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.....
NGL MARKET RECAP
| April 24, 2019
April 24, 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 23, 2019
April 23, 2019
For the week ending April 18, 2019, We are anticipating a +95 bcf injection for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: +25; MW: +15; MTN : +4; PAC : +10; SC: +41 (S:+17, NS: +24). There are currently 6 analysts reporting on Bloomberg with an average of +85 bcf. For the next four weeks (incl. this week) we are anticipating draws of: +95, +121, +112, +118. Total net imports averaged -4.86 bcf/d, down by -0.77 bcf/d week-on-week. During the same week .....
CFTC COT
| April 22, 2019
Commitments of Traders Report – April 22, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 16. 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, gasoil and WTI , but decreased in natural gas and heating oil during the reference week. Non-commercials net length in natural gas decreased by -23.3k to +152.1k in futures and fell by -21......
WEEKLY NG MARKET COMMENTARY
| April 21, 2019
April 21, 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 18th, 2019 (Northeast, Southeast, Midwest and Mountain).
EIA NG STORAGE REPORT
| April 18, 2019
April 18, 2019
The EIA reported a +92 bcf increase in inventories this week. This week’s reported injection was +3 bcf higher than our estimate and +1 bcf higher than the Bloomberg median. An underestimate in South Central and East builds was partially offset by an overestimate in the Midwest. Our initial estimate for the week ending April 18th is an injection in the high 90 bcf range. As expected in our Tuesday report, the East, Midwest and South Central salt caverns all erased year-over-year deficits t.....
NORTH AMERICAN RIG WATCH
| April 18, 2019
April 19, 2019
US: Baker Hughes shows 1012 active rigs as of April 18, 2019, lower by -10 from the previous week. Oil rigs decreased by -8 to 825 (ht: -3; vt-dir: -5), and gas-directed rigs decreased by -2 to 187 (ht: unch; vt-dir: -2). Horizontal oil rigs increased by +1 in Permian (TX), while declining by -2 in Anadarko (OK), by -1 in Monterey (CA) and by -1 in Permian (NM). Horizontal gas rigs increased by +1 in Other areas not associated with a specific play, while declining by -1 in Haynesville (LA). C.....
NGL MARKET RECAP
| April 17, 2019
April 17, 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 16, 2019
April 16, 2019
For the week ending April 11, 2019, We are anticipating a +89 bcf injection for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: +16; MW: +18; MTN : +2; PAC : +9; SC: +44 (S:+18, NS: +26). There are currently 6 analysts reporting on Bloomberg with an average of +76 bcf. For the next four weeks (incl. this week) we are anticipating draws of: +89, +83, +117, +120. Total net imports averaged -4.11 bcf/d, up by +0.21 bcf/d week-on-week. During the same week last.....
WEEKLY NG MARKET COMMENTARY
| April 15, 2019
April 14, 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 11th, 2019 (Northeast, Southeast, Midwest and Mountain).