NGL MARKET RECAP
| November 04, 2020
November 04, 2020
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
| November 03, 2020
November 3, 2020
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 discusses discrepancies between the EIA's Natural Gas Monthly and 923 survey relating to 2019 powerburns. For the week October 29, 2020, LCMC 4-wk NG storage estimate: -34, -8, +11, -40. Total -71 vs -52 LY and +24 5-yr avg. This week by region: E: +8; MW: +6; MTN:.....
CFTC COT
| October 30, 2020
October 30, 2020
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 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 natural gas , but decreased in WTI, Brent, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas grew by +21.0k to +428.1k in futures and increased by +34.8k .....
U.S. COAL DELIVERIES TO POWER PLANTS
| October 30, 2020
November 2020
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through August 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
| October 30, 2020
October 30, 2020
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 293 active rigs as of October 30, 2020, higher by +9 from the previous week. Oil rigs increased by +10 to 221 (ht: +10; vt-dir: unch), and gas-directed rigs decreased by -1 to 72 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +7 in Permian (TX), by +2 in Permian (NM), by +1 in Anadarko (OK) and by +1.....
EIA NG STORAGE REPORT
| October 29, 2020
October 29, 2020
Dear , The EIA reported a +29 bcf build for the reference week , 8 bcf lower than our call of +37 bcf and 9 bcf lower than the Bloomberg median of +38 bcf. The “outlier” effect of South Central's draw is set to be exacerbated in the coming weeks, where we will see the first “decisive” withdrawal from US storage inventories before we enter November. As we enter a new season, we are including Summer 2021 balances. Our models are currently showing activity of: -21, -20, -7, -62 bcf over the next fo.....
NGL MARKET RECAP
| October 28, 2020
October 28, 2020
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
| October 27, 2020
October 27, 2020
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 discusses the risks to Gulf Coast Gas markets associated with the arrival of Hurricane Zeta, as well as updates on infrastructure developments from Kinder Morgan that will supply LNG terminals. For the week October 22, 2020, LCMC 4-wk NG storage estimate: +37, -12, -.....
CFTC COT
| October 23, 2020
October 23, 2020
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 20. 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 and heating oil , but decreased in gasoline and gasoil during the reference week. Non-commercials net length in natural gas increased by +17.1k to +407.0k in futures and rose by +32......
NORTH AMERICAN RIG WATCH
| October 23, 2020
October 23, 2020
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 284 active rigs as of October 23, 2020, higher by +5 from the previous week. Oil rigs increased by +6 to 211 (ht: +6; vt-dir: unch), and gas-directed rigs decreased by -1 to 73 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +2 in Eagle Ford (TX), by +2 in Permian (TX) and by +2 in Other areas not ass.....