SPECTRUM
| April 13, 2021
April 13, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending April 8, 2021, LCMC 4-wk NG storage estimate: +71, +62, +46, +67. Total +246 vs +285 LY and +211 5-yr avg. This week by region: E: +7; MW: +16; MTN: +4, PAC: +7; SC: +37 (S: +14, NS: +23). 5 analysts reported on BBG with an average of +21 bcf. Total net exports averaged.....
SPECTRUM
| April 06, 2021
April 6, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending April 1, 2021, LCMC 4-wk NG storage estimate: +22, +71, +74, +64. Total +231 vs +211 LY and +139 5-yr avg. This week by region: E: +2; MW: -4; MTN: +1, PAC: +4; SC: +19 (S: +10, NS: +9). 5 analysts reported on BBG with an average of +21 bcf. Total net exports averaged 1.....
SPECTRUM
| March 30, 2021
March 30, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. For the week ending March 25, 2021, LCMC 4-wk NG storage estimate: +21, +32, +63, +66. Total +182 vs +124 LY and +46 5-yr avg. This week by region: E: -3; MW: +1; MTN: +2, PAC: +1; SC: +20 (S: +13, NS: +7). 4 analysts reported on BBG with an average of +23 bcf. Total net exports averaged 1.....
SPECTRUM
| March 23, 2021
March 23, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. This week's commentary discusses the delays to the Samalayuca-Sasabe pipeline and how they have affected natural gas exports to Mexico. For the week ending March 18, 2021, LCMC 4-wk NG storage estimate: -20, +35, +42, +61. Total +118 vs +51 LY and -41 5-yr avg. This week by region: E: -20;.....
SPECTRUM
| March 16, 2021
March 16, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. This week's commentary breaks down the earnings calls of Tourmaline and Canadian Natural Resources to show that the sizeable year-on-year production increases are driven largely by acquisitions and not organic production growth. For the week ending March 11, 2021, LCMC 4-wk NG storage esti.....
SPECTRUM
| March 09, 2021
March 9, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. This week's commentary addresses a discrepancy identified between vendor-reported and FERC-reported peak volumes on the Valley Crossing Pipeline that may be the result of the pipeline's unique available capacity reporting method. For the week ending March 4, 2021, LCMC 4-wk NG storage esti.....
SPECTRUM
| March 02, 2021
March 2, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. This week's commentary discusses WhiteWater Midstream's acquisition of Permian storage assets and pipeline developments that will come online by the end of the year. For the week ending February 25, 2021, LCMC 4-wk NG storage estimate: -137, -58, -16, -35. Total -246 vs -216 LY and -275 5-.....
SPECTRUM
| February 23, 2021
February 23, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. This week's commentary discusses the issues US Gulf Coast LNG facilities faced during last week's winter storm and their differing rates of return to full utilization. For the week ending February 18, 2021, LCMC 4-wk NG storage estimate: -346, -161, -89, -93. Total -689 vs -335 LY and -344.....
SPECTRUM
| February 16, 2021
February 16, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. This week's commentary discusses the record-setting supply and demand dynamics in Western Canada. For the week ending February 11, 2021, LCMC 4-wk NG storage estimate: -238, -385, -188, -145. Total -956 vs -461 LY and -427 5-yr avg. This week by region: E: -50; MW: -84; MTN: -13, PAC: -14;.....
SPECTRUM
| February 09, 2021
February 9, 2021
Dear , Please find below the link to this week's detailed inventory forecast, our 4-wk storage outlook, along with natural gas trade and power sector demand estimates and highlights of reference week balances. This week's commentary discusses three 'circuit breakers': gas-to-coal switching, industrial demand, and LNG feedgas, that can balance the natural gas market as it faces severe cold weather in the coming days and weeks. For the week ending February 4, 2021, LCMC 4-wk NG storage estimate: -.....