WEEKLY NG MARKET COMMENTARY | November 18, 2018

November 18, 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 | November 16, 2018

Commitments of Traders Report – November 16, 2018

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 13. 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 WTI , but decreased in Brent, gasoline, gasoil and heating oil during the reference week. Non-commercials net length in natural gas grew by +63.2k to +342.8k in futures and rose by +57.4k.....


NORTH AMERICAN RIG WATCH | November 16, 2018

November 16, 2018

US: Baker Hughes shows 1082 active rigs as of November 16, 2018, higher by +1 from the previous week. Oil rigs increased by +2 to 888 (ht: +5; vt-dir: -3), and gas-directed rigs decreased by -1 to 194 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +2 in Eagle Ford (TX), by +2 in Permian (TX), by +1 in Permian (NM) and by +1 in Other areas not associated with a specific play, while declining by -1 in Anadarko (OK). Horizontal gas rigs increased by +1 in Eagle Ford (TX), while declining.....


EIA NG STORAGE REPORT | November 15, 2018

November 15, 2018

The week ending November 15 will bring the inaugural withdrawal of the season, and the earliest triple-digit pull of any winter. From a supply and demand perspective, the week ending today can be interpreted as a practice run for the worst-case scenario…


NGL MARKET RECAP | November 15, 2018

November 15, 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 | November 14, 2018

November 14, 2018

Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended November 8, 2018. Total net imports for the reference week averaged -4.66 bcf/d, down by -0.21 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -2.23 bcf/d. Average natural gas demand in the power sector was 23.94 bcf/d, down by -1.74 bcf/d week-over-week. During the reference week, the contiguous US observed 57.2 electric weighted HDDs, up by 7.8 week over wee.....


WEEKLY NG MARKET COMMENTARY | November 11, 2018

November 11, 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 | November 09, 2018

Commitments of Traders Report – November 09, 2018

Commitments of Traders Report – November 09, 2018 Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 06. 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 , but decreased in Brent, gasoline, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas increa.....


NORTH AMERICAN RIG WATCH | November 09, 2018

November 9, 2018

US: Baker Hughes shows 1081 active rigs as of November 09, 2018, higher by +14 from the previous week. Oil rigs increased by +12 to 886 (ht: +3; vt-dir: +9), and gas-directed rigs increased by +2 to 195 (ht: +3; vt-dir: -1). Horizontal oil rigs increased by +2 in Permian (TX), by +1 in Bakken (ND) and by +4 in Other areas not associated with a specific play, while declining by -2 in Eagle Ford (TX), by -1 in Anadarko (OK) and by -1 in Anadarko (TX). Horizontal gas rigs increased by +1 in Marcel.....


EIA NG STORAGE REPORT | November 08, 2018

November 8, 2018

Please note our extended U.S. and Canada tables covering the withdrawal season are included in the attachment. The EIA reported a +65 bcf increase in inventory this week. This was +8 bcf higher than our estimate and +6 bcf higher than the Bloomberg median. The region where we posted the largest miss was the South Central, specifically salt injections, which came in 6 bcf higher than our estimate. Swings in cash prices and the forward curve during the reference week likely allowed more gas to.....