WEEKLY NG MARKET COMMENTARY
| June 30, 2019
June 30, 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 June 27, 2019 (Northeast, Southeast, Midwest, Mountain and Pacific).
CFTC COT
| June 28, 2019
Commitments of Traders Report – June 28, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 25. 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, heating oil and WTI , but decreased in natural gas and gasoil during the reference week. Non-commercials net length in natural gas decreased by -40.3k to -133.7k in futures and fell by -46.6.....
U.S. COAL DELIVERIES TO POWER PLANTS
| June 28, 2019
July 2019
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through April 2019. The report contains volume and price data where available.
NORTH AMERICAN RIG WATCH
| June 28, 2019
June 28, 2019
US: Baker Hughes shows 966 active rigs as of June 28, 2019, unchanged from the previous week. Oil rigs increased by +4 to 793 (ht: -3; vt-dir: +7), and gas-directed rigs decreased by -4 to 173 (ht: -3; vt-dir: -1). Horizontal oil rigs increased by +4 in Anadarko (OK), while declining by -2 in Permian (NM), by -1 in Bakken (ND), by -1 in Permian (TX) and by -3 in Other areas not associated with a specific play. Horizontal gas rigs decreased by -2 in Granite Wash (OK) and by -1 in Eagle Ford (TX).....
EIA NG STORAGE REPORT
| June 27, 2019
June 27, 2019
The EIA reported a +98 bcf increase in inventories this week. The build was -7 bcf lower than our estimate and -2 bcf lower than the Bloomberg median. Due to independent rounding, the individual regions totaled 100 bcf this week, making a region-by-region comparison more difficult; nonetheless the South Central accounted for the largest portion of our miss this week…
NGL MARKET RECAP
| June 26, 2019
June 26, 2019
Attached is 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
| June 25, 2019
June 25, 2019
For the week ending June 20, 2019, Please note our power burn model has been revised We are anticipating a +105 bcf injection for Thursday’s natural gas storage report as indicated by our models. E: +29; MW: +32; MTN : +7; PAC : +11; SC: +26 (S:+4, NS: +22). There are currently 7 analysts reporting on Bloomberg with an average of +104 bcf. Over the next four weeks (incl. this week) we are anticipating +105, +85, +73, +69, for a total of +332 bcf, compared to last year’s+247 bcf and 5-yr .....
WEEKLY NG MARKET COMMENTARY
| June 23, 2019
June 23, 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 June 20, 2019 (Northeast, Southeast, Midwest, Mountain and Pacific).
CFTC COT
| June 21, 2019
Commitments of Traders Report – June 21, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 18. 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, gasoil, heating oil and WTI , but decreased in Brent and natural gas during the reference week. Non-commercials net length in natural gas declined by -31.1k to -93.3k in futures and fell by -28.4k .....
NORTH AMERICAN RIG WATCH
| June 21, 2019
June 21, 2019
US: Baker Hughes shows 966 active rigs as of June 21, 2019, lower by -3 from the previous week. Oil rigs increased by +1 to 789 (ht: unch; vt-dir: +1), and gas-directed rigs decreased by -4 to 177 (ht: -6; vt-dir: +2). Horizontal oil rigs increased by +5 in Other areas not associated with a specific play, while declining by -3 in Permian (TX), by -1 in Anadarko (OK) and by -1 in Anadarko (TX). Horizontal gas rigs increased by +3 in Marcellus (WV), while declining by -3 in Marcellus ( SWPA ), by.....