EUROPEAN NG TRADE | February 02, 2024

February 02, 2024

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.


CFTC COT | February 02, 2024

February 02, 2024

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 30. 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, heating oil and gasoil , but decreased in natural gas and gasoline during the reference week. Non-commercials net length in natural gas fell by -33.4k to -92.1k in futures and decl.....


NORTH AMERICAN RIG WATCH | February 02, 2024

February 02, 2024

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 616 active rigs as of February 02, 2024, lower by -2 from the previous week. Oil rigs were unchanged at 499 (ht: +1; vt-dir: -1), and gas-directed rigs decreased by -2 to 117 (ht: -2; vt-dir: unch). Horizontal oil rigs increased by +3 in Permian (TX), by +1 in Anadarko (TX) and by +1 in Other areas not assoc.....


EIA NG STORAGE REPORT | February 01, 2024

February 01, 2024

Dear , The EIA reported a withdrawal of -197 bcf, 6 bcf smaller than Bloomberg’s median estimate of -203 bcf. Please find the link below to the storage stats.


NGL MARKET RECAP | January 31, 2024

January 31, 2024

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 | January 30, 2024

January 30, 2024

Dear , Please find below the link to this week's natural gas trade and power sector demand estimates. For the week ending January 25, 2024: Total net exports averaged 11.29 bcf/d, up by 1.72 bcf/d from the prior week. During the same week last year, U.S. net exports averaged 11.96 bcf/d. Average natural gas demand in the power sector was 38.27 bcf/d, down by 0.98 bcf/d week-on-week. During the reference week, the contiguous US observed 151.3 electric-weighted HDDs, down by 45.5 electric-weighted.....


CFTC COT | January 26, 2024

January 26, 2024

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 23. 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, gasoline and gasoil , but decreased in natural gas, Brent and heating oil during the reference week. Non-commercials net length in natural gas declined by -46.5k to -58.7k in futures and .....


NORTH AMERICAN RIG WATCH | January 26, 2024

January 26, 2024

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 618 active rigs as of January 26, 2024, higher by +1 from the previous week. Oil rigs increased by +2 to 499 (ht: +1; vt-dir: +1), and gas-directed rigs decreased by -1 to 119 (ht: -2; vt-dir: +1). Horizontal oil rigs increased by +1 in Bakken (MT), by +1 in Permian (NM) and by +1 in Permian (TX), while decl.....


EUROPEAN NG TRADE | January 26, 2024

January 26, 2024

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.


EIA NG STORAGE REPORT | January 25, 2024

January 25, 2024

Dear , The EIA reported a withdrawal of -326 bcf, 8 bcf higher than Bloomberg’s median estimate of -318 bcf. Please find the link below to the storage stats.