|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 6:23 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.848
|
$2.864
|
-0.56%
|
-$0.016
|
9,801
|
|
|
|
WTI
|
$101.07
|
$101.02
|
0.05%
|
$0.05
|
42,546
|
|
|
|
Brent
|
$105.67
|
$105.63
|
0.04%
|
$0.04
|
7,915
|
|
|
|
ULSD
|
$3.944
|
$3.967
|
-0.58%
|
-$0.023
|
3,637
|
|
|
|
RBOB
|
$3.579
|
$3.619
|
-1.11%
|
-$0.040
|
4,558
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$8.80
|
$8.82
|
-0.23%
|
-$0.02
|
Jul-26
|
|
|
|
3:2:1 Crack
|
$52.62
|
$53.77
|
-2.14%
|
-$1.15
|
Jun-26
|
|
|
|
PJM West Spark
|
$66.36
|
$63.12
|
5.14%
|
$3.24
|
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
|
5/13/26
|
5/12/26
|
% Change
|
Change
|
4/15/26
|
% Change
|
5/13/25
|
% Change
|
|
|
|
PJM West On Peak
|
Jun-26
|
$72.45
|
$69.24
|
4.63%
|
$3.21
|
$67.19
|
7.83%
|
$58.76
|
23.30%
|
|
|
|
ERCOT North On Peak
|
Jun-26
|
$39.75
|
$40.49
|
-1.83%
|
-$0.74
|
$38.13
|
4.23%
|
$59.23
|
-32.89%
|
|
|
|
CAISO SP 15 On Peak
|
Jun-26
|
$13.37
|
$13.80
|
-3.08%
|
-$0.42
|
$12.00
|
11.45%
|
$31.67
|
-57.78%
|
|
|
|
MISO Indiana On Peak
|
Jun-26
|
$57.43
|
$53.80
|
6.75%
|
$3.63
|
$55.26
|
3.92%
|
$52.74
|
8.89%
|
|
|
|
NEISO Mass On Peak
|
Jun-26
|
$57.01
|
$59.95
|
-4.90%
|
-$2.94
|
$53.66
|
6.25%
|
$53.55
|
6.47%
|
|
|
|
WECC Mid C On Peak
|
Jun-26
|
$28.90
|
$26.91
|
7.37%
|
$1.98
|
$17.20
|
68.04%
|
$50.21
|
-42.45%
|
|
|
|
NYISO Zone G On Peak
|
Jun-26
|
$57.51
|
$59.41
|
-3.19%
|
-$1.90
|
$55.19
|
4.20%
|
$51.28
|
12.15%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/13/26
|
5/12/26
|
% Change
|
Change
|
4/15/26
|
% Change
|
5/13/25
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Jun-26
|
$2.864
|
$2.843
|
0.74%
|
$0.02
|
$2.77
|
3.51%
|
$4.11
|
-30.27%
|
|
|
|
Houston Ship Channel
|
Jun-26
|
-$0.440
|
-$0.435
|
1.15%
|
$0.00
|
-$0.40
|
8.67%
|
-$0.38
|
14.70%
|
|
|
|
Chicago
|
Jun-26
|
-$0.405
|
-$0.387
|
-4.32%
|
-$0.02
|
-$0.40
|
1.25%
|
-$0.43
|
-6.18%
|
|
|
|
Waha
|
Jun-26
|
-$6.375
|
-$6.190
|
-2.99%
|
-$0.18
|
-$5.67
|
12.43%
|
-$2.23
|
185.41%
|
|
|
|
Algonquin
|
Jun-26
|
-$0.398
|
-$0.380
|
-4.61%
|
-$0.02
|
$0.23
|
-272.83%
|
-$0.35
|
14.36%
|
|
|
|
Aeco
|
Jun-26
|
-$1.720
|
-$1.675
|
2.69%
|
-$0.05
|
-$1.99
|
-13.50%
|
-$1.78
|
-3.50%
|
|
|
|
Socal
|
Jun-26
|
-$1.345
|
-$1.300
|
3.46%
|
-$0.05
|
-$1.64
|
-18.09%
|
-$0.40
|
236.84%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/13/26
|
5/12/26
|
% Change
|
Change
|
4/15/26
|
% Change
|
5/13/25
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Jun-26
|
$0.859
|
$0.898
|
-4.32%
|
-$0.04
|
$0.76
|
12.62%
|
$0.71
|
20.83%
|
|
|
|
Mt. Belvieu Propane non LST
|
Jun-26
|
$0.849
|
$0.871
|
-2.58%
|
-$0.02
|
$0.76
|
12.42%
|
$0.71
|
20.25%
|
|
|
|
Mt. Belview Ethane
|
Jun-26
|
$0.206
|
$0.205
|
0.61%
|
$0.00
|
$0.20
|
0.82%
|
$0.29
|
-27.92%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Jun-26
|
$2.160
|
$2.203
|
-1.93%
|
-$0.04
|
$1.87
|
15.82%
|
$1.24
|
74.58%
|
|
|
|
Mt. Belvieu Butane LST
|
Jun-26
|
$1.316
|
$1.331
|
-1.08%
|
-$0.01
|
$0.99
|
32.84%
|
$0.81
|
62.84%
|
|
|
|
Far East Propane
|
Jun-26
|
$8.050
|
$8.290
|
-2.90%
|
-$0.24
|
$6.74
|
19.44%
|
$5.04
|
59.63%
|
|
|
|
Saudi Propane
|
Jun-26
|
$7.250
|
$7.280
|
-0.41%
|
-$0.03
|
$6.14
|
18.09%
|
$4.84
|
49.81%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/13/26
|
5/12/26
|
% Change
|
Change
|
4/15/26
|
% Change
|
5/13/25
|
% Change
|
|
|
|
WTI
|
Jul-26
|
$96.81
|
$98.51
|
-1.76%
|
-$1.70
|
$85.21
|
13.61%
|
$61.84
|
56.55%
|
|
|
|
Brent
|
Jul-26
|
$105.63
|
$107.77
|
-2.03%
|
-$2.14
|
$90.81
|
16.32%
|
$65.41
|
61.49%
|
|
|
|
WCS
|
Jul-26
|
-$14.25
|
-$14.15
|
0.70%
|
-$0.10
|
-$12.99
|
9.67%
|
-$13.15
|
8.41%
|
|
|
|
LLS
|
Jul-26
|
$94.58
|
$89.98
|
4.86%
|
$4.60
|
$84.09
|
12.48%
|
$64.04
|
47.70%
|
|
|
|
Mars
|
Jul-26
|
$96.74
|
$91.11
|
5.81%
|
$5.62
|
$85.96
|
12.53%
|
$61.96
|
56.12%
|
|
|
|
Sour
|
Jul-26
|
$98.24
|
$92.81
|
5.53%
|
$5.43
|
$85.83
|
14.46%
|
$61.87
|
58.79%
|
|
|
|
ESPO
|
Jul-26
|
$103.63
|
$105.77
|
-2.07%
|
-$2.14
|
$88.81
|
16.69%
|
$63.41
|
63.43%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/13/26
|
5/12/26
|
% Change
|
Change
|
4/15/26
|
% Change
|
5/13/25
|
% Change
|
|
|
|
NY Heating Oil
|
Jun-26
|
$3.96
|
$4.06
|
-2.41%
|
-$0.10
|
$3.58
|
10.67%
|
$2.11
|
88.22%
|
|
|
|
NY Gasoline
|
Jun-26
|
$3.68
|
$3.69
|
-0.27%
|
-$0.01
|
$3.00
|
22.62%
|
$2.01
|
82.98%
|
|
|
|
GC Gasoline
|
Jun-26
|
$3.54
|
$3.55
|
-0.28%
|
-$0.01
|
$2.86
|
23.72%
|
$1.91
|
85.23%
|
|
|
|
GC Jet
|
Jun-26
|
$3.72
|
$3.85
|
-3.20%
|
-$0.12
|
$3.79
|
-1.69%
|
$2.00
|
86.16%
|
|
|
|
Chicago Ethanol
|
Jun-26
|
$1.99
|
$1.97
|
0.76%
|
$0.01
|
$1.92
|
3.39%
|
$1.61
|
23.45%
|
|
|
|
Rotterdam Gasoil
|
Jun-26
|
$1,091.26
|
$1,095.00
|
-0.34%
|
-$3.74
|
$886.00
|
23.17%
|
$606.71
|
79.86%
|
|
|
|
Singapore Jet Kero
|
Jun-26
|
$156.62
|
$153.01
|
2.36%
|
$3.61
|
$140.52
|
11.46%
|
$80.17
|
95.36%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/13/26
|
5/12/26
|
% Change
|
Change
|
4/15/26
|
% Change
|
5/13/25
|
% Change
|
|
|
|
Henry Hub Straddle
|
Jun-26
|
53.64%
|
52.51%
|
2.15%
|
1.13%
|
50.20%
|
6.85%
|
44.34%
|
20.97%
|
|
|
|
Algonquin Straddle
|
Jun-26
|
69.22%
|
69.83%
|
-0.87%
|
-0.61%
|
71.61%
|
-3.34%
|
45.89%
|
50.84%
|
|
|
|
Waha Straddle
|
Jun-26
|
110.39%
|
113.94%
|
-3.12%
|
-3.55%
|
259.80%
|
-57.51%
|
280.62%
|
-60.66%
|
|
|
|
Chicago Straddle
|
Jun-26
|
54.82%
|
55.84%
|
-1.83%
|
-1.02%
|
53.62%
|
2.24%
|
45.67%
|
20.04%
|
|
|
|
PJM West Straddle
|
Jun-26
|
67.52%
|
67.20%
|
0.48%
|
0.32%
|
48.72%
|
38.59%
|
39.75%
|
69.86%
|
|
|
|
SP – 15 Straddle
|
Jun-26
|
305.05%
|
277.68%
|
9.86%
|
27.37%
|
220.31%
|
38.46%
|
100.17%
|
204.53%
|
|
|
|
Mid. C Straddle
|
Jun-26
|
55.77%
|
30.29%
|
84.12%
|
25.48%
|
52.36%
|
6.51%
|
54.68%
|
1.99%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/13/26
|
5/12/26
|
% Change
|
Change
|
4/15/26
|
% Change
|
5/13/25
|
% Change
|
|
|
|
Dutch TTF
|
Jun-26
|
EUR 46.72
|
EUR 46.62
|
0.21%
|
EUR 0.10
|
EUR 41.65
|
12.15%
|
EUR 32.85
|
42.20%
|
|
|
|
NBP
|
Jun-26
|
GBP 114.43
|
GBP 114.40
|
0.03%
|
GBP 0.03
|
GBP 102.86
|
11.25%
|
GBP 79.51
|
43.92%
|
|
|
|
German Base
|
Jun-26
|
EUR 89.13
|
EUR 89.06
|
0.08%
|
EUR 0.07
|
EUR 83.41
|
6.86%
|
EUR 75.81
|
17.57%
|
|
|
|
UK Base
|
Jun-26
|
GBP 98.44
|
GBP 98.10
|
0.35%
|
GBP 0.35
|
GBP 87.61
|
12.37%
|
GBP 71.34
|
37.99%
|
|
|
|
French Base
|
Jun-26
|
EUR 25.00
|
EUR 24.04
|
3.98%
|
EUR 0.96
|
EUR 27.54
|
-9.25%
|
EUR 29.88
|
-16.35%
|
|
|
|
Italian Base
|
Jun-26
|
EUR 127.72
|
EUR 127.23
|
0.39%
|
EUR 0.49
|
EUR 121.44
|
5.17%
|
EUR 93.81
|
36.15%
|
|
|
|
JKM LNG
|
Jun-26
|
$17.24
|
$17.17
|
0.40%
|
$0.07
|
$15.82
|
8.91%
|
$11.15
|
54.64%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Freight Forwards (WET & DRY)
|
|
OTCGH/EOXLive Market Data
|
|
|
|
|
Contract
|
5/13/26
|
5/12/26
|
% Change
|
Change
|
4/15/26
|
% Change
|
5/13/25
|
% Change
|
|
|
|
TD3C FFA Middle East to China (WET)
|
Jun-26
|
$46.72
|
$46.62
|
0.21%
|
$0.10
|
$41.65
|
12.15%
|
$32.85
|
42.20%
|
|
|
|
USGC-UK Continent Dirty (WET)
|
Jun-26
|
$114.43
|
$114.40
|
0.03%
|
$0.03
|
$102.86
|
11.25%
|
$79.51
|
43.92%
|
|
|
|
TD20 West Africa to UK Continent (WET)
|
Jun-26
|
$89.13
|
$89.06
|
0.08%
|
$0.07
|
$83.41
|
6.86%
|
$75.81
|
17.57%
|
|
|
|
LPG FFA Middle East Gulf to East (WET)
|
Jun-26
|
$98.44
|
$98.10
|
0.35%
|
$0.35
|
$87.61
|
12.37%
|
$71.34
|
37.99%
|
|
|
|
TC5 FFA Arabian Gulf to Japan (WET)
|
Jun-26
|
$25.00
|
$24.04
|
3.98%
|
$0.96
|
$27.54
|
-9.25%
|
$29.88
|
-16.35%
|
|
|
|
Supramax Timecharter (DRY)
|
Jun-26
|
$127.72
|
$127.23
|
0.39%
|
$0.49
|
$121.44
|
5.17%
|
$93.81
|
36.15%
|
|
|
|
Capesize Timecharter (DRY)
|
Jun-26
|
$17.24
|
$17.17
|
0.40%
|
$0.07
|
$15.82
|
8.91%
|
$11.15
|
54.64%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
