CFTC COT
| August 25, 2023
August 25, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 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 gasoline, heating oil and gasoil , but decreased in natural gas, WTI and Brent during the reference week. Non-commercials net length in natural gas fell by -35.8k to +16.3k in futures and decre.....
NORTH AMERICAN RIG WATCH
| August 25, 2023
August 25, 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 627 active rigs as of August 25, 2023, lower by -10 from the previous week. Oil rigs decreased by -8 to 512 (ht: -4; vt-dir: -4), and gas-directed rigs decreased by -2 to 115 (ht: -1; vt-dir: -1). Horizontal oil rigs increased by +1 in Permian (TX), while declining by -4 in Permian (NM) and by -1 in Eagle Fo.....
EUROPEAN NG TRADE
| August 25, 2023
August 25, 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
| August 23, 2023
August 23, 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
| August 22, 2023
August 22, 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 August 17, 2023: LCMC 6-wk NG storage estimate: +30, +27, +40, +57, +80, and +95 bcf. Total +329 bcf vs +446 bcf LY and +404 bcf 5-yr avg. This week by region: E: +15; MW: +19, MTN: +3, PAC: +2; SC: -9 (S: -11, NS: +2). Total net exports averaged 12.97 bcf/d, down by 0......
CFTC COT
| August 18, 2023
August 18, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 15. 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, Brent, gasoline, heating oil and gasoil , but decreased in WTI during the reference week. Non-commercials net length in natural gas grew by +8.4k to +52.0k in futures and increased.....
NORTH AMERICAN RIG WATCH
| August 18, 2023
August 18, 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 637 active rigs as of August 18, 2023, lower by -11 from the previous week. Oil rigs decreased by -5 to 520 (ht: -3; vt-dir: -2), and gas-directed rigs decreased by -6 to 117 (ht: -4; vt-dir: -2). Horizontal oil rigs increased by +2 in Permian (TX), while declining by -2 in Anadarko (OK), by -2 in Bakken (ND.....
EUROPEAN NG TRADE
| August 18, 2023
August 18, 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.
EIA NG STORAGE REPORT
| August 18, 2023
August 18, 2023
Dear , The EIA reported a +35 bcf injection, 3 bcf lower than our prediction of +38 bcf and matching Bloomberg’s median estimate of +35 bcf. Our models are currently showing storage activity of +29, +22, +31, +69, +74, and +84 bcf over the next six weeks for a total of +310 bcf, compared to +446 bcf for the same period last year and the five-year average of +404 bcf.
NGL MARKET RECAP
| August 16, 2023
August 16, 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.