NGL MARKET RECAP
| December 06, 2018
December 6, 2018
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
| December 04, 2018
December 4, 2018
For the week ending November 29, 2018, This week’s EIA report will be released at 10:30 AM EST on Friday. We are anticipating a -58 bcf draw for Friday’s natural gas storage report as indicated by our pipeline scrapes. E: -28; MW: -19; MTN : -4; PAC : -1; SC: -6. There are currently no estimates reported on Bloomberg. For the next four weeks (incl. this week) we are anticipating: -58, -77, -118, -87 Total net imports averaged -4.55 bcf/d, down by -0.07 bcf/d week-on-week. During th.....
U.S. COAL DELIVERIES TO POWER PLANTS
| December 03, 2018
December 2018
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through September 2018. The report contains volume and price data where available.
WEEKLY NG MARKET COMMENTARY
| December 02, 2018
December 2, 2018
Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market.
CFTC COT
| November 30, 2018
Commitments of Traders Report – November 30, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 27. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas and WTI , but decreased in Brent, gasoline, gasoil and heating oil during the reference week. Non-commercials net length in natural gas grew by +11.5k to +360.4k in futures and rose by +31.5k.....
NORTH AMERICAN RIG WATCH
| November 30, 2018
November 30, 2018
US: Baker Hughes shows 1076 active rigs as of November 30, 2018, lower by -3 from the previous week. Oil rigs increased by +2 to 887 (ht: +5; vt-dir: -3), and gas-directed rigs decreased by -5 to 189 (ht: unch; vt-dir: -5). Horizontal oil rigs increased by +1 in Anadarko (OK), by +1 in Bakken (ND) and by +6 in Other areas not associated with a specific play, while declining by -2 in Eagle Ford (TX) and by -1 in Permian (TX). Horizontal gas rigs increased by +2 in Marcellus ( SWPA ) and by +1 in.....
EIA NG STORAGE REPORT
| November 29, 2018
November 29, 2018
The EIA reported a -59 bcf decrease in inventory this week. This draw was 15 bcf less than our estimate and 22 bcf lower than the Bloomberg median. The regions where we saw our largest misses this week were the South Central and Midwest. Our overestimate of South Central draws this week was an embarrassing 16 bcf. During the peak cold temperatures last winter, the salt dome injection-withdrawal relationship became the main lever in balancing the market. Extremely low inventories forced injec.....
NGL MARKET RECAP
| November 28, 2018
November 28, 2018
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
| November 27, 2018
(UPDATED REPORT) November 27, 2018
Starting this week, the U.S. Natural Gas Trade And Power Sector Demand report will include our storage estimate and discussion. For the week ending November 22, 2018, We are anticipating a -73 bcf draw as indicated by our pipeline scrapes. E: -25; MW: -16; MTN : -5; PAC : -6; SC: -21. There are currently 4 analysts reporting on Bloomberg with an average of -85 bcf. For the next four weeks (incl. this week), we are anticipating: -73, -57, -71, -74 Total net imports averaged -4.49 bcf/.....
CFTC COT
| November 26, 2018
Commitments of Traders Report – November 26, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 20. 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 increased by +6.0k to +348.8k in futures and fell by -2.8k to +304.2k in fut.....