U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| April 02, 2019
April 2, 2019
For the week ending March 28, 2019, We are anticipating a +18 bcf injection for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: -15; MW: -6; MTN : +2; PAC : +8; SC: +29 (S:+15, NS: +14). There are currently 4 analysts reporting on Bloomberg with an average of +2 bcf. For the next four weeks (incl. this week) we are anticipating draws of: +18, +27, +78, +59 Total net imports averaged -4.51 bcf/d, up by +0.85 bcf/d week-on-week. During the same week last year.....
WEEKLY NG MARKET COMMENTARY
| March 31, 2019
March 31, 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 March 28th, 2019 (Northeast, Southeast, Midwest and Mountain).
CFTC COT
| March 29, 2019
Commitments of Traders Report – March 29, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 26. 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, natural gas, heating oil and WTI , but decreased in gasoil during the reference week. Non-commercials net length in natural gas increased by +0.9k to +208.0k in futures and rose by +0.2k to.....
NORTH AMERICAN RIG WATCH
| March 29, 2019
March 29, 2019
US: Baker Hughes shows 1006 active rigs as of March 29, 2019, lower by -10 from the previous week. Oil rigs decreased by -8 to 816 (ht: -10; vt-dir: +2), and gas-directed rigs decreased by -2 to 190 (ht: +1; vt-dir: -3). Horizontal oil rigs increased by +3 in Bakken (ND) and by +2 in Anadarko (TX), while declining by -6 in Eagle Ford (TX), by -2 in Permian (TX), by -1 in Anadarko (OK) and by -6 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Eagle Ford.....
U.S. COAL DELIVERIES TO POWER PLANTS
| March 29, 2019
April 2019
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through January 2019. The report contains volume and price data where available.
EIA NG STORAGE REPORT
| March 28, 2019
March 28, 2019
The EIA reported a -36 bcf decrease in inventories this week. This week’s draw was +4 bcf higher than our estimate and -3 bcf below the Bloomberg median. Our regional estimates were all off this week, we underestimated draws in the East and Midwest and South Central but fortunately our miss was partially offset by stronger injections in the Pacific and a net zero number in Mountain. According to our forecast, this week’s number marks the last net withdrawal of the Winter. Our initial estimat.....
NGL MARKET RECAP
| March 27, 2019
March 27, 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
| March 26, 2019
[UPDATE] March 26, 2019
[Update]: The original version of this report was missing the text in the body of the email. This update fixed that issue. No other changes have been made. For the week ending March 21, 2019, We are anticipating a -32 bcf draw for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: -17; MW: -18; MTN : -2; PAC : +4; SC: +1 (S:+4, NS: -3). There are currently 4 analysts reporting on Bloomberg with an average of -46 bcf. For the next four weeks (incl. this week) .....
WEEKLY NG MARKET COMMENTARY
| March 24, 2019
March 24, 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 March 21st, 2019 (Northeast, Southeast, Midwest and Mountain).
CFTC COT
| March 22, 2019
Commitments of Traders Report – March 22, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 19. 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, natural gas, heating oil and WTI , but decreased in gasoil during the reference week. Non-commercials net length in natural gas rose by +13.8k to +207.0k in futures and increased by +10.4k .....