SPECTRUM
| December 15, 2020
December 15, 2020
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 recent news of Cheniere's sale of 30 cargos to its subsidiary, Cheniere Marketing, and the company's LNG marketing practices. For the week December 10, 2020, LCMC 4-wk NG storage estimate: -128, -162, -154, -189. Total -633 vs -378 LY and -449 5-yr avg......
SPECTRUM
| December 08, 2020
December 8, 2020
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 latest developments surrounding the Corpus Christi LNG terminal as well as the longer voyages some Asia-bound LNG vessels are taking to avoid the Panama Canal. For the week December 3, 2020, LCMC 4-wk NG storage estimate: -80, -101, -104, -128. Total -4.....
SPECTRUM
| December 01, 2020
December 1, 2020
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 upcoming infrastructure developments in Mexico during December, as well as the latest $11B infrastructure package proposed by the administration. For the week November 26, 2020, LCMC 4-wk NG storage estimate: +3, -73, -101, -137. Total -308 vs -322 LY and -.....
SPECTRUM
| November 24, 2020
November 24, 2020
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 November 19, 2020, LCMC 4-wk NG storage estimate: -21, -5, -73, -117. Total -216 vs -223 LY and -244 5-yr avg. This week by region: E: -14; MW: -9; MTN: +0; PAC: +1; SC: +1 (S: +3, NS: -2). 4 analysts reported on BBG with an average of +3. Total net exports averaged 10.77 bcf/.....
SPECTRUM
| November 17, 2020
November 17, 2020
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 presents DFO and RFO fuel switching capabilities relevant to the upcoming winter. For the week November 12, 2020, LCMC 4-wk NG storage estimate: +27, -42, -22, -58. Total -95 vs -192 LY and -162 5-yr avg. This week by region: E: +13; MW: +14; MTN: -3; PAC: -4; SC: +7.....
SPECTRUM
| November 10, 2020
November 10, 2020
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 presents the highlights from the earnings calls of selected Canadian producers that reported over the past few days. For the week November 5, 2020, LCMC 4-wk NG storage estimate: -4, +29, -33, -65. Total -73 vs -123 LY and -69 5-yr avg. This week by region: E: -7; MW.....
SPECTRUM
| November 03, 2020
November 3, 2020
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 discrepancies between the EIA's Natural Gas Monthly and 923 survey relating to 2019 powerburns. For the week October 29, 2020, LCMC 4-wk NG storage estimate: -34, -8, +11, -40. Total -71 vs -52 LY and +24 5-yr avg. This week by region: E: +8; MW: +6; MTN:.....
SPECTRUM
| October 27, 2020
October 27, 2020
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 risks to Gulf Coast Gas markets associated with the arrival of Hurricane Zeta, as well as updates on infrastructure developments from Kinder Morgan that will supply LNG terminals. For the week October 22, 2020, LCMC 4-wk NG storage estimate: +37, -12, -.....
SPECTRUM
| October 20, 2020
October 20, 2020
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 upcoming earnings calls we will be following to inform our view on the Western Canadian market. For the week October 15, 2020, LCMC 4-wk NG storage estimate: +47, +25, -11, -27. Total +34 vs +242 LY and +227 5-yr avg. This week by region: E: +14; MW: +2.....
SPECTRUM
| October 13, 2020
October 13, 2020
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 damages caused by Hurricane Delta and the path to recovery for Southwest Louisiana. For the week October 8, 2020, LCMC 4-wk NG storage estimate: +48, +50, +18, -2. Total +114 vs +332 LY and +281 5-yr avg. This week by region: E: +15; MW: +21; MTN: +5; P.....