EIA NG STORAGE REPORT
| July 07, 2017
July 7, 2017
The EIA reported a +72 bcf injection for the week ending June 29. The number was 7 bcf higher than the 65 bcf mark our flow model had anticipated on Monday and 6 bcf above the Bloomberg median. The largest difference between our model’s prediction and the EIA’s number was in the Pacific region, where the EIA -reported injections were 5 bcf above what our model anticipated. Gas-fired power burns declined in the Pacific region through the reference week, as the Southern California heat wave s.....
NORTH AMERICAN RIG WATCH
| July 07, 2017
July 7, 2017
US: Baker Hughes shows 952 active rigs as of July 07, 2017, higher by +12 from the previous week. Oil rigs increased by +7 to 763 (ht: +9; vt-dir: -2), and gas-directed rigs increased by +5 to 189 (ht: +3; vt-dir: +2). Horizontal oil rigs increased by +4 in Anadarko (OK), by +2 in Permian (TX), by +1 in Anadarko (TX), by +1 in Eagle Ford (TX) and by +2 in Other areas not associated with a specific play, while declining by -1 in Permian (NM). Horizontal gas rigs increased by +2 in Haynesville (L.....
NGL MARKET RECAP
| July 06, 2017
July 6, 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
| July 03, 2017
July 3, 2017
We are anticipating a +65 bcf injection for Friday’s natural gas storage report as indicated by our pipeline scrapes. Our breakdown by region is East: 27 bcf, Midwest 22 bcf, Mountain 5 bcf, Pacific 2 bcf, South Central 9 bcf. For the three following weeks, we’re anticipating injections of 56 bcf, 36 bcf and 27 bcf, respectively. Please also find attached data and charts detailing U.S. gas imports and power demand for the week ended June 29, 2017. Total net imports for the reference week ave.....
CFTC COT
| July 03, 2017
Commitments of Traders Report – July 03, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 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 gasoline and natural gas , but decreased in Brent, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas increased by +14.6k to +389.8k in futures and rose by +8.9k.....
NORTH AMERICAN RIG WATCH
| June 30, 2017
June 30, 2017
US: Baker Hughes shows 940 active rigs as of June 30, 2017, lower by -1 from the previous week. Oil rigs decreased by -2 to 756 (ht: unch; vt-dir: -2), and gas-directed rigs increased by +1 to 184 (ht: unch; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (TX), by +1 in Bakken (ND) and by +1 in Permian (NM), while declining by -1 in Anadarko (OK), by -1 in Eagle Ford (TX) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Eagle Ford .....
EIA NG STORAGE REPORT
| June 29, 2017
June 29, 2017
The EIA reported a +46 bcf injection for the week ending June 22. The number was -8 bcf below the +54 bcf mark our flow model had anticipated on Tuesday and -6 bcf below the Bloomberg median. Our storage model predicted slightly stronger builds in the Midwest, Mountain and Pacific (higher by 1 bcf each), but most of the overestimate was in the South Central. While our flow model suggested injections should have been flat week-over-week, export and power balances within the South Central show.....
NGL MARKET RECAP
| June 28, 2017
June 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. COAL DELIVERIES TO POWER PLANTS
| June 28, 2017
July 2017
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through April 2017. The report contains volume and price data where available.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| June 27, 2017
June 27, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended June 22, 2017. Total net imports for the reference week averaged -0.01 bcf/d, higher by +0.54 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.06 bcf/d. Average natural gas demand in the power sector was 30.5 bcf/d, higher by +1.9 bcf/d week-over-week. During the reference week, the contiguous US observed 83 population weighted CDDs, up 10 week over week.