NGL MARKET RECAP | October 17, 2018

October 17, 2018

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 | October 16, 2018

October 16, 2018

Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended October 11, 2018. Total net imports for the reference week averaged -2.05 bcf/d, up +0.21 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -1.55 bcf/d. Average natural gas demand in the power sector was 32.4 bcf/d, up by +0.7 bcf/d week-over-week. During the reference week, the contiguous US observed 46 population weighted CDDs and 16 electric weighted CDDs, up.....


WEEKLY NG MARKET COMMENTARY | October 14, 2018

October 14, 2018

Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market.


CFTC COT | October 12, 2018

Commitments of Traders Report – October 12, 2018

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 09. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas and heating oil , but decreased in Brent, gasoline, gasoil and WTI during the reference week. Non-commercials net length in natural gas rose by +51.0k to +285.3k in futures and grew by +50.7k .....


NORTH AMERICAN RIG WATCH | October 12, 2018

October 12, 2018

US: Baker Hughes shows 1062 active rigs as of October 12, 2018, higher by +12 from the previous week. Oil rigs increased by +8 to 869 (ht: +8; vt-dir: unch), and gas-directed rigs increased by +4 to 193 (ht: +1; vt-dir: +3). Horizontal oil rigs increased by +3 in Eagle Ford (TX), by +2 in Permian (NM), by +2 in Permian (TX) and by +1 in Anadarko (OK). Horizontal gas rigs increased by +1 in Woodford (Arkoma) and by +1 in Other areas not associated with a specific play, while declining by -1 in E.....


EIA NG STORAGE REPORT | October 11, 2018

October 11, 2018

Please note our extended U.S. and Canada tables covering the injection season are included in the attachment. The EIA reported a +90 bcf net build in inventory this week. The injection was -7 bcf lower than our estimate and -2 bcf lower than the Bloomberg median. The majority of our error was from an overestimate for Midwest injections this week, stemming mainly from our regional balance model (our scrape model was closer). For this week’s number, part of our miss was likely an optimistic ov.....


NGL MARKET RECAP | October 11, 2018

October 11, 2018

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 | October 09, 2018

October 9, 2018

Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended October 4, 2018. Total net imports for the reference week averaged -2.26 bcf/d, up +0.49 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -1.19 bcf/d. Average natural gas demand in the power sector was 31.7 bcf/d, down by -0.2 bcf/d week-over-week. During the reference week, the contiguous US observed 45 population weighted CDDs, down by -2 week over week.


WEEKLY NG MARKET COMMENTARY | October 07, 2018

October 7, 2018

Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market.


CFTC COT | October 05, 2018

Commitments of Traders Report – October 05, 2018

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 02. 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 and heating oil , but decreased in Brent, gasoil and WTI during the reference week. Non-commercials net length in natural gas increased by +13.3k to +234.3k in futures and grew by +1.....