NGL MARKET RECAP
| January 15, 2020
January 15, 2020
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
| January 14, 2020
January 14, 2020
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 January 9, 2020, We are anticipating a -97 bcf withdrawal for Thursday’s natural gas storage report as indicated by our models. E: -41; MW: -30; MTN: -5; PAC: -6; SC: -15 (S:-3, NS: -12). There are currently 7 analysts reporting on Bloomberg with an average of -93 bcf. Over the next four weeks (incl. this week) we are anticip.....
CFTC COT
| January 10, 2020
January 10, 2020
Good afternoon , Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 07. 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 and gasoil , but decreased in natural gas, WTI and heating oil during the reference week. Non-commercials net length in natural gas fell by -3.3k to -169.6k in futures and d.....
NORTH AMERICAN RIG WATCH
| January 10, 2020
January 10, 2020
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 778 active rigs as of January 10, 2020, lower by -15 from the previous week. Oil rigs decreased by -11 to 659 (ht: -1; vt-dir: -10), and gas-directed rigs decreased by -4 to 119 (ht: -2; vt-dir: -2). Horizontal oil rigs increased by +1 in Anadarko (OK) and by +1 in Eagle Ford (TX), while declining by -1 in Per.....
EIA NG STORAGE REPORT
| January 09, 2020
January 9, 2020
The EIA reported a -44 bcf decrease in inventories this week, a 6 bcf smaller draw than the Bloomberg median and 8 bcf below our expectations. Our East and South Central non-salt inventory changes that we were particularly concerned about came in line with the EIA numbers, while draws were overestimated in the remaining regions by 1-2 bcf for a total of 7 bcf (the sum of EIA’s regional components add up to 45 bcf)... Combined with a short market and lower number of rigs (horizontal gas rigs drop.....
NGL MARKET RECAP
| January 08, 2020
January 8, 2020
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
| January 07, 2020
January 7, 2020
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 January 2, 2020, We are anticipating a -52 bcf withdrawal for Thursday’s natural gas storage report as indicated by our models. E: -15; MW: -22; MTN: -8; PAC: -9; SC: +2 (S:+8, NS: -6). There are currently 2 analysts reporting on Bloomberg with an average of -52 bcf. Over the next four weeks (incl. this week) we are anticipat.....
CFTC COT
| January 06, 2020
January 6, 2020
Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 31. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas, gasoil, heating oil and WTI , but decreased in Brent and gasoline during the reference week. Non-commercials net length in natural gas increased by +8.4k to -166.3k in futures and rose by +10......
EIA NG STORAGE REPORT
| January 03, 2020
January 3, 2020
The EIA reported a -58 bcf decrease in inventories this week, a 4 bcf smaller draw than the Bloomberg median. The market took advantage of the mild holiday week to inject into salts, with the largest week-on-week swing observed in the South Central. The week ended yesterday was yet another mild holiday week, and December withdrawals will likely total around the 415 bcf mark, compared to the 545 bcf assumption we had on December 12. Milder weather was the driving force behind that miss, which als.....
U.S. COAL DELIVERIES TO POWER PLANTS
| January 03, 2020
January 2020
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through October 2019. The report contains volume and price data where available. The chart below shows volume-weighted average cost of delivered coal. 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.