01 · Energy desk · Market Report

Tight supply lifts oil, diesel, LPG, gas and PJM power; ERCOT and CAISO soft

Energy desk weekly monitor: WTI ~$95 (+3.5% w/w), ULSD $4.93/gal (+8.6%), propane +22.8% m/m and PJM power firm while ERCOT and CAISO soften. Bull (selective) stance; trade idea: long the Dec-26 diesel crack.