TTF WEEKLY REVIEW
| April 25, 2025
April 25, 2025
Dear , Our European Gas Market Weekly Watch report, along with our European natural gas trade and storage estimates (in units of bcf/d or MMcm/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 discount the five Baltic States (Estonia, Finland, Latvia, Lithuania, and Sweden), as well as Malta and Cyprus.
CFTC COT
| April 25, 2025
April 25, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 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 WTI, Brent, gasoline and gasoil , but decreased in natural gas and heating oil during the reference week. Non-commercials net length in natural gas declined by -38.2k to +159.2k in futures and f.....
NORTH AMERICAN RIG WATCH
| April 25, 2025
April 25, 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 582 active rigs as of April 25, 2025, higher by +3 from the previous week. Oil rigs increased by +2 to 483 (ht: unch; vt-dir: +2), and gas-directed rigs increased by +1 to 99 (ht: +1; vt-dir: unch). Horizontal oil rigs increased by +1 in Anadarko (OK) and by +1 in Eagle Ford (TX), while declining by -1 in An.....
EIA NG STORAGE REPORT
| April 24, 2025
April 24, 2025
Dear , The EIA reported a +88 bcf injection for the week ending April 17, compared to our estimate of +77 bcf and Bloomberg’s median forecast of +75 bcf. Our models are currently showing storage activity of +125, +121, +103, +121, +119 and +118 bcf over the next six weeks for a total of +707 bcf, compared to +474 bcf for the same period last year and the five-year average of +502 bcf.
SPECTRUM
| April 23, 2025
April 23, 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 April 17, 2025: We anticipate a +77 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +8; MW: +16, MTN: +5, PAC: +8; SC: +40 (S: +19, NS: +21). There are currently 6 analysts reporting a median estimate of +70 on Bloo.....
NGL MARKET RECAP
| April 23, 2025
April 23, 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.
CFTC COT
| April 21, 2025
April 21, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 15. 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 , but decreased in natural gas, Brent, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas declined by -59.0k to +197.4k in futures and decr.....
TTF WEEKLY REVIEW
| April 18, 2025
April 18, 2025
Dear , The ' European Gas Market Weekly Watch" report alongside our European natural gas trade and storage estimates (in units of bcf/d or MMcm/d), offer 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 discount the five Baltic States (Estonia, Finland, Latvia, Lithuania, and Sweden), as well as Malta and Cyprus.
EIA NG STORAGE REPORT
| April 18, 2025
April 18, 2025
Dear , The EIA reported a +16 bcf injection for the week ending April 10, compared to our estimate of +23 bcf and Bloomberg’s median forecast of +24 bcf. Our models are currently showing storage activity of +68, +99, +93, +106, +108 and +109 bcf over the next six weeks for a total of +583 bcf, compared to +466 bcf for the same period last year and the five-year average of +462 bcf.
NGL MARKET RECAP
| April 16, 2025
April 16, 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.