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.
SPECTRUM
| June 01, 2022
June 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 May 26, 2022: LCMC 6-wk NG storage estimate: +79, +107, +104, +89, +69, +62. Total +510 vs +373 LY and +495 5-yr avg. This week by region: E: +29; MW: +26, MTN: +4, PAC: +5; SC: +15 (S: -4, NS: +19). 3 analysts reported on BBG with an average of +85 bcf. Total net expor.....
CFTC COT
| May 27, 2022
May 27, 2022
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 24. 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 and gasoil , but decreased in WTI, Brent, gasoline and heating oil during the reference week. Non-commercials net length in natural gas increased by +2.3k to +197.5k in futures and gre.....
NORTH AMERICAN RIG WATCH
| May 27, 2022
May 27, 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 May 27, 2022, lower by -1 from the previous week. Oil rigs decreased by -2 to 574 (ht: +1; vt-dir: -3), and gas-directed rigs increased by +1 to 151 (ht: +1; vt-dir: unch). Horizontal oil rigs increased by +3 in Other areas not associated with a specific play, while declining by -2 in A.....
U.S. COAL DELIVERIES TO POWER PLANTS
| May 27, 2022
June 2022
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through March 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.