CFTC COT
| January 06, 2025
January 06, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 31. 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, WTI, Brent, heating oil and gasoil , but decreased in gasoline during the reference week. Non-commercials net length in natural gas decreased by -7.0k to +122.5k in futures and r.....
EIA NG STORAGE REPORT
| January 03, 2025
January 03, 2025
Dear , The EIA reported a withdrawal of -116 bcf for the week ending December 26, 22 bcf smaller than our prediction of -138 bcf and 12 bcf less than Bloomberg’s median estimate of -128 bcf. Our models are currently showing storage activity of -30, -244, -303, -229, -169 and -165 bcf over the next six weeks for a total of -1,140 bcf, compared to -935 bcf for the same period last year and the five-year average of -895 bcf.
NORTH AMERICAN RIG WATCH
| January 03, 2025
January 03, 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 585 active rigs as of January 03, 2025, unchanged from the previous week. Oil rigs decreased by -1 to 482 (ht: -1; vt-dir: unch), and gas-directed rigs increased by +1 to 103 (ht: +1; vt-dir: unch). Horizontal oil rigs decreased by -1 in Other areas not associated with a specific play. Horizontal gas rigs in.....
EUROPEAN NG TRADE
| January 03, 2025
January 03, 2025
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.
NGL MARKET RECAP
| January 02, 2025
January 02, 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.
U.S. COAL DELIVERIES TO POWER PLANTS
| January 01, 2025
December 31, 2024
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through October 2024. 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.
SPECTRUM
| December 31, 2024
December 31, 2024
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 December 26, 2024: We anticipate a -138 bcf withdrawal for Thursday’s natural gas storage report. Regional breakdown for the reference week: E: -53; MW: -53, MTN: -6, PAC: 0; SC: -26 (S: -7, NS: -19). There are currently 3 analysts reporting on Bloomberg with a median e.....
CFTC COT
| December 31, 2024
December 30, 2024
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 24. 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, WTI, heating oil and gasoil , but decreased in Brent and gasoline during the reference week. Non-commercials net length in natural gas increased by +53.0k to +129.5k in futures an.....
NGL MARKET RECAP
| December 27, 2024
December 27, 2024
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.
NORTH AMERICAN RIG WATCH
| December 27, 2024
December 27, 2024
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 585 active rigs as of December 27, 2024, unchanged from the previous week. Oil rigs were unchanged at 483 (ht: unch; vt-dir: unch), and gas-directed rigs were unchanged at 102 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +1 in Bakken (ND), while declining by -1 in Eagle Ford (TX). Canada: B.....