago
|
Apr-24
|
-$0.092
|
-$0.101
|
10.12%
|
$0.01
|
-$0.05
|
102.87%
|
-$0.07
|
25.20%
|
|
|
|
Waha
|
Apr-24
|
-$1.569
|
-$1.390
|
-12.92%
|
-$0.18
|
-$0.83
|
88.02%
|
-$1.39
|
13.03%
|
|
|
|
Algonquin
|
Apr-24
|
-$0.023
|
-$0.031
|
26.75%
|
$0.01
|
$0.06
|
-137.28%
|
$1.13
|
-102.03%
|
|
|
|
Aeco
|
Apr-24
|
-$0.401
|
-$0.393
|
2.01%
|
-$0.01
|
-$0.45
|
-11.82%
|
-$0.89
|
-55.20%
|
|
|
|
Socal
|
Apr-24
|
-$0.014
|
$0.033
|
-143.56%
|
-$0.05
|
$0.24
|
-105.94%
|
$0.15
|
-109.31%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/19/24
|
3/18/24
|
% Change
|
Change
|
2/20/24
|
% Change
|
3/21/23
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Apr-24
|
$0.830
|
$0.812
|
2.16%
|
$0.02
|
$0.82
|
0.72%
|
$0.71
|
17.47%
|
|
|
|
Mt. Belvieu Propane non LST
|
Apr-24
|
$0.827
|
$0.801
|
3.28%
|
$0.03
|
$0.85
|
-2.16%
|
$0.71
|
17.28%
|
|
|
|
Mt. Belview Ethane
|
Apr-24
|
$0.183
|
$0.175
|
4.53%
|
$0.01
|
$0.18
|
3.04%
|
$0.22
|
-16.37%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Apr-24
|
$1.650
|
$1.642
|
0.46%
|
$0.01
|
$1.51
|
9.41%
|
$1.40
|
17.63%
|
|
|
|
Mt. Belvieu Butane LST
|
Apr-24
|
$0.937
|
$0.940
|
-0.38%
|
$0.00
|
$0.95
|
-1.82%
|
$0.79
|
18.30%
|
|
|
|
Far East Propane
|
Apr-24
|
$6.110
|
$6.070
|
0.65%
|
$0.04
|
$5.98
|
2.15%
|
$5.12
|
19.31%
|
|
|
|
Saudi Propane
|
Apr-24
|
$6.217
|
$6.109
|
1.77%
|
$0.11
|
$5.81
|
7.08%
|
$4.89
|
27.14%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/19/24
|
3/18/24
|
% Change
|
Change
|
2/20/24
|
% Change
|
3/21/23
|
% Change
|
|
|
|
WTI
|
May-24
|
$82.73
|
$82.16
|
0.69%
|
$0.57
|
$76.62
|
7.97%
|
$67.09
|
23.31%
|
|
|
|
Brent
|
May-24
|
$87.38
|
$86.89
|
0.56%
|
$0.49
|
$81.50
|
7.21%
|
$72.27
|
20.91%
|
|
|
|
WCS
|
May-24
|
-$12.30
|
-$12.10
|
1.62%
|
-$0.20
|
-$15.62
|
-21.29%
|
-$15.70
|
-21.68%
|
|
|
|
LLS
|
May-24
|
$84.41
|
$84.09
|
0.39%
|
$0.33
|
$78.75
|
7.19%
|
$69.73
|
21.06%
|
|
|
|
Mars
|
May-24
|
$81.85
|
$81.39
|
0.57%
|
$0.47
|
$76.13
|
7.51%
|
$64.45
|
27.00%
|
|
|
|
Sour
|
May-24
|
$82.89
|
$82.27
|
0.75%
|
$0.62
|
$77.04
|
7.59%
|
$64.36
|
28.79%
|
|
|
|
ESPO
|
May-24
|
$85.38
|
$84.89
|
0.57%
|
$0.49
|
$79.50
|
7.40%
|
$70.07
|
21.85%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/19/24
|
3/18/24
|
% Change
|
Change
|
2/20/24
|
% Change
|
3/21/23
|
% Change
|
|
|
|
NY Heating Oil
|
Apr-24
|
$2.76
|
$2.79
|
-0.93%
|
-$0.03
|
$2.68
|
2.83%
|
$2.43
|
13.53%
|
|
|
|
NY Gasoline
|
Apr-24
|
$2.76
|
$2.78
|
-0.58%
|
-$0.02
|
$2.52
|
9.51%
|
$2.23
|
24.12%
|
|
|
|
GC Gasoline
|
Apr-24
|
$2.66
|
$2.68
|
-0.60%
|
-$0.02
|
$2.42
|
9.91%
|
$2.13
|
25.26%
|
|
|
|
GC Jet
|
Apr-24
|
$2.67
|
$2.64
|
1.13%
|
$0.03
|
$2.52
|
6.24%
|
$2.21
|
21.04%
|
|
|
|
Chicago Ethanol
|
Apr-24
|
$1.63
|
$1.65
|
-1.81%
|
-$0.03
|
$1.52
|
6.91%
|
$1.73
|
-6.18%
|
|
|
|
Rotterdam Gasoil
|
Apr-24
|
$801.48
|
$804.19
|
-0.34%
|
-$2.71
|
$767.24
|
4.46%
|
$655.11
|
22.34%
|
|
|
|
Singapore Jet Kero
|
Apr-24
|
$105.74
|
$104.83
|
0.87%
|
$0.91
|
$102.66
|
3.00%
|
$91.17
|
15.98%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/19/24
|
3/18/24
|
% Change
|
Change
|
2/20/24
|
% Change
|
3/21/23
|
% Change
|
|
|
|
Henry Hub Straddle
|
May-24
|
54.44%
|
62.81%
|
-13.33%
|
-8.37%
|
65.61%
|
-17.02%
|
51.88%
|
4.93%
|
|
|
|
Algonquin Straddle
|
May-24
|
64.45%
|
73.08%
|
-11.81%
|
-8.63%
|
63.18%
|
2.01%
|
55.69%
|
15.73%
|
|
|
|
Waha Straddle
|
May-24
|
148.61%
|
148.20%
|
0.28%
|
0.41%
|
118.25%
|
25.67%
|
80.49%
|
84.63%
|
|
|
|
Chicago Straddle
|
May-24
|
59.08%
|
67.19%
|
-12.07%
|
-8.11%
|
66.10%
|
-10.62%
|
53.35%
|
10.74%
|
|
|
|
PJM West Straddle
|
May-24
|
48.17%
|
48.20%
|
-0.06%
|
-0.03%
|
48.09%
|
0.17%
|
46.53%
|
3.52%
|
|
|
|
SP – 15 Straddle
|
May-24
|
137.95%
|
133.51%
|
3.33%
|
4.44%
|
77.29%
|
78.48%
|
27.56%
|
400.54%
|
|
|
|
Mid. C Straddle
|
May-24
|
54.92%
|
73.11%
|
-24.88%
|
-18.19%
|
174.76%
|
-68.57%
|
67.09%
|
-18.14%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/19/24
|
3/18/24
|
% Change
|
Change
|
2/20/24
|
% Change
|
3/21/23
|
% Change
|
|
|
|
Dutch TTF
|
May-24
|
EUR 29.02
|
EUR 29.00
|
0.05%
|
EUR 0.02
|
EUR 23.95
|
21.14%
|
EUR 47.46
|
-38.85%
|
|
|
|
NBP
|
May-24
|
GBP 72.86
|
GBP 72.07
|
1.10%
|
GBP 0.79
|
GBP 58.45
|
24.66%
|
GBP 121.54
|
-40.05%
|
|
|
|
German Base
|
May-24
|
EUR 54.91
|
EUR 54.99
|
-0.15%
|
-EUR 0.08
|
EUR 49.78
|
10.31%
|
EUR 109.71
|
-49.95%
|
|
|
|
UK Base
|
May-24
|
GBP 63.78
|
GBP 65.70
|
-2.93%
|
-GBP 1.92
|
GBP 52.22
|
22.12%
|
GBP 116.37
|
-45.19%
|
|
|
|
French Base
|
May-24
|
EUR 41.65
|
EUR 44.74
|
-6.90%
|
-EUR 3.09
|
EUR 44.11
|
-5.58%
|
EUR 109.36
|
-61.92%
|
|
|
|
Italian Base
|
May-24
|
EUR 79.94
|
EUR 80.42
|
-0.60%
|
-EUR 0.48
|
EUR 71.64
|
11.59%
|
EUR 118.83
|
-32.73%
|
|
|
|
JKM LNG
|
May-24
|
$8.86
|
$9.13
|
-2.93%
|
-$0.27
|
$8.25
|
7.42%
|
$13.40
|
-33.89%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
3/19/24
|
3/18/24
|
% Change
|
Change
|
2/20/24
|
% Change
|
3/21/23
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
May-24
|
$29.02
|
$29.00
|
0.05%
|
$0.02
|
$23.95
|
21.14%
|
$47.46
|
-38.85%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
May-24
|
$72.86
|
$72.07
|
1.10%
|
$0.79
|
$58.45
|
24.66%
|
$121.54
|
-40.05%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
May-24
|
$54.91
|
$54.99
|
-0.15%
|
-$0.08
|
$49.78
|
10.31%
|
$109.71
|
-49.95%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
May-24
|
$63.78
|
$65.70
|
-2.93%
|
-$1.92
|
$52.22
|
22.12%
|
$116.37
|
-45.19%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
May-24
|
$41.65
|
$44.74
|
-6.90%
|
-$3.09
|
$44.11
|
-5.58%
|
$109.36
|
-61.92%
|
|
|
|
Supramax Timecharter (DRY)
|
May-24
|
$79.94
|
$80.42
|
-0.60%
|
-$0.48
|
$71.64
|
11.59%
|
$118.83
|
-32.73%
|
|
|
|
Capesize Timecharter (DRY)
|
May-24
|
$8.86
|
$9.13
|
-2.93%
|
-$0.27
|
$8.25
|
7.42%
|
$13.40
|
-33.89%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
03/16/2024
|
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
|
0
|
0
|
0
|
0
|
0
|
0
|
NA
|
NA
|
|
|
|
E N Central
|
0
|
0
|
0
|
0
|
-1
|
0
|
NA
|
NA
|
|
|
|
W N Central
|
0
|
-1
|
0
|
0
|
-2
|
0
|
NA
|
NA
|
|
|
|
South Atlantic
|
11
|
0
|
1
|
58
|
-30
|
-56
|
NA
|
NA
|
|
|
|
E S Central
|
0
|
-4
|
0
|
2
|
-19
|
-16
|
NA
|
NA
|
|
|
|
W S Central
|
15
|
4
|
3
|
55
|
2
|
-30
|
NA
|
NA
|
|
|
|
Mountain
|
0
|
-1
|
0
|
0
|
-7
|
0
|
NA
|
NA
|
|
|
|
Pacific
|
0
|
-1
|
0
|
0
|
-5
|
0
|
NA
|
NA
|
|
|
|
United States
|
4
|
0
|
1
|
17
|
-8
|
-15
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
03/16/2024
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
164
|
-49
|
-38
|
4,579
|
-734
|
16
|
-14.00%
|
0.00%
|
|
|
|
Middle Atlantic
|
141
|
-53
|
-64
|
4,228
|
-603
|
26
|
-12.00%
|
1.00%
|
|
|
|
E N Central
|
132
|
-71
|
-92
|
4,434
|
-925
|
-328
|
-17.00%
|
-7.00%
|
|
|
|
W N Central
|
126
|
-76
|
-106
|
4,657
|
-1,029
|
-792
|
-18.00%
|
-15.00%
|
|
|
|
South Atlantic
|
55
|
-34
|
-55
|
2,130
|
-338
|
20
|
-14.00%
|
1.00%
|
|
|
|
E S Central
|
77
|
-31
|
-59
|
2,701
|
-436
|
61
|
-14.00%
|
2.00%
|
|
|
|
W S Central
|
38
|
-26
|
-20
|
1,870
|
-214
|
15
|
-10.00%
|
1.00%
|
|
|
|
Mountain
|
158
|
11
|
3
|
3,916
|
-293
|
-525
|
-7.00%
|
-12.00%
|
|
|
|
Pacific
|
107
|
10
|
-7
|
2,352
|
-144
|
-415
|
-6.00%
|
-15.00%
|
|
|
|
United States
|
104
|
-36
|
-50
|
3,251
|
-498
|
-192
|
-13.00%
|
-6.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
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|
