CFTC COT
| September 25, 2017
Commitments of Traders Report – September 25, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 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 Brent, gasoline, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas rose by +40.4k to +410.6k in futures and increased by +44.1k to +500.6k in .....
WEEKLY NG MARKET COMMENTARY
| September 24, 2017
September 24, 2017
Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market.
NORTH AMERICAN RIG WATCH
| September 22, 2017
September 22, 2017
US: Baker Hughes shows 934 active rigs as of September 22, 2017, lower by -1 from the previous week. Oil rigs decreased by -5 to 744 (ht: -6; vt-dir: +1), and gas-directed rigs increased by +4 to 190 (ht: +1; vt-dir: +3). Horizontal oil rigs increased by +4 in Permian (TX) and by +1 in Anadarko (TX), while declining by -4 in Eagle Ford (TX), by -3 in Anadarko (OK), by -2 in Bakken (ND) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Haynesvil.....
EIA NG STORAGE REPORT
| September 21, 2017
September 21, 2017
The EIA reported a 97 bcf injection for the week ending September 14th, the number was 4 bcf above our estimate and 5 bcf above the Bloomberg median. While our model was spot on for the Midwest, Pacific and Mountain regions, it overestimated the injection in the East and underestimated it in the South Central. In the East, injections fell back into the five-year range after very strong builds during the prior two weeks. The South Central continued to add inventory at a rapid pace in salt cav.....
NGL MARKET RECAP
| September 20, 2017
September 20, 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
| September 19, 2017
September 19, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended September 14, 2017. Total net imports for the reference week averaged -1.15 bcf/d, down by +2.05 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +0.77 bcf/d. Average natural gas demand in the power sector was 27.3 bcf/d, down -3.5 bcf/d week-over-week. During the reference week, the contiguous US observed 41 population weighted CDDs, down 15 week over week.
CFTC COT
| September 18, 2017
Commitments of Traders Report – September 18, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 12. 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, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas rose by +20.6k to +370.2k in futures and grew by +21.1k to +456.4k in futur.....
WEEKLY NG MARKET COMMENTARY
| September 17, 2017
September 17, 2017
Please follow the link below to find our new report highlighting key trends in this week’s natural gas market.
NORTH AMERICAN RIG WATCH
| September 15, 2017
September 15, 2017
US: Baker Hughes shows 935 active rigs as of September 15, 2017, lower by -8 from the previous week. Oil rigs decreased by -7 to 749 (ht: -1; vt-dir: -6), and gas-directed rigs decreased by -1 to 186 (ht: +3; vt-dir: -4). Horizontal oil rigs increased by +3 in Eagle Ford (TX), while declining by -1 in Bakken (ND), by -1 in Barnett Combo (TX) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +2 in Barnett (TX), by +1 in Haynesville (TX), by +1 in Marc.....
EIA NG STORAGE REPORT
| September 14, 2017
September 14, 2017
The EIA reported a 91 bcf injection for the week ending September 7th, the number was 2 bcf above our estimate and 6 bcf above the Bloomberg median. The two regions that varied the most from our estimates were the South Central and West: our model overestimated injections in the South Central and we were surprised by the lack of withdrawals in the West (despite strong gas demand in electric generation). What appears to be the case is that California, in lieu of using its own storage (which i.....