CFTC COT
| April 19, 2024
April 19, 2024
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 16. 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 Brent , but decreased in WTI, gasoline, heating oil and gasoil during the reference week. Non-commercials net length in natural gas decreased by -2.5k to -44.0k in futures and gr.....
EUROPEAN NG TRADE
| April 19, 2024
April 19, 2024
Dear , Please find below the link to this week's European natural gas trade and storage estimates, either in units of bcf/d or MMcm/d. European flows and storage inventories include nations in the EU-27 plus the United Kingdom, but discount the five Baltic States (Estonia, Finland, Latvia, Lithuania, and Sweden), as well as Malta and Cyprus.
EIA NG STORAGE REPORT
| April 18, 2024
April 18, 2024
Dear , The EIA reported a +50 bcf injection for the week ending April 11, in line with our prediction of +50 bcf and 1 bcf smaller than Bloomberg’s median estimate of +51 bcf. Our models are currently showing storage activity of +85, +67, +97, +90, +91 and +81 bcf over the next six weeks for a total of +498 bcf, compared to +506 bcf for the same period last year and the five-year average of +498 bcf.
NGL MARKET RECAP
| April 17, 2024
April 17, 2024
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.
SPECTRUM
| April 16, 2024
April 16, 2024
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 April 11, 2024: LCMC 6-wk NG storage estimate: +50, +93, +65, +91, +95, and +99 bcf. Total +494 vs +461 LY and +456 5-yr avg. This week by region: E: +12; MW: +13, MTN: +3, PAC: +1; SC: +21 (S: +7, NS: +14). There are currently 1 analysts reporting on Bloomberg with an .....
CFTC COT
| April 12, 2024
April 12, 2024
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 09. 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 and gasoil , but decreased in gasoline and heating oil during the reference week. Non-commercials net length in natural gas increased by +1.5k to -41.5k in futures and ro.....
EUROPEAN NG TRADE
| April 12, 2024
April 12, 2024
Dear , Please find below the link to this week's European natural gas trade and storage estimates, either in units of bcf/d or MMcm/d. European flows and storage inventories include nations in the EU-27 plus the United Kingdom, but discount the five Baltic States (Estonia, Finland, Latvia, Lithuania, and Sweden), as well as Malta and Cyprus.
EIA NG STORAGE REPORT
| April 11, 2024
April 11, 2024
Dear , The EIA reported a +24 bcf injection for the week ending April 4, 4 bcf greater than our prediction of +20 bcf and 11 bcf larger than Bloomberg’s median estimate of +13 bcf. Our models are currently showing storage activity of +50, +86, +59, +75, +91 and +96 bcf over the next six weeks for a total of +457 bcf, compared to +461 bcf for the same period last year and the five-year average of +456 bcf.
NGL MARKET RECAP
| April 10, 2024
April 10, 2024
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.
SPECTRUM
| April 10, 2024
April 09, 2024
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 April 4, 2024: LCMC 6-wk NG storage estimate: +20, +40, +59, +68, +70, and +69 bcf. Total +326 vs +375 LY and +386 5-yr avg. This week by region: E: 0; MW: +2, MTN: -1, PAC: +2; SC: +17 (S: 6, NS: +11). There are currently 4 analysts reporting on Bloomberg with an estim.....