February 5, 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 391 active rigs as of February 05, 2021, higher by +8 from the previous week. Oil rigs increased by +4 to 299 (ht: +6; vt-dir: -2), and gas-directed rigs increased by +4 to 92 (ht: +4; vt-dir: unch). Horizontal oil rigs increased by +7 in Permian (TX) and by +1 in Other areas not associated with a specific pla.....

EIA NG STORAGE REPORT | February 04, 2021

February 4, 2021

Dear , The EIA reported a -192 bcf withdrawal, 9 bcf greater than our call of -183 bcf and 3 bcf less than the Bloomberg median of -195 bcf. Data from the latest Natural Gas Monthly brought some surprises, including discrepancies between the reported weekly and monthly inventory changes. Our updated balances show a slight increase in CY21 vs CY20 natural gas production, with Permian and Haynesville likely to provide more upside under the right conditions. Our models are currently showing storage.....

NGL MARKET RECAP | February 03, 2021

February 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. Note: 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 | February 02, 2021

February 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. This week's commentary covers the winter storm currently affecting much of the Northeastern US and Canada, as well as deliverability risks associated with a very strong withdrawal seen for the week ending February 11. For the week ending January 28, 2021, LCMC 4-wk NG storage estimate: -18.....

CFTC COT | January 29, 2021

January 29, 2021

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 26. 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 and heating oil , but decreased in WTI and gasoil during the reference week. Non-commercials net length in natural gas grew by +7.1k to +332.4k in futures and rose by +5.1k to +.....

U.S. COAL DELIVERIES TO POWER PLANTS | January 29, 2021

February 2021

Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through November 2020. 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.

NORTH AMERICAN RIG WATCH | January 29, 2021

January 29, 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 383 active rigs as of January 29, 2021, higher by +6 from the previous week. Oil rigs increased by +6 to 295 (ht: +6; vt-dir: unch), and gas-directed rigs were unchanged at 88 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +4 in Permian (TX), by +1 in Bakken (ND) and by +4 in Other areas not associ.....

EIA NG STORAGE REPORT | January 28, 2021

January 28, 2021

Dear , The EIA reported a -128 bcf withdrawal, 7 bcf less than our call of -135 bcf and 9 bcf less than the Bloomberg median of -137 bcf. Over the next few weeks, we will be sharing some of the tools we developed that give us better insight into coal stocks at the plant level. Today, we will start with six charts that put various coal ranks into perspective. Our models are currently showing activity of: -185, -179, -184, -177 bcf over the next four weeks for a total of -725 bcf, compared to -56.....

NGL MARKET RECAP | January 27, 2021

January 27, 2021

SPECTRUM | January 26, 2021

January 26, 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. This week's commentary addresses the impact of recent wind storms in California that are contributing to lower withdrawals, and even an estimated injection, during the winter season. For the week ending January 21, 2021, LCMC 4-wk NG storage estimate: -135, -189, -183, -176. Total -683 vs .....

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