U.S. COAL DELIVERIES TO POWER PLANTS
| August 29, 2022
September 2022
Note: Reported 2019 and 2020 coal stocks for WH Zimmer have been revised by the EIA. Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through June 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 a.....
CFTC COT
| August 26, 2022
August 26, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 23. 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, Brent, gasoline and gasoil , but decreased in heating oil during the reference week. Non-commercials net length in natural gas rose by +18.7k to +70.5k in futures and increased by +21.7k to.....
EUROPEAN NG TRADE
| August 26, 2022
August 26, 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
| August 26, 2022
August 26, 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 763 active rigs as of August 26, 2022, higher by +3 from the previous week. Oil rigs increased by +4 to 605 (ht: +1; vt-dir: +3), and gas-directed rigs decreased by -1 to 158 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +2 in Permian (TX) and by +1 in Eagle Ford (TX), while declining by -1 in Per.....
EIA NG STORAGE REPORT
| August 25, 2022
August 25, 2022
Dear , The EIA reported a +60 bcf injection, 3 bcf less than our own estimate of +63 bcf and equal to the Bloomberg median. Our models are currently showing storage activity of +58, +47, +64, +92, +101, +110 bcf over the next six weeks for a total of +472 bcf, compared to +424 bcf for the same period last year and the five-year average of +438 bcf.
NGL MARKET RECAP
| August 24, 2022
August 24, 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
| August 23, 2022
August 23, 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 August 18, 2022: LCMC 6-wk NG storage estimate: +63, +59, +49, +64, +96, +102. Total +433 vs +342 LY and +397 5-yr avg. This week by region: E: +24; MW: +28, MTN: +2, PAC: -4; SC: +13 (S: +1, NS: +12). 2 analysts reported on BBG with an average of +29 bcf. Total net exp.....
CFTC COT
| August 19, 2022
August 19, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 16. 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, gasoline, heating oil and gasoil , but decreased in WTI and Brent during the reference week. Non-commercials net length in natural gas grew by +37.3k to +51.8k in futures and rose .....
NORTH AMERICAN RIG WATCH
| August 19, 2022
August 19, 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 760 active rigs as of August 19, 2022, lower by -1 from the previous week. Oil rigs were unchanged at 601 (ht: +1; vt-dir: -1), and gas-directed rigs decreased by -1 to 159 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +2 in Permian (NM) and by +1 in Other areas not associated with a specific play.....
EUROPEAN NG TRADE
| August 19, 2022
August 19, 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.