August 19, 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 | August 19, 2026

August 18, 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 August 13, 2026: We anticipate a +13 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +14; MW: +15; MTN: +1; PAC: -3; SC: -14 (S: -18; NS: +4). There are currently 4 analysts reporting an average estimate of +14 bcf .....

CFTC COT | August 14, 2026

August 14, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 11. 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, heating oil and gasoil , but decreased in WTI and gasoline during the reference week. Non-commercials net length in natural gas grew by +9.8k to -114.9k in futures and incre.....

NORTH AMERICAN RIG WATCH | August 14, 2026

August 14, 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 583 active rigs as of August 14, 2026, higher by +5 from the previous week. Oil rigs increased by +1 to 455 (ht: +3; vt-dir: -2), and gas-directed rigs increased by +4 to 128 (ht: +4; vt-dir: unch). Horizontal oil rigs increased by +3 in Permian (NM) and by +2 in Anadarko (OK), while declining by -1 in Permi.....

EIA NG STORAGE REPORT | August 14, 2026

August 13, 2026

Dear , The EIA reported a +36 bcf injection for the week ending August 6, 4 bcf higher than our estimate of +32 bcf and 5 bcf larger than Bloomberg’s median forecast of +31 bcf. Our models are currently showing storage activity of +12, +25, +33, +57, +70 and +76 bcf over the next six weeks for a total of +273 bcf, compared to +309 bcf for the same period last year and the five-year average of +299 bcf.

NGL MARKET RECAP | August 12, 2026

August 12, 2026

Dear , Fractionation spreads have been added back and can be found on page 8. 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 | August 11, 2026

August 11, 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 August 6, 2026: We anticipate a +32 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +13; MW: +21; MTN: 0; PAC: -5; SC: +3 (S: -6; NS: +9). There are currently 2 analysts reporting an average estimate of +31.5 bcf on.....

EIA NG STORAGE REPORT | August 09, 2026

August 08, 2026

Dear , The EIA reported a +33 bcf injection for the week ending July 30, 5 bcf higher than our estimate of +28 bcf and Bloomberg’s median forecast of +30 bcf. Our models are currently showing storage activity of +30, +9, +42, +33, +41 and +45 bcf over the next six weeks for a total of +200 bcf, compared to +280 bcf for the same period last year and the five-year average of +255 bcf.

CFTC COT | August 07, 2026

August 07, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 04. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in heating oil and gasoil , but decreased in natural gas, WTI, Brent and gasoline during the reference week. Non-commercials net length in natural gas declined by -2.7k to -124.6k in futures and f.....

SPECTRUM | August 06, 2026

August 06, 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 30, 2026: We anticipate a +28 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +21; MW: +19; MTN: 0; PAC: -5; SC: -7 (S: -12; NS: +5). There are currently 8 analysts reporting a median estimate of +30 bcf on Blo.....

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