NORTH AMERICAN RIG WATCH
| July 08, 2022
July 08, 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 750 active rigs as of July 08, 2022, higher by +2 from the previous week. Oil rigs increased by +2 to 597 (ht: unch; vt-dir: +2), and gas-directed rigs were unchanged at 153 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +1 in Eagle Ford (TX) and by +1 in Permian (TX), while declining by -2 in Ot.....
EIA NG STORAGE REPORT
| July 07, 2022
July 7, 2022
Dear , The EIA reported an +60 bcf injection, 7 bcf lower than our estimate of +67 bcf and 15 bcf lower than the Bloomberg median of +75 bcf. Our models are currently showing storage activity of +57, +37, +29, +52, +55, +58 bcf over the next six weeks for a total of +288 bcf, compared to +244 bcf for the same period last year and the five-year average of +253 bcf.
U.S. COAL DELIVERIES TO POWER PLANTS
| July 07, 2022
July 2022
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through April 2022. 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
| July 07, 2022
July 07, 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
| July 06, 2022
July 6, 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 June 30, 2022: LCMC 6-wk NG storage estimate: +67, +53, +35, +40, +49, +52. Total +296 vs +222 LY and +266 5-yr avg. This week by region: E: +25; MW: +28, MTN: +5, PAC: +4; SC: +5 (S: -7, NS: +12). 2 analysts reported on BBG with an average of +80 bcf. Total net exports.....
CFTC COT
| July 01, 2022
July 01, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 28. 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 and gasoline , but decreased in natural gas, Brent, heating oil and gasoil during the reference week. Non-commercials net length in natural gas declined by -6.0k to +74.4k in futures and fell.....
EUROPEAN NG TRADE
| July 01, 2022
July 1, 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
| July 01, 2022
July 01, 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 748 active rigs as of July 01, 2022, lower by -3 from the previous week. Oil rigs increased by +1 to 595 (ht: unch; vt-dir: +1), and gas-directed rigs decreased by -4 to 153 (ht: -3; vt-dir: -1). Horizontal oil rigs increased by +1 in Permian (NM), by +1 in Permian (TX) and by +2 in Other areas not associate.....
EIA NG STORAGE REPORT
| June 30, 2022
June 30, 2022
Dear , The EIA reported an +82 bcf injection, 12 bcf greater than our estimate of +70 bcf and 7 bcf greater than the Bloomberg median of +75 bcf. Our models are currently showing storage activity of +60, +48, +27, +44, +44, +47 bcf over the next six weeks for a total of +270 bcf, compared to +222 bcf for the same period last year and the five-year average of +266 bcf.
NGL MARKET RECAP
| June 29, 2022
June 29, 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.