NGL MARKET RECAP
| February 06, 2019
February 6, 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 05, 2019
Commitments of Traders Report – December 31, 2018
NOTE : We will publish the delayed COT reports as CFTC releases data based on the modified release schedule Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 31. 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 and heating oil , but decreased in Brent, natural gas, gasoil and WTI during the .....
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| February 05, 2019
February 5, 2019
For the week ending January 31, 2019, We are anticipating a -242 bcf draw for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: -58; MW: -84; MTN : -7; PAC : -5; SC: -88. There are currently 4 analysts reporting on Bloomberg with an average of -220 bcf. For the next four weeks (incl. this week) we are anticipating draws of: -242, -79, -166, -151 Total net imports averaged -2.63 bcf/d, up by +0.36 bcf/d week-on-week. During the same week last year, U.S. net im.....
U.S. COAL DELIVERIES TO POWER PLANTS
| February 04, 2019
February 2019
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through November 2018. The report contains volume and price data where available.
CFTC COT
| February 04, 2019
Commitments of Traders Report – February 03, 2019
NOTE : We will publish the delayed COT reports as CFTC releases data based on the modified release schedule Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 24. 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, heating oil and WTI , but decreased in natural gas during the ref.....
WEEKLY NG MARKET COMMENTARY
| February 03, 2019
February 3, 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 January 31, 2019 (Northeast, Southeast, Midwest and Mountain).
NORTH AMERICAN RIG WATCH
| February 01, 2019
February 1, 2019
US: Baker Hughes shows 1045 active rigs as of February 01, 2019, lower by -14 from the previous week. Oil rigs decreased by -15 to 847 (ht: -7; vt-dir: -8), and gas-directed rigs increased by +1 to 198 (ht: unch; vt-dir: +1). Horizontal oil rigs increased by +1 in Anadarko (TX) and by +1 in Bakken (ND), while declining by -3 in Anadarko (OK), by -1 in Bakken (MT), by -1 in Permian (TX) and by -4 in Other areas not associated with a specific play. Canada: Baker Hughes shows 243 active rigs a.....
EIA NG STORAGE REPORT
| January 31, 2019
January 31, 2019
The EIA reported a -173 bcf decrease in inventories this week. This week’s draw was 15 bcf lower than our estimate and 22 bcf below the Bloomberg median. With this week’s lower than expected draw, our bias mentioned on Tuesday proved to be true as the error term in our models, which had been growing over the past 3-weeks, virtually disappeared this week. As mentioned on Tuesday, the upset would likely come from lower realized holiday demand levels, especially given that the holiday Monday was .....
NGL MARKET RECAP
| January 30, 2019
January 30, 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
| January 29, 2019
January 29, 2019
For the week ending January 24, 2018, We are anticipating a -188 bcf draw for Thursday’s natural gas storage report as indicated by our pipeline scrapes. E: -48; MW: -70; MTN : -6; PAC : -8; SC: -56. There are currently 3 analysts reporting on Bloomberg with an average of -191 bcf. For the next four weeks (incl. this week) we are anticipating draws of: -188, -252, -125, -150 Total net imports averaged -2.71 bcf/d, up by +0.76 bcf/d week-on-week. During the same week last year, U.S. net i.....