NGL MARKET RECAP
| August 24, 2022
August 24, 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
| August 23, 2022
August 23, 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 August 18, 2022: LCMC 6-wk NG storage estimate: +63, +59, +49, +64, +96, +102. Total +433 vs +342 LY and +397 5-yr avg. This week by region: E: +24; MW: +28, MTN: +2, PAC: -4; SC: +13 (S: +1, NS: +12). 2 analysts reported on BBG with an average of +29 bcf. Total net exp.....
CFTC COT
| August 19, 2022
August 19, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 16. 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, gasoline, heating oil and gasoil , but decreased in WTI and Brent during the reference week. Non-commercials net length in natural gas grew by +37.3k to +51.8k in futures and rose .....
NORTH AMERICAN RIG WATCH
| August 19, 2022
August 19, 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 August 19, 2022, lower by -1 from the previous week. Oil rigs were unchanged at 601 (ht: +1; vt-dir: -1), and gas-directed rigs decreased by -1 to 159 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +2 in Permian (NM) and by +1 in Other areas not associated with a specific play.....
EUROPEAN NG TRADE
| August 19, 2022
August 19, 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.
EIA NG STORAGE REPORT
| August 18, 2022
August 18, 2022
Dear , The EIA reported a +18 bcf injection, 6 bcf less than our own estimate of +24 bcf and 13 bcf less than the Bloomberg median of +31 bcf. Our models are currently showing storage activity of +57, +51, +48, +82, +98, +104 bcf over the next six weeks for a total of +440 bcf, compared to +342 bcf for the same period last year and the five-year average of +397 bcf.
NGL MARKET RECAP
| August 17, 2022
August 17, 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
| August 16, 2022
August 16, 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 August 11, 2022: LCMC 6-wk NG storage estimate: +24, +56, +51, +60, +88, +96. Total +375 vs +302 LY and +367 5-yr avg. This week by region: E: +10; MW: +18, MTN: +1, PAC: -4; SC: -1 (S: -6, NS: +5). 3 analysts reported on BBG with an average of +40 bcf. Total net export.....
CFTC COT
| August 12, 2022
August 12, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 09. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in heating oil , but decreased in natural gas, WTI, Brent, gasoline and gasoil during the reference week. Non-commercials net length in natural gas fell by -8.7k to +14.5k in futures and decreased.....
EUROPEAN NG TRADE
| August 12, 2022
August 12, 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.