CFTC COT
| October 27, 2023
October 27, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 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 gasoline and gasoil , but decreased in natural gas, WTI, Brent and heating oil during the reference week. Non-commercials net length in natural gas declined by -35.9k to +28.0k in futures and .....
NORTH AMERICAN RIG WATCH
| October 27, 2023
October 27, 2023
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 621 active rigs as of October 27, 2023, higher by +1 from the previous week. Oil rigs increased by +2 to 504 (ht: +2; vt-dir: unch), and gas-directed rigs decreased by -1 to 117 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +1 in Anadarko (TX), by +1 in Eagle Ford (TX) and by +2 in Other areas not.....
EUROPEAN NG TRADE
| October 27, 2023
October 27, 2023
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.
NGL MARKET RECAP
| October 25, 2023
October 25, 2023
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
| October 24, 2023
October 24, 2023
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 October 19, 2023: LCMC 6-wk NG storage estimate: +80, +89, +43, +26, +13, and -4 bcf. Total +247 bcf vs +168 bcf LY and +82 bcf 5-yr avg. This week by region: E: +18; MW: +25, MTN: +5, PAC: +2; SC: +30 (S: +13, NS: +17). Total net exports averaged 13.94 bcf/d, up by 0.2.....
CFTC COT
| October 20, 2023
October 20, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 17. 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 and heating oil , but decreased in natural gas, WTI, gasoline and gasoil during the reference week. Non-commercials net length in natural gas decreased by -18.2k to +63.9k in futures and .....
NORTH AMERICAN RIG WATCH
| October 20, 2023
October 20, 2023
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 620 active rigs as of October 20, 2023, higher by +2 from the previous week. Oil rigs increased by +1 to 502 (ht: unch; vt-dir: +1), and gas-directed rigs increased by +1 to 118 (ht: +3; vt-dir: -2). Horizontal oil rigs increased by +5 in Permian (TX) and by +1 in Anadarko (TX), while declining by -3 in Perm.....
EUROPEAN NG TRADE
| October 20, 2023
October 20, 2023
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
| October 19, 2023
October 19, 2023
Dear , The EIA reported a +97 bcf injection, 15 bcf higher than our prediction of +82 bcf and 16 bcf higher than Bloomberg’s median estimate of +81 bcf. Our models are currently showing storage activity of +72, +79, +61, +58, +42, and +32 bcf over the next six weeks for a total of +344 bcf, compared to +168 bcf for the same period last year and the five-year average of +82 bcf.
NGL MARKET RECAP
| October 18, 2023
October 18, 2023
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.