January 03, 2022

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 28. 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 gasoil , but decreased in natural gas, gasoline and heating oil during the reference week. Non-commercials net length in natural gas increased by +4.9k to +217.6k in futures and.....

NORTH AMERICAN RIG WATCH | December 31, 2021

December 31, 2021

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 586 active rigs as of December 31, 2021, unchanged from the previous week. Oil rigs were unchanged at 480 (ht: +1; vt-dir: -1), and gas-directed rigs were unchanged at 106 (ht: +1; vt-dir: -1). Horizontal oil rigs increased by +1 in Anadarko (OK) and by +1 in Permian (NM), while declining by -1 in Permian (T.....

EIA NG STORAGE REPORT | December 30, 2021

December 30, 2021

Dear , The EIA reported a -136 bcf withdrawal, 10 bcf less than our estimate of -146 bcf and equal to the Bloomberg median. At a regional level, we overestimated all of the EIA regions, with our largest errors coming in the Midwest and Mountain regions. Yet, the most important miss in our mind is that in salt domes, which we will discuss separately in this report. This report contains updated seasonal balances for Winter of 2021/22 and Summer 2022. Our models are currently showing storage activi.....

NGL MARKET RECAP | December 29, 2021

December 29, 2021

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 | December 28, 2021

December 28, 2021

Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending December 23, 2021: LCMC 6-wk NG storage estimate: -146, -26, -134, -191, -197, -193. Total -887 vs -879 LY and -862 5-yr avg. This week by region: E: -34; MW: -48, MTN: -11, PAC: -13; SC: -40 (S: -12, NS: -28). 1 analyst reported on BBG with an estimate of -142 bcf. Tot.....

CFTC COT | December 27, 2021

December 27, 2021

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 21. 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, gasoline and heating oil , but decreased in natural gas, Brent and gasoil during the reference week. Non-commercials net length in natural gas fell by -12.8k to +212.6k in futures and de.....

U.S. COAL DELIVERIES TO POWER PLANTS | December 27, 2021

January 2022

Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through October 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.

NORTH AMERICAN RIG WATCH | December 24, 2021

December 23, 2021

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 586 active rigs as of December 23, 2021, higher by +7 from the previous week. Oil rigs increased by +5 to 480 (ht: +5; vt-dir: unch), and gas-directed rigs increased by +2 to 106 (ht: +2; vt-dir: unch). Horizontal oil rigs increased by +3 in Permian (NM), by +2 in Anadarko (OK) and by +1 in Permian (TX), while.....

EIA NG STORAGE REPORT | December 23, 2021

December 23, 2021

Dear , The EIA reported a -55 bcf withdrawal, 3 bcf less than our estimate of -58 bcf and equal to the Bloomberg median. Based on client feedback, we have transitioned our usual four-week forecast to a six-week outlook, with the final value covering storage activity out through January 27, 2022. Our models are currently showing storage activity of -145, -81, -168, -192, -201, -197 bcf over the next six weeks for a total of -983 bcf, compared to -879 bcf for the same period last year and the fiv.....

NGL MARKET RECAP | December 22, 2021

December 22, 2021

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