EIA NG STORAGE REPORT
| October 05, 2023
October 05, 2023
Dear , The EIA reported a +86 bcf injection, 6 bcf lower than our prediction of +92 bcf and 8 bcf lower than Bloomberg’s median estimate of +94 bcf. Our models are currently showing storage activity of +90, +76, +73, +71, +60, and +63 bcf over the next six weeks for a total of +434 bcf, compared to +547 bcf for the same period last year and the five-year average of +357 bcf.
NGL MARKET RECAP
| October 04, 2023
October 04, 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 03, 2023
October 03, 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 September 28, 2023: LCMC 6-wk NG storage estimate: +92, +90, +98, +89, +77, and +60 bcf. Total +507 bcf vs +606 bcf LY and +440 bcf 5-yr avg. This week by region: E: +34; MW: +30, MTN: +4, PAC: +7; SC: +17 (S: +7, NS: +12). Total net exports averaged 12.43 bcf/d, down b.....
CFTC COT
| September 29, 2023
September 29, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 26. 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 , but decreased in natural gas, Brent, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas decreased by -20.2k to -1.3k in futures and f.....
NORTH AMERICAN RIG WATCH
| September 29, 2023
September 29, 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 September 29, 2023, lower by -7 from the previous week. Oil rigs decreased by -5 to 502 (ht: -4; vt-dir: -1), and gas-directed rigs decreased by -2 to 116 (ht: -1; vt-dir: -1). Horizontal oil rigs increased by +1 in Bakken (ND) and by +1 in Permian (NM), while declining by -5 in Permian.....
EUROPEAN NG TRADE
| September 29, 2023
September 29, 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
| September 29, 2023
September 29, 2023
Dear , The EIA reported a +90 bcf injection, 1 bcf higher than our prediction of +89 bcf and 2 bcf higher than Bloomberg’s median estimate of +88 bcf. Our models are currently showing storage activity of +80, +89, +98, +89, +77, and +60 bcf over the next six weeks for a total of +494 bcf, compared to +606 bcf for the same period last year and the five-year average of +440 bcf.
SPECTRUM
| September 27, 2023
September 27, 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 September 21, 2023: LCMC 6-wk NG storage estimate: +89, +99, +92, +84, +75, and +55 bcf. Total +493 bcf vs +626 bcf LY and +488 bcf 5-yr avg. This week by region: E: +29; MW: +32, MTN: +3, PAC: +7; SC: +18 (S: +7, NS: +11). Total net exports averaged 14.16 bcf/d, up by .....
NGL MARKET RECAP
| September 27, 2023
September 27, 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.
CFTC COT
| September 22, 2023
September 22, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 19. 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, WTI, Brent and heating oil , but decreased in gasoline and gasoil during the reference week. Non-commercials net length in natural gas increased by +4.3k to +18.8k in futures and.....