EIA NG STORAGE REPORT
| April 10, 2014
April 11, 2014
EIA reported a +4 bcf withdrawal for the week ending April 4 (Bloomberg median +15 bcf, Bloomberg whisper: +16 bcf). The 23 estimates submitted to Bloomberg varied from +5 bcf to +25 bcf with a standard deviation of 5 bcf. Our model showed +14 bcf. Nationwide natural gas-weighted HDDs decreased by -51 to 118, while nationwide electricity-weighted cooling degree days reported by NOAA increased by +3 CDD to 6 CDDs. Total US: +4 bcf ( LCMC : +14 bcf, Bloomberg median: +15 bcf) East: -5 bcf.....
NGL MARKET RECAP
| April 09, 2014
April 9, 2014
There will be no commentary today ahead of a Market Insight to be published ahead of next week’s report.
CFTC COT
| April 07, 2014
Commitments of Traders Report – April 07, 2014
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 01. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in Brent and WTI , but decreased in natural gas, heating oil and gasoline during the reference week. Non-commercials net length in natural gas rose by +8.0k to +400.3k in futures and fell by -13.0k to +501.4k in futur.....
NORTH AMERICAN RIG WATCH
| April 04, 2014
April 4, 2014
Baker Hughes shows 1,814 active rigs as of April 4, 2014, higher by +9 from the previous week. Oil rigs increased by +11 to 1,498 (ht: +13; vt-dir: -2) while gas-directed rigs decreased by -2 to 316 (ht: 0; vt-dir: -2). Horizontal oil rigs increased by +4 to 40 in Anadarko (TX). Gas-directed horizontal rigs decreased by -3 to 8 in Eagle Ford (TX).
EIA NG STORAGE REPORT
| April 03, 2014
April 3, 2014
EIA reported a -74 bcf withdrawal for the week ending March 28 (Bloomberg median -75 bcf, Bloomberg whisper: -77 bcf). The 24 estimates submitted to Bloomberg varied from -85 bcf to -64 bcf with a standard deviation of 4 bcf. Our model showed -78 bcf. Nationwide natural gas-weighted HDDs increased by +14 to 169, while nationwide electricity-weighted cooling degree days reported by NOAA increased by +1 CDD to 3 CDDs. Total US: -74 bcf ( LCMC : -78 bcf, Bloomberg median: -75 bcf) East: -4.....
NGL MARKET RECAP
| April 02, 2014
April 2, 2014
In Focus: monthly EIA stat highlights Although U.S. NGL production for January 2014 was below the record set last September, as gas and oil production recovers from freeze-offs and as construction/expansion projects are completed in the Bakken and Marcellus/Utica, we would expect production to have topped 2.7 mb/d in February or March, and expect to surpass the 3.0 mb/d mark before the end of 1Q15.
U.S. COAL DELIVERIES TO POWER PLANTS
| April 01, 2014
NEW REPORT - April 2014
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through January 2014. The report contains volume and price data where available.
CFTC COT
| March 31, 2014
Commitments of Traders Report – March 31, 2014
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 25. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in heating oil , but decreased in natural gas, Brent, gasoline and WTI during the reference week. Non-commercials net length in natural gas decreased by -6.8k to +392.4k in futures and declined by -1.3k to +514.4k in .....
NORTH AMERICAN RIG WATCH
| March 28, 2014
March 28, 2014
Baker Hughes shows 1,805 active rigs as of March 28, 2014, higher by +6 from the previous week. Oil rigs increased by +14 to 1,487 (ht: +12; vt-dir: +2) while gas-directed rigs decreased by -8 to 318 (ht: -7; vt-dir: -1). Horizontal oil rigs increased by +8 to 189 in the Eagle Ford (TX) and vertical/directional oil rigs increased by +4 to 33 in the Eagle Ford (TX). Gas-directed horizontal rigs decreased by -4 to 18 in Marcellus ( NEPA ).
EIA NG STORAGE REPORT
| March 27, 2014
March 27, 2014
EIA reported a -57 bcf withdrawal for the week ending March 21 (Bloomberg median -52 bcf, Bloomberg whisper: -56 bcf). The 24 estimates submitted to Bloomberg varied from -61 bcf to -46 bcf with a standard deviation of 3 bcf. Our model showed -52 bcf. Nationwide natural gas-weighted HDDs increased by +5 to 155, while nationwide electricity-weighted cooling degree days reported by NOAA remained flat at 2 CDDs. Total US: -57 bcf ( LCMC : -52 bcf, Bloomberg median: -52 bcf) East: -39 bcf We.....