EUROPEAN NG TRADE
| November 18, 2022
November 18, 2022
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
| November 18, 2022
November 18, 2022
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 780 active rigs as of November 18, 2022, higher by +3 from the previous week. Oil rigs increased by +1 to 623 (ht: +2; vt-dir: -1), and gas-directed rigs increased by +2 to 157 (ht: +1; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (TX), by +1 in Anadarko (OK), by +1 in Anadarko (TX), by +1 in .....
EIA NG STORAGE REPORT
| November 17, 2022
November 17, 2022
Dear , The EIA reported a +64 bcf injection, 4 bcf less than our call of +68 bcf and 2 bcf less than the Bloomberg median of +66 bcf. Our models are currently showing storage activity of -80, -113, -77, -91, -116, -130 bcf over the next six weeks for a total of -607 bcf, compared to -395 bcf for the same period last year and the five-year average of -454 bcf.
NGL MARKET RECAP
| November 16, 2022
November 16, 2022
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
| November 15, 2022
November 15, 2022
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 10, 2022: LCMC 6-wk NG storage estimate: +68, -85, -115, -55, -106, -114 bcf. Total -407 vs -247 LY and -352 5-yr avg. This week by region: E: +19; MW: +20, MTN: -1, PAC: -5; SC: +35 (S: +16, NS: +19). 2 analyst reported on BBG with an average of +66 bcf. Total.....
CFTC COT
| November 15, 2022
November 14, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 08. 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 -7.9k to -28.2k in futures and .....
NORTH AMERICAN RIG WATCH
| November 11, 2022
November 11, 2022
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 777 active rigs as of November 10, 2022, higher by +9 from the previous week. Oil rigs increased by +9 to 622 (ht: +5; vt-dir: +4), and gas-directed rigs were unchanged at 155 (ht: +1; vt-dir: -1). Horizontal oil rigs increased by +5 in Permian (TX) and by +1 in Eagle Ford (TX), while declining by -1 in Other .....
EUROPEAN NG TRADE
| November 11, 2022
November 11, 2022
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
| November 10, 2022
November 10, 2022
Dear , The EIA reported a +79 bcf injection, 1 bcf less than our call and the Bloomberg median of +80 bcf. Our models are currently showing storage activity of +67, -88, -101, -89, -106, -126 bcf over the next six weeks for a total of -444 bcf, compared to -247 bcf for the same period last year and the five-year average of -352 bcf.
NGL MARKET RECAP
| November 09, 2022
November 09, 2022
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.