EIA NG STORAGE REPORT
| January 05, 2018
January 4, 2018
A one standard deviation colder than the 30-yr normal February – similar to the one in 2015 – could potentially draw salt domes to an all-time low of 31 bcf by March 8, compared to the minima of 54 bcf observed on March 7, 2014. Such an extreme level can be diverted via the supply side by a rapid fill of new pipeline capacity (namely Rover and Leach Xpress) with new production, or by incremental imports from Canada. If the supply side fails to balance the market, prices have to increase further .....
CFTC COT
| January 04, 2018
[REVISED] Commitments of Traders Report – January 04, 2018
CFTC Published corrections for NYMEX contract market Eur Style Natural Gas Options ( CFTC ID 02365U) in the options and futures combined Legacy and Disaggregated commitment reports dated December 26, 2017. We are republishing the report to coordinate the revisions and no other changes were made to this report. Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 26. We provide all Legacy and Disaggregated trader position.....
NGL MARKET RECAP
| January 04, 2018
January 4, 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.
CFTC COT
| January 02, 2018
Commitments of Traders Report – January 02, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 26. 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, heating oil and WTI , but decreased in natural gas during the reference week. Non-commercials net length in natural gas rose by +7.8k to +98.6k in futures and fell by -2.6k to +1.....
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| January 02, 2018
January 2, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended December 28, 2017. Total net imports for the reference week averaged -1.82 bcf/d, down by -0.01 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -0.32 bcf/d. Average natural gas demand in the power sector was 27.3 bcf/d, up by +1.1 bcf/d week-over-week. During the reference week, the contiguous US observed 167 electric weighted HDDs, up by 49 week over week.
NORTH AMERICAN RIG WATCH
| December 29, 2017
December 29, 2017
US: Baker Hughes shows 929 active rigs as of December 29, 2017, lower by -2 from the previous week. Oil rigs were unchanged at 747 (ht: -3; vt-dir: +3), and gas-directed rigs decreased by -2 to 182 (ht: -2; vt-dir: unch). Horizontal oil rigs increased by +1 in Permian (NM) and by +1 in Other areas not associated with a specific play, while declining by -3 in Bakken (ND) and by -2 in Permian (TX). Horizontal gas rigs decreased by -1 in Haynesville (TX) and by -1 in Other areas not associated wit.....
EIA NG STORAGE REPORT
| December 28, 2017
December 28, 2017
The EIA reported a -112 bcf withdrawal for the week ending December 21st, the reported volume was just 1 bcf lighter than our estimate and the Bloomberg median. While our headline estimate was close to the reported -113 bcf, the regional breakdown did not perform as expected, with the biggest misses in the Midwest and South Central canceling each other. We have been tracking season-to-date cumulative GWHDDs versus the six warmest and six coldest winters since the winter of 1970-71. The “perf.....
NGL MARKET RECAP
| December 28, 2017
December 28, 2017
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 26, 2017
December 26, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended December 21, 2017. Total net imports for the reference week averaged -1.81 bcf/d, up by +0.16 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +0.68 bcf/d. Average natural gas demand in the power sector was 26.2 bcf/d, down by -3.0 bcf/d week-over-week. During the reference week, the contiguous US observed 116 electric weighted HDDs, down by 39 week over week.
CFTC COT
| December 22, 2017
Commitments of Traders Report – December 22, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 19. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoline, gasoil and heating oil , but decreased in Brent, natural gas and WTI during the reference week. Non-commercials net length in natural gas fell by -21.9k to +100.3k in futures and declined by -1.....