CFTC COT
| August 05, 2022
August 05, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 02. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, gasoline, heating oil and gasoil , but decreased in natural gas and WTI during the reference week. Non-commercials net length in natural gas decreased by -32.5k to +23.2k in futures and .....
EUROPEAN NG TRADE
| August 05, 2022
August 5, 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
| August 04, 2022
August 4, 2022
Dear , The EIA reported a +41 bcf injection, 2 bcf more than our estimate of +39 bcf and 11 bcf more than the Bloomberg median of +29 bcf. This report contains our assessment of Freeport LNG's press release on August 3, 2022. Our models are currently showing storage activity of +46, +32, +41, +69, +83, +92 bcf over the next six weeks for a total of +363 bcf, compared to +269 bcf for the same period last year and the five-year average of +331 bcf.
NGL MARKET RECAP
| August 03, 2022
August 03, 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 02, 2022
August 2, 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 July 28, 2022: LCMC 6-wk NG storage estimate: +39, +42, +32, +58, +74, +81. Total +326 vs +207 LY and +282 5-yr avg. This week by region: E: +17; MW: +21, MTN: +1, PAC: +2; SC: -2 (S: -3, NS: +1). 5 analysts reported on BBG with an average of +25 bcf. Total net exports .....
U.S. COAL DELIVERIES TO POWER PLANTS
| July 29, 2022
August 2022
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through May 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.
CFTC COT
| July 29, 2022
July 29, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 26. 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 rose by +5.7k to +55.7k in futures and increase.....
EUROPEAN NG TRADE
| July 29, 2022
July 29, 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
| July 29, 2022
July 29, 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 July 29, 2022, higher by +8 from the previous week. Oil rigs increased by +6 to 605 (ht: +7; vt-dir: -1), and gas-directed rigs increased by +2 to 157 (ht: +3; vt-dir: -1). Horizontal oil rigs increased by +2 in Eagle Ford (TX), by +1 in Monterey (CA), by +1 in Permian (NM), by +1 in Pe.....
EIA NG STORAGE REPORT
| July 28, 2022
July 28, 2022
Dear , The EIA reported a +15 bcf injection, 2 bcf less than our estimate of +17 bcf and 3 bcf less than the Bloomberg median of +18 bcf. This report contains updated seasonal balances for Summer 2022 and Winter 2022/23. Our models are currently showing storage activity of +37, +39, +38, +69, +75, +82 bcf over the next six weeks for a total of +339 bcf, compared to +207 bcf for the same period last year and the five-year average of +282 bcf