|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 7:11 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.899
|
$2.910
|
-0.38%
|
-$0.011
|
17,258
|
|
|
|
WTI
|
$101.36
|
$98.07
|
3.35%
|
$3.29
|
49,527
|
|
|
|
Brent
|
$107.60
|
$104.21
|
3.25%
|
$3.39
|
9,678
|
|
|
|
ULSD
|
$4.082
|
$3.969
|
2.86%
|
$0.114
|
3,885
|
|
|
|
RBOB
|
$3.688
|
$3.600
|
2.45%
|
$0.088
|
3,979
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$9.78
|
$9.47
|
3.27%
|
$0.31
|
Jul-26
|
|
|
|
3:2:1 Crack
|
$55.12
|
$54.41
|
1.30%
|
$0.71
|
Jun-26
|
|
|
|
PJM West Spark
|
$68.63
|
$60.58
|
13.29%
|
$8.05
|
Jun-26
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
05/08/26
|
548
|
1
|
-30
|
05/09/25
|
|
|
|
Canada
|
05/08/26
|
124
|
1
|
10
|
05/09/25
|
|
|
|
International
|
Apr-2026
|
1036
|
-22
|
-51
|
Apr-2025
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 5/5/2026
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
123,703
|
123,261
|
123,206
|
55
|
|
|
|
PJM West Off Peak
|
119,408
|
119,033
|
119,119
|
-86
|
|
|
|
Natural Gas Henry Hub
|
384,686
|
368,318
|
366,401
|
1,917
|
|
|
|
WTI – Light Sweet Crude Futures
|
217,942
|
186,023
|
176,005
|
10,018
|
|
|
|
Brent Crude Last Day
|
337,974
|
328,166
|
331,157
|
-2,991
|
|
|
|
NYM Ethanol
|
49,602
|
49,033
|
49,005
|
28
|
|
|
|
Mt Belvieu LDH Propane Swap
|
106,323
|
105,725
|
105,502
|
223
|
|
|
|
RBOB
|
314,222
|
287,708
|
302,284
|
-14,576
|
|
|
|
HSC Basis
|
881,393
|
873,995
|
874,564
|
-569
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
5/11/26
|
5/8/26
|
% Change
|
Change
|
4/13/26
|
% Change
|
5/9/25
|
% Change
|
|
|
|
PJM West On Peak
|
Jun-26
|
$74.82
|
$66.81
|
12.00%
|
$8.01
|
$68.12
|
9.84%
|
$58.51
|
27.89%
|
|
|
|
ERCOT North On Peak
|
Jun-26
|
$41.12
|
$41.53
|
-0.98%
|
-$0.41
|
$38.83
|
5.89%
|
$58.21
|
-29.35%
|
|
|
|
CAISO SP 15 On Peak
|
Jun-26
|
$14.70
|
$14.00
|
4.99%
|
$0.70
|
$11.43
|
28.65%
|
$32.04
|
-54.12%
|
|
|
|
MISO Indiana On Peak
|
Jun-26
|
$61.12
|
$56.63
|
7.93%
|
$4.49
|
$56.12
|
8.92%
|
$51.84
|
17.90%
|
|
|
|
NEISO Mass On Peak
|
Jun-26
|
$58.71
|
$55.98
|
4.87%
|
$2.73
|
$54.56
|
7.61%
|
$53.50
|
9.74%
|
|
|
|
WECC Mid C On Peak
|
Jun-26
|
$27.20
|
$27.00
|
0.73%
|
$0.20
|
$17.34
|
56.86%
|
$45.63
|
-40.40%
|
|
|
|
NYISO Zone G On Peak
|
Jun-26
|
$58.55
|
$55.20
|
6.06%
|
$3.35
|
$53.80
|
8.81%
|
$52.05
|
12.49%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/11/26
|
5/8/26
|
% Change
|
Change
|
4/13/26
|
% Change
|
5/9/25
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Jun-26
|
$2.910
|
$2.757
|
5.55%
|
$0.15
|
$2.79
|
4.26%
|
$4.10
|
-28.97%
|
|
|
|
Houston Ship Channel
|
Jun-26
|
-$0.433
|
-$0.415
|
4.22%
|
-$0.02
|
-$0.40
|
7.40%
|
-$0.38
|
12.48%
|
|
|
|
Chicago
|
Jun-26
|
-$0.387
|
-$0.360
|
-7.10%
|
-$0.03
|
-$0.40
|
-1.92%
|
-$0.43
|
-10.45%
|
|
|
|
Waha
|
Jun-26
|
-$6.205
|
-$6.050
|
-2.56%
|
-$0.15
|
-$5.62
|
10.49%
|
-$2.00
|
210.84%
|
|
|
|
Algonquin
|
Jun-26
|
-$0.300
|
-$0.285
|
-5.26%
|
-$0.02
|
$0.29
|
-203.27%
|
-$0.33
|
-9.26%
|
|
|
|
Aeco
|
Jun-26
|
-$1.700
|
-$1.660
|
2.41%
|
-$0.04
|
-$1.93
|
-11.97%
|
-$1.81
|
-6.04%
|
|
|
|
Socal
|
Jun-26
|
-$1.290
|
-$1.250
|
3.20%
|
-$0.04
|
-$1.61
|
-20.03%
|
-$0.40
|
225.26%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/11/26
|
5/8/26
|
% Change
|
Change
|
4/13/26
|
% Change
|
5/9/25
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Jun-26
|
$0.873
|
$0.865
|
0.87%
|
$0.01
|
$0.78
|
11.86%
|
$0.67
|
29.64%
|
|
|
|
Mt. Belvieu Propane non LST
|
Jun-26
|
$0.849
|
$0.838
|
1.34%
|
$0.01
|
$0.78
|
9.16%
|
$0.68
|
25.44%
|
|
|
|
Mt. Belview Ethane
|
Jun-26
|
$0.208
|
$0.206
|
0.61%
|
$0.00
|
$0.21
|
-1.78%
|
$0.29
|
-27.56%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Jun-26
|
$2.118
|
$2.058
|
2.92%
|
$0.06
|
$1.98
|
6.94%
|
$1.22
|
73.73%
|
|
|
|
Mt. Belvieu Butane LST
|
Jun-26
|
$1.292
|
$1.170
|
10.43%
|
$0.12
|
$1.00
|
29.30%
|
$0.77
|
68.43%
|
|
|
|
Far East Propane
|
Jun-26
|
$7.905
|
$7.441
|
6.24%
|
$0.46
|
$7.18
|
10.09%
|
$4.81
|
64.26%
|
|
|
|
Saudi Propane
|
Jun-26
|
$7.030
|
$6.720
|
4.61%
|
$0.31
|
$6.39
|
10.02%
|
$4.88
|
44.17%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/11/26
|
5/8/26
|
% Change
|
Change
|
4/13/26
|
% Change
|
5/9/25
|
% Change
|
|
|
|
WTI
|
Jul-26
|
$94.74
|
$91.79
|
3.11%
|
$2.95
|
$88.16
|
7.46%
|
$59.74
|
58.59%
|
|
|
|
Brent
|
Jul-26
|
$104.21
|
$101.29
|
2.80%
|
$2.92
|
$93.47
|
11.49%
|
$63.26
|
64.73%
|
|
|
|
WCS
|
Jul-26
|
-$14.05
|
-$14.05
|
-0.01%
|
$0.00
|
-$14.18
|
-0.89%
|
-$11.44
|
22.84%
|
|
|
|
LLS
|
Jul-26
|
$92.00
|
$88.08
|
4.25%
|
$3.91
|
$83.84
|
9.72%
|
$62.17
|
47.96%
|
|
|
|
Mars
|
Jul-26
|
$92.51
|
$88.78
|
4.03%
|
$3.73
|
$85.62
|
8.04%
|
$60.14
|
53.82%
|
|
|
|
Sour
|
Jul-26
|
$94.31
|
$90.34
|
4.21%
|
$3.97
|
$85.96
|
9.71%
|
$59.74
|
57.88%
|
|
|
|
ESPO
|
Jul-26
|
$102.21
|
$99.29
|
2.86%
|
$2.92
|
$91.47
|
11.74%
|
$61.26
|
66.85%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/11/26
|
5/8/26
|
% Change
|
Change
|
4/13/26
|
% Change
|
5/9/25
|
% Change
|
|
|
|
NY Heating Oil
|
Jun-26
|
$3.98
|
$3.91
|
1.92%
|
$0.08
|
$3.62
|
9.91%
|
$2.02
|
97.27%
|
|
|
|
NY Gasoline
|
Jun-26
|
$3.60
|
$3.46
|
4.11%
|
$0.14
|
$3.04
|
18.42%
|
$1.96
|
83.96%
|
|
|
|
GC Gasoline
|
Jun-26
|
$3.46
|
$3.32
|
4.28%
|
$0.14
|
$2.90
|
19.31%
|
$1.86
|
86.32%
|
|
|
|
GC Jet
|
Jun-26
|
$3.58
|
$3.62
|
-1.19%
|
-$0.04
|
$3.48
|
2.64%
|
$1.88
|
89.86%
|
|
|
|
Chicago Ethanol
|
Jun-26
|
$1.93
|
$1.93
|
0.00%
|
$0.00
|
$1.94
|
-0.41%
|
$1.58
|
22.46%
|
|
|
|
Rotterdam Gasoil
|
Jun-26
|
$1,061.50
|
$1,021.75
|
3.89%
|
$39.75
|
$906.50
|
17.10%
|
$592.91
|
79.03%
|
|
|
|
Singapore Jet Kero
|
Jun-26
|
$147.24
|
$145.25
|
1.37%
|
$1.99
|
$153.18
|
-3.88%
|
$78.69
|
87.11%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/11/26
|
5/8/26
|
% Change
|
Change
|
4/13/26
|
% Change
|
5/9/25
|
% Change
|
|
|
|
Henry Hub Straddle
|
Jun-26
|
48.46%
|
50.63%
|
-4.29%
|
-2.17%
|
50.54%
|
-4.12%
|
41.36%
|
17.17%
|
|
|
|
Algonquin Straddle
|
Jun-26
|
60.59%
|
62.49%
|
-3.04%
|
-1.90%
|
72.35%
|
-16.25%
|
43.13%
|
40.48%
|
|
|
|
Waha Straddle
|
Jun-26
|
105.45%
|
117.67%
|
-10.38%
|
-12.22%
|
259.03%
|
-59.29%
|
284.62%
|
-62.95%
|
|
|
|
Chicago Straddle
|
Jun-26
|
45.04%
|
51.97%
|
-13.33%
|
-6.93%
|
54.65%
|
-17.58%
|
43.24%
|
4.16%
|
|
|
|
PJM West Straddle
|
Jun-26
|
72.45%
|
66.90%
|
8.30%
|
5.55%
|
49.16%
|
47.38%
|
39.57%
|
83.09%
|
|
|
|
SP – 15 Straddle
|
Jun-26
|
263.18%
|
258.30%
|
1.89%
|
4.88%
|
366.49%
|
-28.19%
|
99.97%
|
163.26%
|
|
|
|
Mid. C Straddle
|
Jun-26
|
31.86%
|
46.81%
|
-31.94%
|
-14.95%
|
45.63%
|
-30.18%
|
54.84%
|
-41.90%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/11/26
|
5/8/26
|
% Change
|
Change
|
4/13/26
|
% Change
|
5/9/25
|
% Change
|
|
|
|
Dutch TTF
|
Jun-26
|
EUR 46.46
|
EUR 43.87
|
5.89%
|
EUR 2.59
|
EUR 45.53
|
2.02%
|
EUR 32.27
|
43.96%
|
|
|
|
NBP
|
Jun-26
|
GBP 114.44
|
GBP 107.81
|
6.15%
|
GBP 6.63
|
GBP 112.63
|
1.61%
|
GBP 78.14
|
46.46%
|
|
|
|
German Base
|
Jun-26
|
EUR 89.79
|
EUR 84.40
|
6.39%
|
EUR 5.39
|
EUR 87.13
|
3.05%
|
EUR 70.66
|
27.07%
|
|
|
|
UK Base
|
Jun-26
|
GBP 96.66
|
GBP 92.07
|
4.99%
|
GBP 4.59
|
GBP 92.32
|
4.70%
|
GBP 70.63
|
36.85%
|
|
|
|
French Base
|
Jun-26
|
EUR 24.41
|
EUR 24.12
|
1.19%
|
EUR 0.29
|
EUR 30.07
|
-18.81%
|
EUR 33.04
|
-26.13%
|
|
|
|
Italian Base
|
Jun-26
|
EUR 123.29
|
EUR 120.97
|
1.92%
|
EUR 2.32
|
EUR 129.59
|
-4.86%
|
EUR 92.17
|
33.77%
|
|
|
|
JKM LNG
|
Jun-26
|
$17.08
|
$17.04
|
0.26%
|
$0.05
|
$17.42
|
-1.96%
|
$11.14
|
53.40%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/11/26
|
5/8/26
|
% Change
|
Change
|
4/13/26
|
% Change
|
5/9/25
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
Jun-26
|
$46.46
|
$43.87
|
5.89%
|
$2.59
|
$45.53
|
2.02%
|
$32.27
|
43.96%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
Jun-26
|
$114.44
|
$107.81
|
6.15%
|
$6.63
|
$112.63
|
1.61%
|
$78.14
|
46.46%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
Jun-26
|
$89.79
|
$84.40
|
6.39%
|
$5.39
|
$87.13
|
3.05%
|
$70.66
|
27.07%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Jun-26
|
$96.66
|
$92.07
|
4.99%
|
$4.59
|
$92.32
|
4.70%
|
$70.63
|
36.85%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Jun-26
|
$24.41
|
$24.12
|
1.19%
|
$0.29
|
$30.07
|
-18.81%
|
$33.04
|
-26.13%
|
|
|
|
Supramax Timecharter (DRY)
|
Jun-26
|
$123.29
|
$120.97
|
1.92%
|
$2.32
|
$129.59
|
-4.86%
|
$92.17
|
33.77%
|
|
|
|
Capesize Timecharter (DRY)
|
Jun-26
|
$17.08
|
$17.04
|
0.26%
|
$0.05
|
$17.42
|
-1.96%
|
$11.14
|
53.40%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
05/09/2026
|
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
|
-1
|
-1
|
18
|
17
|
16
|
NA
|
NA
|
|
|
|
E N Central
|
0
|
-5
|
0
|
14
|
7
|
13
|
NA
|
NA
|
|
|
|
W N Central
|
1
|
-6
|
-2
|
25
|
8
|
19
|
NA
|
NA
|
|
|
|
South Atlantic
|
30
|
2
|
-12
|
265
|
47
|
-5
|
22.00%
|
-1.00%
|
|
|
|
E S Central
|
11
|
-8
|
-4
|
128
|
48
|
12
|
NA
|
NA
|
|
|
|
W S Central
|
33
|
-9
|
3
|
404
|
177
|
84
|
78.00%
|
26.00%
|
|
|
|
Mountain
|
15
|
1
|
6
|
102
|
35
|
52
|
NA
|
NA
|
|
|
|
Pacific
|
2
|
-4
|
-1
|
32
|
4
|
28
|
NA
|
NA
|
|
|
|
United States
|
11
|
-3
|
-2
|
120
|
37
|
23
|
NA
|
NA
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
05/09/2026
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
86
|
0
|
38
|
6,401
|
24
|
443
|
0.00%
|
7.00%
|
|
|
|
Middle Atlantic
|
69
|
0
|
35
|
5,632
|
-114
|
448
|
-2.00%
|
9.00%
|
|
|
|
E N Central
|
86
|
13
|
13
|
5,915
|
-390
|
164
|
-6.00%
|
3.00%
|
|
|
|
W N Central
|
83
|
19
|
34
|
5,761
|
-816
|
-230
|
-12.00%
|
-4.00%
|
|
|
|
South Atlantic
|
26
|
6
|
16
|
2,664
|
-148
|
109
|
-5.00%
|
4.00%
|
|
|
|
E S Central
|
41
|
16
|
7
|
3,103
|
-452
|
-47
|
-13.00%
|
-1.00%
|
|
|
|
W S Central
|
14
|
7
|
1
|
1,696
|
-582
|
-239
|
-26.00%
|
-12.00%
|
|
|
|
Mountain
|
60
|
-7
|
-6
|
3,803
|
-1,180
|
-790
|
-24.00%
|
-17.00%
|
|
|
|
Pacific
|
35
|
-15
|
-14
|
2,286
|
-750
|
-659
|
-25.00%
|
-22.00%
|
|
|
|
United States
|
52
|
4
|
12
|
3,943
|
-447
|
-66
|
-10.00%
|
-2.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol * Freight * Spreads – Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
