SPECTRUM
| April 27, 2023
April 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 April 20, 2023: LCMC 6-wk NG storage estimate: +79, +42, +48, +85, +98, and +100 bcf. Total +453 vs +447 LY and +496 5-yr avg. This week by region: E: +27; MW: +19, MTN: +4, PAC: +6; SC: +23 (S: +8, NS: +15). There are currently 13 analysts reporting on Bloomberg with a.....
U.S. COAL DELIVERIES TO POWER PLANTS
| April 27, 2023
April 27, 2023
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through January 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.
NGL MARKET RECAP
| April 26, 2023
April 26, 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.
CFTC COT
| April 21, 2023
April 21, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 18. 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 and Brent , but decreased in gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas increased by +12.1k to -113.8k in futures and .....
NORTH AMERICAN RIG WATCH
| April 21, 2023
April 21, 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 750 active rigs as of April 21, 2023, higher by +5 from the previous week. Oil rigs increased by +3 to 591 (ht: +3; vt-dir: unch), and gas-directed rigs increased by +2 to 159 (ht: +1; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (NM), by +2 in Permian (TX) and by +3 in Other areas not associa.....
EUROPEAN NG TRADE
| April 21, 2023
April 21, 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
| April 21, 2023
April 21, 2023
Dear , The EIA reported a +75 bcf injection, 5 bcf greater than our call and Bloomberg’s median of +70 bcf. Our models are currently showing storage activity of +81, +42, +55, +92, +100, and +102 bcf over the next six weeks for a total of +473 bcf, compared to +447 bcf for the same period last year and the five-year average of +496 bcf.
NGL MARKET RECAP
| April 19, 2023
April 19, 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
| April 19, 2023
April 18, 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 13, 2023: LCMC 6-wk NG storage estimate:+70, +78, +49, +55, +93, and +98 bcf. Total +443 vs +412 LY and +437 5-yr avg. This week by region: E: +18; MW: +19, MTN: +4, PAC: +8; SC: +21 (S: unch, NS: +21). There are currently 6 analysts reporting on Bloomberg with a .....
CFTC COT
| April 14, 2023
April 14, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 11. 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, gasoline and heating oil , but decreased in natural gas, Brent and gasoil during the reference week. Non-commercials net length in natural gas decreased by -8.5k to -125.8k in futures and f.....