CFTC COT
| May 05, 2023
May 05, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 02. 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 and gasoline , but decreased in WTI, Brent, heating oil and gasoil during the reference week. Non-commercials net length in natural gas rose by +12.5k to -103.3k in futures and grew by.....
EUROPEAN NG TRADE
| May 05, 2023
May 05, 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.
NORTH AMERICAN RIG WATCH
| May 05, 2023
May 05, 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 745 active rigs as of May 05, 2023, lower by -7 from the previous week. Oil rigs decreased by -3 to 588 (ht: -6; vt-dir: +3), and gas-directed rigs decreased by -4 to 157 (ht: -3; vt-dir: -1). Horizontal oil rigs decreased by -3 in Permian (TX), by -1 in Anadarko (TX), by -1 in Bakken (ND) and by -1 in Other.....
NGL MARKET RECAP
| May 03, 2023
May 03, 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. Data and charts of the Mont Belvieu non-LST to FEI, Propane Arbitrage, Butane Arbitrage and Mont Belvieu LST NGL Frac Spreads are not available today, due to an issue with our data provider.
SPECTRUM
| May 03, 2023
May 02, 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 April 27, 2023: LCMC 6-wk NG storage estimate: +57, +70, +99, +100, +98, and +101 bcf. Total +525 vs +504 LY and +552 5-yr avg. This week by region: E: +19; MW: +10, MTN: +5, PAC: +13; SC: +10 (S: +2, NS: +8). There are currently 5 analysts reporting on Bloomberg with a.....
U.S. COAL DELIVERIES TO POWER PLANTS
| April 28, 2023
April 28, 2023
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through February 2023. 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.
CFTC COT
| April 28, 2023
April 28, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 25. 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 decreased by -2.0k to -115.8k in futures and rose.....
EUROPEAN NG TRADE
| April 28, 2023
April 28, 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.
NORTH AMERICAN RIG WATCH
| April 28, 2023
April 28, 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 752 active rigs as of April 28, 2023, higher by +2 from the previous week. Oil rigs were unchanged at 591 (ht: -2; vt-dir: +2), and gas-directed rigs increased by +2 to 161 (ht: unch; vt-dir: +2). Horizontal oil rigs increased by +2 in Permian (NM) and by +1 in Other areas not associated with a specific play.....
EIA NG STORAGE REPORT
| April 27, 2023
April 27, 2023
Dear , The EIA reported a +79 bcf injection, equal to our call and 3 bcf greater than Bloomberg’s median of +76 bcf. Our models are currently showing storage activity of +55, +67, +86, +93, +97, and +100 bcf over the next six weeks for a total of +498 bcf, compared to +504 bcf for the same period last year and the five-year average of +552 bcf.