EIA NG STORAGE REPORT
| March 10, 2022
March 10, 2022
Dear , The EIA reported a -124 bcf withdrawal, 7 bcf less than our estimate of -117 bcf and 4 bcf less than the Bloomberg median of -120 bcf. Our models are currently showing storage activity of -65, -53, +49, +25, +45, +64 bcf over the next six weeks for a total of +65 bcf, compared to +77 bcf for the same period last year and the five-year average of -67 bcf.
NGL MARKET RECAP
| March 09, 2022
March 09, 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
| March 08, 2022
March 8, 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 March 3, 2022: LCMC 6-wk NG storage estimate: -117, -59, -37, +47, +25, +46. Total -95 vs -23 LY and -195 5-yr avg. This week by region: E: -40; MW: -39, MTN: -6, PAC: -4; SC: -28 (S: -9, NS: -19). 4 analysts reported on BBG with an average estimate of -117 bcf. Total n.....
CFTC COT
| March 04, 2022
March 04, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 01. 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 heating oil , but decreased in natural gas, gasoline and gasoil during the reference week. Non-commercials net length in natural gas decreased by -1.8k to +256.3k in futures and declined by -8......
NORTH AMERICAN RIG WATCH
| March 04, 2022
March 04, 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 649 active rigs as of March 04, 2022, unchanged from the previous week. Oil rigs decreased by -3 to 519 (ht: -2; vt-dir: -1), and gas-directed rigs increased by +3 to 130 (ht: +4; vt-dir: -1). Horizontal oil rigs increased by +4 in Permian (NM), while declining by -2 in Anadarko (TX), by -1 in Monterey (CA) .....
EIA NG STORAGE REPORT
| March 03, 2022
March 3, 2022
Dear , The EIA reported a -139 bcf withdrawal, 3 bcf less than our estimate of -142 bcf and 2 bcf less than the Bloomberg median of -141 bcf. Earlier today, the IEA published an article explaining how Europe can reduce natural gas imports from Russia significantly within a year. In today's report, we quantify the task in hand, and individually examine each supply component to estimate their potential impact. We also discuss the possibility of eliminating Russian supplies from European gas bala.....
NGL MARKET RECAP
| March 02, 2022
March 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.
SPECTRUM
| March 01, 2022
March 1, 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 February 24, 2022: LCMC 6-wk NG storage estimate: -142, -130, -57, -77, -11, +11. Total -406 vs -210 LY and -326 5-yr avg. This week by region: E: -37; MW: -47, MTN: -11, PAC: -13; SC: -34 (S: +0, NS: -34). 4 analysts reported on BBG with an average estimate of -127 bcf.....
U.S. COAL DELIVERIES TO POWER PLANTS
| March 01, 2022
March 2022
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through December 2021. 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
| February 25, 2022
February 25, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 22. 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, gasoline and heating oil , but decreased in WTI and gasoil during the reference week. Non-commercials net length in natural gas increased by +19.7k to +258.1k in futures an.....