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.
NGL MARKET RECAP
| September 16, 2026
September 16, 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 15, 2026
September 15, 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 10, 2026: We anticipate a +50 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +23; MW: +23; MTN: +3; PAC: +1; SC: 0 (S: -5; NS: +5). There are currently 5 analysts reporting a median estimate of +48 bcf on.....
CFTC COT
| September 11, 2026
September 11, 2026
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 08. 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, gasoline and gasoil , but decreased in natural gas and heating oil during the reference week. Non-commercials net length in natural gas decreased by -14.9k to -141.6k in futures a.....
NGL MARKET RECAP
| September 10, 2026
September 10, 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.
EIA NG STORAGE REPORT
| September 10, 2026
September 10, 2026
Dear , The EIA reported a +40 bcf injection for the week ending September 3, 4 bcf higher than our estimate of +36 bcf and 6 larger than Bloomberg’s median forecast of +34 bcf. Our models are currently showing storage activity of +52, +57, +93, +90, +87 and +80 bcf over the next six weeks for a total of +459 bcf, compared to +462 bcf for the same period last year and the five-year average of +502 bcf.