|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 6:57 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.798
|
$2.769
|
1.05%
|
$0.029
|
12,000
|
|
|
|
WTI
|
$94.93
|
$94.81
|
0.13%
|
$0.12
|
60,022
|
|
|
|
Brent
|
$100.67
|
$100.06
|
0.61%
|
$0.61
|
9,539
|
|
|
|
ULSD
|
$3.829
|
$3.817
|
0.34%
|
$0.013
|
4,034
|
|
|
|
RBOB
|
$3.456
|
$3.456
|
0.01%
|
$0.000
|
6,082
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$9.60
|
$8.99
|
6.79%
|
$0.61
|
Jul-26
|
|
|
|
3:2:1 Crack
|
$52.46
|
$52.45
|
0.01%
|
$0.01
|
Jun-26
|
|
|
|
PJM West Spark
|
$65.70
|
$62.25
|
5.53%
|
$3.45
|
Jun-26
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
05/01/26
|
547
|
3
|
-37
|
05/02/25
|
|
|
|
Canada
|
05/01/26
|
123
|
-7
|
3
|
05/02/25
|
|
|
|
International
|
Apr-2026
|
1036
|
-22
|
-51
|
Apr-2025
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 4/28/2026
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
127,657
|
127,263
|
127,081
|
182
|
|
|
|
PJM West Off Peak
|
123,284
|
122,904
|
122,709
|
195
|
|
|
|
Natural Gas Henry Hub
|
394,576
|
378,270
|
374,181
|
4,089
|
|
|
|
WTI – Light Sweet Crude Futures
|
239,741
|
212,177
|
202,230
|
9,947
|
|
|
|
Brent Crude Last Day
|
360,378
|
349,370
|
351,397
|
-2,027
|
|
|
|
NYM Ethanol
|
54,944
|
54,338
|
54,250
|
88
|
|
|
|
Mt Belvieu LDH Propane Swap
|
116,868
|
116,318
|
116,068
|
250
|
|
|
|
RBOB
|
315,440
|
290,136
|
302,917
|
-12,781
|
|
|
|
HSC Basis
|
936,793
|
929,946
|
930,254
|
-308
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
05/07/21
|
|
|
|
|
|
5/1/26
|
4/24/26
|
Net Change
|
% Change
|
5/2/25
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
361
|
332
|
29
|
8.73%
|
362
|
-0.28%
|
372
|
-2.90%
|
|
|
|
Midwest
|
452
|
429
|
23
|
5.36%
|
454
|
-0.44%
|
467
|
-3.21%
|
|
|
|
Mountain
|
203
|
205
|
-2
|
-0.98%
|
180
|
12.78%
|
140
|
44.59%
|
|
|
|
Pacific
|
275
|
272
|
3
|
1.10%
|
232
|
18.53%
|
202
|
36.14%
|
|
|
|
South
|
914
|
905
|
9
|
0.99%
|
917
|
-0.33%
|
922
|
-0.91%
|
|
|
|
Salt
|
273
|
272
|
1
|
0.37%
|
293
|
-6.83%
|
281
|
-2.78%
|
|
|
|
Non_Salt
|
641
|
634
|
7
|
1.10%
|
624
|
2.72%
|
641
|
-0.06%
|
|
|
|
Total
|
2,205
|
2,142
|
63
|
2.94%
|
2,145
|
2.80%
|
2,104
|
4.79%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/7/26
|
5/6/26
|
% Change
|
Change
|
4/9/26
|
% Change
|
5/7/25
|
% Change
|
|
|
|
PJM West On Peak
|
Jun-26
|
$71.64
|
$68.18
|
5.08%
|
$3.46
|
$69.34
|
3.31%
|
$59.10
|
21.21%
|
|
|
|
ERCOT North On Peak
|
Jun-26
|
$43.67
|
$41.28
|
5.79%
|
$2.39
|
$39.43
|
10.75%
|
$58.73
|
-25.65%
|
|
|
|
CAISO SP 15 On Peak
|
Jun-26
|
$13.99
|
$17.47
|
-19.92%
|
-$3.48
|
$14.00
|
-0.05%
|
$32.83
|
-57.38%
|
|
|
|
MISO Indiana On Peak
|
Jun-26
|
$59.03
|
$53.85
|
9.63%
|
$5.19
|
$58.40
|
1.08%
|
$52.48
|
12.48%
|
|
|
|
NEISO Mass On Peak
|
Jun-26
|
$60.92
|
$59.73
|
2.00%
|
$1.19
|
$56.17
|
8.46%
|
$52.62
|
15.78%
|
|
|
|
WECC Mid C On Peak
|
Jun-26
|
$28.33
|
$29.00
|
-2.31%
|
-$0.67
|
$19.35
|
46.42%
|
$49.24
|
-42.47%
|
|
|
|
NYISO Zone G On Peak
|
Jun-26
|
$59.68
|
$57.97
|
2.95%
|
$1.71
|
$58.16
|
2.61%
|
$51.19
|
16.59%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/7/26
|
5/6/26
|
% Change
|
Change
|
4/9/26
|
% Change
|
5/7/25
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Jun-26
|
$2.769
|
$2.730
|
1.43%
|
$0.04
|
$2.81
|
-1.60%
|
$4.07
|
-32.03%
|
|
|
|
Houston Ship Channel
|
Jun-26
|
-$0.403
|
-$0.415
|
-3.01%
|
$0.01
|
-$0.37
|
8.99%
|
-$0.41
|
-2.85%
|
|
|
|
Chicago
|
Jun-26
|
-$0.338
|
-$0.335
|
-0.74%
|
$0.00
|
-$0.38
|
-11.07%
|
-$0.46
|
-26.92%
|
|
|
|
Waha
|
Jun-26
|
-$6.355
|
-$6.550
|
-2.98%
|
$0.20
|
-$5.25
|
21.05%
|
-$1.80
|
252.66%
|
|
|
|
Algonquin
|
Jun-26
|
-$0.260
|
-$0.200
|
-30.00%
|
-$0.06
|
$0.28
|
-191.23%
|
-$0.36
|
-28.02%
|
|
|
|
Aeco
|
Jun-26
|
-$1.645
|
-$1.560
|
5.45%
|
-$0.09
|
-$1.90
|
-13.40%
|
-$1.81
|
-9.08%
|
|
|
|
Socal
|
Jun-26
|
-$1.275
|
-$1.250
|
2.00%
|
-$0.02
|
-$1.55
|
-17.59%
|
-$0.38
|
239.01%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/7/26
|
5/6/26
|
% Change
|
Change
|
4/9/26
|
% Change
|
5/7/25
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Jun-26
|
$0.841
|
$0.845
|
-0.44%
|
$0.00
|
$0.74
|
13.35%
|
$0.67
|
25.77%
|
|
|
|
Mt. Belvieu Propane non LST
|
Jun-26
|
$0.808
|
$0.803
|
0.62%
|
$0.01
|
$0.73
|
11.19%
|
$0.67
|
20.25%
|
|
|
|
Mt. Belview Ethane
|
Jun-26
|
$0.205
|
$0.203
|
1.23%
|
$0.00
|
$0.21
|
-2.27%
|
$0.28
|
-27.44%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Jun-26
|
$2.050
|
$2.045
|
0.24%
|
$0.00
|
$1.94
|
5.94%
|
$1.17
|
74.97%
|
|
|
|
Mt. Belvieu Butane LST
|
Jun-26
|
$1.159
|
$1.157
|
0.13%
|
$0.00
|
$0.98
|
18.71%
|
$0.74
|
56.49%
|
|
|
|
Far East Propane
|
Jun-26
|
$7.230
|
$7.306
|
-1.05%
|
-$0.08
|
$6.75
|
7.11%
|
$4.90
|
47.66%
|
|
|
|
Saudi Propane
|
Jun-26
|
$6.800
|
$6.750
|
0.74%
|
$0.05
|
$6.33
|
7.42%
|
$4.81
|
41.27%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/7/26
|
5/6/26
|
% Change
|
Change
|
4/9/26
|
% Change
|
5/7/25
|
% Change
|
|
|
|
WTI
|
Jun-26
|
$94.81
|
$95.08
|
-0.28%
|
-$0.27
|
$89.93
|
5.43%
|
$57.89
|
63.78%
|
|
|
|
Brent
|
Jun-26
|
$101.87
|
$103.32
|
-1.42%
|
-$1.45
|
$95.92
|
6.20%
|
$61.43
|
65.83%
|
|
|
|
WCS
|
Jun-26
|
-$16.10
|
-$16.23
|
-0.82%
|
$0.13
|
-$14.11
|
14.12%
|
-$11.47
|
40.36%
|
|
|
|
LLS
|
Jun-26
|
$88.07
|
$97.52
|
-10.74%
|
-$9.45
|
$88.62
|
-0.63%
|
$60.36
|
45.91%
|
|
|
|
Mars
|
Jun-26
|
$89.72
|
$98.99
|
-10.33%
|
-$9.27
|
$89.61
|
0.13%
|
$58.30
|
53.90%
|
|
|
|
Sour
|
Jun-26
|
$92.54
|
$100.10
|
-8.17%
|
-$7.56
|
$90.72
|
2.01%
|
$57.97
|
59.62%
|
|
|
|
ESPO
|
Jun-26
|
$99.87
|
$101.32
|
-1.45%
|
-$1.45
|
$93.92
|
6.33%
|
$59.43
|
68.04%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/7/26
|
5/6/26
|
% Change
|
Change
|
4/9/26
|
% Change
|
5/7/25
|
% Change
|
|
|
|
NY Heating Oil
|
Jun-26
|
$3.92
|
$3.78
|
3.84%
|
$0.14
|
$3.72
|
5.49%
|
$1.99
|
96.89%
|
|
|
|
NY Gasoline
|
Jun-26
|
$3.38
|
$3.38
|
-0.24%
|
-$0.01
|
$2.98
|
13.17%
|
$1.94
|
74.20%
|
|
|
|
GC Gasoline
|
Jun-26
|
$3.24
|
$3.24
|
-0.25%
|
-$0.01
|
$2.84
|
13.82%
|
$1.84
|
76.06%
|
|
|
|
GC Jet
|
Jun-26
|
$3.58
|
$3.46
|
3.56%
|
$0.12
|
$3.57
|
0.34%
|
$1.86
|
92.79%
|
|
|
|
Chicago Ethanol
|
Jun-26
|
$1.93
|
$1.96
|
-1.02%
|
-$0.02
|
$1.91
|
1.31%
|
$1.57
|
23.33%
|
|
|
|
Rotterdam Gasoil
|
Jun-26
|
$998.17
|
$1,030.00
|
-3.09%
|
-$31.83
|
$889.00
|
12.28%
|
$590.17
|
69.13%
|
|
|
|
Singapore Jet Kero
|
Jun-26
|
$139.79
|
$145.00
|
-3.59%
|
-$5.21
|
$138.53
|
0.91%
|
$76.65
|
82.36%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/7/26
|
5/6/26
|
% Change
|
Change
|
4/9/26
|
% Change
|
5/7/25
|
% Change
|
|
|
|
Henry Hub Straddle
|
Jun-26
|
49.95%
|
51.01%
|
-2.08%
|
-1.06%
|
52.36%
|
-4.60%
|
41.33%
|
20.86%
|
|
|
|
Algonquin Straddle
|
Jun-26
|
69.24%
|
69.51%
|
-0.39%
|
-0.27%
|
73.61%
|
-5.94%
|
43.78%
|
58.15%
|
|
|
|
Waha Straddle
|
Jun-26
|
119.11%
|
116.76%
|
2.01%
|
2.35%
|
252.08%
|
-52.75%
|
305.26%
|
-60.98%
|
|
|
|
Chicago Straddle
|
Jun-26
|
52.07%
|
53.29%
|
-2.29%
|
-1.22%
|
56.39%
|
-7.66%
|
43.49%
|
19.73%
|
|
|
|
PJM West Straddle
|
Jun-26
|
64.97%
|
63.75%
|
1.91%
|
1.22%
|
48.34%
|
34.40%
|
39.46%
|
64.65%
|
|
|
|
SP – 15 Straddle
|
Jun-26
|
215.95%
|
214.63%
|
0.62%
|
1.32%
|
334.88%
|
-35.51%
|
99.17%
|
117.76%
|
|
|
|
Mid. C Straddle
|
Jun-26
|
36.13%
|
47.34%
|
-23.68%
|
-11.21%
|
0.00%
|
#DIV/0!
|
56.73%
|
-36.31%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/7/26
|
5/6/26
|
% Change
|
Change
|
4/9/26
|
% Change
|
5/7/25
|
% Change
|
|
|
|
Dutch TTF
|
Jun-26
|
EUR 44.35
|
EUR 43.60
|
1.73%
|
EUR 0.76
|
EUR 44.55
|
-0.44%
|
EUR 31.85
|
39.25%
|
|
|
|
NBP
|
Jun-26
|
GBP 108.50
|
GBP 107.58
|
0.86%
|
GBP 0.92
|
GBP 110.75
|
-2.03%
|
GBP 77.81
|
39.44%
|
|
|
|
German Base
|
Jun-26
|
EUR 83.76
|
EUR 84.68
|
-1.09%
|
-EUR 0.92
|
EUR 86.89
|
-3.60%
|
EUR 70.58
|
18.67%
|
|
|
|
UK Base
|
Jun-26
|
GBP 92.52
|
GBP 89.29
|
3.62%
|
GBP 3.23
|
GBP 91.02
|
1.65%
|
GBP 70.80
|
30.69%
|
|
|
|
French Base
|
Jun-26
|
EUR 23.47
|
EUR 24.56
|
-4.43%
|
-EUR 1.09
|
EUR 28.14
|
-16.57%
|
EUR 37.33
|
-37.12%
|
|
|
|
Italian Base
|
Jun-26
|
EUR 121.34
|
EUR 118.58
|
2.32%
|
EUR 2.75
|
EUR 128.81
|
-5.80%
|
EUR 90.91
|
33.46%
|
|
|
|
JKM LNG
|
Jun-26
|
$16.79
|
$16.14
|
4.04%
|
$0.65
|
$16.92
|
-0.77%
|
$11.45
|
46.63%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/7/26
|
5/6/26
|
% Change
|
Change
|
4/9/26
|
% Change
|
5/7/25
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
Jun-26
|
$44.35
|
$43.60
|
1.73%
|
$0.76
|
$44.55
|
-0.44%
|
$31.85
|
39.25%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
Jun-26
|
$108.50
|
$107.58
|
0.86%
|
$0.92
|
$110.75
|
-2.03%
|
$77.81
|
39.44%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
Jun-26
|
$83.76
|
$84.68
|
-1.09%
|
-$0.92
|
$86.89
|
-3.60%
|
$70.58
|
18.67%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Jun-26
|
$92.52
|
$89.29
|
3.62%
|
$3.23
|
$91.02
|
1.65%
|
$70.80
|
30.69%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Jun-26
|
$23.47
|
$24.56
|
-4.43%
|
-$1.09
|
$28.14
|
-16.57%
|
$37.33
|
-37.12%
|
|
|
|
Supramax Timecharter (DRY)
|
Jun-26
|
$121.34
|
$118.58
|
2.32%
|
$2.75
|
$128.81
|
-5.80%
|
$90.91
|
33.46%
|
|
|
|
Capesize Timecharter (DRY)
|
Jun-26
|
$16.79
|
$16.14
|
4.04%
|
$0.65
|
$16.92
|
-0.77%
|
$11.45
|
46.63%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
05/02/2026
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
0
|
0
|
0
|
1
|
1
|
1
|
NA
|
NA
|
|
|
|
Middle Atlantic
|
0
|
0
|
-1
|
18
|
18
|
17
|
NA
|
NA
|
|
|
|
E N Central
|
0
|
-2
|
0
|
14
|
11
|
13
|
NA
|
NA
|
|
|
|
W N Central
|
1
|
-3
|
-1
|
24
|
14
|
21
|
NA
|
NA
|
|
|
|
South Atlantic
|
27
|
3
|
-13
|
235
|
45
|
7
|
24.00%
|
3.00%
|
|
|
|
E S Central
|
16
|
5
|
-22
|
117
|
56
|
16
|
NA
|
NA
|
|
|
|
W S Central
|
49
|
15
|
-10
|
370
|
185
|
81
|
100.00%
|
28.00%
|
|
|
|
Mountain
|
6
|
-6
|
1
|
87
|
34
|
46
|
NA
|
NA
|
|
|
|
Pacific
|
0
|
-5
|
0
|
29
|
7
|
29
|
NA
|
NA
|
|
|
|
United States
|
12
|
0
|
-5
|
109
|
40
|
25
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
05/02/2026
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
105
|
2
|
42
|
6,315
|
23
|
406
|
0.00%
|
7.00%
|
|
|
|
Middle Atlantic
|
93
|
9
|
54
|
5,562
|
-115
|
413
|
-2.00%
|
8.00%
|
|
|
|
E N Central
|
99
|
12
|
35
|
5,829
|
-404
|
150
|
-6.00%
|
3.00%
|
|
|
|
W N Central
|
102
|
25
|
33
|
5,678
|
-836
|
-264
|
-13.00%
|
-4.00%
|
|
|
|
South Atlantic
|
35
|
9
|
28
|
2,638
|
-154
|
93
|
-6.00%
|
4.00%
|
|
|
|
E S Central
|
29
|
-3
|
22
|
3,062
|
-467
|
-55
|
-13.00%
|
-2.00%
|
|
|
|
W S Central
|
14
|
4
|
11
|
1,681
|
-591
|
-240
|
-26.00%
|
-13.00%
|
|
|
|
Mountain
|
91
|
13
|
17
|
3,743
|
-1,172
|
-784
|
-24.00%
|
-17.00%
|
|
|
|
Pacific
|
56
|
0
|
-13
|
2,251
|
-735
|
-646
|
-25.00%
|
-22.00%
|
|
|
|
United States
|
66
|
8
|
25
|
3,891
|
-451
|
-79
|
-10.00%
|
-2.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
