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Brief: Early Withdrawals from EU Gas Storage
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Brief: Early Withdrawals from EU Gas Storage

Gas storage levels in the European Union hit a preliminary peak over two weeks ahead of normal this year, with bloc-wide storage facilities at 83% capacity (3,234 Bcf) on Nov 4 versus 95% at the same point last year and a trailing 5YR S.A. average of more than 91%.

Brief: Slow But Steady Growth in Floating Crude Stocks
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Brief: Slow But Steady Growth in Floating Crude Stocks

Global floating crude stocks have increased by roughly 16% since the start of September, gaining from a ~13% deficit versus the 2016-2024 seasonal average to a ~7% surplus in the final week of October.

CoT: Record Short Covering
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CoT: Record Short Covering

A closer look at fund managers' energy market futures and options positioning

Brief: L48 Wind Jumps 40% M/M
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Brief: L48 Wind Jumps 40% M/M

Average daily Lower 48 U.S. wind generation increased 40% month-on-month to 1.24 terawatt-hours (TWh) through the first 29 days of October, increasing the share of L48 demand captured by wind to 11.6% from September’s 7.4%.

Brief: Guyana Drives Non-OPEC Growth in September
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Brief: Guyana Drives Non-OPEC Growth in September

Guyanese crude production gained 86 kb/d month-on-month to an average of 771.1 kb/d in September as Exxon’s fourth development in the offshore Stabroek Block completed its second month in operation.

CoT: Sanctions Hit Record Brent Shorts
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CoT: Sanctions Hit Record Brent Shorts

A closer look at fund managers' energy market futures and options positioning

Brief: Russia's New Sanctions
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Brief: Russia's New Sanctions

The U.S. Treasury Department’s Office of Foreign Assets Control imposed sanctions on Lukoil, Rosneft, and over 30 of their subsidiaries yesterday. Today, the European Commission followed with its 19th Russian sanctions package since the start of the Russia-Ukraine conflict in 2022

CoT: Brent Shorts Near Decade Highs
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CoT: Brent Shorts Near Decade Highs

A closer look at fund managers' energy market futures and options positioning

Brief: Stealth Non-OPEC8+ Production Growth
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Brief: Stealth Non-OPEC8+ Production Growth

A closer look at broader Declaration of Cooperation data shows that four out of the nine fastest-growing OPEC+ producers this year are not participating in headline-grabbing hikes.

Brief: Shoulder Season Winds
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Brief: Shoulder Season Winds

ERCOT’s hourly fuel mix shows the transition to peak wind shoulder season is well underway, with average 24-hour wind generation in the first half of October up 29% from the final fourteen days of September.

Brief: La Nina Winter 2025-2026
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Brief: La Nina Winter 2025-2026

The NOAA’s Oct 9 ENSO Diagnostic Discussion determined that La Niña conditions are present and favored to persist through December 2025 - February 2026, with a transition to ENSO-neutral likely in January-March 2026 (55% chance).

Brief: M-M Trends in Floating Crude Stocks
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Brief: M-M Trends in Floating Crude Stocks

Global floating crude stocks rose about 6.8 mmb (+9.0%) over the past month (Sep 7 to Oct 5, 2025), led by sharp builds in the Middle East and the North Sea, partially offset by draws in Europe and West Africa.