CFTC COT
| June 06, 2025
June 06, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 03. 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 increased by +74.1k to +247.8k in futures and grew.....
EIA NG STORAGE REPORT
| June 06, 2025
June 05, 2025
Dear , The EIA reported a +122 bcf injection for the week ending May 29, 9 bcf greater than our estimate and Bloomberg’s median forecast of +113 bcf. Our models are currently showing storage activity of +111, +107, +76, +75, +67 and +59 bcf over the next six weeks for a total of +495 bcf, compared to +321 bcf for the same period last year and the five-year average of +393 bcf.
NGL MARKET RECAP
| June 04, 2025
June 04, 2025
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
| June 03, 2025
June 03, 2025
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 May 29, 2025: We anticipate a +113 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +34; MW: +31, MTN: +7, PAC: +7; SC: +34 (S: +11, NS: +23). There are currently 2 analysts reporting an average estimate of +113 on B.....
TTF WEEKLY REVIEW
| May 31, 2025
May 30, 2025
Dear , Our European Gas Market Weekly Watch report, along with our European natural gas trade and storage estimates (in units of bcf/d or MMcm/d), offers a summary of key developments in the European gas market. Please find this week’s reports at the links below: 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.
CFTC COT
| May 30, 2025
May 30, 2025
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 27. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in heating oil , but decreased in natural gas, WTI, Brent, gasoline and gasoil during the reference week. Non-commercials net length in natural gas decreased by -21.5k to +173.7k in futures and decli.....
EIA NG STORAGE REPORT
| May 29, 2025
May 29, 2025
Dear , The EIA reported a +101 bcf injection for the week ending May 22, compared to our estimate of +98 bcf and Bloomberg’s median forecast of +101 bcf. Our models are currently showing storage activity of +118, +114, +106, +88, +81 and +72 bcf over the next six weeks for a total of +579 bcf, compared to +397 bcf for the same period last year and the five-year average of +450 bcf.
NGL MARKET RECAP
| May 29, 2025
May 29, 2025
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
| May 28, 2025
May 28, 2025
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 May 22, 2025: We anticipate a +98 bcf injection for Thursday's natural gas storage report. Regional breakdown for the reference week: E: +30; MW: +30, MTN: +7, PAC: +10; SC: +21 (S: unch, NS: +21). There are currently 5 analysts reporting an average estimate of +99 on B.....
U.S. COAL DELIVERIES TO POWER PLANTS
| May 28, 2025
May 27, 2025
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through March 2025. 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.