NGL MARKET RECAP
| September 28, 2022
September 28, 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
| September 27, 2022
September 27, 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 September 22, 2022: LCMC 6-wk NG storage estimate: +106, +101, +121, +128, +102, +93. Total +651 vs +531 LY and +430 5-yr avg. This week by region: E: +30; MW: +38, MTN: +6, PAC: +7; SC: +25 (S: +6, NS: +19). 4 analysts reported on BBG with an average of +92 bcf. Total .....
CFTC COT
| September 23, 2022
September 23, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 20. 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 gasoline , but decreased in natural gas, heating oil and gasoil during the reference week. Non-commercials net length in natural gas grew by +8.1k to +38.7k in futures and dec.....
EUROPEAN NG TRADE
| September 23, 2022
September 23, 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
| September 23, 2022
September 23, 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 762 active rigs as of September 23, 2022, higher by +1 from the previous week. Oil rigs increased by +3 to 602 (ht: unch; vt-dir: +3), and gas-directed rigs decreased by -2 to 160 (ht: -2; vt-dir: unch). Horizontal oil rigs increased by +3 in Permian (NM) and by +2 in Other areas not associated with a specif.....
EIA NG STORAGE REPORT
| September 22, 2022
September 22, 2022
Dear , The EIA reported a +103 bcf injection, 6 bcf more than our own estimate of +97 bcf and 8 bcf more than the Bloomberg median of +95 bcf. Our models are currently showing storage activity of +104, +106, +124, +117, +104, +93 bcf over the next six weeks for a total of +648 bcf, compared to +531 bcf for the same period last year and the five-year average of +430 bcf
NGL MARKET RECAP
| September 21, 2022
September 21, 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
| September 20, 2022
September 20, 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 September 15, 2022: LCMC 6-wk NG storage estimate: +97, +94, +107, +122, +120, +116. Total +656 vs +541 LY and +466 5-yr avg. This week by region: E: +28; MW: +36, MTN: +4, PAC: +3; SC: +26 (S: +8, NS: +18). 3 analysts reported on BBG with an average of +91 bcf. Total n.....
CFTC COT
| September 16, 2022
September 16, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 13. 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 , but decreased in natural gas, Brent, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas decreased by -2.5k to +30.6k in futures and f.....
EUROPEAN NG TRADE
| September 16, 2022
September 16, 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.