NGL MARKET RECAP
| February 21, 2019
February 21, 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
| February 20, 2019
February 20, 2019
For the week ending February 14, 2019, We are anticipating a -175 bcf draw for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: -46; MW: -56; MTN : -12; PAC : -18; SC: -43. There are currently 5 analysts reporting on Bloomberg with an average of -163 bcf. For the next four weeks (incl. this week) we are anticipating draws of: -175, -173, -147, -202 Total net imports averaged -4.38 bcf/d, down by -1.38 bcf/d week-on-week. During the same week last year, U.S. .....
CFTC COT
| February 19, 2019
Commitments of Traders Report – February 19, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 29. 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 WTI , but decreased in gasoline, natural gas and heating oil during the reference week. Non-commercials net length in natural gas fell by -31.6k to +256.2k in futures and declined by -7......
WEEKLY NG MARKET COMMENTARY
| February 18, 2019
February 18, 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 February 14, 2019 (Northeast, Southeast, Midwest and Mountain).
CFTC COT
| February 15, 2019
Commitments of Traders Report – February 15, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 22. 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, natural gas, gasoil and WTI , but decreased in gasoline and heating oil during the reference week. Non-commercials net length in natural gas rose by +23.6k to +287.8k in futures and grew by +18.1k .....
NORTH AMERICAN RIG WATCH
| February 15, 2019
February 15, 2019
US: Baker Hughes shows 1051 active rigs as of February 15, 2019, higher by +2 from the previous week. Oil rigs increased by +3 to 857 (ht: -4; vt-dir: +7), and gas-directed rigs decreased by -1 to 194 (ht: -4; vt-dir: +3). Horizontal oil rigs increased by +1 in Anadarko (TX), by +1 in Permian (NM) and by +3 in Other areas not associated with a specific play, while declining by -6 in Permian (TX), by -2 in Anadarko (OK) and by -1 in Bakken (ND). Horizontal gas rigs increased by +1 in Haynesville.....
EIA NG STORAGE REPORT
| February 14, 2019
February 14, 2019
The EIA reported a -78 bcf decrease in inventories this week. This week’s draw was -9 bcf lower than our estimate and -4 bcf below the Bloomberg median. Almost the entirety of our miss this week came in the Midwest where we overestimated draws by 10 bcf. Our initial estimate for the week ending February 14th is a draw in the low-170s. This week saw a massive swing in Midwest storage, after last week’s draw came in above the 5-year range this week’s draw plummeted, coming in below the 5-yea.....
NGL MARKET RECAP
| February 13, 2019
February 13, 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.
CFTC COT
| February 13, 2019
Commitments of Traders Report – February 12, 2019
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 15. 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, natural gas, gasoil, heating oil and WTI , but decreased in Brent during the reference week. Non-commercials net length in natural gas increased by +6.5k to +264.2k in futures and grew by +16.8k.....
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| February 12, 2019
February 12, 2019
For the week ending February 7, 2019, We are anticipating a -87 bcf draw for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: -27; MW: -40; MTN : -8; PAC : -16; SC: +4. There are currently 3 analysts reporting on Bloomberg with an average of -79 bcf. For the next four weeks (incl. this week) we are anticipating draws of: -87, -166, -200, -168 Total net imports averaged -2.96 bcf/d, down by -0.35 bcf/d week-on-week. During the same week last year, U.S. net im.....