CFTC COT
| January 17, 2025
January 17, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 14. 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 and heating oil , but decreased in gasoline and gasoil during the reference week. Non-commercials net length in natural gas grew by +37.2k to +172.6k in futures and ros.....
NORTH AMERICAN RIG WATCH
| January 17, 2025
January 17, 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 576 active rigs as of January 17, 2025, lower by -4 from the previous week. Oil rigs decreased by -2 to 478 (ht: -2; vt-dir: unch), and gas-directed rigs decreased by -2 to 98 (ht: -4; vt-dir: +2). Horizontal oil rigs increased by +1 in Barnett Combo (TX) and by +2 in Other areas not associated with a specif.....
EUROPEAN NG TRADE
| January 17, 2025
January 17, 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.
EIA NG STORAGE REPORT
| January 17, 2025
January 16, 2025
Dear , The EIA reported a withdrawal of -258 bcf for the week ending January 9, 13 bcf smaller than our prediction of -271 bcf and 2 bcf less than Bloomberg’s median estimate of -260 bcf. Our models are currently showing storage activity of -248, -309, -203, -166, -157 and -142 bcf over the next six weeks for a total of -1,225 bcf, compared to -825 bcf for the same period last year and the five-year average of -961 bcf.
NGL MARKET RECAP
| January 15, 2025
January 15, 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.
SPECTRUM
| January 15, 2025
January 14, 2025
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 January 9, 2025: We anticipate a -271 bcf withdrawal for Thursday's natural gas storage report. Regional breakdown for the reference week: E: -72; MW: -81, MTN: -12, PAC: -9; SC: -97 (S: -35, NS: -62). There are currently 4 analysts reporting on Bloomberg with a median .....
CFTC COT
| January 13, 2025
January 13, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 07. 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, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas grew by +12.8k to +135.3k in futures and rose by +13.5k to +211......
NORTH AMERICAN RIG WATCH
| January 10, 2025
January 10, 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 580 active rigs as of January 10, 2025, lower by -5 from the previous week. Oil rigs decreased by -2 to 480 (ht: -2; vt-dir: unch), and gas-directed rigs decreased by -3 to 100 (ht: -3; vt-dir: unch). Horizontal oil rigs decreased by -2 in Other areas not associated with a specific play. Horizontal gas rigs .....
EUROPEAN NG TRADE
| January 10, 2025
January 10, 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. From this report onwards, German LNG flows are included in our report. 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 08, 2025
January 08, 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.