September 16, 2026

Dear , Please find below the link to this week’s NGL Market Recap, which provides an overview of North American NGL statistics as well as global LPG prices, spreads/arbitrages, ratios and fractionation spreads.

SPECTRUM | September 15, 2026

September 15, 2026

Dear , Please find below the link to this week's detailed inventory forecast, our 6-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending September 10, 2026: We anticipate a +50 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +23; MW: +23; MTN: +3; PAC: +1; SC: 0 (S: -5; NS: +5). There are currently 5 analysts reporting a median estimate of +48 bcf on.....

CFTC COT | September 11, 2026

September 11, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 08. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in WTI, Brent, gasoline and gasoil , but decreased in natural gas and heating oil during the reference week. Non-commercials net length in natural gas decreased by -14.9k to -141.6k in futures a.....

NGL MARKET RECAP | September 10, 2026

September 10, 2026

EIA NG STORAGE REPORT | September 10, 2026

September 10, 2026

Dear , The EIA reported a +40 bcf injection for the week ending September 3, 4 bcf higher than our estimate of +36 bcf and 6 larger than Bloomberg’s median forecast of +34 bcf. Our models are currently showing storage activity of +52, +57, +93, +90, +87 and +80 bcf over the next six weeks for a total of +459 bcf, compared to +462 bcf for the same period last year and the five-year average of +502 bcf.

SPECTRUM | September 09, 2026

September 09, 2026

Dear , Please find below the link to this week's detailed inventory forecast, our 6-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending September 3, 2026: We anticipate a +36 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +18; MW: +20; MTN: +2; PAC: +2; SC: -6 (S: -11; NS: +5). There are currently 8 analysts reporting a median estimate of +34 bcf o.....

CFTC COT | September 04, 2026

September 04, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 01. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in WTI, Brent, gasoline, heating oil and gasoil , but decreased in natural gas during the reference week. Non-commercials net length in natural gas declined by -9.6k to -126.7k in futures and f.....

NORTH AMERICAN RIG WATCH | September 04, 2026

September 04, 2026

Please find below the links to this week's detailed rig reports and a quick recap of the North American oil and gas drilling activity as reported by Baker Hughes. US: Baker Hughes shows 578 active rigs as of September 04, 2026, lower by -1 from the previous week. Oil rigs increased by +2 to 449 (ht: +2; vt-dir: unch), and gas-directed rigs decreased by -3 to 129 (ht: -2; vt-dir: -1). Horizontal oil rigs increased by +1 in Eagle Ford (TX) and by +1 in Permian (NM). Horizontal gas rigs decrea.....

EIA NG STORAGE REPORT | September 04, 2026

September 03, 2026

Dear , The EIA reported a +30 bcf injection for the week ending August 27, 5 bcf higher than our estimate of +25 bcf but 1 lower than Bloomberg’s median forecast of +31 bcf. Our models are currently showing storage activity of +35, +48, +43, +79, +91 and +92 bcf over the next six weeks for a total of +388 bcf, compared to +444 bcf for the same period last year and the five-year average of +467 bcf.

NGL MARKET RECAP | September 02, 2026

September 02, 2026

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