U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| June 11, 2019
June 11, 2019
For the week ending June 6, 2019, We are anticipating a +107 bcf injection for Thursday’s natural gas storage report as indicated by our models. E: +27; MW: +34; MTN : +8; PAC : +14; SC: +24 (S:+2, NS: +22). There are currently 5 analysts reporting on Bloomberg with an average of +115 bcf. Over the next four weeks (incl. this week) we are anticipating +107, +103, +92, +70, for a total of +372 bcf, compared to last year’s+337 bcf and 5-yr average of +316 bcf. Total net exports averaged 5......
WEEKLY NG MARKET COMMENTARY
| June 09, 2019
June 9, 2019
NOTE : The Weekly NG Market Commentary will return on June 23, 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 June 6, 2019 (Northeast, Southeast, Midwest and Mountain).
CFTC COT
| June 07, 2019
Commitments of Traders Report – June 07, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 04. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in heating oil and WTI , but decreased in Brent, gasoline, natural gas and gasoil during the reference week. Non-commercials net length in natural gas declined by -46.3k to -28.1k in futures and decreased by -3.....
NORTH AMERICAN RIG WATCH
| June 07, 2019
June 7, 2019
US: Baker Hughes shows 975 active rigs as of June 07, 2019, lower by -9 from the previous week. Oil rigs decreased by -11 to 789 (ht: -9; vt-dir: -2), and gas-directed rigs increased by +2 to 186 (ht: +2; vt-dir: unch). Horizontal oil rigs increased by +1 in Anadarko (TX) and by +1 in Permian (NM), while declining by -3 in Anadarko (OK), by -3 in Eagle Ford (TX), by -2 in Permian (TX), by -1 in Bakken (ND) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increas.....
EIA NG STORAGE REPORT
| June 06, 2019
June 6, 2019
Since the NG market monitor will not be published during the month of June, the updated monthly balances have been included in this report. The EIA reported a +119 bcf increase in inventories this week. The build was +8 bcf higher than our estimate and +10 bcf above the Bloomberg median. While the Mountain and Pacific regions saw stronger than expected builds, South Central non-salt injections were again our largest miss. Our initial estimate for the week ending June 6th is an injection ar.....
NGL MARKET RECAP
| June 05, 2019
June 5, 2019
Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| June 04, 2019
June 4, 2019
For the week ending May 30, 2019, We are anticipating a +111 bcf injection for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: +32; MW: +36; MTN : +6; PAC : +13; SC: +24 (S:+3, NS: +21). There are currently 6 analysts reporting on Bloomberg with an average of +113 bcf. For the next four weeks (incl. this week) we are anticipating builds of: +111, +104, +95, +87. Over the next four weeks (incl. this week) we are anticipating +111, +104, +95, +87, for a total o.....
U.S. COAL DELIVERIES TO POWER PLANTS
| June 03, 2019
June 2019
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through March 2019. The report contains volume and price data where available.
WEEKLY NG MARKET COMMENTARY
| June 02, 2019
June 2, 2019
Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market. Included are the regional balances for the week ending May 30th, 2019 (Northeast, Southeast, Midwest and Mountain).
CFTC COT
| May 31, 2019
Commitments of Traders Report – May 31, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 28. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials decreased net length in Brent, gasoline, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas fell by -31.5k to +18.2k in futures and declined by -32.9k to +42.5k in futures a.....