CFTC COT
| April 03, 2020
April 3, 2020
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 31. 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, heating oil and gasoil , but decreased in Brent and gasoline during the reference week. Non-commercials net length in natural gas rose by +52.7k to +5.2k in futures and grew by +47.3k to +94.....
NORTH AMERICAN RIG WATCH
| April 03, 2020
April 3, 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 662 active rigs as of April 03, 2020, lower by -64 from the previous week. Oil rigs decreased by -62 to 562 (ht: -60; vt-dir: -2), and gas-directed rigs decreased by -2 to 100 (ht: unch; vt-dir: -2). Horizontal oil rigs decreased by -19 in Permian (TX), by -11 in Permian (NM), by -6 in Bakken (ND), by -4 in Ea.....
EIA NG STORAGE REPORT
| April 03, 2020
April 2, 2020
Dear , The EIA reported a -19 bcf withdrawal from inventories this week, 11 bcf lower than our call of -30 bcf and 7 bcf lower than the Bloomberg median of -26 bcf. This report contains our balances and our end of injection season storage estimate.
EIA NG STORAGE REPORT
| April 03, 2020
April 2, 2020
Dear , The EIA reported a -19 bcf withdrawal from inventories this week, 11 bcf lower than our call of -30 bcf and 7 bcf lower than the Bloomberg median of -26 bcf. This week's report contains our balances and our end of injection season storage estimate.
U.S. COAL DELIVERIES TO POWER PLANTS
| April 02, 2020
April 2, 2020
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through January 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.
NGL MARKET RECAP
| April 01, 2020
April 01, 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
| March 31, 2020
March 31, 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 March 26, 2020, We are anticipating a -30 bcf withdrawal for Thursday’s natural gas storage report as indicated by our models. E: -15; MW: -16; MTN: -3; PAC: +2; SC: +2 (S:-2, NS: +4). There are currently 3 analysts reporting on Bloomberg with an average of -31 bcf. Ove.....
CFTC COT
| March 27, 2020
March 27, 2020
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 24. 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 and gasoline , but decreased in Brent, heating oil and gasoil during the reference week. Non-commercials net length in natural gas rose by +25.0k to -47.5k in futures and grew by +42.5k to +4.....
NORTH AMERICAN RIG WATCH
| March 27, 2020
March 27, 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 726 active rigs as of March 27, 2020, lower by -44 from the previous week. Oil rigs decreased by -40 to 624 (ht: -40; vt-dir: unch), and gas-directed rigs decreased by -4 to 102 (ht: -3; vt-dir: -1). Horizontal oil rigs decreased by -18 in Permian (TX), by -8 in Eagle Ford (TX), by -4 in Anadarko (OK), by -3 i.....
EIA NG STORAGE REPORT
| March 26, 2020
March 26, 2020
Dear , The EIA reported a -29 bcf withdrawal from inventories this week, equal to our call and the Bloomberg median of -29 bcf. In this week’s report, we provide updates to our quantified impact of the Covid-19 pandemic on US natural gas balances, as well as develop the discussion of potential solutions to this worse-case scenario.