TTF WEEKLY REVIEW
| March 28, 2025
March 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. Changes to the report: - The “Ukraine” section aggregates all the gas flows passing through Ukraine, including exports from Russia to Europe, and exports fr.....
EIA NG STORAGE REPORT
| March 27, 2025
March 27, 2025
Dear , The EIA reported a +37 bcf injection for the week ending March 20, compared to our estimate of +33 bcf and Bloomberg’s median forecast of +34 bcf. Our models are currently showing storage activity of +10, +26, +64, +69, +87 and +100 bcf over the next six weeks for a total of +356 bcf, compared to +255 bcf for the same period last year and the five-year average of +249 bcf.
U.S. COAL DELIVERIES TO POWER PLANTS
| March 26, 2025
March 26, 2025
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through January 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.
NGL MARKET RECAP
| March 26, 2025
March 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
| March 25, 2025
March 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 March 20, 2025: We anticipate a +33 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +5; MW: +2, MTN: 0, PAC: -3; SC: +29 (S: +20, NS: +9). There are currently 3 analysts reporting an estimate of 38 on Bloomberg. Ove.....
CFTC COT
| March 21, 2025
March 21, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 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 Brent and gasoline , but decreased in natural gas, WTI, heating oil and gasoil during the reference week. Non-commercials net length in natural gas fell by -27.1k to +257.0k in futures and decli.....
NORTH AMERICAN RIG WATCH
| March 21, 2025
March 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 588 active rigs as of March 21, 2025, higher by +1 from the previous week. Oil rigs decreased by -1 to 486 (ht: +1; vt-dir: -2), and gas-directed rigs increased by +2 to 102 (ht: +1; vt-dir: +1). Horizontal oil rigs increased by +4 in Other areas not associated with a specific play, while declining by -2 in .....
TTF WEEKLY REVIEW
| March 21, 2025
March 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.
EIA NG STORAGE REPORT
| March 20, 2025
March 20, 2025
Dear , The EIA reported a +9 bcf injection for the week ending March 13, compared to our estimate of -1 and Bloomberg’s median forecast of +5 bcf. The first weekly injection in the season came earlier than we expected. With this injection, L48 storage increased to 1,707 bcf as of March 13, 624 bcf lower Y/Y and 190 bcf below the five-year average. Our balances suggest that L48 storage will remain above 1,700 bcf at the end of this season. Our models are currently showing storage activity of +30,.....
NGL MARKET RECAP
| March 19, 2025
March 19, 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.