U.S. COAL DELIVERIES TO POWER PLANTS
| February 28, 2025
February 28, 2025
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through December 2024. The report contains volume and price data where available. Data files include plant-level stocks. The chart below shows the volume-weighted average cost of delivered coal. Prices ($/mmbtu) are on the left axis, volumes (millions short tons) are on the right axis. That is aggregate data for all ranks and all destinations listed in the report.
CFTC COT
| February 28, 2025
February 28, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 25. 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 heating oil , but decreased in WTI, Brent, gasoline and gasoil during the reference week. Non-commercials net length in natural gas increased by +8.1k to +287.1k in futures and.....
NORTH AMERICAN RIG WATCH
| February 28, 2025
February 28, 2025
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 February 28, 2025, higher by +1 from the previous week. Oil rigs decreased by -2 to 486 (ht: +1; vt-dir: -3), and gas-directed rigs increased by +3 to 102 (ht: +2; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (TX), while declining by -1 in Eagle Ford (TX). Horizontal gas .....
TTF WEEKLY REVIEW
| February 28, 2025
February 28, 2025
Dear , Please find below the link to this week's European natural gas trade and storage estimates, either in units of bcf/d or MMcm/d. European flows and storage inventories include nations in the EU-27 plus the United Kingdom, but discount the five Baltic States (Estonia, Finland, Latvia, Lithuania, and Sweden), as well as Malta and Cyprus.
EIA NG STORAGE REPORT
| February 28, 2025
February 28, 2025
Dear , The EIA reported a -261 bcf withdrawal for the week ending February 20, 12 bcf smaller than our estimate of -273 and 10 less than Bloomberg’s median forecast of -271 bcf. Our models are currently showing storage activity of -102, -73, -68, -19, -1 and +27 bcf over the next six weeks for a total of -236 bcf, compared to -116 bcf for the same period last year and the five-year average of -205 bcf.
NGL MARKET RECAP
| February 26, 2025
February 26, 2025
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
| February 25, 2025
February 25, 2025
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 February 20, 2025: We anticipate a -273 bcf withdrawal for Thursday's natural gas storage report. Regional breakdown for the reference week: E: -58; MW: -75, MTN: -11, PAC: -12; SC: -117 (S: -56, NS: -61). There are currently 4 analysts reporting a median estimate of -2.....
CFTC COT
| February 21, 2025
February 21, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 18. 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, gasoline, heating oil and gasoil , but decreased in WTI and Brent during the reference week. Non-commercials net length in natural gas rose by +52.5k to +278.9k in futures and gr.....
NORTH AMERICAN RIG WATCH
| February 21, 2025
February 21, 2025
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 587 active rigs as of February 21, 2025, higher by +5 from the previous week. Oil rigs increased by +7 to 488 (ht: +8; vt-dir: -1), and gas-directed rigs decreased by -2 to 99 (ht: -1; vt-dir: -1). Horizontal oil rigs increased by +3 in Anadarko (OK), by +3 in Permian (TX), by +1 in Eagle Ford (TX) and by +2.....
TTF WEEKLY REVIEW
| February 21, 2025
February 21, 2025
Dear , Please find below the link to this week's European natural gas trade and storage estimates, either in units of bcf/d or MMcm/d. European flows and storage inventories include nations in the EU-27 plus the United Kingdom, but discount the five Baltic States (Estonia, Finland, Latvia, Lithuania, and Sweden), as well as Malta and Cyprus.