NGL MARKET RECAP | December 11, 2019

December 11, 2019

Dear , Please find below the link to this week’s NGL Market Recap, which provides an overview of North American NGL statistics as well as global LPG prices, spreads/arbitrages and ratios.


U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND | December 10, 2019

December 10, 2019

Dear , Please find below the link to this week's detailed natural gas trade and power sector demand estimates and highlights of reference week balances: For the week ending December 5, 2019, We are anticipating a -77 bcf withdrawal for Thursday’s natural gas storage report as indicated by our models. E: -25; MW: -24; MTN: -7; PAC: -11; SC: -10 (S:+6, NS: -16). There are currently 4 analysts reporting on Bloomberg with an average of -76 bcf. Over the next four weeks (incl. this week) we are antic.....


CFTC COT | December 06, 2019

December 6, 2019

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 03. 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 , but decreased in Brent, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas declined by -56.3k to -174.3k in futures and decreased by -6.....


NORTH AMERICAN RIG WATCH | December 06, 2019

December 6, 2019

Please find below the links to this week's detailed rig reports and a quick recap of the North American oil and gas drilling activity as reported by Baker Hughes. US: Baker Hughes shows 796 active rigs as of December 06, 2019, lower by -3 from the previous week. Oil rigs decreased by -5 to 663 (ht: -6; vt-dir: +1), and gas-directed rigs increased by +2 to 133 (ht: unch; vt-dir: +2). Horizontal oil rigs increased by +1 in Bakken (ND), while declining by -3 in Permian (TX), by -1 in Anadarko (O.....


EIA NG STORAGE REPORT | December 05, 2019

December 5, 2019

Good afternoon , The EIA reported a -19 bcf decrease in inventories this week – we had -11 bcf. Last Wednesday, before the reference week was completed, our estimate was -19 bcf. That forecast was based on S/D balances while Tuesday’s estimate was derived from flow models, which included reported storage inventory from large systems in the Northeast. Flow-based models aggregate gas volumes scheduled to enter or leave storage facilities connected to interstate pipelines and estimate nationwide in.....


NGL MARKET RECAP | December 04, 2019

December 4, 2019

Dear , Please find below the link to this week’s NGL Market Recap, which provides an overview of North American NGL statistics as well as global LPG prices, spreads/arbitrages and ratios.


U.S. COAL DELIVERIES TO POWER PLANTS | December 03, 2019

December 2019

Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through September 2019. The report contains volume and price data where available. Starting this month, we'll also include the volume-weighted average cost of delivered coal chart in this email (below). Prices ($/mmbtu) are on the left axis, volumes (millions short tons) are on the right axis. That is aggregate data for all ranks and all destinations listed in the report.


U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND | December 03, 2019

December 3, 2019

Dear , Please find below the link to this week's detailed natural gas trade and power sector demand estimates and highlights of reference week balances: For the week ending November 28, 2019, We are anticipating a -11 bcf withdrawal for Thursday’s natural gas storage report as indicated by our models. E: -5; MW: -10; MTN: -7; PAC: -8; SC: +19 (S:+18, NS: +1). There are currently 5 analysts reporting on Bloomberg with an average of -21 bcf. Over the next four weeks (incl. this week) we are antici.....


CFTC COT | December 02, 2019

December 2, 2019

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 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 declined by -36.9k to -118.0k in futures and decreased by -5.....


EIA NG STORAGE REPORT | November 27, 2019

November 27, 2019

Good afternoon , The EIA reported a -28 bcf decrease in inventories this week even though the sum of individual components point to a larger draw. We were concerned about the range of estimates our models provided yesterday: various methodologies provided a range from -46 bcf to -23 bcf, with the regional and flow models setting the two extremes, respectively. A wide range is somewhat expected during weeks of abrupt changes in weather – hence demand – patterns, but this instance presented record.....