EIA NG STORAGE REPORT
| August 12, 2021
August 12, 2021
Dear , The EIA reported a +49 bcf injection, 5 bcf greater than our estimate of +44 bcf and 2 bcf greater than the Bloomberg median of +47 bcf. Our models are currently showing storage activity of +31, +43, +42, +53 bcf over the next four weeks for a total of +169 bcf, compared to +191 bcf for the same period last year and the five-year average of +203 bcf.
NGL MARKET RECAP
| August 11, 2021
August 11, 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 10, 2021
August 10, 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: +44, +24, +35, +39. Total +142 vs +181 LY and +181 5-yr avg. This week by region: E: +25; MW: +24; MTN: +1, PAC: -3; SC: -3 (S: -5, NS: +2). 5 analysts reported on BBG with an average of +47 bcf. Total net exports averaged .....
CFTC COT
| August 06, 2021
August 6, 2021
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 03. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, gasoline, heating oil and gasoil , but decreased in natural gas and WTI during the reference week. Non-commercials net length in natural gas decreased by -16.8k to +346.1k in futures and fell by -0.9k.....
NORTH AMERICAN RIG WATCH
| August 06, 2021
August 6, 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 490 active rigs as of August 06, 2021, higher by +2 from the previous week. Oil rigs increased by +2 to 387 (ht: +5; vt-dir: -3), and gas-directed rigs were unchanged at 103 (ht: +1; vt-dir: -1). Horizontal oil rigs increased by +2 in Permian (NM), by +1 in Anadarko (OK), by +1 in Monterey (CA) and by +1 in Ot.....
EIA NG STORAGE REPORT
| August 05, 2021
August 5, 2021
Dear , The EIA reported a +13 bcf injection, 1 bcf greater than our estimate of +12 bcf and 5 bcf lower than the Bloomberg median of +18 bcf. This week's issue of our NG EIA Storage Report includes our seasonal balances. Our models are currently showing storage activity of +47, +13, +33, +62 bcf over the next four weeks for a total of +155 bcf, compared to +181 bcf for the same period last year and the five-year average of +181 bcf..
NGL MARKET RECAP
| August 04, 2021
August 04, 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 03, 2021
August 3, 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 July 29, 2021, LCMC 4-wk NG storage estimate: +12, +49, +14, +32. Total +107 vs +176 LY and +158 5-yr avg. This week by region: E: +22; MW: +18; MTN: +0, PAC: -2; SC: -26 (S: -20, NS: -6). 5 analysts reported on BBG with an average of +19 bcf. Total net exports averaged.....
CFTC COT
| July 30, 2021
July 30, 2021
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 27. 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 heating oil , but decreased in natural gas and gasoil during the reference week. Non-commercials net length in natural gas decreased by -6.0k to +363.0k in futures and fell by -3.7k to.....
U.S. COAL DELIVERIES TO POWER PLANTS
| July 30, 2021
August 2021
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through May 2021. The report contains volume and price data where available. 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.