U.S. COAL DELIVERIES TO POWER PLANTS | July 29, 2026

July 29, 2026

Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through May 2026. The report contains volume and price data where available. Data files include plant-level stocks. The chart below shows the volume-weighted average cost of delivered coal. Prices ($/mmbtu) are on the left axis, volumes (millions short tons) are on the right axis. That is aggregate data for all ranks and all destinations listed in the report.

NGL MARKET RECAP | July 29, 2026

July 29, 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 and ratios.

SPECTRUM | July 28, 2026

July 28, 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 July 23, 2026: We anticipate a +35 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +25; MW: +23; MTN: -1; PAC: -6; SC: -6 (S: -13; NS: +7). There are currently 4 analysts reporting a median estimate of +37 bcf on Bl.....

CFTC COT | July 24, 2026

July 24, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 21. 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, gasoline, heating oil and gasoil , but decreased in natural gas and Brent during the reference week. Non-commercials net length in natural gas fell by -8.1k to -116.2k in futures and decline.....

NORTH AMERICAN RIG WATCH | July 24, 2026

July 24, 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 575 active rigs as of July 24, 2026, unchanged from the previous week. Oil rigs decreased by -2 to 450 (ht: -1; vt-dir: -1), and gas-directed rigs increased by +2 to 125 (ht: +1; vt-dir: +1). Horizontal oil rigs increased by +1 in Other areas not associated with a specific play, while declining by -1 in Anad.....

EIA NG STORAGE REPORT | July 24, 2026

July 23, 2026

Dear , The EIA reported a +32 bcf injection for the week ending July 16, 2 bcf smaller than our estimate and Bloomberg’s median forecast of +34 bcf. Our models are currently showing storage activity of +31, +29, +11, +25, +38 and +43 bcf over the next six weeks for a total of +177 bcf, compared to +183 bcf for the same period last year and the five-year average of +180 bcf.

NGL MARKET RECAP | July 22, 2026

July 22, 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 and ratios.

SPECTRUM | July 21, 2026

July 21, 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 July 16, 2026: We anticipate a +33 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +15; MW: +19; MTN: +1; PAC: -4; SC: +3 (S: -6; NS: +9). There are currently 3 analysts reporting a median estimate of +29 bcf on Blo.....

LNG WEEKLY | July 21, 2026

July 21, 2026

Dear , Our LNG Weekly tracks global LNG market fundamentals, including export and import flows with supporting analytics, infrastructure and contract updates, and ongoing maintenance schedules. Please find this week's reports at the links below:

CFTC COT | July 17, 2026

July 17, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 14. 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, heating oil and gasoil , but decreased in natural gas and gasoline during the reference week. Non-commercials net length in natural gas decreased by -54.7k to -108.1k in futures and d.....