EIA NG STORAGE REPORT | August 26, 2021

August 26, 2021

Dear , The EIA reported a +29 bcf injection, 7 bcf less than our call of +36 bcf and 10 bcf less than the Bloomberg median of +39 bcf. Our models are currently showing storage activity of +28, +34, +68, +72 bcf over the next four weeks for a total of +202 bcf, compared to +257 bcf for the same period last year and the five-year average of +271 bcf.


NGL MARKET RECAP | August 25, 2021

August 25, 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.


SPECTRUM | August 24, 2021

August 24, 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 19, 2021, LCMC 4-wk NG storage estimate: +36, +32, +36, +67. Total +171 vs +232 LY and +241 5-yr avg. This week by region: E: +18; MW: +24; MTN: -1, PAC: +1; SC: -7 (S: -11, NS: +4). 3 analysts reported on BBG with an average of +39 bcf. Total net exports average.....


CFTC COT | August 20, 2021

August 20, 2021

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 17. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials decreased net length in natural gas, WTI, Brent, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas decreased by -34.3k to +323.3k in futures and fell by -34.8k to +557.4k in futur.....


NORTH AMERICAN RIG WATCH | August 20, 2021

August 20, 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 502 active rigs as of August 20, 2021, higher by +3 from the previous week. Oil rigs increased by +8 to 405 (ht: +3; vt-dir: +5), and gas-directed rigs decreased by -5 to 97 (ht: -5; vt-dir: unch). Horizontal oil rigs increased by +1 in Bakken (ND), by +1 in Permian (TX) and by +4 in Other areas not associated.....


EIA NG STORAGE REPORT | August 19, 2021

August 19, 2021

Dear , The EIA reported a +46 bcf net change in natural gas storage inventories, which included a +42 bcf injection (implied flow) and a 4 bcf reclassification of base gas to working gas inventory in South Central Non Salt fields. This week's report includes our balances for summer 2021 and winter 2021/22. Our models are currently showing storage activity of +43, +34, +53, +70 bcf over the next four weeks for a total of +200 bcf, compared to +232 bcf for the same period last year and the five-y.....


NGL MARKET RECAP | August 18, 2021

August 18, 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.


SPECTRUM | August 17, 2021

August 17, 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 5, 2021, LCMC 4-wk NG storage estimate: +38, +46, +42, +59. Total +185 vs +191 LY and +203 5-yr avg. This week by region: E: +19; MW: +20; MTN: +1, PAC: -1; SC: -1 (S: -6, NS: +5). 4 analysts reported on BBG with an average of +28 bcf. Total net exports averaged .....


CFTC COT | August 13, 2021

Commitments of Traders Report – August 13, 2021

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 10. 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 grew by +11.5k to +357.7k in futures and rose by +15.4k to .....


NORTH AMERICAN RIG WATCH | August 13, 2021

August 13, 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 499 active rigs as of August 13, 2021, higher by +9 from the previous week. Oil rigs increased by +10 to 397 (ht: +6; vt-dir: +4), and gas-directed rigs decreased by -1 to 102 (ht: +1; vt-dir: -2). Horizontal oil rigs increased by +2 in Bakken (ND), by +2 in Permian (NM), by +1 in Anadarko (TX), by +1 in Bakke.....