CFTC COT
| June 10, 2022
June 10, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 07. 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, Brent and heating oil , but decreased in WTI, gasoline and gasoil during the reference week. Non-commercials net length in natural gas rose by +8.1k to +152.2k in futures and grew by.....
EUROPEAN NG TRADE
| June 10, 2022
June 10, 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
| June 10, 2022
June 10, 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 731 active rigs as of June 10, 2022, higher by +6 from the previous week. Oil rigs increased by +6 to 580 (ht: +2; vt-dir: +4), and gas-directed rigs were unchanged at 151 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +4 in Permian (NM) and by +3 in Eagle Ford (TX), while declining by -4 in Perm.....
EIA NG STORAGE REPORT
| June 09, 2022
June 9, 2022
Dear , The EIA reported an +97 bcf injection, 6 bcf greater than our own estimate of +103 bcf and 1 bcf greater than the Bloomberg median of +98 bcf. Our models are currently showing storage activity of +87, +69, +60, +71, +49, +45 bcf over the next six weeks for a total of +381 bcf, compared to +274 bcf for the same period last year and the five-year average of 390 bcf
NGL MARKET RECAP
| June 08, 2022
June 08, 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 and Butane Arbitrage are not available today, due to an issue with our data provider.
SPECTRUM
| June 07, 2022
June 7, 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 June 2, 2022: LCMC 6-wk NG storage estimate: +103, +85, +62, +49, +53, +45. Total +397 vs +322 LY and +449 5-yr avg. This week by region: E: +33; MW: +31, MTN: +6, PAC: +11; SC: +22 (S: +0, NS: +22). 3 analysts reported on BBG with an average of +94 bcf. Total net expor.....
CFTC COT
| June 03, 2022
June 03, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 31. 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, gasoline, heating oil and gasoil , but decreased in natural gas during the reference week. Non-commercials net length in natural gas fell by -53.4k to +144.1k in futures and declined b.....
NORTH AMERICAN RIG WATCH
| June 03, 2022
June 03, 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 725 active rigs as of June 03, 2022, unchanged from the previous week. Oil rigs were unchanged at 574 (ht: unch; vt-dir: unch), and gas-directed rigs were unchanged at 151 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +2 in Permian (NM), by +1 in Bakken (MT) and by +1 in Other areas not associat.....
EIA NG STORAGE REPORT
| June 02, 2022
June 2, 2022
Dear , The EIA reported an +90 bcf injection, 11 bcf greater than our own estimate of +79 bcf and 2 bcf greater than the Bloomberg median of +88 bcf. The following report contains updated seasonal balances for Summer 2022 and Winter 2022/23. Our models are currently showing storage activity of +107, +102, +86, +67, +59, +52 bcf over the next six weeks for a total of +473 bcf, compared to +322 bcf for the same period last year and the five-year average of +449 bcf.
NGL MARKET RECAP
| June 02, 2022
June 02, 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 and Butane Arbitrage are not available today, due to an issue with our data provider.