NGL MARKET RECAP | August 07, 2019
August 7, 2019
Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices and ratios.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND | August 06, 2019
August 6, 2019
For the week ending August 1, 2019, We are anticipating a +61 bcf injection for Thursday’s natural gas storage report as indicated by our models. E: +18; MW: +25; MTN : +4; PAC : +2; SC: +12 (S:-4, NS: +16). There are currently 5 analysts reporting on Bloomberg with an average of +59 bcf. Over the next four weeks (incl. this week) we are anticipating +61, +64, +66, +68, for a total of +259 bcf, compared to last year’s +194 bcf and 5-yr average of +199 bcf. Total net exports averaged 6.43.....
WEEKLY NG MARKET COMMENTARY | August 04, 2019
August 4, 2019
Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market and our 4-week storage outlook. Included are the regional balances and flow analysis for the week ending August 1, 2019 (Northeast, Southeast, Midwest, Mountain and Pacific).
CFTC COT | August 02, 2019
Commitments of Traders Report – August 02, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 30. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, gasoline, gasoil and heating oil , but decreased in natural gas and WTI during the reference week. Non-commercials net length in natural gas declined by -47.1k to -181.6k in futures and fell by -45.4k.....
NORTH AMERICAN RIG WATCH | August 02, 2019
August 2, 2019
US: Baker Hughes shows 941 active rigs as of August 02, 2019, lower by -4 from the previous week. Oil rigs decreased by -6 to 770 (ht: -4; vt-dir: -2), and gas-directed rigs increased by +2 to 171 (ht: unch; vt-dir: +2). Horizontal oil rigs increased by +2 in Eagle Ford (TX) and by +1 in Anadarko (TX), while declining by -5 in Anadarko (OK), by -1 in Permian (NM) and by -1 in Permian (TX). Horizontal gas rigs increased by +1 in Haynesville (TX), while declining by -1 in Eagle Ford (TX). Canad.....
EIA NG STORAGE REPORT | August 01, 2019
August 1, 2019
The EIA reported a +65 bcf increase in inventories this week. The build was +10 bcf higher than our estimate and +8 bcf higher than the Bloomberg median. Our large miss this week was almost entirely in the South Central region with salts drawing 6 bcf less than we expected and non-salts injecting 3 bcf more than we expected. Our early estimate for next week’s number is an injection around the mid-60 bcf mark. After a two week reprieve, non-salts returned to builds in excess of 5-year highs.....
NGL MARKET RECAP | July 31, 2019
July 31, 2019
Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices and ratios.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND | July 30, 2019
July 30, 2019
For the week ending July 25, 2019, We are anticipating a +55 bcf injection for Thursday’s natural gas storage report as indicated by our models. E: +20; MW: +28; MTN : +4; PAC : -1; SC: +4 (S:-9, NS: +13). There are currently 5 analysts reporting on Bloomberg with an average of +58 bcf. Over the next four weeks (incl. this week) we are anticipating +55, +52, +50, +53, for a total of +210 bcf, compared to last year’s +159 bcf and 5-yr average of +180 bcf. Total net exports averaged 6.65 b.....
U.S. COAL DELIVERIES TO POWER PLANTS | July 30, 2019
August 2019
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through May 2019. The report contains volume and price data where available.
WEEKLY NG MARKET COMMENTARY | July 28, 2019
July 28, 2019
Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market and our 4-week storage outlook. Included are the regional balances and flow analysis for the week ending July 25, 2019 (Northeast, Southeast, Midwest, Mountain and Pacific).