CFTC COT
| July 17, 2020
Commitments of Traders Report – July 17, 2020
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 14. 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, heating oil and gasoil during the reference week. Non-commercials net length in natural gas increased by +46.4k to +196.4k in futures and grew by +53.3k to +294.0k in futures.....
NORTH AMERICAN RIG WATCH
| July 17, 2020
July 17, 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 251 active rigs as of July 17, 2020, lower by -5 from the previous week. Oil rigs decreased by -1 to 180 (ht: -1; vt-dir: unch), and gas-directed rigs decreased by -4 to 71 (ht: -4; vt-dir: unch). Horizontal oil rigs increased by +2 in Eagle Ford (TX) and by +1 in Anadarko (OK), while declining by -1 in Permia.....
EIA NG STORAGE REPORT
| July 16, 2020
July 16, 2020
Dear , The EIA reported a +45 bcf build for the reference week, 1 bcf lower than our call of +46 bcf and 3 bcf lower than the Bloomberg median of +48 bcf.... Turkey, TX registered a maximum temperature of... For the first 15 days of July, our estimates show gas burns for power have averaged... Figures 1-9 below show generation, capacity utilization, and market share for CCGT, total coal and wind by month since 2013... Our models are currently showing injections of: +38, +17, +15, +45 bcf over .....
NGL MARKET RECAP
| July 15, 2020
July 15, 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
| July 14, 2020
July 14, 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. For the week ending July 9, 2020, LCMC 4-wk NG storage estimate: +46, +40, +23, +31. Total +140 vs +225 LY and +166 5-yr avg. This week by region: E: +15; MW: +17; MTN: +6; PAC: +4; SC: +4 (S:-4, NS: +8). BBG avg of 3 analysts at +46 bcf. Total net exports averaged 4.49 bcf/d, down by 1.09.....
CFTC COT
| July 10, 2020
July 10, 2020
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 07. 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 and heating oil , but decreased in WTI, Brent, gasoline and gasoil during the reference week. Non-commercials net length in natural gas increased by +11.0k to +150.0k in futures and grew by +8.6k t.....
NORTH AMERICAN RIG WATCH
| July 10, 2020
July 10, 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 256 active rigs as of July 10, 2020, lower by -5 from the previous week. Oil rigs decreased by -4 to 181 (ht: -4; vt-dir: unch), and gas-directed rigs decreased by -1 to 75 (ht: -2; vt-dir: +1). Horizontal oil rigs increased by +1 in Permian (NM), while declining by -2 in Eagle Ford (TX), by -2 in Permian (TX).....
EIA NG STORAGE REPORT
| July 09, 2020
July 9, 2020
Dear , The EIA reported an +56 bcf injection into inventories for the reference week, 2 bcf higher than our call of +54 bcf and 1 bcf lower than the Bloomberg median of +57 bcf. The NEXUS / Texas Eastern MR03 meter may be distorting measurement of NEXUS exports from OH to MI to the tune of 1.0 bcf/d, depending on the attribution and / or methodology used. The dynamic of NEXUS’ leased capacity on TETCO's system is reflected in the reporting by both pipelines, while other pipelines may not reflect.....
NGL MARKET RECAP
| July 08, 2020
July 08, 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
| July 07, 2020
July 7, 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. For the week ending July 2, 2020, LCMC 4-wk NG storage estimate: +54, +47, +27, +24. Total +152 vs +251 LY and +201 5-yr avg. This week by region: E: +16; MW: +20; MTN: +6; PAC: +6; SC: +6 (S:-5, NS: +11). BBG avg of 2 analysts at +59 bcf. Total net exports averaged 5.60 bcf/d, up by 0.3 b.....