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| |
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|
Prices as of 9:17 AM CST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current Price
|
Previous Settle
|
% Change
|
Change
|
Volume
|
|
|
|
Natural Gas
|
$2.763
|
$2.770
|
-0.25%
|
-$0.007
|
37,535
|
|
|
|
WTI
|
$82.72
|
$83.19
|
-0.56%
|
-$0.47
|
128,436
|
|
|
|
Brent
|
$86.30
|
$86.81
|
-0.59%
|
-$0.51
|
10,257
|
|
|
|
ULSD
|
$3.125
|
$3.122
|
0.11%
|
$0.003
|
9,388
|
|
|
|
RBOB
|
$2.915
|
$2.965
|
-1.70%
|
-$0.050
|
14,725
|
|
|
|
|
|
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|
|
Spreads
|
|
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|
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|
|
|
|
|
|
Current
|
Previous
|
% Change
|
Change
|
Contract
|
|
|
|
WTI-Brent
|
$4.24
|
$4.24
|
0.00%
|
$0.00
|
Oct-23
|
|
|
|
3:2:1 Crack
|
$35.90
|
$36.44
|
-1.50%
|
-$0.55
|
Sep-23
|
|
|
|
PJM West Spark
|
$34.82
|
$36.33
|
-4.15%
|
-$1.51
|
Sep-23
|
|
|
|
|
|
|
|
|
|
|
|
|
Baker Hughes Rig Count
|
|
|
|
|
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|
|
|
|
|
|
|
|
|
|
|
Date
|
Count
|
Change
|
1 Year Chg.
|
1 Year Date
|
|
|
|
U.S.
|
08/11/23
|
654
|
-5
|
-109
|
08/12/22
|
|
|
|
Canada
|
08/11/23
|
190
|
2
|
-11
|
08/12/22
|
|
|
|
International
|
July
|
961
|
-6
|
128
|
July
|
|
|
|
|
|
|
|
|
|
|
|
|
CFTC Net Positions
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
As of 8/8/2023
|
Open Interest
|
Total Net Long
|
Total Net Short
|
Diff
|
|
|
|
PJM West On Peak
|
104,802
|
104,387
|
104,383
|
4
|
|
|
|
PJM West Off Peak
|
92,924
|
92,658
|
92,299
|
359
|
|
|
|
Natural Gas Henry Hub
|
421,096
|
396,075
|
408,606
|
-12,531
|
|
|
|
WTI – Light Sweet Crude Futures
|
273,074
|
212,678
|
204,722
|
7,956
|
|
|
|
Brent Crude Last Day
|
124,887
|
116,143
|
118,947
|
-2,804
|
|
|
|
NYM Ethanol
|
32,731
|
32,362
|
32,351
|
11
|
|
|
|
Mt Belvieu LDH Propane Swap
|
152,391
|
151,675
|
152,098
|
-423
|
|
|
|
RBOB
|
367,358
|
341,334
|
353,769
|
-12,435
|
|
|
|
HSC Basis
|
582,145
|
576,472
|
570,212
|
6,260
|
|
|
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/10/18
|
|
|
|
|
|
8/4/23
|
7/28/23
|
Net Change
|
% Change
|
8/5/22
|
% Change
|
5 Year Avg.
|
% Change
|
|
|
|
East
|
700
|
680
|
20
|
2.94%
|
564
|
24.11%
|
631
|
10.86%
|
|
|
|
Midwest
|
793
|
775
|
18
|
2.32%
|
663
|
19.61%
|
718
|
10.38%
|
|
|
|
Mountain
|
196
|
191
|
5
|
2.62%
|
148
|
32.43%
|
171
|
14.75%
|
|
|
|
Pacific
|
233
|
230
|
3
|
1.30%
|
252
|
-7.54%
|
264
|
-11.68%
|
|
|
|
South
|
1,108
|
1,124
|
-16
|
-1.42%
|
874
|
26.77%
|
962
|
15.13%
|
|
|
|
Salt
|
284
|
297
|
-13
|
-4.38%
|
193
|
47.15%
|
236
|
20.24%
|
|
|
|
Non_Salt
|
824
|
828
|
-4
|
-0.48%
|
681
|
21.00%
|
726
|
13.47%
|
|
|
|
Total
|
3,030
|
3,001
|
29
|
0.97%
|
2,501
|
21.15%
|
2,747
|
10.31%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Power Generation Additions/Retirements
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
Front Month Prices
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/11/23
|
8/10/23
|
% Change
|
Change
|
7/14/23
|
% Change
|
8/12/22
|
% Change
|
|
|
|
PJM West On Peak
|
Sep-23
|
$40.74
|
$42.26
|
-3.60%
|
-$1.52
|
$42.14
|
-3.34%
|
$67.66
|
-39.79%
|
|
|
|
ERCOT North On Peak
|
Sep-23
|
$95.39
|
$91.99
|
3.69%
|
$3.40
|
$75.36
|
26.58%
|
$70.93
|
34.49%
|
|
|
|
CAISO SP 15 On Peak
|
Sep-23
|
$98.63
|
$98.07
|
0.57%
|
$0.56
|
$95.53
|
3.25%
|
$111.09
|
-11.22%
|
|
|
|
MISO Indiana On Peak
|
Sep-23
|
$45.58
|
$46.64
|
-2.28%
|
-$1.06
|
$48.14
|
-5.32%
|
$70.64
|
-35.48%
|
|
|
|
NEISO Mass On Peak
|
Sep-23
|
$33.86
|
$31.00
|
9.22%
|
$2.86
|
$36.61
|
-7.53%
|
$60.06
|
-43.63%
|
|
|
|
WECC Mid C On Peak
|
Sep-23
|
$142.67
|
$132.38
|
7.77%
|
$10.29
|
$168.35
|
-15.26%
|
$119.76
|
19.13%
|
|
|
|
NYISO Zone G On Peak
|
Sep-23
|
$34.93
|
$31.93
|
9.41%
|
$3.00
|
$36.30
|
-3.79%
|
$55.49
|
-37.06%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas & Basis
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/11/23
|
8/10/23
|
% Change
|
Change
|
7/14/23
|
% Change
|
8/12/22
|
% Change
|
|
|
|
NYMEX Henry Hub
|
Sep-23
|
$2.770
|
$2.763
|
0.25%
|
$0.01
|
$2.53
|
9.49%
|
$5.14
|
-46.12%
|
|
|
|
Houston Ship Channel
|
Sep-23
|
-$0.244
|
-$0.279
|
-12.64%
|
$0.04
|
-$0.21
|
13.49%
|
-$0.17
|
40.58%
|
|
|
|
Chicago
|
Sep-23
|
-$0.242
|
-$0.274
|
13.62%
|
$0.03
|
-$0.34
|
-29.43%
|
-$0.29
|
-15.79%
|
|
|
|
Waha
|
Sep-23
|
-$0.452
|
-$0.491
|
-7.95%
|
$0.04
|
-$0.66
|
-32.00%
|
-$1.94
|
-76.76%
|
|
|
|
Algonquin
|
Sep-23
|
-$0.994
|
-$0.986
|
-0.89%
|
-$0.01
|
-$0.79
|
25.18%
|
-$1.17
|
-15.11%
|
|
|
|
Aeco
|
Sep-23
|
-$0.582
|
-$0.658
|
-11.59%
|
$0.08
|
-$0.80
|
-27.18%
|
-$1.61
|
-63.92%
|
|
|
|
Socal
|
Sep-23
|
$2.428
|
$2.592
|
-6.36%
|
-$0.16
|
$1.15
|
111.32%
|
$0.67
|
263.97%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Natural Gas Liquids
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/11/23
|
8/10/23
|
% Change
|
Change
|
7/14/23
|
% Change
|
8/12/22
|
% Change
|
|
|
|
Mt. Belvieu Propane LST
|
Sep-23
|
$0.723
|
$0.724
|
-0.19%
|
$0.00
|
$0.67
|
7.83%
|
$0.95
|
-23.92%
|
|
|
|
Mt. Belvieu Propane non LST
|
Sep-23
|
$0.715
|
$0.719
|
-0.55%
|
$0.00
|
$0.66
|
8.53%
|
$0.93
|
-22.96%
|
|
|
|
Mt. Belview Ethane
|
Sep-23
|
$0.273
|
$0.273
|
0.11%
|
$0.00
|
$0.25
|
10.29%
|
$0.39
|
-29.99%
|
|
|
|
Mt. Belview Nat. Gasoline
|
Sep-23
|
$1.595
|
$1.598
|
-0.16%
|
$0.00
|
$1.44
|
11.04%
|
$1.67
|
-4.64%
|
|
|
|
Mt. Belvieu Butane LST
|
Sep-23
|
$0.870
|
$0.873
|
-0.32%
|
$0.00
|
$0.78
|
10.93%
|
$1.08
|
-19.28%
|
|
|
|
Conway Propane
|
Sep-23
|
$0.714
|
$0.713
|
0.14%
|
$0.00
|
$0.65
|
9.11%
|
$0.95
|
-25.23%
|
|
|
|
Conway Nat. Gasoline
|
Sep-23
|
$1.658
|
$1.669
|
-0.66%
|
-$0.01
|
$1.50
|
10.70%
|
$1.71
|
-2.95%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Crude Oil
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/11/23
|
8/10/23
|
% Change
|
Change
|
7/14/23
|
% Change
|
8/12/22
|
% Change
|
|
|
|
WTI
|
Oct-23
|
$82.57
|
$82.29
|
0.34%
|
$0.28
|
$75.05
|
10.02%
|
$83.38
|
-0.97%
|
|
|
|
Brent
|
Oct-23
|
$86.81
|
$86.40
|
0.47%
|
$0.41
|
$79.60
|
9.06%
|
$88.86
|
-2.31%
|
|
|
|
WCS
|
Oct-23
|
-$16.45
|
-$17.61
|
-7.05%
|
$1.16
|
-$14.56
|
13.00%
|
-$17.55
|
-6.28%
|
|
|
|
LLS
|
Oct-23
|
$83.85
|
$93.13
|
-11.06%
|
-$9.27
|
$76.76
|
9.24%
|
$83.92
|
-0.08%
|
|
|
|
Mars
|
Oct-23
|
$82.15
|
$81.69
|
0.56%
|
$0.46
|
$74.90
|
9.68%
|
$79.97
|
2.72%
|
|
|
|
Sour
|
Oct-23
|
$82.94
|
$82.63
|
0.37%
|
$0.31
|
$75.31
|
10.13%
|
$80.63
|
2.87%
|
|
|
|
ESPO
|
Oct-23
|
$84.81
|
$84.40
|
0.48%
|
$0.41
|
$77.60
|
9.29%
|
$85.19
|
-0.44%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Refined Products
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/11/23
|
8/10/23
|
% Change
|
Change
|
7/14/23
|
% Change
|
8/12/22
|
% Change
|
|
|
|
NY Heating Oil
|
Sep-23
|
$3.12
|
$3.15
|
-1.11%
|
-$0.04
|
$2.58
|
20.75%
|
$2.95
|
5.62%
|
|
|
|
NY Gasoline
|
Sep-23
|
$2.95
|
$2.92
|
0.99%
|
$0.03
|
$2.52
|
17.06%
|
$2.56
|
15.41%
|
|
|
|
GC Gasoline
|
Sep-23
|
$2.85
|
$2.82
|
1.03%
|
$0.03
|
$2.42
|
17.77%
|
$2.46
|
16.04%
|
|
|
|
GC Jet
|
Sep-23
|
$3.15
|
$2.62
|
20.32%
|
$0.53
|
$2.40
|
31.14%
|
$2.84
|
10.80%
|
|
|
|
Chicago Ethanol
|
Sep-23
|
$2.12
|
$2.14
|
-0.93%
|
-$0.02
|
$2.25
|
-5.65%
|
$2.04
|
3.87%
|
|
|
|
Rotterdam Gasoil
|
Sep-23
|
$863.09
|
$863.21
|
-0.01%
|
-$0.12
|
$710.14
|
21.54%
|
$862.04
|
0.12%
|
|
|
|
Singapore Jet Kero
|
Sep-23
|
$116.84
|
$120.33
|
-2.90%
|
-$3.49
|
$97.32
|
20.06%
|
$111.39
|
4.90%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Implied Volatilities
|
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/11/23
|
8/10/23
|
% Change
|
Change
|
7/14/23
|
% Change
|
8/12/22
|
% Change
|
|
|
|
Henry Hub Straddle
|
Sep-23
|
57.76%
|
66.80%
|
-13.53%
|
-9.04%
|
64.55%
|
-10.52%
|
57.72%
|
0.07%
|
|
|
|
Algonquin Straddle
|
Sep-23
|
81.58%
|
88.90%
|
-8.23%
|
-7.32%
|
85.28%
|
-4.34%
|
72.02%
|
13.27%
|
|
|
|
Waha Straddle
|
Sep-23
|
84.38%
|
87.00%
|
-3.01%
|
-2.62%
|
85.78%
|
-1.63%
|
172.20%
|
-51.00%
|
|
|
|
Chicago Straddle
|
Sep-23
|
67.48%
|
71.87%
|
-6.11%
|
-4.39%
|
72.36%
|
-6.74%
|
58.47%
|
15.41%
|
|
|
|
PJM West Straddle
|
Sep-23
|
52.58%
|
54.18%
|
-2.95%
|
-1.60%
|
55.04%
|
-4.47%
|
52.40%
|
0.34%
|
|
|
|
SP – 15 Straddle
|
Sep-23
|
378.06%
|
365.64%
|
3.40%
|
12.42%
|
131.18%
|
188.20%
|
73.79%
|
412.35%
|
|
|
|
Mid. C Straddle
|
Sep-23
|
301.66%
|
292.15%
|
3.26%
|
9.51%
|
205.56%
|
46.75%
|
101.71%
|
196.59%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Euro Gas and Power/LNG
|
|
|
EOXLive Market Data
|
|
|
|
|
Contract
|
8/11/23
|
8/10/23
|
% Change
|
Change
|
7/14/23
|
% Change
|
8/12/22
|
% Change
|
|
|
|
Dutch TTF
|
Sep-23
|
EUR 35.93
|
EUR 37.60
|
-4.42%
|
-EUR 1.66
|
EUR 27.61
|
30.13%
|
EUR 184.24
|
-80.50%
|
|
|
|
NBP
|
Sep-23
|
GBP 91.09
|
GBP 94.71
|
-3.82%
|
-GBP 3.62
|
GBP 68.34
|
33.29%
|
GBP 437.72
|
-79.19%
|
|
|
|
German Base
|
Sep-23
|
EUR 98.08
|
EUR 96.29
|
1.86%
|
EUR 1.79
|
EUR 93.17
|
5.28%
|
EUR 420.41
|
-76.67%
|
|
|
|
UK Base
|
Sep-23
|
GBP 88.48
|
GBP 90.93
|
-2.70%
|
-GBP 2.45
|
GBP 80.78
|
9.53%
|
GBP 369.89
|
-76.08%
|
|
|
|
French Base
|
Sep-23
|
EUR 84.17
|
EUR 86.47
|
-2.65%
|
-EUR 2.29
|
EUR 93.42
|
-9.90%
|
EUR 389.62
|
-78.40%
|
|
|
|
Italian Base
|
Sep-23
|
EUR 121.64
|
EUR 119.68
|
1.64%
|
EUR 1.96
|
EUR 105.30
|
15.52%
|
EUR 420.03
|
-71.04%
|
|
|
|
JKM LNG
|
Sep-23
|
$10.98
|
$12.46
|
-11.93%
|
-$1.49
|
$10.67
|
2.88%
|
$53.19
|
-79.36%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cooling Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/12/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
36
|
-5
|
-46
|
390
|
69
|
-103
|
21.00%
|
-21.00%
|
|
|
|
Middle Atlantic
|
53
|
-1
|
-37
|
493
|
10
|
-126
|
2.00%
|
-20.00%
|
|
|
|
E N Central
|
43
|
-9
|
-14
|
475
|
-60
|
-155
|
-11.00%
|
-24.00%
|
|
|
|
W N Central
|
56
|
-9
|
-11
|
708
|
21
|
-100
|
3.00%
|
-12.00%
|
|
|
|
South Atlantic
|
101
|
7
|
-5
|
1,325
|
59
|
-147
|
5.00%
|
-10.00%
|
|
|
|
E S Central
|
93
|
2
|
-4
|
1,069
|
11
|
-194
|
1.00%
|
-15.00%
|
|
|
|
W S Central
|
157
|
34
|
23
|
1,868
|
253
|
-155
|
16.00%
|
-8.00%
|
|
|
|
Mountain
|
72
|
1
|
-5
|
817
|
-23
|
-120
|
-3.00%
|
-13.00%
|
|
|
|
Pacific
|
49
|
3
|
-18
|
413
|
-11
|
-117
|
-3.00%
|
-22.00%
|
|
|
|
United States
|
74
|
3
|
-12
|
852
|
32
|
-137
|
4.00%
|
-14.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Heating Degree Days
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08/12/2023
|
Week Tot
|
Dev Norm
|
Dev L YR
|
Cum Tot
|
CumD Norm
|
CumD L YR
|
CumD Norm
|
CumD L YR
|
|
|
|
New England
|
2
|
-2
|
1
|
10
|
-7
|
3
|
-999.00%
|
-999.00%
|
|
|
|
Middle Atlantic
|
0
|
-3
|
0
|
3
|
-8
|
2
|
-999.00%
|
-999.00%
|
|
|
|
E N Central
|
1
|
-4
|
-2
|
7
|
-9
|
-1
|
-999.00%
|
-999.00%
|
|
|
|
W N Central
|
1
|
-2
|
0
|
16
|
-4
|
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
|
1
|
-2
|
1
|
5
|
-18
|
4
|
-999.00%
|
-999.00%
|
|
|
|
Pacific
|
0
|
-3
|
0
|
3
|
-26
|
-6
|
-999.00%
|
-999.00%
|
|
|
|
United States
|
0
|
-2
|
0
|
4
|
-9
|
0
|
-999.00%
|
-999.00%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gas * Power * NGL * Crude * Products * Vol Charts
|
|
Weather Forecast & Seasonal Outlook
|
|
|
|
|
|
|
|
|
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|
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|
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