EIA NG STORAGE REPORT | October 28, 2021

October 28, 2021

Dear , The EIA reported a +87 bcf injection, 4 bcf greater than our estimate of +83 bcf and 1 bcf greater than the Bloomberg median of +86 bcf. This week's report contains updated Summer 2021 and Winter 2021/22 balances. The complementary Canadian natural gas storage report is excluded this week as timely data is not currently available. Our models are currently showing storage activity of +62, +39, -7, -21 bcf over the next four weeks for a total of +73 bcf, compared to -8 bcf for the same per.....


NGL MARKET RECAP | October 27, 2021

October 27, 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 | October 26, 2021

October 26, 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 October 21, 2021, LCMC 4-wk NG storage estimate: +83, +67, +34, +6. Total +190 vs +35 LY and +114 5-yr avg. This week by region: E: +21; MW: +24; MTN: +2, PAC: +1; SC: +35 (S: +20, NS: +15). 2 analysts reported on BBG with an average of +86 bcf. Total net exports averag.....


CFTC COT | October 22, 2021

October 22, 2021

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 19. 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 gasoline , but decreased in natural gas, heating oil and gasoil during the reference week. Non-commercials net length in natural gas declined by -35.6k to +267.6k in futures and decreased by .....


NORTH AMERICAN RIG WATCH | October 22, 2021

North American Rig Watch: October 22, 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 542 active rigs as of October 22, 2021, lower by -1 from the previous week. Oil rigs decreased by -2 to 443 (ht: unch; vt-dir: -2), and gas-directed rigs increased by +1 to 99 (ht: +1; vt-dir: unch). Horizontal oil rigs increased by +2 in Permian (NM) and by +1 in Monterey (CA), while declining by -1 in Perm.....


EIA NG STORAGE REPORT | October 21, 2021

October 21, 2021

Dear , The EIA reported a +92 bcf injection, 3 bcf greater than our estimate of +89 bcf and 5 bcf greater than the Bloomberg median of +87 bcf. Our models are currently showing storage activity of +86, +78, +48, +11 bcf over the next four weeks for a total of +223 bcf, compared to +35 bcf for the same period last year and the five-year average of +114 bcf.


NGL MARKET RECAP | October 20, 2021

October 20, 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 | October 19, 2021

October 19, 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 October 14, 2021, LCMC 4-wk NG storage estimate: +89, +87, +63, +40. Total +279 vs +55 LY and +195 5-yr avg. This week by region: E: +27; MW: +29; MTN: +2, PAC: +2; SC: +29 (S: +12, NS: +17). 3 analysts reported on BBG with an average of +91 bcf. Total net exports avera.....


CFTC COT | October 15, 2021

October 15, 2021

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 12. 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 and heating oil , but decreased in natural gas, Brent, gasoline and gasoil during the reference week. Non-commercials net length in natural gas declined by -21.2k to +303.2k in futures and decreased by .....


NORTH AMERICAN RIG WATCH | October 15, 2021

North American Rig Watch: October 15, 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 543 active rigs as of October 15, 2021, higher by +11 from the previous week. Oil rigs increased by +12 to 445 (ht: +4; vt-dir: +8), and gas-directed rigs decreased by -1 to 98 (ht: -5; vt-dir: +4). Horizontal oil rigs increased by +2 in Anadarko (OK), by +1 in Eagle Ford (TX) and by +3 in Other areas not as.....