EIA NG STORAGE REPORT
| October 10, 2026
October 10, 2026
Dear , The EIA reported a +85 bcf injection for the week ending October 1, in line with our estimate of +85 bcf and 3 greater than Bloomberg’s median forecast of +82 bcf. Our models are currently showing storage activity of +73, 81, +50, +45, +30 and +12 bcf over the next six weeks for a total of +291 bcf, compared to +318 bcf for the same period last year and the five-year average of +369 bcf.
LNG WEEKLY
| October 10, 2026
October 10, 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:
CFTC COT
| October 09, 2026
October 09, 2026
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 06. 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 and gasoline , but decreased in natural gas, WTI, heating oil and gasoil during the reference week. Non-commercials net length in natural gas declined by -26.9k to -199.6k in futures and .....
SPECTRUM
| October 08, 2026
October 07, 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 1, 2026: We anticipate a +85 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +25; MW: +29; MTN: +4; PAC: +4; SC: +23 (S: +9; NS: +14). There are currently 3 analysts reporting a median estimate of +82 bcf on.....
NGL MARKET RECAP
| October 07, 2026
October 07, 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.
CFTC COT
| October 02, 2026
October 02, 2026
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 29. 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, heating oil and gasoil , but decreased in natural gas, WTI and gasoline during the reference week. Non-commercials net length in natural gas decreased by -17.1k to -172.7k in futures a.....
NORTH AMERICAN RIG WATCH
| October 02, 2026
October 02, 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 588 active rigs as of October 02, 2026, lower by -1 from the previous week. Oil rigs increased by +1 to 456 (ht: unch; vt-dir: +1), and gas-directed rigs decreased by -2 to 132 (ht: -1; vt-dir: -1). Horizontal oil rigs increased by +1 in Other areas not associated with a specific play, while declining by -1 .....
EIA NG STORAGE REPORT
| October 02, 2026
October 02, 2026
Dear , The EIA reported a +64 bcf injection for the week ending September 24, 6 bcf larger than our estimate of +58 bcf and 1 greater than Bloomberg’s median forecast of +63 bcf. Our models are currently showing storage activity of +85, 79, +83, +70, +65 and +46 bcf over the next six weeks for a total of +428 bcf, compared to +400 bcf for the same period last year and the five-year average of +449 bcf.
NGL MARKET RECAP
| September 30, 2026
September 30, 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 29, 2026
September 29, 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 24, 2026: We anticipate a +58 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +23; MW: +26; MTN: +3; PAC: +4; SC: +2 (S: -5; NS: +7). There are currently 2 analysts reporting an average estimate of +59 bcf.....