CFTC COT
| June 04, 2021
June 4, 2021
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 01. 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, WTI, Brent, gasoline and gasoil , but decreased in heating oil during the reference week. Non-commercials net length in natural gas decreased by -10.2k to +201.1k in futures and grew by +0.3k to +.....
NORTH AMERICAN RIG WATCH
| June 04, 2021
June 4, 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 456 active rigs as of June 04, 2021, lower by -1 from the previous week. Oil rigs were unchanged at 359 (ht: +1; vt-dir: -1), and gas-directed rigs decreased by -1 to 97 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +2 in Permian (NM), by +1 in Bakken (ND), by +1 in Eagle Ford (TX) and by +1 in Othe.....
EIA NG STORAGE REPORT
| June 03, 2021
June 3, 2021
Dear , The EIA reported a +98 bcf injection, equal to our call of +98 bcf and 3 bcf greater than the Bloomberg median of +95 bcf. Our models are currently showing storage activity of: +99, +76, +74, +70 bcf over the next four weeks for a total of+319 bcf, compared to +368 bcf for the same period last year and the five-year average of +327 bcf.
NGL MARKET RECAP
| June 03, 2021
June 03, 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
| June 02, 2021
June 2, 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 May 27, 2021, LCMC 4-wk NG storage estimate: +98, +106, +75, +70. Total +349 vs +398 LY and +359 5-yr avg. This week by region: E: +26; MW: +27; MTN: +8, PAC: +11; SC: +26 (S: +3, NS: +23). 4 analysts reported on BBG with an average of +93 bcf. Total net exports average.....
CFTC COT
| May 28, 2021
May 28, 2021
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 25. 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, heating oil and gasoil , but decreased in natural gas, Brent and gasoline during the reference week. Non-commercials net length in natural gas declined by -5.7k to +211.2k in futures and fell by -26.2k to .....
NORTH AMERICAN RIG WATCH
| May 28, 2021
May 28, 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 457 active rigs as of May 28, 2021, higher by +2 from the previous week. Oil rigs increased by +3 to 359 (ht: +5; vt-dir: -2), and gas-directed rigs decreased by -1 to 98 (ht: -2; vt-dir: +1). Horizontal oil rigs increased by +3 in Eagle Ford (TX), by +3 in Permian (TX) and by +1 in Monterey (CA), while declin.....
EIA NG STORAGE REPORT
| May 27, 2021
May 27, 2021
Dear , The EIA reported a +115 bcf injection, 2 bcf greater than our call of +113 bcf and 10 bcf greater than the Bloomberg median of +105 bcf. Attached to this week’s report is an updated version of the coal stocks file we introduced last week. In this version, we have added a plant-level adjustment factor to account for the model error, included the 1,146 MW Coal Creek plant, and incorporated March volumes into the dataset. We have also listed the state and EIA region for each plant, while pro.....
U.S. COAL DELIVERIES TO POWER PLANTS
| May 27, 2021
June 2021
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through March 2021. The report contains volume and price data where available. The chart below shows 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.
NGL MARKET RECAP
| May 27, 2021
May 27, 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.