CFTC COT
| March 06, 2020
March 6, 2020
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 03. 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 decreased by -0.8k to -209.6k in futures and grew by +5.9k t.....
NORTH AMERICAN RIG WATCH
| March 06, 2020
March 6, 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 791 active rigs as of March 06, 2020, higher by +3 from the previous week. Oil rigs increased by +4 to 682 (ht: +2; vt-dir: +2), and gas-directed rigs decreased by -1 to 109 (ht: -2; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (TX), by +1 in Permian (NM) and by +2 in Other areas not associated .....
EIA NG STORAGE REPORT
| March 05, 2020
March 5, 2020
Dear , The EIA reported a -109 bcf withdrawal from inventories this week, 7 bcf lower than our call of -116 bcf and 1 bcf lower than the Bloomberg median. The COVID-19 outbreak may have lowered state-side industrial demand in recent weeks as a knock-on effect of reduced activity in Asian destination markets. The reduction in Asian market activity is well-illustrated through satellite imagery in a video published by the New York Times. Our models are currently showing withdrawals of: -55, -17, -1.....
NGL MARKET RECAP
| March 04, 2020
March 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
| March 03, 2020
March 3, 2020
Dear , Note: Beginning with this issue, our Tuesday morning report " U.S. Natural Gas Trade and Power Sector Demand " will be published under the name Spectrum to better reflect the report's content. Spectrum includes the reference week's storage estimate by region via flow and regional balance methodologies, as well as a 4-week storage outlook. 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 dema.....
U.S. COAL DELIVERIES TO POWER PLANTS
| March 02, 2020
March 2020
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through December 2019. 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.
CFTC COT
| February 28, 2020
February 28, 2020
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 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 natural gas, WTI and Brent , but decreased in gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas increased by +5.6k to -213.1k in futures and grew by +32......
NORTH AMERICAN RIG WATCH
| February 28, 2020
February 28, 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 788 active rigs as of February 28, 2020, lower by -1 from the previous week. Oil rigs decreased by -1 to 678 (ht: -6; vt-dir: +5), and gas-directed rigs were unchanged at 110 (ht: unch; vt-dir: unch). Horizontal oil rigs decreased by -2 in Permian (NM), by -1 in Anadarko (OK) and by -3 in Other areas not ass.....
EIA NG STORAGE REPORT
| February 27, 2020
February 27, 2020
Dear , The EIA reported a -143 bcf withdrawal from inventories this week, 15 bcf lower than our call of -158 bcf and 15 bcf lower than the Bloomberg median. Friday, February 14th was a very cold day in the Midwest, setting the highest demand day of the year across the footprint. The resulting sharp increase in space heating demand likely meant that molecules destined for gas-fired power plants were displaced. As a result, with limited gas-fired electric generation capacity available for dispat.....
NGL MARKET RECAP
| February 26, 2020
February 26, 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.