CFTC COT
| November 01, 2019
November 1, 2019
Dear , Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 29. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, gasoline, natural gas, heating oil and WTI , but decreased in gasoil during the reference week. Non-commercials net length in natural gas rose by +26.0k to -121.3k in futures and increased by .....
NORTH AMERICAN RIG WATCH
| November 01, 2019
November 1, 2019
Dear , 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 821 active rigs as of November 01, 2019, lower by -8 from the previous week. Oil rigs decreased by -5 to 691 (ht: -8; vt-dir: +3), and gas-directed rigs decreased by -3 to 130 (ht: -3; vt-dir: unch). Horizontal oil rigs increased by +1 in Anadarko (TX), while declining by -2 in Anadarko (OK), by -2 in P.....
EIA NG STORAGE REPORT
| October 31, 2019
October 31, 2019
Good afternoon , This was an uneventful storage number: the EIA reported a +89 bcf build, 2 bcf above our estimate. The main miss in our models came from an underestimation of salt dome injections. The final week of the injection season – the week ending today/tomorrow – will bring quite a change to inventory dynamics and an early challenge to many models, including ours. Our early forecast for next week’s number shows an injection in the high-30s (bcf) range. Peter Sinks, a natural sinkhole in .....
NGL MARKET RECAP
| October 30, 2019
October 30, 2019
Dear, Please find below the link to this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices and ratios.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| October 29, 2019
October 29, 2019
Dear , Please find below the link to this week's detailed natural gas trade and power sector demand estimates and highlights of reference week balances: For the week ending October 24, 2019, We are anticipating a +87 bcf injection for Thursday’s natural gas storage report as indicated by our models. E: +15; MW: +25; MTN: +4; PAC: +2; SC: +41 (S:+22, NS: +19). There are currently 5 analysts reporting on Bloomberg with an average of +88 bcf. Over the next four weeks (incl. this week) we are antici.....
U.S. COAL DELIVERIES TO POWER PLANTS
| October 28, 2019
November 2019
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through August 2019. The report contains volume and price data where available.
WEEKLY NG MARKET COMMENTARY
| October 27, 2019
October 27, 2019
Dear , Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market and our 4-week storage outlook: Included are the regional balances and flow analysis for the week ending October 24, 2019 (Northeast, Southeast, Midwest, Mountain and Pacific).
CFTC COT
| October 25, 2019
October 25, 2019
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 22. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, gasoline and heating oil , but decreased in natural gas, gasoil and WTI during the reference week. Non-commercials net length in natural gas decreased by -16.5k to -147.5k in futures and declined by .....
NORTH AMERICAN RIG WATCH
| October 25, 2019
October 25, 2019
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 829 active rigs as of October 25, 2019, lower by -21 from the previous week. Oil rigs decreased by -17 to 696 (ht: -13; vt-dir: -4), and gas-directed rigs decreased by -4 to 133 (ht: -4; vt-dir: unch). Horizontal oil rigs increased by +1 in Eagle Ford (TX), while declining by -7 in Permian (TX), by -5 in Anada.....
EIA NG STORAGE REPORT
| October 24, 2019
October 24, 2019
Dear , The EIA reported a +87 bcf increase in inventories this week (despite the regional totals summing to 88). The build was -1 bcf below both our expectations and the Bloomberg median. Please follow the link below to find our commentary: All eyes remain on the South Central; this week saw the second highest South Central autumn build on record and the highest since 2011. The report also showed South Central inventories surpass the 5-year average level...