CFTC COT
| May 03, 2019
Commitments of Traders Report – May 03, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 30. 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 declined by -33.6k to +73.4k in futures and decreased by -34......
NORTH AMERICAN RIG WATCH
| May 03, 2019
May 3, 2019
US: Baker Hughes shows 990 active rigs as of May 03, 2019, lower by -1 from the previous week. Oil rigs increased by +2 to 807 (ht: +2; vt-dir: unch), and gas-directed rigs decreased by -3 to 183 (ht: -2; vt-dir: -1). Horizontal oil rigs increased by +2 in Permian (NM) and by +10 in Other areas not associated with a specific play, while declining by -3 in Anadarko (TX), by -3 in Permian (TX), by -2 in Anadarko (OK), by -1 in Bakken (ND) and by -1 in Eagle Ford (TX). Horizontal gas rigs increase.....
U.S. COAL DELIVERIES TO POWER PLANTS
| May 03, 2019
May 2019
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through February 2019. The report contains volume and price data where available.
EIA NG STORAGE REPORT
| May 02, 2019
May 2, 2019
The EIA reported a +123 bcf increase in inventories this week. This week’s reported injection was 1 bcf higher than our estimate and +7 bcf higher than the Bloomberg median. Regionally, we underestimated injections in the South Central again this week, while overestimating builds in the East. Our initial estimate for the week ending May 2nd is an injection in the high 80 bcf range. This week’s 123 bcf injection marked the largest build since May 2015. Also, with the help independent roundi.....
NGL MARKET RECAP
| May 01, 2019
May 1, 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
| April 30, 2019
April 30, 2019
For the week ending April 25, 2019, We are anticipating a +122 bcf injection for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: +30; MW: +27; MTN : +6; PAC : +12; SC: +47 (S:+20, NS: +27). There are currently 5 analysts reporting on Bloomberg with an average of +107 bcf. For the next four weeks (incl. this week) we are anticipating draws of: +122, +85, +113, +118. Total net imports averaged -5.36 bcf/d, down by -0.65 bcf/d week-on-week. During the same wee.....
WEEKLY NG MARKET COMMENTARY
| April 28, 2019
April 28, 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 April 25th, 2019 (Northeast, Southeast, Midwest and Mountain).
CFTC COT
| April 28, 2019
Commitments of Traders Report – April 26, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 23. 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, heating oil and WTI , but decreased in gasoline and natural gas during the reference week. Non-commercials net length in natural gas declined by -45.1k to +107.0k in futures and decreased by .....
NORTH AMERICAN RIG WATCH
| April 26, 2019
April 26, 2019
US: Baker Hughes shows 991 active rigs as of April 26, 2019, lower by -21 from the previous week. Oil rigs decreased by -20 to 805 (ht: -13; vt-dir: -7), and gas-directed rigs decreased by -1 to 186 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +1 in Eagle Ford (TX) and by +1 in Permian (NM), while declining by -3 in Bakken (ND), by -2 in Anadarko (TX), by -2 in Permian (TX) and by -8 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Marcellus.....
EIA NG STORAGE REPORT
| April 25, 2019
April 25, 2019
The EIA reported a +92 bcf increase in inventories this week. This week’s reported injection was 3 bcf lower than our estimate and in line with the Bloomberg median. Regionally, we underestimated injections in the South Central while overestimating builds in the East and Midwest. Our initial estimate for the week ending April 25th is an injection in the low 120 bcf range. With this week’s number falling well within consensus, it provides an opportunity to look at some of the early highligh.....