U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| July 17, 2018
July 17, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended July 12, 2018. Total net imports for the reference week averaged -1.92 bcf/d, down by -0.25 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -0.82 bcf/d. Average natural gas demand in the power sector was 37.2 bcf/d, down by -1.1 bcf/d week-over-week. During the reference week, the contiguous US observed 90 population weighted CDDs, down by -13 week over week.
WEEKLY NG MARKET COMMENTARY
| July 15, 2018
July 15, 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
| July 13, 2018
CFTC: Commitments of Traders Report – July 10, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 10. 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, gasoil, heating oil and WTI , but decreased in Brent and natural gas during the reference week. Non-commercials net length in natural gas decreased by -17.5k to +188.3k in futures and declined by -.....
NORTH AMERICAN RIG WATCH
| July 13, 2018
July 13, 2018
US: Baker Hughes shows 1052 active rigs as of July 13, 2018, higher by +2 from the previous week. Oil rigs were unchanged at 863 (ht: -2; vt-dir: +2), and gas-directed rigs increased by +2 to 189 (ht: +2; vt-dir: unch). Horizontal oil rigs increased by +1 in Monterey (CA), while declining by -1 in Permian (TX) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Haynesville (LA) and by +1 in Other areas not associated with a specific play. Canad.....
EIA NG STORAGE REPORT
| July 12, 2018
July 12, 2018
Please note our extended U.S. and Canada tables covering the injection season are included in the attachment. The EIA reported a +51 bcf net change in inventory this week. The injection was 2 bcf lower than our estimate and 3 bcf lower than the Bloomberg median. Pacific region’s injection came in weaker than our models expected and has the potential of coming in as a net draw this week – helping explain the current tightness in California markets. The sum of the remaining four regions was sp.....
NGL MARKET RECAP
| July 11, 2018
July 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
| July 10, 2018
July 10, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended July 5, 2018. Total net imports for the reference week averaged -1.67 bcf/d, up +0.65 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -1.29 bcf/d. Average natural gas demand in the power sector was 38.4 bcf/d, up by +5.5 bcf/d week-over-week. During the reference week, the contiguous US observed 103 population weighted CDDs, up by +29 week over week.
CFTC COT
| July 09, 2018
Commitments of Traders Report – July 09, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 03. 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, heating oil and WTI , but decreased in natural gas and gasoil during the reference week. Non-commercials net length in natural gas decreased by -41.7k to +205.8k in futures and fell by -33.8.....
WEEKLY NG MARKET COMMENTARY
| July 08, 2018
July 8, 2018
Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market.
EIA NG STORAGE REPORT
| July 06, 2018
July 6, 2018
The EIA reported a +78 bcf net change in inventory this week. The injection was in line with our estimate and +3 bcf higher than the Bloomberg median. While our total number matched the EIA this week, the continued strong draws from South Central storage reinforce our comments from last week’s report about export pulls from the South Central – a trend that will likely intensify in next week’s number. Our preliminary estimate for next week’s number is a build in the mid to high-40 bcf range.....