October 20, 2026

Dear , Our LNG Weekly tracks global LNG market fundamentals, including export and import flows with supporting analytics, infrastructure and contract updates, and ongoing maintenance schedules. Please find this week's reports at the links below:

SPECTRUM | October 20, 2026

October 20, 2026

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 October 15, 2026: We anticipate a +77 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +21; MW: +28; MTN: +1; PAC: +4; SC: +23 (S: +10; NS: +23). There are six analysts reporting a median estimate of +82 on Bloomberg.....

EIA NG STORAGE REPORT | October 17, 2026

October 16, 2026

Dear , The EIA reported a +67 bcf injection for the week ending October 8, 6 bcf lower than our estimate of +73 bcf and 7 less than Bloomberg’s median forecast of +74 bcf. Our models are currently showing storage activity of +77, +72, +30, +21, +6 and -12 bcf over the next six weeks for a total of +194 bcf, compared to +225 bcf for the same period last year and the five-year average of +255 bcf.

CFTC COT | October 16, 2026

October 16, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 13. 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 rose by +9.9k to -189.7k in futures and increased by +7.3k to -1.....

LNG WEEKLY | October 15, 2026

October 15, 2026

NGL MARKET RECAP | October 15, 2026

October 15, 2026

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, ratios and fractionation spreads.

SPECTRUM | October 14, 2026

October 13, 2026

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 October 8, 2026: We anticipate a +73 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +21; MW: +27; MTN: +2; PAC: -7; SC: +30 (S: +12; NS: +18). There are currently no analysts reporting an estimate on Bloomberg. Ove.....

EIA NG STORAGE REPORT | October 10, 2026

October 10, 2026

Dear , The EIA reported a +85 bcf injection for the week ending October 1, in line with our estimate of +85 bcf and 3 greater than Bloomberg’s median forecast of +82 bcf. Our models are currently showing storage activity of +73, 81, +50, +45, +30 and +12 bcf over the next six weeks for a total of +291 bcf, compared to +318 bcf for the same period last year and the five-year average of +369 bcf.

LNG WEEKLY | October 10, 2026

October 10, 2026

CFTC COT | October 09, 2026

October 09, 2026

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 06. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent and gasoline , but decreased in natural gas, WTI, heating oil and gasoil during the reference week. Non-commercials net length in natural gas declined by -26.9k to -199.6k in futures and .....

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