EUROPEAN NG TRADE
| October 07, 2022
October 7, 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
| October 07, 2022
October 07, 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 760 active rigs as of October 07, 2022, lower by -3 from the previous week. Oil rigs decreased by -2 to 602 (ht: +2; vt-dir: -4), and gas-directed rigs decreased by -1 to 158 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +1 in Anadarko (OK), by +1 in Permian (TX) and by +1 in Other areas not assoc.....
EIA NG STORAGE REPORT
| October 06, 2022
October 6, 2022
Dear , The EIA reported a +129 bcf injection, 2 bcf more than our own estimate of +127 bcf and 6 bcf more than the Bloomberg median of +123 bcf. Our models are currently showing storage activity of +129, +114, +104, +85, +67, +43 bcf over the next six weeks for a total of +542 bcf, compared to +369 bcf for the same period last year and the five-year average of +281 bcf.
NGL MARKET RECAP
| October 05, 2022
October 05, 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
| October 04, 2022
October 4, 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 September 29, 2022: LCMC 6-wk NG storage estimate: +127, +136, +130, +112, +94, +77. Total +676 vs +460 LY and +373 5-yr avg. This week by region: E: +33; MW: +35, MTN: +8, PAC: +3; SC: +48 (S: +19, NS: +29). 3 analysts reported on BBG with an average of +101 bcf. Total.....
CFTC COT
| September 30, 2022
September 30, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 27. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials decreased net length in natural gas, WTI, Brent, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas fell by -9.7k to +29.0k in futures and declined by -39.9k to +.....
EUROPEAN NG TRADE
| September 30, 2022
September 30, 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
| September 30, 2022
September 30, 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 763 active rigs as of September 30, 2022, higher by +1 from the previous week. Oil rigs increased by +2 to 604 (ht: +4; vt-dir: -2), and gas-directed rigs decreased by -1 to 159 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +2 in Bakken (ND), by +1 in Anadarko (OK), by +1 in Permian (NM) and by +2.....
EIA NG STORAGE REPORT
| September 29, 2022
September 29, 2022
Dear , The EIA reported a +103 bcf injection, 3 bcf less than our own estimate of +106 bcf and 7 bcf more than the Bloomberg median of +96 bcf. The following report contains updated seasonal balances for Summer 2022, Winter 2022/23, and Summer 2023. Our models are currently showing storage activity of +113, +124, +122, +99, +92, +73 bcf over the next six weeks for a total of +623 bcf, compared to +460 bcf for the same period last year and the five-year average of +373 bcf.
NGL MARKET RECAP
| September 28, 2022
September 28, 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.