CFTC COT | December 19, 2025

December 19, 2025

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 09. 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 and gasoil , but decreased in Brent, gasoline and heating oil during the reference week. Non-commercials net length in natural gas rose by +31.0k to +203.4k in futures and grew by +49.1k t.....


NORTH AMERICAN RIG WATCH | December 19, 2025

December 19, 2025

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 533 active rigs as of December 19, 2025, lower by -8 from the previous week. Oil rigs decreased by -8 to 406 (ht: -6; vt-dir: -2), and gas-directed rigs were unchanged at 127 (ht: +1; vt-dir: -1). Horizontal oil rigs increased by +1 in Anadarko (OK), while declining by -2 in Permian (NM), by -1 in Eagle Ford.....


EIA NG STORAGE REPORT | December 18, 2025

December 18, 2025

Dear , The EIA reported a -167 bcf withdrawal for the week ending December 11, 3 bcf smaller than our estimate of -170 bcf and 9 bcf lower than Bloomberg’s median forecast of -176 bcf. Our models are currently showing storage activity of -166, -90, -82, -154, -156 and -155 bcf over the next six weeks for a total of -803 bcf, compared to -1024 bcf for the same period last year and the five-year average of -866 bcf.


CFTC COT | December 17, 2025

December 17, 2025

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 02. 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, Brent, gasoline, heating oil and gasoil , but decreased in WTI during the reference week. Non-commercials net length in natural gas increased by +23.1k to +172.4k in futures and .....


NGL MARKET RECAP | December 17, 2025

December 17, 2025

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 and ratios.


SPECTRUM | December 16, 2025

December 16, 2025

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 December 11, 2025: We anticipate a -170 bcf withdrawal for this Thursday's natural gas storage report. Regional breakdown for the reference week: E: -46; MW: -65; MTN: -6; PAC: -2; SC: -51 (S: -20; NS: -31). There are currently 2 analysts reporting an average estimate o.....


TTF WEEKLY REVIEW | December 16, 2025

December 16, 2025

Dear , Our European Gas Market Weekly Watch report, along with our European natural gas trade and storage estimates (in units of MMcm/d or bcf/d), offers a summary of key developments in the European gas market. Please find this week’s reports at the links below: European flows and storage inventories include nations in the EU-27 plus the United Kingdom, but exclude the island nations (Malta and Cyprus).


CFTC COT | December 15, 2025

December 15, 2025

  Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 25. 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 , but decreased in WTI, Brent, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas rose by +8.3k to +149.3k in futures and were practically u.....


CFTC COT | December 12, 2025

December 12, 2025

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 18. 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 and gasoline , but decreased in WTI, Brent and heating oil , and unchanged in gasoil during the reference week. Non-commercials net length in natural gas rose by +2.9k to +140.9k in futures and.....


NORTH AMERICAN RIG WATCH | December 12, 2025

December 12, 2025

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 541 active rigs as of December 12, 2025, lower by -1 from the previous week. Oil rigs increased by +1 to 414 (ht: +3; vt-dir: -2), and gas-directed rigs decreased by -2 to 127 (ht: -1; vt-dir: -1). Horizontal oil rigs increased by +1 in Eagle Ford (TX) and by +4 in Other areas not associated with a specific .....