CFTC COT
| August 15, 2025
August 15, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 12. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoil , but decreased in natural gas, WTI, Brent, gasoline and heating oil during the reference week. Non-commercials net length in natural gas fell by -38.7k to +170.5k in futures and decreas.....
NORTH AMERICAN RIG WATCH
| August 15, 2025
August 15, 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 534 active rigs as of August 15, 2025, unchanged from the previous week. Oil rigs increased by +1 to 412 (ht: unch; vt-dir: +1), and gas-directed rigs decreased by -1 to 122 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +2 in Other areas not associated with a specific play, while declining by -1 i.....
CFTC COT
| August 08, 2025
August 08, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 05. 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 gasoil , but decreased in natural gas, Brent, gasoline and heating oil during the reference week. Non-commercials net length in natural gas fell by -19.8k to +209.2k in futures and decr.....
NORTH AMERICAN RIG WATCH
| August 08, 2025
August 08, 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 534 active rigs as of August 08, 2025, unchanged from the previous week. Oil rigs increased by +1 to 411 (ht: +1; vt-dir: unch), and gas-directed rigs decreased by -1 to 123 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +2 in Anadarko (OK), by +2 in Monterey (CA) and by +1 in Other areas not assoc.....
EIA NG STORAGE REPORT
| August 07, 2025
August 07, 2025
Dear , The EIA reported a +7 bcf injection for the week ending July 31, 10 bcf lower than our estimate and 4 bcf smaller than Bloomberg’s median forecast of +11 bcf. Our models are currently showing storage activity of +64, +12, -10, +49, +65 and +68 bcf over the next six weeks for a total of +248 bcf, compared to +169 bcf for the same period last year and the five-year average of +271 bcf.
NGL MARKET RECAP
| August 06, 2025
August 06, 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
| August 05, 2025
August 05, 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 July 31, 2025: We anticipate a +16 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +2; MW: +12, MTN: +4, PAC: +3; SC: -5 (S: -16, NS: +11). There are currently 5 analysts reporting a median estimate of +9 bcf on Blo.....
TTF WEEKLY REVIEW
| August 04, 2025
August 01, 2025
Dear , Our European Gas Market Weekly Watch report, along with our European natural gas trade and storage estimates (in units of MMcm/d or bcf/d), offers a summary of key developments in the European gas market. Please find this week’s reports at the links below: European flows and storage inventories include nations in the EU-27 plus the United Kingdom, but exclude the Baltic states (Estonia, Latvia, and Lithuania), Nordic countries (Finland and Sweden), and island nations (Malta and Cyprus).
CFTC COT
| August 01, 2025
August 01, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 29. 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, Brent, gasoline, heating oil and gasoil , but decreased in natural gas during the reference week. Non-commercials net length in natural gas decreased by -23.9k to +229.0k in futures and fell.....
NORTH AMERICAN RIG WATCH
| August 01, 2025
August 01, 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 534 active rigs as of August 01, 2025, lower by -3 from the previous week. Oil rigs decreased by -5 to 410 (ht: -13; vt-dir: +8), and gas-directed rigs increased by +2 to 124 (ht: +1; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (NM), while declining by -13 in Permian (TX), by -1 in Anadarko (.....