U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| May 29, 2019
May 29, 2019
For the week ending May 23, 2019, We are anticipating a +102 bcf injection for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: +29; MW: +33; MTN : +5; PAC : +12; SC: +23 (S:+1, NS: +22). There are currently 10 analysts reporting on Bloomberg with an average of +98 bcf. For the next four weeks (incl. this week) we are anticipating builds of: +102, +107, +96, +92. Total net imports averaged -6.12 bcf/d, up by +0.28 bcf/d week-on-week. During the same week las.....
WEEKLY NG MARKET COMMENTARY
| May 27, 2019
May 27, 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 23rd, 2019 (Northeast, Southeast, Midwest and Mountain).
CFTC COT
| May 24, 2019
Commitments of Traders Report – May 24, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 21. 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, gasoil and heating oil , but decreased in gasoline, natural gas and WTI during the reference week. Non-commercials net length in natural gas decreased by -13.0k to +49.7k in futures and declined by -8......
NORTH AMERICAN RIG WATCH
| May 24, 2019
May 24, 2019
US: Baker Hughes shows 983 active rigs as of May 24, 2019, lower by -4 from the previous week. Oil rigs decreased by -5 to 797 (ht: -5; vt-dir: unch), and gas-directed rigs increased by +1 to 186 (ht: +2; vt-dir: -1). Horizontal oil rigs increased by +1 in Anadarko (OK), by +1 in Bakken (ND), by +1 in Eagle Ford (TX) and by +1 in Monterey (CA), while declining by -2 in Permian (NM), by -2 in Permian (TX), by -1 in Anadarko (TX) and by -4 in Other areas not associated with a specific play. Horiz.....
EIA NG STORAGE REPORT
| May 23, 2019
May 23, 2019
The EIA reported a +100 bcf increase in inventories this week. This week’s build was in line with our estimate and -3 bcf below the Bloomberg median. An underestimate in the Midwest build this week was offset by an overestimate in the South Central. Our initial estimate for the week ending May 23rd is an injection of 101 bcf. While our early estimate for next week’s build on aggregate is very similar to this week’s reported number, the regional split is expected to see a significant shift......
NGL MARKET RECAP
| May 22, 2019
May 22, 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
| May 21, 2019
May 21, 2019
For the week ending May 16, 2019, We are anticipating a +100 bcf injection for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: +23; MW: +26; MTN : +6; PAC : +12; SC: +33 (S:+8, NS: +25). There are currently 7 analysts reporting on Bloomberg with an average of +105 bcf. For the next four weeks (incl. this week) we are anticipating builds of: +100, +96, +108, +105. Total net imports averaged -6.40 bcf/d, down by -0.44 bcf/d week-on-week. During the same week .....
WEEKLY NG MARKET COMMENTARY
| May 19, 2019
May 19, 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 16th, 2019 (Northeast, Southeast, Midwest and Mountain).
NORTH AMERICAN RIG WATCH
| May 17, 2019
May 17, 2019
US: Baker Hughes shows 987 active rigs as of May 17, 2019, lower by -1 from the previous week. Oil rigs decreased by -3 to 802 (ht: -6; vt-dir: +3), and gas-directed rigs increased by +2 to 185 (ht: unch; vt-dir: +2). Horizontal oil rigs increased by +1 in Eagle Ford (TX), while declining by -3 in Permian (TX) and by -4 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Eagle Ford (TX) and by +3 in Other areas not associated with a specific play, while de.....
CFTC COT
| May 17, 2019
Commitments of Traders Report – May 17, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 14. 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 fell by -6.3k to +62.7k in futures and declined by -13.0k to +8.....