U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| November 14, 2018
November 14, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended November 8, 2018. Total net imports for the reference week averaged -4.66 bcf/d, down by -0.21 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -2.23 bcf/d. Average natural gas demand in the power sector was 23.94 bcf/d, down by -1.74 bcf/d week-over-week. During the reference week, the contiguous US observed 57.2 electric weighted HDDs, up by 7.8 week over wee.....
WEEKLY NG MARKET COMMENTARY
| November 11, 2018
November 11, 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 09, 2018
Commitments of Traders Report – November 09, 2018
Commitments of Traders Report – November 09, 2018 Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 06. 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 , but decreased in Brent, gasoline, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas increa.....
NORTH AMERICAN RIG WATCH
| November 09, 2018
November 9, 2018
US: Baker Hughes shows 1081 active rigs as of November 09, 2018, higher by +14 from the previous week. Oil rigs increased by +12 to 886 (ht: +3; vt-dir: +9), and gas-directed rigs increased by +2 to 195 (ht: +3; vt-dir: -1). Horizontal oil rigs increased by +2 in Permian (TX), by +1 in Bakken (ND) and by +4 in Other areas not associated with a specific play, while declining by -2 in Eagle Ford (TX), by -1 in Anadarko (OK) and by -1 in Anadarko (TX). Horizontal gas rigs increased by +1 in Marcel.....
EIA NG STORAGE REPORT
| November 08, 2018
November 8, 2018
Please note our extended U.S. and Canada tables covering the withdrawal season are included in the attachment. The EIA reported a +65 bcf increase in inventory this week. This was +8 bcf higher than our estimate and +6 bcf higher than the Bloomberg median. The region where we posted the largest miss was the South Central, specifically salt injections, which came in 6 bcf higher than our estimate. Swings in cash prices and the forward curve during the reference week likely allowed more gas to.....
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| November 06, 2018
November 6, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended November 1, 2018. Total net imports for the reference week averaged -4.53 bcf/d, down by -0.63 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -1.41 bcf/d. Average natural gas demand in the power sector was 25.7 bcf/d, down by -0.5 bcf/d week-over-week. During the reference week, the contiguous US observed 49 electric weighted HDDs, down by -11 week over week.
WEEKLY NG MARKET COMMENTARY
| November 04, 2018
November 4, 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 02, 2018
Commitments of Traders Report – November 02, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 30. 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 decreased by -24.0k to +263.1k in futures and fell by -8.4k to +238.8k in fut.....
NORTH AMERICAN RIG WATCH
| November 02, 2018
November 2, 2018
US: Baker Hughes shows 1067 active rigs as of November 02, 2018, lower by -1 from the previous week. Oil rigs decreased by -1 to 874 (ht: +2; vt-dir: -3), and gas-directed rigs were unchanged at 193 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +2 in Anadarko (OK), by +1 in Eagle Ford (TX), by +1 in Permian (NM) and by +1 in Other areas not associated with a specific play, while declining by -3 in Permian (TX). Horizontal gas rigs increased by +2 in Other areas not associated with .....
EIA NG STORAGE REPORT
| November 01, 2018
November 1, 2018
The EIA reported a +48 bcf increase in inventory this week. This was -1 bcf below our estimate and -5 bcf below the Bloomberg median. The region where we saw the largest miss was the East, where we overestimated injections by 3 bcf. Our preliminary estimate for the week ending November 1st is an injection of 54 bcf. This week’s modest injection in the East marked an early shift towards withdrawal season. The low build this week cut the injection season short relative to previous years, com.....