SPECTRUM
| September 08, 2021
September 8, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending September 2, 2021, LCMC 4-wk NG storage estimate: +44, +70, +62, +69. Total +245 vs +295 LY and +290 5-yr avg. This week by region: E: +23; MW: +25; MTN: +1, PAC: +0; SC: -5 (S: -6, NS: +1). 5 analysts reported on BBG with an average of +44 bcf. Total net exports averag.....
CFTC COT
| September 03, 2021
September 3, 2021
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 31. 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, Brent, gasoline, heating oil and gasoil , but decreased in WTI during the reference week. Non-commercials net length in natural gas increased by +29.0k to +355.8k in futures and rose by +19.1k t.....
NORTH AMERICAN RIG WATCH
| September 03, 2021
September 3, 2021
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 496 active rigs as of September 03, 2021, lower by -11 from the previous week. Oil rigs decreased by -16 to 394 (ht: +1; vt-dir: -17), and gas-directed rigs increased by +5 to 102 (ht: +3; vt-dir: +2). Horizontal oil rigs increased by +1 in Anadarko (OK) and by +1 in Permian (NM), while declining by -1 in Othe.....
EIA NG STORAGE REPORT
| September 02, 2021
September 2, 2021
Dear , The EIA reported a +20 bcf injection, 3 bcf greater than our call of +17 bcf and 5 bcf less than the Bloomberg median of +25 bcf. This week's report includes our balances for summer 2021 and winter 2021/22. Our models are currently showing storage activity of +29, +56, +68, +71 bcf over the next four weeks for a total of +224 bcf, compared to +295 bcf for the same period last year and the five-year average of +290 bcf.
NGL MARKET RECAP
| September 01, 2021
September 01, 2021
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 and Butane Arbitrage are not available today, due to an issue with our data provider.
U.S. COAL DELIVERIES TO POWER PLANTS
| August 31, 2021
September 2021
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through June 2021. The report contains volume and price data where available. This month's report took longer to prepare as the 350-MW River Valley Coal Plant run by Oklahoma Gas & Electric posted coal deliveries from the Eagle #5 mine in Moffat, CO that had been abandoned and sealed since May 2017 (even shows a contract with that mine through December 2021). The plant is not included in the attached Coa.....
SPECTRUM
| August 31, 2021
August 31, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending August 26, 2021, LCMC 4-wk NG storage estimate: +17, +27, +72, +77. Total +193 vs +257 LY and +271 5-yr avg. This week by region: E: +16; MW: +20; MTN: +1, PAC: +3; SC: -23 (S: -20, NS: -3). 4 analysts reported on BBG with an average of +27 bcf. Total net exports averag.....
CFTC COT
| August 27, 2021
August 27, 2021
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 24. 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, gasoline and heating oil , but decreased in WTI, Brent and gasoil during the reference week. Non-commercials net length in natural gas increased by +3.4k to +326.8k in futures and rose by +1.1k .....
CFTC COT
| August 27, 2021
August 27, 2021
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 24. 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, gasoline and heating oil , but decreased in WTI, Brent and gasoil during the reference week. Non-commercials net length in natural gas increased by +3.4k to +326.8k in futures and rose by +1.1k .....
NORTH AMERICAN RIG WATCH
| August 27, 2021
August 27, 2021
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 507 active rigs as of August 27, 2021, higher by +5 from the previous week. Oil rigs increased by +5 to 410 (ht: +6; vt-dir: -1), and gas-directed rigs were unchanged at 97 (ht: -1; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (TX), by +1 in Anadarko (OK), by +1 in Bakken (ND) and by +2 in Other.....