NGL MARKET RECAP
| February 08, 2023
February 08, 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
| February 08, 2023
February 07, 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 February 2, 2023: LCMC 6-wk NG storage estimate: -210, -132, -80, -109, -110, -91 bcf. Total -732 vs -910 LY and -823 5-yr avg. This week by region: E: -43; MW: -76, MTN: -11, PAC: -17; SC: -63 (S: -24, NS: -39). 6 analysts reported on BBG with a median of -201 bcf. Tot.....
EUROPEAN NG TRADE
| February 03, 2023
February 03, 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
| February 03, 2023
February 03, 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 757 active rigs as of February 03, 2023, lower by -12 from the previous week. Oil rigs decreased by -10 to 599 (ht: -4; vt-dir: -6), and gas-directed rigs decreased by -2 to 158 (ht: -1; vt-dir: -1). Horizontal oil rigs increased by +1 in Anadarko (OK) and by +1 in Monterey (CA), while declining by -2 in Per.....
EIA NG STORAGE REPORT
| February 02, 2023
February 2, 2023
Dear , The EIA reported an -151 bcf withdrawal, 2 bcf greater than our call of -149 bcf and 8 bcf greater than the Bloomberg median of -143 bcf. The EIA also posted a revised storage estimate for the week ending January 19, 2023, which adjusted the Midwest withdrawal 5 bcf lower than previously reported. As a result, the L48 withdrawal was lowered to -86 bcf (from -91 bcf), bringing it within 2 bcf of our -84 bcf estimate. Our models are currently showing storage activity of -212, -138, -118, -1.....
U.S. COAL DELIVERIES TO POWER PLANTS
| February 01, 2023
February 01, 2023
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through November 2022. 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
| February 01, 2023
February 01, 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
| January 31, 2023
January 31, 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 January 26, 2023: LCMC 6-wk NG storage estimate: -149, -211, -183, -123, -123, -105 bcf. Total -895 vs -1086 LY and -927 5-yr avg. This week by region: E: -47; MW: -50, MTN: -10, PAC: -12; SC: -30 (S: -5, NS: -25). 2 analysts reported on BBG with a median of -144 bcf. T.....
CFTC COT
| January 27, 2023
January 27, 2023
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 24. 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, Brent, gasoline, heating oil and gasoil , but decreased in natural gas during the reference week. Non-commercials net length in natural gas fell by -11.8k to -158.2k in futures and decrea.....
EUROPEAN NG TRADE
| January 27, 2023
January 27, 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.