CFTC COT
| September 05, 2025
September 05, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 02. 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 +17.2k to +167.6k in futures and rose.....
NORTH AMERICAN RIG WATCH
| September 05, 2025
September 05, 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 532 active rigs as of September 05, 2025, higher by +1 from the previous week. Oil rigs increased by +2 to 414 (ht: +4; vt-dir: -2), and gas-directed rigs decreased by -1 to 118 (ht: -2; vt-dir: +1). Horizontal oil rigs increased by +3 in Permian (TX), by +1 in Bakken (ND) and by +1 in Other areas not associ.....
EIA NG STORAGE REPORT
| September 04, 2025
September 04, 2025
Dear , The EIA reported a +55 bcf injection for the week ending August 28, 1 bcf lower than our estimate of +56 bcf but in line with Bloomberg’s median forecast of +55 bcf. Our models are currently showing storage activity of +68, +68, +50, +69, +72 and +76 bcf over the next six weeks for a total of +403 bcf, compared to +349 bcf for the same period last year and the five-year average of +470 bcf.
SPECTRUM
| September 04, 2025
September 03, 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 August 28, 2025: We anticipate a +56 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +25; MW: +25, MTN: +1, PAC: -4; SC: +9 (S: +1, NS: +8). There are currently 9 analysts reporting a median estimate of +55 bcf on B.....
TTF WEEKLY REVIEW
| September 01, 2025
August 29, 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
| August 29, 2025
August 29, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 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 WTI, gasoline, heating oil and gasoil , but decreased in natural gas and Brent during the reference week. Non-commercials net length in natural gas declined by -7.3k to +150.4k in futures and d.....
NORTH AMERICAN RIG WATCH
| August 29, 2025
August 29, 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 531 active rigs as of August 29, 2025, lower by -2 from the previous week. Oil rigs increased by +1 to 412 (ht: unch; vt-dir: +1), and gas-directed rigs decreased by -3 to 119 (ht: -3; vt-dir: unch). Horizontal oil rigs increased by +2 in Eagle Ford (TX), by +1 in Anadarko (TX) and by +1 in Other areas not a.....
EIA NG STORAGE REPORT
| August 29, 2025
August 28, 2025
Dear , The EIA reported a +18 bcf injection for the week ending August 21, 6 bcf lower than our estimate of +24 bcf and 9 bcf smaller than Bloomberg’s median forecast of +27 bcf. Our models are currently showing storage activity of +57, +70, +67, +56, +71 and +72 bcf over the next six weeks for a total of +393 bcf, compared to +288 bcf for the same period last year and the five-year average of +421 bcf.
U.S. COAL DELIVERIES TO POWER PLANTS
| August 28, 2025
August 28, 2025
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through June 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
| August 27, 2025
August 27, 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.