|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Prices as of 8:24 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.551
|
$2.634
|
-3.15%
|
-$0.083
|
33,165
|
|
|
|
WTI
|
$81.04
|
$81.80
|
-0.93%
|
-$0.76
|
79,836
|
|
|
|
Brent
|
$84.75
|
$85.56
|
-0.95%
|
-$0.81
|
6,413
|
|
|
|
ULSD
|
$3.013
|
$2.991
|
0.72%
|
$0.022
|
14,018
|
|
|
|
RBOB
|
$2.886
|
$2.929
|
-1.48%
|
-$0.043
|
9,010
|
|
|
|
|
|
|
|
|
|
|
|
|
Spreads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.11
|
$4.11
|
0.00%
|
$0.00
|
Oct-23
|
|
|
|
3:2:1 Crack
|
$34.17
|
$33.49
|
2.02%
|
$0.68
|
Sep-23
|
|
|
|
PJM West Spark
|
NA
|
NA
|
NA
|
NA
|
Aug-23
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
07/28/23
|
664
|
-5
|
-103
|
07/29/22
|
|
|
|
Canada
|
07/28/23
|
193
|
6
|
-11
|
07/29/22
|
|
|
|
International
|
June
|
967
|
2
|
143
|
June
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 7/25/2023
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
111,411
|
111,050
|
111,018
|
32
|
|
|
|
PJM West Off Peak
|
94,480
|
94,159
|
93,852
|
307
|
|
|
|
Natural Gas Henry Hub
|
439,977
|
413,251
|
427,405
|
-14,154
|
|
|
|
WTI – Light Sweet Crude Futures
|
137,464
|
103,164
|
96,509
|
6,655
|
|
|
|
Brent Crude Last Day
|
139,546
|
130,735
|
134,027
|
-3,292
|
|
|
|
NYM Ethanol
|
37,236
|
36,962
|
36,855
|
107
|
|
|
|
Mt Belvieu LDH Propane Swap
|
162,852
|
162,056
|
162,339
|
-283
|
|
|
|
RBOB
|
369,414
|
345,283
|
355,637
|
-10,354
|
|
|
|
HSC Basis
|
590,240
|
585,654
|
578,477
|
7,177
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07/27/18
|
|
|
|
|
|
7/21/23
|
7/14/23
|
Net Change
|
% Change
|
7/22/22
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
670
|
661
|
9
|
1.36%
|
532
|
25.94%
|
594
|
12.79%
|
|
|
|
Midwest
|
757
|
741
|
16
|
2.16%
|
625
|
21.12%
|
674
|
12.28%
|
|
|
|
Mountain
|
189
|
186
|
3
|
1.61%
|
144
|
31.25%
|
165
|
14.41%
|
|
|
|
Pacific
|
232
|
232
|
0
|
0.00%
|
253
|
-8.30%
|
266
|
-12.91%
|
|
|
|
South
|
1,139
|
1,150
|
-11
|
-0.96%
|
862
|
32.13%
|
963
|
18.30%
|
|
|
|
Salt
|
310
|
321
|
-11
|
-3.43%
|
195
|
58.97%
|
246
|
25.81%
|
|
|
|
Non_Salt
|
829
|
829
|
0
|
0.00%
|
667
|
24.29%
|
716
|
15.78%
|
|
|
|
Total
|
2,987
|
2,971
|
16
|
0.54%
|
2,416
|
23.63%
|
2,663
|
12.18%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
7/31/23
|
7/28/23
|
% Change
|
Change
|
6/30/23
|
% Change
|
8/1/22
|
% Change
|
|
|
|
PJM West On Peak
|
Aug-23
|
$48.49
|
$46.99
|
3.19%
|
$1.50
|
$46.02
|
5.38%
|
$80.49
|
-39.76%
|
|
|
|
ERCOT North On Peak
|
Aug-23
|
$147.95
|
$147.49
|
0.31%
|
$0.46
|
$135.74
|
8.99%
|
$113.42
|
30.45%
|
|
|
|
CAISO SP 15 On Peak
|
Aug-23
|
$136.34
|
$135.57
|
0.57%
|
$0.77
|
$114.94
|
18.62%
|
$114.60
|
18.98%
|
|
|
|
MISO Indiana On Peak
|
Aug-23
|
$52.84
|
$51.88
|
1.87%
|
$0.97
|
$51.69
|
2.24%
|
$81.87
|
-35.45%
|
|
|
|
NEISO Mass On Peak
|
Aug-23
|
$40.69
|
$42.16
|
-3.50%
|
-$1.47
|
$44.84
|
-9.26%
|
$73.47
|
-44.62%
|
|
|
|
WECC Mid C On Peak
|
Aug-23
|
$196.74
|
$200.50
|
-1.88%
|
-$3.76
|
$209.75
|
-6.20%
|
$143.61
|
36.99%
|
|
|
|
NYISO Zone G On Peak
|
Aug-23
|
$42.20
|
$43.61
|
-3.24%
|
-$1.41
|
$43.99
|
-4.08%
|
$76.49
|
-44.84%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
7/31/23
|
7/28/23
|
% Change
|
Change
|
6/30/23
|
% Change
|
8/1/22
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Sep-23
|
$2.634
|
$2.638
|
-0.15%
|
$0.00
|
$2.77
|
-5.05%
|
$4.90
|
-46.29%
|
|
|
|
Houston Ship Channel
|
Sep-23
|
-$0.249
|
-$0.260
|
-4.23%
|
$0.01
|
-$0.20
|
23.61%
|
-$0.18
|
35.66%
|
|
|
|
Chicago
|
Sep-23
|
-$0.284
|
-$0.293
|
2.88%
|
$0.01
|
-$0.31
|
-8.88%
|
-$0.25
|
13.26%
|
|
|
|
Waha
|
Sep-23
|
-$0.503
|
-$0.490
|
-2.61%
|
-$0.01
|
-$0.56
|
-10.73%
|
-$1.65
|
-69.41%
|
|
|
|
Algonquin
|
Sep-23
|
-$0.840
|
-$0.848
|
0.88%
|
$0.01
|
-$0.81
|
3.79%
|
-$1.19
|
-29.60%
|
|
|
|
Aeco
|
Sep-23
|
-$0.683
|
-$0.692
|
-1.31%
|
$0.01
|
-$0.88
|
-22.03%
|
-$1.42
|
-52.06%
|
|
|
|
Socal
|
Sep-23
|
$2.464
|
$2.333
|
5.60%
|
$0.13
|
$1.34
|
83.54%
|
$0.58
|
325.42%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
7/31/23
|
7/28/23
|
% Change
|
Change
|
6/30/23
|
% Change
|
8/1/22
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Aug-23
|
$0.740
|
$0.725
|
2.08%
|
$0.02
|
$0.54
|
36.96%
|
$0.95
|
-21.79%
|
|
|
|
Mt. Belvieu Propane non LST
|
Aug-23
|
$0.705
|
$0.691
|
1.98%
|
$0.01
|
$0.52
|
34.27%
|
$0.93
|
-24.20%
|
|
|
|
Mt. Belview Ethane
|
Aug-23
|
$0.274
|
$0.264
|
4.03%
|
$0.01
|
$0.23
|
21.18%
|
$0.38
|
-28.78%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Aug-23
|
$1.561
|
$1.536
|
1.67%
|
$0.03
|
$1.25
|
24.84%
|
$1.67
|
-6.43%
|
|
|
|
Mt. Belvieu Butane LST
|
Aug-23
|
$0.858
|
$0.820
|
4.72%
|
$0.04
|
$0.61
|
40.12%
|
$1.15
|
-25.64%
|
|
|
|
Conway Propane
|
Aug-23
|
$0.729
|
$0.692
|
5.35%
|
$0.04
|
$0.53
|
36.60%
|
$0.93
|
-21.19%
|
|
|
|
Conway Nat. Gasoline
|
Aug-23
|
$1.631
|
$1.575
|
3.55%
|
$0.06
|
$1.38
|
17.83%
|
$1.59
|
2.30%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
7/31/23
|
7/28/23
|
% Change
|
Change
|
6/30/23
|
% Change
|
8/1/22
|
% Change
|
|
|
|
WTI
|
Sep-23
|
$81.80
|
$80.58
|
1.49%
|
$1.22
|
$70.78
|
15.57%
|
$83.06
|
-1.52%
|
|
|
|
Brent
|
Sep-23
|
$85.68
|
$84.99
|
0.80%
|
$0.69
|
$75.41
|
13.62%
|
$89.08
|
-3.82%
|
|
|
|
WCS
|
Sep-23
|
-$13.98
|
-$15.45
|
-10.52%
|
$1.47
|
-$12.91
|
8.29%
|
-$17.13
|
-18.41%
|
|
|
|
LLS
|
Sep-23
|
$83.47
|
$81.96
|
1.81%
|
$1.51
|
$73.16
|
14.09%
|
$83.14
|
0.40%
|
|
|
|
Mars
|
Sep-23
|
$80.94
|
$80.11
|
1.03%
|
$0.83
|
$70.76
|
14.38%
|
$79.45
|
1.87%
|
|
|
|
Sour
|
Sep-23
|
$81.74
|
$80.88
|
1.06%
|
$0.87
|
$71.22
|
14.78%
|
$81.83
|
-0.11%
|
|
|
|
ESPO
|
Sep-23
|
$83.68
|
$82.99
|
0.82%
|
$0.69
|
$73.41
|
13.99%
|
$83.23
|
0.54%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
7/31/23
|
7/28/23
|
% Change
|
Change
|
6/30/23
|
% Change
|
8/1/22
|
% Change
|
|
|
|
NY Heating Oil
|
Aug-23
|
$3.01
|
$2.96
|
1.76%
|
$0.05
|
$2.45
|
22.88%
|
$3.00
|
0.13%
|
|
|
|
NY Gasoline
|
Aug-23
|
$2.94
|
$2.91
|
0.89%
|
$0.03
|
$2.54
|
15.86%
|
$2.57
|
14.37%
|
|
|
|
GC Gasoline
|
Aug-23
|
$2.84
|
$2.81
|
0.92%
|
$0.03
|
$2.43
|
16.51%
|
$2.47
|
14.95%
|
|
|
|
GC Jet
|
Aug-23
|
$2.85
|
$2.76
|
3.26%
|
$0.09
|
$2.33
|
22.14%
|
$2.69
|
5.80%
|
|
|
|
Chicago Ethanol
|
Aug-23
|
$2.20
|
$2.25
|
-2.05%
|
-$0.05
|
$2.24
|
-1.74%
|
$2.09
|
5.61%
|
|
|
|
Rotterdam Gasoil
|
Aug-23
|
$822.84
|
$818.89
|
0.48%
|
$3.95
|
$659.26
|
24.81%
|
$766.59
|
7.34%
|
|
|
|
Singapore Jet Kero
|
Aug-23
|
$109.92
|
$108.19
|
1.61%
|
$1.74
|
$91.02
|
20.77%
|
$109.56
|
0.34%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
7/31/23
|
7/28/23
|
% Change
|
Change
|
6/30/23
|
% Change
|
8/1/22
|
% Change
|
|
|
|
Henry Hub Straddle
|
Sep-23
|
55.50%
|
56.09%
|
-1.05%
|
-0.59%
|
64.57%
|
-14.05%
|
52.04%
|
6.65%
|
|
|
|
Algonquin Straddle
|
Sep-23
|
64.00%
|
74.20%
|
-13.75%
|
-10.20%
|
84.00%
|
-23.81%
|
68.70%
|
-6.84%
|
|
|
|
Waha Straddle
|
Sep-23
|
73.06%
|
77.25%
|
-5.42%
|
-4.19%
|
84.73%
|
-13.77%
|
114.07%
|
-35.95%
|
|
|
|
Chicago Straddle
|
Sep-23
|
59.64%
|
62.46%
|
-4.51%
|
-2.82%
|
80.97%
|
-26.34%
|
52.99%
|
12.55%
|
|
|
|
PJM West Straddle
|
Sep-23
|
55.65%
|
56.41%
|
-1.35%
|
-0.76%
|
51.62%
|
7.81%
|
54.18%
|
2.71%
|
|
|
|
SP – 15 Straddle
|
Sep-23
|
164.40%
|
156.40%
|
5.12%
|
8.00%
|
124.19%
|
32.38%
|
71.49%
|
129.96%
|
|
|
|
Mid. C Straddle
|
Sep-23
|
266.81%
|
206.61%
|
29.14%
|
60.20%
|
203.55%
|
31.08%
|
92.40%
|
188.76%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
7/31/23
|
7/28/23
|
% Change
|
Change
|
6/30/23
|
% Change
|
8/1/22
|
% Change
|
|
|
|
Dutch TTF
|
Sep-23
|
EUR 28.97
|
EUR 26.88
|
7.77%
|
EUR 2.09
|
EUR 38.87
|
-25.48%
|
EUR 145.54
|
-80.10%
|
|
|
|
NBP
|
Sep-23
|
GBP 72.14
|
GBP 67.09
|
7.52%
|
GBP 5.05
|
GBP 97.30
|
-25.86%
|
GBP 314.43
|
-77.06%
|
|
|
|
German Base
|
Sep-23
|
EUR 85.90
|
EUR 86.20
|
-0.35%
|
-EUR 0.30
|
EUR 110.92
|
-22.56%
|
EUR 333.58
|
-74.25%
|
|
|
|
UK Base
|
Sep-23
|
GBP 77.41
|
GBP 77.61
|
-0.26%
|
-GBP 0.20
|
GBP 100.43
|
-22.92%
|
GBP 248.89
|
-68.90%
|
|
|
|
French Base
|
Sep-23
|
EUR 83.11
|
EUR 83.81
|
-0.84%
|
-EUR 0.70
|
EUR 112.17
|
-25.91%
|
EUR 308.95
|
-73.10%
|
|
|
|
Italian Base
|
Sep-23
|
EUR 104.46
|
EUR 104.94
|
-0.45%
|
-EUR 0.47
|
EUR 129.56
|
-19.37%
|
EUR 323.93
|
-67.75%
|
|
|
|
JKM LNG
|
Sep-23
|
$11.66
|
$11.26
|
3.54%
|
$0.40
|
$13.11
|
-11.07%
|
$38.65
|
-69.83%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07/29/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
67
|
22
|
-4
|
335
|
99
|
-5
|
42.00%
|
-2.00%
|
|
|
|
Middle Atlantic
|
75
|
16
|
-6
|
403
|
32
|
-52
|
9.00%
|
-11.00%
|
|
|
|
E N Central
|
72
|
14
|
16
|
385
|
-42
|
-124
|
-10.00%
|
-24.00%
|
|
|
|
W N Central
|
96
|
24
|
34
|
578
|
25
|
-85
|
5.00%
|
-13.00%
|
|
|
|
South Atlantic
|
108
|
10
|
-4
|
1,135
|
59
|
-123
|
5.00%
|
-10.00%
|
|
|
|
E S Central
|
104
|
9
|
-7
|
882
|
9
|
-187
|
1.00%
|
-17.00%
|
|
|
|
W S Central
|
142
|
16
|
-5
|
1,552
|
185
|
-193
|
14.00%
|
-11.00%
|
|
|
|
Mountain
|
108
|
28
|
30
|
662
|
-30
|
-117
|
-4.00%
|
-15.00%
|
|
|
|
Pacific
|
72
|
25
|
6
|
310
|
-21
|
-83
|
-6.00%
|
-21.00%
|
|
|
|
United States
|
93
|
18
|
5
|
705
|
30
|
-110
|
4.00%
|
-13.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07/29/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
0
|
-3
|
0
|
1
|
-9
|
-4
|
-999.00%
|
-999.00%
|
|
|
|
Middle Atlantic
|
0
|
-3
|
0
|
0
|
-5
|
-1
|
-999.00%
|
-999.00%
|
|
|
|
E N Central
|
0
|
-4
|
-1
|
4
|
-4
|
0
|
-999.00%
|
-999.00%
|
|
|
|
W N Central
|
0
|
-3
|
-3
|
15
|
1
|
11
|
-999.00%
|
-999.00%
|
|
|
|
South Atlantic
|
0
|
0
|
0
|
0
|
0
|
0
|
-999.00%
|
-999.00%
|
|
|
|
E S Central
|
0
|
0
|
0
|
0
|
0
|
0
|
-999.00%
|
-999.00%
|
|
|
|
W S Central
|
0
|
0
|
0
|
0
|
0
|
0
|
-999.00%
|
-999.00%
|
|
|
|
Mountain
|
0
|
-2
|
0
|
4
|
-14
|
3
|
-999.00%
|
-999.00%
|
|
|
|
Pacific
|
1
|
-3
|
1
|
2
|
-21
|
-5
|
-999.00%
|
-999.00%
|
|
|
|
United States
|
0
|
-2
|
0
|
2
|
-6
|
0
|
-999.00%
|
-999.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
