U.S. COAL DELIVERIES TO POWER PLANTS | December 28, 2023

December 28, 2023

Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through October 2023. 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.


EIA NG STORAGE REPORT | December 28, 2023

December 28, 2023

Dear , The EIA reported a withdrawal of -87 bcf, 8 bcf greater than Bloomberg’s median estimate of -79 bcf. Please find the link below to the storage stats.


NGL MARKET RECAP | December 28, 2023

December 28, 2023

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.


CFTC COT | December 22, 2023

December 22, 2023

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 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, gasoline and gasoil , but decreased in natural gas and heating oil during the reference week. Non-commercials net length in natural gas declined by -3.1k to -111.4k in futures and .....


EUROPEAN NG TRADE | December 22, 2023

December 22, 2023

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.


NORTH AMERICAN RIG WATCH | December 21, 2023

December 21, 2023

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 618 active rigs as of December 21, 2023, lower by -2 from the previous week. Oil rigs decreased by -3 to 498 (ht: unch; vt-dir: -3), and gas-directed rigs increased by +1 to 120 (ht: +3; vt-dir: -2). Horizontal oil rigs increased by +26 in Permian (TX), by +21 in Eagle Ford (TX), by +12 in Anadarko (OK), by .....


EIA NG STORAGE REPORT | December 21, 2023

December 21, 2023

Dear , The EIA reported a withdrawal of -87 bcf, 5 bcf greater than Bloomberg’s median estimate of -82 bcf. Please find the link below to the storage stats.


NGL MARKET RECAP | December 20, 2023

December 20, 2023

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 | December 19, 2023

December 19, 2023

Dear , Please find below the link to this week's natural gas trade and power sector demand estimates. LCMC 6-wk NG storage estimates are not included in today's report. For the week ending December 14, 2023: Total net exports averaged 14.29 bcf/d, down by 0.13 bcf/d from the prior week. During the same week last year, U.S. net exports averaged 11.7 bcf/d. Average natural gas demand in the power sector was 32.83 bcf/d, up by 0.04 bcf/d week-on-week. During the reference week, the contiguous US o.....


EUROPEAN NG TRADE | December 15, 2023

December 15, 2023

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.