EIA NG STORAGE REPORT
| November 10, 2022
November 10, 2022
Dear , The EIA reported a +79 bcf injection, 1 bcf less than our call and the Bloomberg median of +80 bcf. Our models are currently showing storage activity of +67, -88, -101, -89, -106, -126 bcf over the next six weeks for a total of -444 bcf, compared to -247 bcf for the same period last year and the five-year average of -352 bcf.
NGL MARKET RECAP
| November 09, 2022
November 09, 2022
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. Data and charts of the Mont Belvieu non-LST to FEI, Propane Arbitrage, Butane Arbitrage and Mont Belvieu LST NGL Frac Spreads are not available today, due to an issue with our data provider.
SPECTRUM
| November 08, 2022
November 8, 2022
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 November 3, 2022: LCMC 6-wk NG storage estimate: +80, +49, -84, -75, -86, -103 bcf. Total -219 vs -172 LY and -209 5-yr avg. This week by region: E: +15; MW: +27, MTN: +3, PAC: +0; SC: +35 (S: +16, NS: +19). 2 analyst reported on BBG with an average of +89 bcf. Total ne.....
CFTC COT
| November 04, 2022
November 04, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 01. 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, Brent, heating oil and gasoil , but decreased in natural gas and gasoline during the reference week. Non-commercials net length in natural gas rose by +3.8k to -20.3k in futures and decr.....
EUROPEAN NG TRADE
| November 04, 2022
November 4, 2022
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 04, 2022
November 04, 2022
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 768 active rigs as of November 04, 2022, higher by +2 from the previous week. Oil rigs increased by +3 to 613 (ht: +3; vt-dir: unch), and gas-directed rigs decreased by -1 to 155 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +2 in Bakken (ND), by +1 in Permian (TX) and by +2 in Other areas not ass.....
EIA NG STORAGE REPORT
| November 03, 2022
November 3, 2022
Dear , The EIA reported a +107 bcf injection, 1 bcf more than our own estimate of +106 bcf and 6 bcf more than the Bloomberg median of +101 bcf. Our models are currently showing storage activity of +73, +56, -16, -44, -69, -96 bcf over the next six weeks for a total of -96 bcf, compared to -172 bcf for the same period last year and the five-year average of -209 bcf.
NGL MARKET RECAP
| November 02, 2022
November 02, 2022
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. Data and charts of the Mont Belvieu non-LST to FEI, Propane Arbitrage, Butane Arbitrage and Mont Belvieu LST NGL Frac Spreads are not available today, due to an issue with our data provider.
SPECTRUM
| November 01, 2022
November 1, 2022
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 27, 2022: LCMC 6-wk NG storage estimate: +106, +72, +74, -18, -40, -68 bcf. Total +124 vs -22 LY and -71 5-yr avg. This week by region: E: +27; MW: +35, MTN: +4, PAC: -1; SC: +41 (S: +18, NS: +23). 1 analyst reported on BBG with +109 bcf. Total net exports avera.....
CFTC COT
| October 28, 2022
October 28, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 25. 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, Brent and gasoline , but decreased in natural gas, heating oil and gasoil during the reference week. Non-commercials net length in natural gas decreased by -21.7k to -24.1k in futures and .....