EIA NG STORAGE REPORT
| September 30, 2021
September 30, 2021
Dear , The EIA reported a +88 bcf injection, 3 bcf less than our estimate of +91 bcf and 2 bcf greater than the Bloomberg median of +86 bcf. This week's report includes our balances for summer 2021 and winter 2021/22. Our models are currently showing storage activity of +110, +111, +106, +76 bcf over the next four weeks for a total of +403 bcf, compared to +206 bcf for the same period last year and the five-year average of +291 bcf.
NGL MARKET RECAP
| September 29, 2021
September 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.
U.S. COAL DELIVERIES TO POWER PLANTS
| September 28, 2021
October 2021
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through July 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.
SPECTRUM
| September 28, 2021
September 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 September 23, 2021, LCMC 4-wk NG storage estimate: +91, +114, +109, +101. Total +412 vs +248 LY and +301 5-yr avg. This week by region: E: +27; MW: +30; MTN: +4, PAC: +2; SC: +28 (S: +11, NS: +17). 3 analysts reported on BBG with an average of +86 bcf. Total net exports.....
CFTC COT
| September 24, 2021
September 24, 2021
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 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, Brent and heating oil , but decreased in natural gas, gasoline and gasoil during the reference week. Non-commercials net length in natural gas fell by -36.6k to +342.6k in futures and declined by -28.....
NORTH AMERICAN RIG WATCH
| September 24, 2021
September 24, 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 520 active rigs as of September 24, 2021, higher by +9 from the previous week. Oil rigs increased by +10 to 421 (ht: +6; vt-dir: +4), and gas-directed rigs decreased by -1 to 99 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +2 in Anadarko (OK), by +1 in Eagle Ford (TX), by +1 in Permian (TX) and by .....
EIA NG STORAGE REPORT
| September 23, 2021
September 23, 2021
Dear , The EIA reported a +76 bcf injection, equal to our estimate and 1 bcf greater than the Bloomberg median of +75 bcf. Our models are currently showing storage activity of +83, +108, +113, +87 bcf over the next four weeks for a total of +391 bcf, compared to +248 bcf for the same period last year and the five-year average of +301 bcf.
NGL MARKET RECAP
| September 22, 2021
September 22, 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
| September 21, 2021
September 21, 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 16, 2021, LCMC 4-wk NG storage estimate: +76, +82, +106, +104. Total +368 vs +269 LY and +306 5-yr avg. This week by region: E: +23; MW: +30; MTN: +3, PAC: +0; SC: +20 (S: +10, NS: +10). 3 analysts reported on BBG with an average of +76 bcf. Total net exports .....
CFTC COT
| September 17, 2021
September 17, 2021
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 14. 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, Brent, gasoline and gasoil , but decreased in heating oil during the reference week. Non-commercials net length in natural gas rose by +21.7k to +379.2k in futures and grew by +17.4k to .....