U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| August 21, 2018
August 21, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended August 16, 2018. Total net imports for the reference week averaged -2.94 bcf/d, down -0.44 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -1.13 bcf/d. Average natural gas demand in the power sector was 37.9 bcf/d, down by -2.1 bcf/d week-over-week. During the reference week, the contiguous US observed 88 population weighted CDDs, down by -13 week over week.
WEEKLY NG MARKET COMMENTARY
| August 19, 2018
August 19, 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
| August 17, 2018
Commitments of Traders Report – August 17, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 14. 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 increased by +58.6k to +254.7k in futures and grew by +55.1k.....
NORTH AMERICAN RIG WATCH
| August 17, 2018
August 17, 2018
US: Baker Hughes shows 1055 active rigs as of August 17, 2018, unchanged from the previous week. Oil rigs were unchanged at 869 (ht: -2; vt-dir: +2), and gas-directed rigs were unchanged at 186 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +2 in Anadarko (TX) and by +1 in Permian (TX), while declining 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. Horizontal gas rigs increased by +2 in Marcellus .....
EIA NG STORAGE REPORT
| August 16, 2018
August 16, 2018
The EIA reported a +33 bcf net build in inventory this week. The injection was +1 bcf higher than our estimate and +4 bcf higher than the Bloomberg median. Most of our miss this week was in our regional breakdown where we overestimated East injections are underestimated Midwest injections. Our preliminary estimate for next week’s number is an injection in the low 50 bcf range. This week again posted a strong summer draw on South Central storage, in part these draws are due to demand within.....
NGL MARKET RECAP
| August 15, 2018
August 15, 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
| August 14, 2018
August 14, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended August 9, 2018. Total net imports for the reference week averaged -2.50 bcf/d, up +0.27 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -0.93 bcf/d. Average natural gas demand in the power sector was 39.9 bcf/d, up by +2.9 bcf/d week-over-week. During the reference week, the contiguous US observed 102 population weighted CDDs, up by +19 week over week.
WEEKLY NG MARKET COMMENTARY
| August 12, 2018
August 12, 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
| August 10, 2018
Commitments of Traders Report – August 10, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 07. 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 gasoil , but decreased in Brent, gasoline, heating oil and WTI during the reference week. Non-commercials net length in natural gas rose by +49.5k to +196.0k in futures and increased by +38.....
NORTH AMERICAN RIG WATCH
| August 10, 2018
August 10, 2018
US: Baker Hughes shows 1055 active rigs as of August 10, 2018, higher by +13 from the previous week. Oil rigs increased by +10 to 869 (ht: +14; vt-dir: -4), and gas-directed rigs increased by +3 to 186 (ht: -2; vt-dir: +5). Horizontal oil rigs increased by +4 in Permian (NM), by +3 in Permian (TX), by +2 in Anadarko (TX), by +2 in Monterey (CA) and by +6 in Other areas not associated with a specific play, while declining by -2 in Eagle Ford (TX) and by -1 in Barnett Combo (TX). Horizontal gas r.....