SPECTRUM
| October 17, 2023
October 17, 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 12, 2023: LCMC 6-wk NG storage estimate: +82, +75, +76, +58, +36, and +25 bcf. Total +352 bcf vs +362 bcf LY and +212 bcf 5-yr avg. This week by region: E: +24; MW: +20, MTN: -1, PAC: +2; SC: +37(S: +18, NS: +19). Total net exports averaged 13.16 bcf/d, up by 0......
CFTC COT
| October 13, 2023
October 13, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 10. 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 increased by +63.3k to +82.1k in futures and ro.....
NORTH AMERICAN RIG WATCH
| October 13, 2023
October 13, 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 618 active rigs as of October 13, 2023, higher by +3 from the previous week. Oil rigs increased by +4 to 501 (ht: +4; vt-dir: unch), and gas-directed rigs decreased by -1 to 117 (ht: -3; vt-dir: +2). Horizontal oil rigs increased by +5 in Eagle Ford (TX), by +5 in Permian (TX) and by +1 in Bakken (MT), while.....
EUROPEAN NG TRADE
| October 13, 2023
October 13, 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 12, 2023
October 12, 2023
Dear , The EIA reported a +84 bcf injection, 7 bcf lower than our prediction of +91 bcf and 1 bcf lower than Bloomberg’s median estimate of +85 bcf. Our models are currently showing storage activity of +72, +71, +73, +56, +60, and +59 bcf over the next six weeks for a total of +391 bcf, compared to +362 bcf for the same period last year and the five-year average of +212 bcf.
NGL MARKET RECAP
| October 12, 2023
October 12, 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 11, 2023
October 11, 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 5, 2023: LCMC 6-wk NG storage estimate: +91, +75, +70, +62, +58, and +61 bcf. Total +417 bcf vs +547 bcf LY and +357 bcf 5-yr avg. This week by region: E: +31; MW: +32, MTN: +3, PAC: +1; SC: +24(S: +9, NS: +15). Total net exports averaged 12.76 bcf/d, up by 0.50.....
CFTC COT
| October 06, 2023
October 06, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 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, gasoline and gasoil , but decreased in WTI, Brent and heating oil during the reference week. Non-commercials net length in natural gas grew by +20.1k to +18.8k in futures and incr.....
NORTH AMERICAN RIG WATCH
| October 06, 2023
October 06, 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 615 active rigs as of October 06, 2023, lower by -3 from the previous week. Oil rigs decreased by -5 to 497 (ht: -2; vt-dir: -3), and gas-directed rigs increased by +2 to 118 (ht: +2; vt-dir: unch). Horizontal oil rigs increased by +3 in Eagle Ford (TX), by +1 in Anadarko (OK) and by +1 in Permian (NM), whil.....
EUROPEAN NG TRADE
| October 06, 2023
October 06, 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.