NORTH AMERICAN RIG WATCH
| June 07, 2019
June 7, 2019
US: Baker Hughes shows 975 active rigs as of June 07, 2019, lower by -9 from the previous week. Oil rigs decreased by -11 to 789 (ht: -9; vt-dir: -2), and gas-directed rigs increased by +2 to 186 (ht: +2; vt-dir: unch). Horizontal oil rigs increased by +1 in Anadarko (TX) and by +1 in Permian (NM), while declining by -3 in Anadarko (OK), by -3 in Eagle Ford (TX), by -2 in Permian (TX), by -1 in Bakken (ND) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increas.....
EIA NG STORAGE REPORT
| June 06, 2019
June 6, 2019
Since the NG market monitor will not be published during the month of June, the updated monthly balances have been included in this report. The EIA reported a +119 bcf increase in inventories this week. The build was +8 bcf higher than our estimate and +10 bcf above the Bloomberg median. While the Mountain and Pacific regions saw stronger than expected builds, South Central non-salt injections were again our largest miss. Our initial estimate for the week ending June 6th is an injection ar.....
NGL MARKET RECAP
| June 05, 2019
June 5, 2019
Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| June 04, 2019
June 4, 2019
For the week ending May 30, 2019, We are anticipating a +111 bcf injection for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: +32; MW: +36; MTN : +6; PAC : +13; SC: +24 (S:+3, NS: +21). There are currently 6 analysts reporting on Bloomberg with an average of +113 bcf. For the next four weeks (incl. this week) we are anticipating builds of: +111, +104, +95, +87. Over the next four weeks (incl. this week) we are anticipating +111, +104, +95, +87, for a total o.....
U.S. COAL DELIVERIES TO POWER PLANTS
| June 03, 2019
June 2019
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through March 2019. The report contains volume and price data where available.
WEEKLY NG MARKET COMMENTARY
| June 02, 2019
June 2, 2019
Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market. Included are the regional balances for the week ending May 30th, 2019 (Northeast, Southeast, Midwest and Mountain).
CFTC COT
| May 31, 2019
Commitments of Traders Report – May 31, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 28. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials decreased net length in Brent, gasoline, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas fell by -31.5k to +18.2k in futures and declined by -32.9k to +42.5k in futures a.....
NORTH AMERICAN RIG WATCH
| May 31, 2019
May 31, 2019
US: Baker Hughes shows 984 active rigs as of May 31, 2019, higher by +1 from the previous week. Oil rigs increased by +3 to 800 (ht: +1; vt-dir: +2), and gas-directed rigs decreased by -2 to 184 (ht: -2; vt-dir: unch). Horizontal oil rigs increased by +2 in Permian (NM), by +1 in Eagle Ford (TX) and by +1 in Other areas not associated with a specific play, while declining by -2 in Permian (TX) and by -1 in Anadarko (OK). Horizontal gas rigs increased by +1 in Haynesville (LA), while declining b.....
EIA NG STORAGE REPORT
| May 30, 2019
May 30, 2019
The EIA reported a +114 bcf increase in inventories this week. This week’s build was 12 bcf higher than our estimate and 16 bcf above the Bloomberg median. The vast majority of our miss this week came from the South Central region where we underestimated the build by 8 bcf. Our initial estimate for the week ending May 30th is an injection of 113 bcf. In general, the South Central often surprises due to its lower visibility around nominations, especially in Texas. Thus, there is a limit on .....
NGL MARKET RECAP
| May 30, 2019
May 30, 2019
Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.