EIA NG STORAGE REPORT
| October 14, 2021
October 14, 2021
Dear , The EIA reported a +81 bcf injection, 3 bcf less than our estimate of +84 bcf and 12 bcf less than the Bloomberg median of +93 bcf. This week's report includes updated Summer 2021 and Winter 2021/22 balances Our models are currently showing storage activity of +88, +88, +62, +37 bcf over the next four weeks for a total of +275 bcf, compared to +55 bcf for the same period last year and the five-year average of +195 bcf.
NGL MARKET RECAP
| October 14, 2021
October 14, 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 12, 2021
October 12, 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 12, 2021, LCMC 4-wk NG storage estimate: +84, +89, +91, +68. Total +332 vs +104 LY and +247 5-yr avg. This week by region: E: +26; MW: +30; MTN: +4, PAC: +3; SC: +21 (S: +10, NS: +11). No analysts have reported on BBG. Total net exports averaged 10.36 bcf/d, dow.....
CFTC COT
| October 08, 2021
Commitments of Traders Report – October 08, 2021
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 05. 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 and heating oil , but decreased in natural gas and gasoil during the reference week. Non-commercials net length in natural gas fell by -31.9k to +324.4k in futures and declined by -33.5.....
NORTH AMERICAN RIG WATCH
| October 08, 2021
North American Rig Watch: October 08, 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 532 active rigs as of October 08, 2021, higher by +5 from the previous week. Oil rigs increased by +5 to 433 (ht: +9; vt-dir: -4), and gas-directed rigs were unchanged at 99 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +4 in Permian (TX), by +1 in Anadarko (OK), by +1 in Eagle Ford (TX), by +1 .....
EIA NG STORAGE REPORT
| October 07, 2021
October 7, 2021
Dear , The EIA reported a +118 bcf injection, 4 bcf greater than our estimate of +114 bcf and 10 bcf greater than the Bloomberg median of +108 bcf. This week's report includes extended storage tables with monthly totals for the US and Canada. Our models are currently showing storage activity of +94, +93, +74, +38 bcf over the next four weeks for a total of +299 bcf, compared to +104 bcf for the same period last year and the five-year average of +247 bcf.
NGL MARKET RECAP
| October 06, 2021
October 06, 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 05, 2021
October 5, 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 September 30, 2021, LCMC 4-wk NG storage estimate: +114, +105, +97, +84. Total +400 vs +206 LY and +291 5-yr avg. This week by region: E: +30; MW: +34; MTN: +5, PAC: +4; SC: +41 (S: +20, NS: +21). 4 analysts reported on BBG with an average of +106 bcf. Total net exports.....
CFTC COT
| October 01, 2021
October 1, 2021
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 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 natural gas, WTI, gasoline, heating oil and gasoil , but decreased in Brent during the reference week. Non-commercials net length in natural gas rose by +13.7k to +356.3k in futures and grew by +1.0k to +.....
NORTH AMERICAN RIG WATCH
| October 01, 2021
North American Rig Watch: October 01, 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 527 active rigs as of October 01, 2021, higher by +7 from the previous week. Oil rigs increased by +7 to 428 (ht: +3; vt-dir: +4), and gas-directed rigs were unchanged at 99 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +1 in Anadarko (OK), by +1 in Permian (NM) and by +1 in Permian (TX). Can.....