NGL MARKET RECAP | August 10, 2022

August 10, 2022

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. Data and charts of the Mont Belvieu non-LST to FEI, Propane Arbitrage, Butane Arbitrage and Mont Belvieu LST NGL Frac Spreads are not available today, due to an issue with our data provider.


SPECTRUM | August 09, 2022

August 9, 2022

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 August 4, 2022: LCMC 6-wk NG storage estimate: +44, +33, +52, +62, +80, +88. Total +358 vs +269 LY and +331 5-yr avg. This week by region: E: +17; MW: +19, MTN: +2, PAC: -2; SC: +8 (S: -1, NS: +9). 4 analysts reported on BBG with an average of +39 bcf. Total net exports.....


NORTH AMERICAN RIG WATCH | August 07, 2022

August 07, 2022

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 759 active rigs as of August 05, 2022, lower by -3 from the previous week. Oil rigs decreased by -7 to 598 (ht: -3; vt-dir: -4), and gas-directed rigs increased by +4 to 161 (ht: +4; vt-dir: unch). Horizontal oil rigs increased by +2 in Permian (TX), by +1 in Bakken (ND) and by +1 in Other areas not associated.....


CFTC COT | August 05, 2022

August 05, 2022

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 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 Brent, gasoline, heating oil and gasoil , but decreased in natural gas and WTI during the reference week. Non-commercials net length in natural gas decreased by -32.5k to +23.2k in futures and .....


EUROPEAN NG TRADE | August 05, 2022

August 5, 2022

Dear , Please find below the link to this week's European natural gas trade and storage estimates, either in units of bcf/d or MMcm/d. European flows and storage inventories include nations in the EU-27 plus the United Kingdom, but discount the five Baltic States (Estonia, Finland, Latvia, Lithuania, and Sweden), as well as Malta and Cyprus.


EIA NG STORAGE REPORT | August 04, 2022

August 4, 2022

Dear , The EIA reported a +41 bcf injection, 2 bcf more than our estimate of +39 bcf and 11 bcf more than the Bloomberg median of +29 bcf. This report contains our assessment of Freeport LNG's press release on August 3, 2022. Our models are currently showing storage activity of +46, +32, +41, +69, +83, +92 bcf over the next six weeks for a total of +363 bcf, compared to +269 bcf for the same period last year and the five-year average of +331 bcf.


NGL MARKET RECAP | August 03, 2022

August 03, 2022

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. Data and charts of the Mont Belvieu non-LST to FEI, Propane Arbitrage, Butane Arbitrage and Mont Belvieu LST NGL Frac Spreads are not available today, due to an issue with our data provider.


SPECTRUM | August 02, 2022

August 2, 2022

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 28, 2022: LCMC 6-wk NG storage estimate: +39, +42, +32, +58, +74, +81. Total +326 vs +207 LY and +282 5-yr avg. This week by region: E: +17; MW: +21, MTN: +1, PAC: +2; SC: -2 (S: -3, NS: +1). 5 analysts reported on BBG with an average of +25 bcf. Total net exports .....


U.S. COAL DELIVERIES TO POWER PLANTS | July 29, 2022

August 2022

Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through May 2022. 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.


CFTC COT | July 29, 2022

July 29, 2022

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 26. 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, gasoline, heating oil and gasoil , but decreased in WTI and Brent during the reference week. Non-commercials net length in natural gas rose by +5.7k to +55.7k in futures and increase.....