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/.....
CFTC COT
| October 07, 2022
October 07, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 04. 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 declined by -19.3k to +9.7k in futures and fell.....
TTF WEEKLY REVIEW
| October 07, 2022
October 7, 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 07, 2022
October 07, 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 October 07, 2022, lower by -3 from the previous week. Oil rigs decreased by -2 to 602 (ht: +2; vt-dir: -4), and gas-directed rigs decreased by -1 to 158 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +1 in Anadarko (OK), by +1 in Permian (TX) and by +1 in Other areas not assoc.....
EIA NG STORAGE REPORT
| October 06, 2022
October 6, 2022
Dear , The EIA reported a +129 bcf injection, 2 bcf more than our own estimate of +127 bcf and 6 bcf more than the Bloomberg median of +123 bcf. Our models are currently showing storage activity of +129, +114, +104, +85, +67, +43 bcf over the next six weeks for a total of +542 bcf, compared to +369 bcf for the same period last year and the five-year average of +281 bcf.
NGL MARKET RECAP
| October 05, 2022
October 05, 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 04, 2022
October 4, 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 29, 2022: LCMC 6-wk NG storage estimate: +127, +136, +130, +112, +94, +77. Total +676 vs +460 LY and +373 5-yr avg. This week by region: E: +33; MW: +35, MTN: +8, PAC: +3; SC: +48 (S: +19, NS: +29). 3 analysts reported on BBG with an average of +101 bcf. Total.....
CFTC COT
| September 30, 2022
September 30, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 27. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials decreased net length in natural gas, WTI, Brent, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas fell by -9.7k to +29.0k in futures and declined by -39.9k to +.....