NORTH AMERICAN RIG WATCH | November 10, 2023

November 10, 2023

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 612 active rigs as of November 10, 2023, lower by -2 from the previous week. Oil rigs decreased by -2 to 494 (ht: +3; vt-dir: -5), and gas-directed rigs were unchanged at 118 (ht: -1; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (NM) and by +1 in Anadarko (OK). Horizontal gas rigs decreased by.....


U.S. COAL DELIVERIES TO POWER PLANTS | November 04, 2023

November 03, 2023

Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through August 2023. 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.


EUROPEAN NG TRADE | November 03, 2023

November 03, 2023

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 | November 03, 2023

November 03, 2023

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 614 active rigs as of November 03, 2023, lower by -7 from the previous week. Oil rigs decreased by -8 to 496 (ht: -8; vt-dir: unch), and gas-directed rigs increased by +1 to 118 (ht: -1; vt-dir: +2). Horizontal oil rigs increased by +2 in Permian (NM), while declining by -6 in Permian (TX), by -1 in Anadarko.....


NGL MARKET RECAP | November 02, 2023

November 02, 2023

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.


CFTC COT | October 27, 2023

October 27, 2023

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 24. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoline and gasoil , but decreased in natural gas, WTI, Brent and heating oil during the reference week. Non-commercials net length in natural gas declined by -35.9k to +28.0k in futures and .....


NORTH AMERICAN RIG WATCH | October 27, 2023

October 27, 2023

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 621 active rigs as of October 27, 2023, higher by +1 from the previous week. Oil rigs increased by +2 to 504 (ht: +2; vt-dir: unch), and gas-directed rigs decreased by -1 to 117 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +1 in Anadarko (TX), by +1 in Eagle Ford (TX) and by +2 in Other areas not.....


EUROPEAN NG TRADE | October 27, 2023

October 27, 2023

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.


NGL MARKET RECAP | October 25, 2023

October 25, 2023

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 | October 24, 2023

October 24, 2023

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 19, 2023: LCMC 6-wk NG storage estimate: +80, +89, +43, +26, +13, and -4 bcf. Total +247 bcf vs +168 bcf LY and +82 bcf 5-yr avg. This week by region: E: +18; MW: +25, MTN: +5, PAC: +2; SC: +30 (S: +13, NS: +17). Total net exports averaged 13.94 bcf/d, up by 0.2.....