SPECTRUM
| November 19, 2024
November 19, 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 November 14, 2024: We anticipate a +2 bcf injection for Thursday’s natural gas storage report. Regional breakdown for the reference week: E: -7; MW: unch, MTN: +1, PAC: +1; SC: +7 (S: +4, NS: +3). There are currently 2 analysts reporting on Bloomberg with an average est.....
CFTC COT
| November 15, 2024
November 15, 2024
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 12. 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, heating oil and gasoil , but decreased in WTI and Brent during the reference week. Non-commercials net length in natural gas grew by +32.7k to +29.7k in futures and ros.....
NORTH AMERICAN RIG WATCH
| November 15, 2024
November 15, 2024
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 579 active rigs as of November 15, 2024, lower by -2 from the previous week. Oil rigs decreased by -1 to 478 (ht: -1; vt-dir: unch), and gas-directed rigs decreased by -1 to 101 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +1 in Bakken (ND) and by +1 in Permian (NM), while declining by -2 in Perm.....
EUROPEAN NG TRADE
| November 15, 2024
November 15, 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.
U.S. COAL DELIVERIES TO POWER PLANTS
| November 15, 2024
November 14, 2024
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through August 2024. 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.
EIA NG STORAGE REPORT
| November 14, 2024
November 14, 2024
Dear , The EIA reported an injection of +42 bcf for the week ending November 7, 5 bcf higher than our prediction of +37 bcf and 3 bcf larger than Bloomberg’s median estimate of +39 bcf. Our models are currently showing storage activity of +10, -5, -96, -69, -81 and -100 bcf over the next six weeks for a total of -341 bcf, compared to -302 bcf for the same period last year and the five-year average of -383 bcf.
NGL MARKET RECAP
| November 14, 2024
November 14, 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
| November 13, 2024
November 13, 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 November 7, 2024: We anticipate a +37 bcf injection for Thursday’s natural gas storage report. Regional breakdown for the reference week: E: +13; MW: +9, MTN: -1, PAC: +3; SC: +13 (S: +10, NS: +3). There are currently 7 analysts reporting on Bloomberg with a median esti.....
CFTC COT
| November 08, 2024
November 08, 2024
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 05. 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, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas grew by +38.0k to -3.0k in futures and increased by +18.2k to +.....
NORTH AMERICAN RIG WATCH
| November 08, 2024
November 08, 2024
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 581 active rigs as of November 08, 2024, unchanged from the previous week. Oil rigs were unchanged at 479 (ht: +3; vt-dir: -3), and gas-directed rigs were unchanged at 102 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +2 in Anadarko (OK) and by +2 in Other areas not associated with a specific pl.....