NGL MARKET RECAP | September 30, 2026

September 30, 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 29, 2026

September 29, 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 24, 2026: We anticipate a +58 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +23; MW: +26; MTN: +3; PAC: +4; SC: +2 (S: -5; NS: +7). There are currently 2 analysts reporting an average estimate of +59 bcf.....


EIA NG STORAGE REPORT | September 28, 2026

September 24, 2026

Dear , The EIA reported a +53 bcf injection for the week ending September 17, 1 bcf larger than our estimate of +52 bcf and 2 greater than Bloomberg’s median forecast of +51 bcf. Our models are currently showing storage activity of +56, 77, +70, +74, +71 and +55 bcf over the next six weeks for a total of +403 bcf, compared to +412 bcf for the same period last year and the five-year average of +489 bcf.


CFTC COT | September 25, 2026

September 25, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 22. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas, WTI, gasoline, heating oil and gasoil , but decreased in Brent during the reference week. Non-commercials net length in natural gas increased by +1.8k to -155.6k in futures and .....


NORTH AMERICAN RIG WATCH | September 25, 2026

September 25, 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 589 active rigs as of September 25, 2026, higher by +4 from the previous week. Oil rigs increased by +3 to 455 (ht: -2; vt-dir: +5), and gas-directed rigs increased by +1 to 134 (ht: unch; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (NM) and by +1 in Anadarko (OK), while declining by -4 in Pe.....


NGL MARKET RECAP | September 23, 2026

September 23, 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 23, 2026

September 23, 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 17, 2026: We anticipate a +52 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +23; MW: +26; MTN: +2; PAC: +3; SC: -2 (S: -8; NS: +6). There are currently 5 analysts reporting a median estimate of +51 bcf o.....


NORTH AMERICAN RIG WATCH | September 18, 2026

September 18, 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 585 active rigs as of September 18, 2026, higher by +3 from the previous week. Oil rigs increased by +2 to 452 (ht: +4; vt-dir: -2), and gas-directed rigs increased by +1 to 133 (ht: +2; vt-dir: -1). Horizontal oil rigs increased by +3 in Eagle Ford (TX), by +3 in Permian (NM) and by +1 in Bakken (ND), while.....


CFTC COT | September 18, 2026

September 18, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 15. 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 and gasoil , but decreased in natural gas, gasoline and heating oil during the reference week. Non-commercials net length in natural gas fell by -15.8k to -157.4k in futures and d.....


EIA NG STORAGE REPORT | September 17, 2026

September 17, 2026

Dear , The EIA reported a +44 bcf injection for the week ending September 10, 6 bcf less than our estimate of +50 bcf and 4 smaller than Bloomberg’s median forecast of +48 bcf. Our models are currently showing storage activity of +52, +60, +73, +93, +87 and +82 bcf over the next six weeks for a total of +447 bcf, compared to +451 bcf for the same period last year and the five-year average of +505 bcf.