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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.

Brief: 4.6x More Solar
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Brief: 4.6x More Solar

The U.S. installed nearly 4.6 times more solar capacity than gas-fired generation through the first eight months of 2025. The EIA’s latest Form 860 data suggests this trend will continue, with solar additions expected to exceed gas by 4.2 times by the start of 2026.

CoT: Shorts Jump on L48 Gas Storage
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CoT: Shorts Jump on L48 Gas Storage

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

Brief: EU Gas Storage Update
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Brief: EU Gas Storage Update

This week, Poland and Portugal became the European Union’s first member states to fill their underground gas storage caverns to 100% of capacity ahead of winter 2025-2026.