CFTC COT
| May 02, 2025
May 02, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 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 WTI, gasoline and gasoil , but decreased in natural gas, Brent and heating oil during the reference week. Non-commercials net length in natural gas rose by +19.1k to +178.3k in futures and decre.....
EUROPEAN NG TRADE
| May 02, 2025
May 02, 2025
Dear , Our European Gas Market Weekly Watch report, along with our European natural gas trade and storage estimates (in units of bcf/d or MMcm/d), offers a summary of key developments in the European gas market. Please find this week’s reports at the links below: 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.
NORTH AMERICAN RIG WATCH
| May 02, 2025
May 02, 2025
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 580 active rigs as of May 02, 2025, lower by -2 from the previous week. Oil rigs decreased by -4 to 479 (ht: -6; vt-dir: +2), and gas-directed rigs increased by +2 to 101 (ht: +3; vt-dir: -1). Horizontal oil rigs increased by +1 in Anadarko (OK), while declining by -3 in Eagle Ford (TX), by -1 in Permian (TX.....
NGL MARKET RECAP
| April 30, 2025
April 30, 2025
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
| April 29, 2025
April 29, 2025
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 24, 2025: We anticipate a +122 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +31; MW: +30, MTN: +4, PAC: +6; SC: +51 (S: +26, NS: +25). There are currently 3 analysts reporting a median estimate of +112 on B.....
U.S. COAL DELIVERIES TO POWER PLANTS
| April 28, 2025
April 28, 2025
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through February 2025. The report contains volume and price data where available. Data files include plant-level stocks. The chart below shows the 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.
EUROPEAN NG TRADE
| April 25, 2025
April 25, 2025
Dear , Our European Gas Market Weekly Watch report, along with our European natural gas trade and storage estimates (in units of bcf/d or MMcm/d), offers a summary of key developments in the European gas market. Please find this week’s reports at the links below: 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.
CFTC COT
| April 25, 2025
April 25, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 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 WTI, Brent, gasoline and gasoil , but decreased in natural gas and heating oil during the reference week. Non-commercials net length in natural gas declined by -38.2k to +159.2k in futures and f.....
NORTH AMERICAN RIG WATCH
| April 25, 2025
April 25, 2025
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 582 active rigs as of April 25, 2025, higher by +3 from the previous week. Oil rigs increased by +2 to 483 (ht: unch; vt-dir: +2), and gas-directed rigs increased by +1 to 99 (ht: +1; vt-dir: unch). Horizontal oil rigs increased by +1 in Anadarko (OK) and by +1 in Eagle Ford (TX), while declining by -1 in An.....
EIA NG STORAGE REPORT
| April 24, 2025
April 24, 2025
Dear , The EIA reported a +88 bcf injection for the week ending April 17, compared to our estimate of +77 bcf and Bloomberg’s median forecast of +75 bcf. Our models are currently showing storage activity of +125, +121, +103, +121, +119 and +118 bcf over the next six weeks for a total of +707 bcf, compared to +474 bcf for the same period last year and the five-year average of +502 bcf.