CFTC COT
| August 28, 2026
August 28, 2026
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 25. 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 and gasoline , but decreased in Brent, heating oil and gasoil during the reference week. Non-commercials net length in natural gas increased by +8.0k to -117.1k in futures and .....
NORTH AMERICAN RIG WATCH
| August 28, 2026
August 28, 2026
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 579 active rigs as of August 28, 2026, unchanged from the previous week. Oil rigs decreased by -5 to 447 (ht: -4; vt-dir: -1), and gas-directed rigs increased by +5 to 132 (ht: +6; vt-dir: -1). Horizontal oil rigs increased by +1 in Permian (TX), while declining by -3 in Permian (NM), by -1 in Eagle Ford (TX.....
EIA NG STORAGE REPORT
| August 27, 2026
August 27, 2026
Dear , The EIA reported a +15 bcf injection for the week ending August 20, 4 bcf lower than our estimate of +19 bcf but in line with Bloomberg’s median forecast of +15 bcf. Our models are currently showing storage activity of +26, +17, +21, +62, +75 and +82 bcf over the next six weeks for a total of +283 bcf, compared to +404 bcf for the same period last year and the five-year average of +412 bcf.
U.S. COAL DELIVERIES TO POWER PLANTS
| August 27, 2026
August 27, 2026
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through June 2026. 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.
NGL MARKET RECAP
| August 26, 2026
August 26, 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
| August 25, 2026
August 25, 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 August 20, 2026: We anticipate a +19 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +21; MW: +20; MTN: -1; PAC: -2; SC: -19 (S: -22; NS: +3). There are currently 4 analysts reporting a median estimate of +19 bcf on.....
TTF WEEKLY REVIEW
| August 24, 2026
August 24, 2026
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).
CFTC COT
| August 21, 2026
August 21, 2026
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 18. 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 declined by -10.2k to -125.1k in futures and fel.....
NORTH AMERICAN RIG WATCH
| August 21, 2026
August 21, 2026
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 579 active rigs as of August 21, 2026, lower by -4 from the previous week. Oil rigs decreased by -3 to 452 (ht: +1; vt-dir: -4), and gas-directed rigs decreased by -1 to 127 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +4 in Permian (TX), while declining by -2 in Permian (NM) and by -1 in Other a.....
EIA NG STORAGE REPORT
| August 20, 2026
August 20, 2026
Dear , The EIA reported a +16 bcf injection for the week ending August 13, 3 bcf higher than our estimate of +13 bcf and 2 bcf larger than Bloomberg’s median forecast of +14 bcf. Our models are currently showing storage activity of +20, +39, +27, +66, +79 and +85 bcf over the next six weeks for a total of +316 bcf, compared to +345 bcf for the same period last year and the five-year average of +350 bcf.