SPECTRUM
| January 20, 2021
January 20, 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 risks and constraints of the four major Atlantic basin LNG shipping routes, as well as the risks to LNG-driven relative tightness in US summer balances. For the week ending January 14, 2021, LCMC 4-wk NG storage estimate: -190, -136, -200, -170. Total -.....
SPECTRUM
| January 12, 2021
January 12, 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 current challenges the Mountain Valley Pipeline faces in achieving an in-service by late 2021. For the week ending January 7, 2021, LCMC 4-wk NG storage estimate: -128, -164, -150, -196. Total -638 vs -512 LY and -648 5-yr avg. This week by region: E: -.....
SPECTRUM
| January 05, 2021
January 5, 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 risks to US natural gas exports to Mexico for the remainder of the winter, including seasonal trends and new infrastructure developments expected this quarter. For the week ending December 31, 2020, LCMC 4-wk NG storage estimate: -134, -125, -168, -166......
SPECTRUM
| December 29, 2020
December 29, 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 market dynamics leading to last week's large withdrawal from Western Canadian inventories and how that trend is likely to continue. For the week ending December 24, 2020, LCMC 4-wk NG storage estimate: -121, -149, -117, -137. Total -524 vs -323 LY and -.....
SPECTRUM
| December 22, 2020
December 22, 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 changing relationship of the Rockies Express Pipeline with Pacific and Midwest markets as well as the recently completed Cheyenne Hub Enhancement Project. For the week ending December 17, 2020, LCMC 4-wk NG storage estimate: -156, -141, -183, -211. Tota.....
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.....