EIA NG STORAGE REPORT
| October 20, 2022
October 20, 2022
Dear , The EIA reported a +111 bcf injection, 10 bcf more than our own estimate of +101 bcf and 3 bcf more than the Bloomberg median of +108 bcf. Our models are currently showing storage activity of +50, +86, +59, +21, - 13, -48 bcf over the next six weeks for a total of +155 bcf, compared to +125 bcf for the same period last year and the five-year average of +44 bcf
NGL MARKET RECAP
| October 19, 2022
October 19, 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
| October 18, 2022
October 18, 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 October 13, 2022: LCMC 6-wk NG storage estimate: +101, +57, +92, +65, +18, -10. Total +323 vs +269 LY and +150 5-yr avg. This week by region: E: +26; MW: +30, MTN: +4, PAC: -1; SC: +42 (S: +21, NS: +21). 4 analysts reported on BBG with an average of +101 bcf. Total net .....
CFTC COT
| October 14, 2022
October 14, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 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, Brent and heating oil , but decreased in natural gas, gasoline and gasoil during the reference week. Non-commercials net length in natural gas decreased by -3.6k to +6.1k in futures and d.....
EUROPEAN NG TRADE
| October 14, 2022
October 14, 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
| October 14, 2022
October 14, 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 767 active rigs as of October 14, 2022, higher by +7 from the previous week. Oil rigs increased by +8 to 610 (ht: +7; vt-dir: +1), and gas-directed rigs decreased by -1 to 157 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +5 in Permian (TX), by +1 in Anadarko (OK), by +1 in Bakken (MT), by +1 in E.....
EIA NG STORAGE REPORT
| October 13, 2022
October 13, 2022
Dear , The EIA reported a +125 bcf injection, 7 bcf less than our own estimate of +132 bcf and 1 bcf less than the Bloomberg median of +126 bcf. Our models are currently showing storage activity of +106, +74, +90, +56, +24, -3 bcf over the next six weeks for a total of +347 bcf, compared to +269 bcf for the same period last year and the five-year average of +150 bcf.
NGL MARKET RECAP
| October 13, 2022
October 13, 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.
U.S. COAL DELIVERIES TO POWER PLANTS
| October 11, 2022
October 2022
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through July 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.
SPECTRUM
| October 11, 2022
October 11, 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 October 6, 2022: LCMC 6-wk NG storage estimate: +132, +116, +82, +99, +57, +36. Total +521 vs +369 LY and +281 5-yr avg. This week by region: E: +26; MW: +37, MTN: +7, PAC: +4; SC: +58 (S: +30, NS: +28). No analysts reported on BBG. Total net exports averaged 10.47 bcf/.....