EIA NG STORAGE REPORT | May 09, 2024
May 09, 2024
Dear , The EIA reported a +79 bcf injection for the week ending May 2, 5 bcf less than our prediction of +84 bcf and 7 bcf smaller than Bloomberg’s median estimate of +86 bcf. Our models are currently showing storage activity of +68, +79, +71, +61, +47 and +37 bcf over the next six weeks for a total of +365 bcf, compared to +583 bcf for the same period last year and the five-year average of +561 bcf.
NGL MARKET RECAP | May 08, 2024
May 08, 2024
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.
SPECTRUM | May 08, 2024
May 07, 2024
Dear , Please find below the link to this week's detailed inventory forecast, our 6-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending May 2, 2024: LCMC 6-wk NG storage estimate: +84, +77, +79, +69, +60, and +51 bcf. Total +420 bcf vs +562 bcf LY and +559 bcf 5-yr avg. This week by region: E: +30; MW: +28, MTN: +6, PAC: +5; SC: +15 (S: +4, NS: +11). There are currently 4 analysts reporting on Bloomberg.....
CFTC COT | May 03, 2024
May 03, 2024
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 30. 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 rose by +23.9k to -0.7k in futures and grew by +1.....
EIA NG STORAGE REPORT | May 02, 2024
May 02, 2024
Dear , The EIA reported a +59 bcf injection for the week ending April 25, 6 bcf greater than our prediction of +53 bcf and 1 bcf more than Bloomberg’s median estimate of +58 bcf. Our models are currently showing storage activity of +89, +92, +79, +74, +66 and +55 bcf over the next six weeks for a total of +456 bcf, compared to +562 bcf for the same period last year and the five-year average of +559 bcf.
NGL MARKET RECAP | May 01, 2024
May 01, 2024
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.
SPECTRUM | May 01, 2024
May 01, 2024
Dear , Please find below the link to this week's detailed inventory forecast, our 6-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending April 25, 2024: LCMC 6-wk NG storage estimate: +53, +95, +86, +92, +72, and +59 bcf. Total +457 bcf vs +534 bcf LY and +543 bcf 5-yr avg. This week by region: E: +13; MW: +10, MTN: +4, PAC: +5; SC: +21 (S: +6, NS: +15). There are currently 4 analysts reporting on Bloomb.....
CFTC COT | April 26, 2024
April 26, 2024
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 23. 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 grew by +19.4k to -24.6k in futures and increa.....
EUROPEAN NG TRADE | April 26, 2024
April 26, 2024
Dear , Please find below the link to this week's European natural gas trade and storage estimates, either in units of bcf/d or MMcm/d. European flows and storage inventories include nations in the EU-27 plus the United Kingdom, but discount the five Baltic States (Estonia, Finland, Latvia, Lithuania, and Sweden), as well as Malta and Cyprus.
EIA NG STORAGE REPORT | April 25, 2024
April 25, 2024
Dear , The EIA reported a +92 bcf injection for the week ending April 18, 1 bcf less than our prediction of +93 bcf and 8 bcf greater than Bloomberg’s median estimate of +84 bcf. Our models are currently showing storage activity of +47, +93, +85, +79, +68 and +52 bcf over the next six weeks for a total of +424 bcf, compared to +534 bcf for the same period last year and the five-year average of +543 bcf.