NGL MARKET RECAP
| December 11, 2024
December 11, 2024
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
| December 10, 2024
December 10, 2024
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 December 5, 2024: We anticipate a -183 bcf withdrawal for Thursday’s natural gas storage report. Regional breakdown for the reference week: E: -57; MW: -63, MTN: -10, PAC: -4; SC: -49 (S: -15, NS: -34). There are currently 4 analysts reporting on Bloomberg with a median.....
CFTC COT
| December 06, 2024
December 06, 2024
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 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 WTI, Brent and heating oil , but decreased in natural gas, gasoline and gasoil during the reference week. Non-commercials net length in natural gas declined by -20.9k to +47.5k in futures and .....
EUROPEAN NG TRADE
| December 06, 2024
December 06, 2024
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.
NORTH AMERICAN RIG WATCH
| December 06, 2024
December 06, 2024
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 584 active rigs as of December 06, 2024, higher by +7 from the previous week. Oil rigs increased by +5 to 482 (ht: +5; vt-dir: unch), and gas-directed rigs increased by +2 to 102 (ht: unch; vt-dir: +2). Horizontal oil rigs increased by +2 in Anadarko (TX), by +2 in Permian (TX), by +1 in Bakken (ND) and by +.....
EIA NG STORAGE REPORT
| December 05, 2024
December 05, 2024
Dear , The EIA reported a withdrawal of -30 bcf for the week ending November 28, 2 bcf smaller than our prediction of -32 bcf and 6 bcf less than Bloomberg’s median estimate of -36 bcf. Our models are currently showing storage activity of -186, -124, -52, -130, -171 and -189 bcf over the next six weeks for a total of -852 bcf, compared to -527 bcf for the same period last year and the five-year average of -615 bcf.
NGL MARKET RECAP
| December 04, 2024
December 04, 2024
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
| December 03, 2024
December 03, 2024
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 28, 2024: We anticipate a -32 bcf withdrawal for Thursday’s natural gas storage report. Regional breakdown for the reference week: E: -16; MW: -13, MTN: -3, PAC: -1; SC: +1 (S: +4, NS: -3). There are currently 2 analysts reporting on Bloomberg with an average e.....
CFTC COT
| December 02, 2024
December 02, 2024
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 26. 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, WTI, gasoline and gasoil , but decreased in Brent and heating oil during the reference week. Non-commercials net length in natural gas grew by +44.3k to +68.5k in futures and ros.....
EUROPEAN NG TRADE
| November 29, 2024
November 29, 2024
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.