NGL MARKET RECAP
| February 11, 2026
February 11, 2026
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
| February 11, 2026
February 10, 2026
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 February 5, 2026: We anticipate a -254 bcf withdrawal for Thursday's natural gas storage report. Regional breakdown for the reference week: E: -68; MW: -74; MTN: -5; PAC: +1; SC: -108 (S: -56; NS: -52). There are currently 3 analysts reporting a median estimate of -257 .....
TTF WEEKLY REVIEW
| February 09, 2026
February 09, 2026
Dear , Our European Gas Market Weekly Watch report, along with our European natural gas trade and storage estimates (in units of MMcm/d or bcf/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 exclude the island nations (Malta and Cyprus).
CFTC COT
| February 06, 2026
February 06, 2026
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 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 WTI, Brent, heating oil and gasoil , but decreased in natural gas and gasoline during the reference week. Non-commercials net length in natural gas fell by -49.7k to +59.5k in futures and dec.....
NORTH AMERICAN RIG WATCH
| February 06, 2026
February 06, 2026
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 542 active rigs as of February 06, 2026, higher by +6 from the previous week. Oil rigs increased by +1 to 412 (ht: -1; vt-dir: +2), and gas-directed rigs increased by +5 to 130 (ht: +6; vt-dir: -1). Horizontal oil rigs increased by +1 in Other areas not associated with a specific play, while declining by -1 .....
U.S. COAL DELIVERIES TO POWER PLANTS
| February 06, 2026
February 05, 2026
Dear , Recent updates to our EIA-923 coal stocks by plant data: Removed coal plants retired before 2020. Included aggregated stock values for coal plants retired after 2019. Coal stock aggregations by Balancing Authorities now include SOCO and exclude NYISO. Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through November 2025. The report contains volume and price data where available. Data files include plant-level stocks. The chart below shows the volume.....
NGL MARKET RECAP
| February 04, 2026
February 04, 2026
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
| February 03, 2026
February 03, 2026
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 January 29, 2026: We anticipate a -384 bcf withdrawal for Thursday's natural gas storage report. Regional breakdown for the reference week: E: -73; MW: -104; MTN: -16; PAC: -24; SC: -167 (S: -84; NS: -83). There are currently 2 analysts reporting an average estimate of .....
CFTC COT
| January 30, 2026
January 30, 2026
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 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 natural gas, WTI, gasoline, heating oil and gasoil , but decreased in Brent during the reference week. Non-commercials net length in natural gas increased by +68.8k to +109.1k in futures and r.....
NORTH AMERICAN RIG WATCH
| January 30, 2026
January 30, 2026
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 536 active rigs as of January 30, 2026, higher by +3 from the previous week. Oil rigs were unchanged at 411 (ht: +1; vt-dir: -1), and gas-directed rigs increased by +3 to 125 (ht: +1; vt-dir: +2). Horizontal oil rigs increased by +1 in Anadarko (OK), by +1 in Bakken (ND) and by +1 in Eagle Ford (TX), while d.....