U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| November 06, 2018
November 6, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended November 1, 2018. Total net imports for the reference week averaged -4.53 bcf/d, down by -0.63 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -1.41 bcf/d. Average natural gas demand in the power sector was 25.7 bcf/d, down by -0.5 bcf/d week-over-week. During the reference week, the contiguous US observed 49 electric weighted HDDs, down by -11 week over week.
WEEKLY NG MARKET COMMENTARY
| November 04, 2018
November 4, 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 02, 2018
Commitments of Traders Report – November 02, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 30. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials decreased net length in Brent, gasoline, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas decreased by -24.0k to +263.1k in futures and fell by -8.4k to +238.8k in fut.....
NORTH AMERICAN RIG WATCH
| November 02, 2018
November 2, 2018
US: Baker Hughes shows 1067 active rigs as of November 02, 2018, lower by -1 from the previous week. Oil rigs decreased by -1 to 874 (ht: +2; vt-dir: -3), and gas-directed rigs were unchanged at 193 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +2 in Anadarko (OK), by +1 in Eagle Ford (TX), by +1 in Permian (NM) and by +1 in Other areas not associated with a specific play, while declining by -3 in Permian (TX). Horizontal gas rigs increased by +2 in Other areas not associated with .....
EIA NG STORAGE REPORT
| November 01, 2018
November 1, 2018
The EIA reported a +48 bcf increase in inventory this week. This was -1 bcf below our estimate and -5 bcf below the Bloomberg median. The region where we saw the largest miss was the East, where we overestimated injections by 3 bcf. Our preliminary estimate for the week ending November 1st is an injection of 54 bcf. This week’s modest injection in the East marked an early shift towards withdrawal season. The low build this week cut the injection season short relative to previous years, com.....
U.S. COAL DELIVERIES TO POWER PLANTS
| November 01, 2018
November 1, 2018
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through August 2018. The report contains volume and price data where available.
NGL MARKET RECAP
| October 31, 2018
October 31, 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. Note: Our primary data provider stopped reporting data of Lone Star NGL Frac Spread. We’re looking for alternatives. Until then, we’ll temporarily stop publishing that data.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| October 30, 2018
October 30, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended October 25, 2018. Total net imports for the reference week averaged -3.90 bcf/d, down by -0.82 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -1.71 bcf/d. Average natural gas demand in the power sector was 26.2 bcf/d, up by +0.2 bcf/d week-over-week. During the reference week, the contiguous US observed 60 electric weighted HDDs, up by +9 week over week.
CFTC COT
| October 26, 2018
Commitments of Traders Report – October 26, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 23. 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 decreased by -1.6k to +287.1k in futures and grew by +0.6k .....
NORTH AMERICAN RIG WATCH
| October 26, 2018
October 26, 2018
US: Baker Hughes shows 1068 active rigs as of October 26, 2018, higher by +1 from the previous week. Oil rigs increased by +2 to 875 (ht: +1; vt-dir: +1), and gas-directed rigs decreased by -1 to 193 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +2 in Permian (TX) and by +1 in Bakken (ND), while declining by -2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Haynesville (TX) and by +1 in Marcellus ( SWPA ), while declining by -1 in Barnett (.....