EIA NG STORAGE REPORT
| May 31, 2018
May 31, 2018
The EIA reported a +96 bcf net change in inventory this week. The injection was 6 bcf lower than both our estimate and the Bloomberg median. The error in our models mainly came from overestimating injections in the South Central this week. Our preliminary estimate for next week’s number is an injection is in the low to mid-90 bcf range. Today the FERC responded to Rover’s request to bring on Mainline B, Supply Connector B, the Majorsville supply lateral and the Burgettstown supply latera.....
U.S. COAL DELIVERIES TO POWER PLANTS
| May 31, 2018
June 2018
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through March 2018. The report contains volume and price data where available.
NGL MARKET RECAP
| May 31, 2018
May 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.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| May 29, 2018
May 29, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended May 24, 2018. Total net imports for the reference week averaged -1.15 bcf/d, up by +0.73 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -0.78 bcf/d. Average natural gas demand in the power sector was 26.7 bcf/d, up by +0.7 bcf/d week-over-week. During the reference week, the contiguous US observed 42 population weighted CDDs, up by +1 week over week.
WEEKLY NG MARKET COMMENTARY
| May 28, 2018
May 28, 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
| May 25, 2018
Commitments of Traders Report – May 25, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 22. 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, gasoil, heating oil and WTI , but decreased in Brent during the reference week. Non-commercials net length in natural gas rose by +39.1k to +255.4k in futures and increased by +31.0k to.....
NORTH AMERICAN RIG WATCH
| May 25, 2018
May 25, 2018
US: Baker Hughes shows 1057 active rigs as of May 25, 2018, higher by +13 from the previous week. Oil rigs increased by +15 to 859 (ht: +9; vt-dir: +6), and gas-directed rigs decreased by -2 to 198 (ht: -2; vt-dir: unch). Horizontal oil rigs increased by +4 in Eagle Ford (TX), by +3 in Permian (TX), by +1 in Bakken (ND), by +1 in Barnett Combo (TX) and by +1 in Other areas not associated with a specific play, while declining by -1 in Anadarko (TX). Horizontal gas rigs increased by +1 in Granite.....
EIA NG STORAGE REPORT
| May 24, 2018
May 24, 2018
The EIA reported a +91 bcf net change in inventory this week. The injection was 4 bcf lower than our estimate and in line with the Bloomberg median. Our models overestimated the injections in the Midwest and South Central, both regions which experienced above seasonal power burns during the reference week. This may suggest our regional balance models are underestimating power burns and overestimating injections, something we will further investigate in the coming week. Our preliminary estima.....
NGL MARKET RECAP
| May 23, 2018
May 23, 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
| May 22, 2018
May 22, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended May 10, 2018. Total net imports for the reference week averaged -1.88 bcf/d, up by +0.27 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -0.99 bcf/d. Average natural gas demand in the power sector was 25.9 bcf/d, up by +1.0 bcf/d week-over-week. During the reference week, the contiguous US observed 42 population weighted CDDs, up by +9 week over week.