U.S. COAL DELIVERIES TO POWER PLANTS
| September 30, 2019
October 2019
Dear , Please find below the link to U.S. Coal Deliveries to Electric Power Plants with data through July 2019. The report contains volume and price data where available.
WEEKLY NG MARKET COMMENTARY
| September 29, 2019
September 29, 2019
Dear , Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market and our 4-week storage outlook: Included are the regional balances and flow analysis for the week ending September 29, 2019 (Northeast, Southeast, Midwest, Mountain and Pacific).
CFTC COT
| September 27, 2019
September 27, 2019
Good afternoon , Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 24. 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, natural gas, gasoil and WTI , but decreased in Brent and heating oil during the reference week. Non-commercials net length in natural gas grew by +11.6k to -20.5k in futures and.....
NORTH AMERICAN RIG WATCH
| September 27, 2019
September 27, 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 859 active rigs as of September 27, 2019, lower by -8 from the previous week. Oil rigs decreased by -6 to 713 (ht: -2; vt-dir: -4), and gas-directed rigs decreased by -2 to 146 (ht: -2; vt-dir: unch). Horizontal oil rigs increased by +1 in Anadarko (OK) and by +1 in Permian (NM), while declining by -3 in Permi.....
EIA NG STORAGE REPORT
| September 26, 2019
September 26, 2019
The EIA reported a +102 bcf increase in inventories this week. The build was +10 bcf higher than both our forecast and the Bloomberg median. We underestimated builds in both the East and South Central this week. Our early forecast for next week’s number is an injection in the mid to low-110 bcf range. In our Tuesday report we highlighted the substantial week-over-week drop in Eastern power burns, today’s reported injection suggests the drop was even larger than our model anticipated. Tight pip.....
NGL MARKET RECAP
| September 25, 2019
September 25, 2019
Dear, Please find below the link to this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices and ratios.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| September 24, 2019
September 24, 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 September 19, 2019, We are anticipating a +92 bcf injection for Thursday’s natural gas storage report as indicated by our models. E: +27; MW: +37; MTN: +5; PAC: +5; SC: +18 (S:+5, NS: +13). There are currently 5 analysts reporting on Bloomberg with an average of +88 bcf. Over the next four weeks (incl. this week) we are antic.....
WEEKLY NG MARKET COMMENTARY
| September 22, 2019
September 22, 2019
Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market and our 4-week storage outlook. Included are the regional balances and flow analysis for the week ending September 19, 2019 (Northeast, Southeast, Midwest, Mountain and Pacific).
CFTC COT
| September 20, 2019
Commitments of Traders Report – September 20, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 17. 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, heating oil and WTI , but decreased in gasoil during the reference week. Non-commercials net length in natural gas increased by +32.8k to -32.1k in futures and rose by +41......
NORTH AMERICAN RIG WATCH
| September 20, 2019
September 20, 2019
US: Baker Hughes shows 867 active rigs as of September 20, 2019, lower by -19 from the previous week. Oil rigs decreased by -14 to 719 (ht: -17; vt-dir: +3), and gas-directed rigs decreased by -5 to 148 (ht: -3; vt-dir: -2). Horizontal oil rigs increased by +3 in Other areas not associated with a specific play, while declining by -6 in Eagle Ford (TX), by -6 in Permian (TX), by -4 in Anadarko (OK), by -2 in Bakken (ND), by -1 in Monterey (CA) and by -1 in Permian (NM). Horizontal gas rigs decre.....