NORTH AMERICAN RIG WATCH
| August 01, 2025
August 01, 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 534 active rigs as of August 01, 2025, lower by -3 from the previous week. Oil rigs decreased by -5 to 410 (ht: -13; vt-dir: +8), and gas-directed rigs increased by +2 to 124 (ht: +1; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (NM), while declining by -13 in Permian (TX), by -1 in Anadarko (.....
EIA NG STORAGE REPORT
| July 31, 2025
July 31, 2025
Dear , The EIA reported a +48 bcf injection for the week ending July 24, 7 bcf higher than our estimate and Bloomberg’s median forecast of +41 bcf. Our models are currently showing storage activity of +17, +69, +14, +51, +62 and +74 bcf over the next six weeks for a total of +287 bcf, compared to +135 bcf for the same period last year and the five-year average of +226 bcf.
NGL MARKET RECAP
| July 30, 2025
July 30, 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.
U.S. COAL DELIVERIES TO POWER PLANTS
| July 30, 2025
July 29, 2025
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through May 2025. 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.
SPECTRUM
| July 30, 2025
July 29, 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 July 24, 2025: We anticipate a +41 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +13; MW: +20, MTN: +4, PAC: +5; SC: -1 (S: -8, NS: +7). There are currently 5 analysts reporting a median estimate of +36 bcf on Blo.....
TTF WEEKLY REVIEW
| July 26, 2025
July 25, 2025
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 Baltic states (Estonia, Latvia, and Lithuania), Nordic countries (Finland and Sweden), and island nations (Malta and Cyprus).
CFTC COT
| July 25, 2025
July 25, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 22. 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, heating oil and gasoil , but decreased in WTI, Brent and gasoline during the reference week. Non-commercials net length in natural gas fell by -9.6k to +252.9k in futures and rose by.....
NORTH AMERICAN RIG WATCH
| July 25, 2025
July 25, 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 537 active rigs as of July 25, 2025, lower by -2 from the previous week. Oil rigs decreased by -7 to 415 (ht: -5; vt-dir: -2), and gas-directed rigs increased by +5 to 122 (ht: +3; vt-dir: +2). Horizontal oil rigs increased by +1 in Other areas not associated with a specific play, while declining by -4 in Ea.....
EIA NG STORAGE REPORT
| July 24, 2025
July 24, 2025
Dear , The EIA reported a +23 bcf injection for the week ending July 17, 7 bcf lower than our estimate of +30 bcf and 4 bcf less than Bloomberg’s median forecast of +27 bcf. Our models are currently showing storage activity of +37, +15, +52, +41, +46 and +52 bcf over the next six weeks for a total of +243 bcf, compared to +118 bcf for the same period last year and the five-year average of +193 bcf.
NGL MARKET RECAP
| July 23, 2025
July 23, 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.