November 04, 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 October 30, 2025: We anticipate a +32 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: 0; MW: +16, MTN: +1, PAC: +1; SC: +14 (S: +7, NS: +7). There are currently 5 analysts reporting a median estimate of +33 bcf on B.....

TTF WEEKLY REVIEW | November 03, 2025

October 31, 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 island nations (Malta and Cyprus).

NORTH AMERICAN RIG WATCH | October 31, 2025

October 31, 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 539 active rigs as of October 31, 2025, lower by -2 from the previous week. Oil rigs decreased by -6 to 414 (ht: -8; vt-dir: +2), and gas-directed rigs increased by +4 to 125 (ht: +1; vt-dir: +3). Horizontal oil rigs increased by +1 in Anadarko (OK) and by +1 in Bakken (ND), while declining by -5 in Permian .....

EIA NG STORAGE REPORT | October 30, 2025

October 30, 2025

Dear , The EIA reported a +74 bcf injection for the week ending October 23, 1 bcf smaller than our estimate of +75 bcf and in line with Bloomberg’s median forecast of +74 bcf. Our models are currently showing storage activity of +35, +34, +24, -15, -43 and -66 bcf over the next six weeks for a total of -31 bcf, compared to -78 bcf for the same period last year and the five-year average of -67 bcf.

NGL MARKET RECAP | October 29, 2025

October 29, 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 | October 28, 2025

October 28, 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 October 23, 2025: We anticipate a +75 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +16; MW: +22, MTN: +4, PAC: +5; SC: +28 (S: +12, NS: +16). There are currently 2 analysts reporting an average estimate of +73 bc.....

U.S. COAL DELIVERIES TO POWER PLANTS | October 27, 2025

October 27, 2025

Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through August 2025. 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.

TTF WEEKLY REVIEW | October 27, 2025

October 24, 2025

NORTH AMERICAN RIG WATCH | October 24, 2025

October 24, 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 541 active rigs as of October 24, 2025, higher by +2 from the previous week. Oil rigs increased by +2 to 420 (ht: unch; vt-dir: +2), and gas-directed rigs were unchanged at 121 (ht: -1; vt-dir: +1). Horizontal oil rigs increased by +1 in Other areas not associated with a specific play, while declining by -1 .....

EIA NG STORAGE REPORT | October 23, 2025

October 23, 2025

Dear , The EIA reported a +87 bcf injection for the week ending October 16, 1 bcf smaller than our estimate of +88 bcf and 4 bcf larger with Bloomberg’s median forecast of +83 bcf. Our models are currently showing storage activity of +72, +26, +23, +10, -16 and -39 bcf over the next six weeks for a total of +76 bcf, compared to +168 bcf for the same period last year and the five-year average of +88 bcf.

1 2 3 4 5 ... 388 389 Next ->