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Energy Intelligence
Energy Intelligence Dashboard
Track global energy markets, prices, equities, and macro impacts in real time.
Market Summary
WTI crude gained 69.0% to $112.06/bbl. Brent at $109.05/bbl (+52.5%). Henry Hub nat-gas fell 6.0% to $2.807/MMBtu. Energy sector (XLE) outperformed at +0.47%.
Updated Apr 03, 23:47 UTCAI Signals
Oil Spike Alert
WTI above $90 — supply tightening signal
WTI Crude
$112.06/bbl
+68.99%
Brent Crude
$109.05/bbl
+52.54%
Natural Gas (HH)
$2.807/MMBtu
-5.96%
Oil Market Intelligence
Live benchmarks, product prices, and major producer equities.
WTI Crude
CL=F
$112.06
$/bbl
+68.99%
Brent Crude
BZ=F
$109.05
$/bbl
+52.54%
Heating Oil
HO=F
$4.431
$/gal
+1.61%
Gasoline RBOB
RB=F
$3.125
$/gal
-0.22%
Oil Majors & Oilfield Services
XOM
$160.69
-0.06%
CVX
$198.97
+0.79%
SHEL
$93.1
+1.16%
BP
$47.12
+2.06%
COP
$130.52
+1.67%
SLB
$49.44
-1.18%
Supply & Demand Context
OPEC+ Output Target
~41.5 mb/d
Global Demand Est.
~103.5 mb/d
US SPR Level
~370M bbl
Brent-WTI Spread
$-3.01
Key chokepoints: Strait of Hormuz (~21 mb/d), Suez Canal (~5 mb/d), Panama Canal (~0.9 mb/d)
Natural Gas & LNG Markets
Regional benchmarks, LNG flows, and gas-focused equities.
Natural Gas
NG=F · US Benchmark
$2.807
$/MMBtu
-5.96%
EU TTF Natural Gas
TTF · Europe Benchmark
--
EUR/MWh
via Refinitiv / ICE
JKM LNG
JKM · Asia-Pacific Benchmark
--
$/MMBtu
via Platts / ICE
Gas & LNG Equities
EQT
$59.7
-2.28%
LNG
$281.16
+1.93%
RRC
$43.45
-0.11%
Storage & Infrastructure
EU Gas Storage
~42%
US Inventory (EIA)
Watch weekly
Global LNG Capacity
~470 MTPA
US LNG Export Capacity
~14 Bcf/d
Renewable Energy & Transition
Clean energy equities, carbon markets, and global capacity trends.
Clean Energy Equities
NEE
$93.15
+0.32%
ENPH
$34.92
-8.78%
FSLR
$195.32
-2.06%
TSLA
$360.59
-5.42%
Carbon Markets
EU ETS (EUA)
~64 EUR/t
CA Cap-and-Trade
~38 USD/t
EU ETS Phase IV in effect; voluntary carbon credits market growing but fragmented.
Global Renewable Capacity
Solar
~1,800 GW
Wind
~1,050 GW
Hydro
~1,400 GW
Green H2 Pipeline
~45 GW
Index Tracking
RENIXX World
Top 30 renewables
S&P Global Clean Energy
ICLN ETF tracks
Energy Equities & ETFs
Complete sector performance — ETFs, majors, gas producers, renewables, and oilfield services.
All Energy Equities
| Symbol | Name | Category | Price | Chg % |
|---|---|---|---|---|
| XLE | Energy Select Sector ETF | etf | $59.25 | +0.47% |
| VDE | Vanguard Energy ETF | etf | $168.06 | +0.76% |
| XOM | ExxonMobil | major | $160.69 | -0.06% |
| CVX | Chevron | major | $198.97 | +0.79% |
| SHEL | Shell plc | major | $93.1 | +1.16% |
| BP | BP plc | major | $47.12 | +2.06% |
| COP | ConocoPhillips | major | $130.52 | +1.67% |
| SLB | SLB (Schlumberger) | oilfield | $49.44 | -1.18% |
| EQT | EQT Corp (Nat. Gas) | gas | $59.7 | -2.28% |
| LNG | Cheniere Energy (LNG) | gas | $281.16 | +1.93% |
| RRC | Range Resources | gas | $43.45 | -0.11% |
| NEE | NextEra Energy | renewable | $93.15 | +0.32% |
| ENPH | Enphase Energy | renewable | $34.92 | -8.78% |
| FSLR | First Solar | renewable | $195.32 | -2.06% |
| TSLA | Tesla | renewable | $360.59 | -5.42% |
Sector Heatmap
XLE
+0.47%
VDE
+0.76%
XOM
-0.06%
CVX
+0.79%
SHEL
+1.16%
BP
+2.06%
COP
+1.67%
SLB
-1.18%
EQT
-2.28%
LNG
+1.93%
RRC
-0.11%
NEE
+0.32%
ENPH
-8.78%
FSLR
-2.06%
TSLA
-5.42%
Key Energy Indices
Energy Select Sector (XLE)
$59.25
S&P Global 1200 Energy
Index
DJ Global Oil & Gas (W1ENE)
Index
Midstream (AMLP)
Pipelines & Storage
Macroeconomic & Geopolitical Layer
How energy markets connect to inflation, interest rates, GDP, and geopolitical risk.
Geopolitical Risk Factors
- Middle East tensions — Hormuz Strait transit risk remains elevated
- Russia-Ukraine — EU pipeline gas flows near zero; LNG dependence
- OPEC+ unity — Compliance and quota allocation under pressure
- China demand — Economic recovery pace uncertain
- US shale — Capital discipline holding; rig count stable
Scenario Analysis
- Geopolitical shock — Brent to $95+ if Hormuz disrupted
- Global recession — WTI could test $55 on demand destruction
- Renewable acceleration — Peak oil demand debate intensifies
- OPEC+ unwinding — Output increase could add $5-10 downside
Correlation Matrix Insights
Energy vs S&P 500
Moderate negative
Energy vs USD
Inverse
Oil vs Inflation expectations
Positive
NG vs Weather (HDD/CDD)
Strong positive
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