CFTC COT
| July 10, 2026
July 10, 2026
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 07. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoline, heating oil and gasoil , but decreased in natural gas, WTI and Brent during the reference week. Non-commercials net length in natural gas declined by -12.5k to -53.4k in futures and fel.....
NORTH AMERICAN RIG WATCH
| July 10, 2026
July 10, 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 568 active rigs as of July 10, 2026, lower by -3 from the previous week. Oil rigs were unchanged at 445 (ht: -4; vt-dir: +4), and gas-directed rigs decreased by -3 to 123 (ht: +1; vt-dir: -4). Horizontal oil rigs increased by +2 in Eagle Ford (TX), while declining by -5 in Permian (NM) and by -1 in Permian (.....
EIA NG STORAGE REPORT
| July 10, 2026
July 9, 2026
Dear , The EIA reported a +61 bcf injection for the week ending July 2, 3 bcf larger than our estimate and Bloomberg’s median forecast of +58 bcf. Our models are currently showing storage activity of +37, +38, +16, +28, +25 and +26 bcf over the next six weeks for a total of +170 bcf, compared to +198 bcf for the same period last year and the five-year average of +187 bcf.
SPECTRUM
| July 08, 2026
July 08, 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 2, 2026: We anticipate a +58 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +15; MW: +27; MTN: +4; PAC: +4; SC: +8 (S: -1; NS: +9). There are currently 3 analysts reporting a median estimate of +61 bcf on Bloo.....
NGL MARKET RECAP
| July 08, 2026
July 08, 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.
LNG WEEKLY
| July 05, 2026
July 01, 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:
TTF WEEKLY REVIEW
| July 04, 2026
July 03, 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. Please find this week’s reports at the links below: European flows and storage inventories include nations in the EU-27 plus the United Kingdom, but exclude the island nations (Malta and Cyprus).
EIA NG STORAGE REPORT
| July 02, 2026
July 02, 2026
Dear , The EIA reported a +87 bcf injection for the week ending June 25, 3 bcf larger than our estimate and Bloomberg’s median forecast of +84 bcf. Our models are currently showing storage activity of +50, +41, +13, +32, +40 and +42 bcf over the next six weeks for a total of +218 bcf, compared to +232 bcf for the same period last year and the five-year average of +209 bcf.
NGL MARKET RECAP
| July 01, 2026
July 01, 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
| June 30, 2026
June 30, 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 June 25, 2026: We anticipate a +84 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +29; MW: +32; MTN: +2; PAC: +3; SC: +18 (S: +4; NS: +14). There are currently 2 analysts reporting an average estimate of +75 bcf on.....