SPECTRUM | December 06, 2022

December 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 December 1, 2022: LCMC 6-wk NG storage estimate: -19, -42, -59, -127, -117, -133 bcf. Total -498 vs -531 LY and -627 5-yr avg. This week by region: E: -5; MW: -5, MTN: -6, PAC: -8; SC: +5 (S: +11, NS: -6). 2 analysts reported on BBG with a median of -12 bcf. Total net e.....


U.S. COAL DELIVERIES TO POWER PLANTS | December 05, 2022

December 2022

Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through September 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.


CFTC COT | December 02, 2022

December 02, 2022

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 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 gasoline, heating oil and gasoil , but decreased in natural gas, WTI and Brent during the reference week. Non-commercials net length in natural gas decreased by -23.6k to -68.7k in futures and.....


EUROPEAN NG TRADE | December 02, 2022

December 2, 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 | December 02, 2022

December 02, 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 782 active rigs as of December 02, 2022, unchanged from the previous week. Oil rigs were unchanged at 627 (ht: -3; vt-dir: +3), and gas-directed rigs were unchanged at 155 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +1 in Other areas not associated with a specific play, while declining by -2 i.....


EIA NG STORAGE REPORT | December 01, 2022

December 1, 2022

Dear , The EIA reported a -81 bcf withdrawal, 7 bcf greater than our call of -88 bcf and 1 bcf greater than the Bloomberg median of -82 bcf. Our models are currently showing storage activity of -22, -76, -124, -116, -125, -137 bcf over the next six weeks for a total of -600 bcf, compared to -531 bcf for the same period last year and the five-year average of -627 bcf.


NGL MARKET RECAP | November 30, 2022

November 30, 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.


CFTC COT | November 30, 2022

November 30, 2022

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 22. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoline and heating oil , but decreased in natural gas, WTI, Brent and gasoil during the reference week. Non-commercials net length in natural gas declined by -16.3k to -45.2k in futures and .....


SPECTRUM | November 29, 2022

November 29, 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 November 24, 2022: LCMC 6-wk NG storage estimate: -88, -26, -76, -124, -126, -142 bcf. Total -582 vs -427 LY and -504 5-yr avg. This week by region: E: -30; MW: -27, MTN: -6, PAC: -7; SC: -18 (S: -4, NS: -14). 6 analysts reported on BBG with a median of -87 bcf. Total n.....


EUROPEAN NG TRADE | November 28, 2022

November 25, 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.