November 12, 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 | November 10, 2026

November 10, 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 November 5, 2026: We anticipate a +64 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +13; MW: +17; MTN: +2; PAC: 0; SC: +32 (S: +17; NS: +15). There are two analysts reporting an average estimate of +69 on Bloomber.....

LNG WEEKLY | November 10, 2026

November 9, 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. Highlights: While U.S. President Donald Trump’s November 9 remarks indicate that Washington favors maintaining "the status quo" over renewed large-scale military strikes, this strategic restraint does not necessarily signal an imminent political settlement, an end to hostilities, or a rapid normalizatio.....

LNG WEEKLY | November 07, 2026

November 06, 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. Highlights: Hormuz: UKMTO logged 34 attacks in the region in October, more than double September’s total, while laden LNG exits reached their highest level since the war began at 5.90 MMcm across 35 cargoes, around 40% of their 2025 monthly average. Arbitrage: Northeast Asia’s premium over Northwest E.....

CFTC COT | November 06, 2026

November 06, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 03. 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 Brent , but decreased in WTI, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas grew by +10.0k to -279.7k in futures and ro.....

TTF WEEKLY REVIEW | November 06, 2026

November 06, 2026

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. Key highlights: US election: Democrats’ victories in both chambers of Congress raised market expectations that the administration will face growing pressure to end the war quickly. However, the result does not constrain the president’s authority to order military action or offer an ea.....

EIA NG STORAGE REPORT | November 06, 2026

November 06, 2026

Dear , The EIA reported a +77 bcf injection for the week ending October 29, 3 bcf lower than our estimate of +80 bcf and 1 less than Bloomberg’s median forecast of +78 bcf. Our models are currently showing storage activity of +71, +35, -4, -39, -68 and -91 bcf over the next six weeks for a total of -96 bcf, compared to -308 bcf for the same period last year and the five-year average of -210 bcf.

SPECTRUM | November 04, 2026

November 03, 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 October 29, 2026: We anticipate a +80 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +13; MW: +20; MTN: +1; PAC: 0; SC: +46 (S: +25; NS: +21). There are four analysts reporting a median estimate of +81 on Bloomberg.....

CFTC COT | October 30, 2026

October 30, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 27. 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 and gasoil , but decreased in natural gas, WTI and heating oil during the reference week. Non-commercials net length in natural gas fell by -54.5k to -289.7k in futures and dec.....

EIA NG STORAGE REPORT | October 30, 2026

October 29, 2026

Dear , The EIA reported a +80 bcf injection for the week ending October 22, 4 bcf higher than our estimate of +80 bcf and 8 more than Bloomberg’s median forecast of +72 bcf. Our models are currently showing storage activity of +68, +29, +17, -6, -33 and -58 bcf over the next six weeks for a total of +17 bcf, compared to -101 bcf for the same period last year and the five-year average of -44 bcf.

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