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.....
SPECTRUM
| October 06, 2020
October 6, 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 recent developments in the Mexican natural gas markets, including the operational start of two pipeline infrastructure projects. For the week October 1, 2020, LCMC 4-wk NG storage estimate: +71, +58, +65, +37. Total +231 vs +385 LY and +315 5-yr avg. This w.....
SPECTRUM
| September 29, 2020
September 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. For the week ending September 24, 2020, LCMC 4-wk NG storage estimate: +76, +73, +62, +65. Total +276 vs +405 LY and +326 5-yr avg. This week by region: E: +16; MW: +26; MTN: +5; PAC: +5; SC: +24 (S:+9, NS: +15). BBG avg of 4 analysts at +78 bcf. Total net exports averaged 8.29 bcf/d, down.....
SPECTRUM
| September 22, 2020
September 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. For the week ending September 17, 2020, LCMC 4-wk NG storage estimate: +72, +83, +74, +68. Total +297 vs +410 LY and +331 5-yr avg. This week by region: E: +20; MW: +29; MTN: +4; PAC: +4; SC: +15 (S:+3, NS: +12). BBG avg of 2 analysts at +78 bcf. Total net exports averaged 9.21 bcf/d, up b.....
SPECTRUM
| September 18, 2020
September 18, 2020
Please find below the links to this week's detailed rig reports and a quick recap of the North American oil and gas drilling activity as reported by Baker Hughes. US: Baker Hughes shows 252 active rigs as of September 18, 2020, higher by +1 from the previous week. Oil rigs decreased by -1 to 179 (ht: +1; vt-dir: -2), and gas-directed rigs increased by +2 to 73 (ht: unch; vt-dir: +2). Horizontal oil rigs increased by +2 in Permian (TX) and by +1 in Bakken (MT), while declining by -2 in Permian.....
SPECTRUM
| September 15, 2020
September 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. For the week ending September 10, 2020, LCMC 4-wk NG storage estimate: +81, +76, +93, +88. Total +338 vs +390 LY and +321 5-yr avg. This week by region: E: +21; MW: +30; MTN: +4; PAC: +0; SC: +26 (S:+10, NS: +16). BBG avg of 3 analysts at +74 bcf. Total net exports averaged 7.27 bcf/d, up .....