EIA NG STORAGE REPORT
| October 05, 2017
October 5, 2017
The EIA reported a +42 bcf injection for the week ending September 28th, the number was -2 bcf below our estimate and -5 bcf below the Bloomberg median. The region where we saw the largest variation was the Midwest, where our flow model had predicted lower injections. A combination of record late September heat, strong power burns, and much lower week over week injections in visible storage pools all suggested that injections would have been lower than reported in the Midwest. What likely ca.....
NGL MARKET RECAP
| October 04, 2017
October 4, 2017
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
| October 03, 2017
October 3, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended September 28, 2017. Total net imports for the reference week averaged -0.58 bcf/d, up by +0.65 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +2.14 bcf/d. Average natural gas demand in the power sector was 35.3 bcf/d, up +1.7 bcf/d week-over-week. During the reference week, the contiguous US observed 66 population weighted CDDs and 6 electric weighted HDDs, b.....
CFTC COT
| October 02, 2017
Commitments of Traders Report – October 02, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 26. 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 declined by -59.3k to +351.3k in futures and decreased.....
WEEKLY NG MARKET COMMENTARY
| October 01, 2017
October 1, 2017
Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market.
NORTH AMERICAN RIG WATCH
| September 29, 2017
September 29, 2017
US: Baker Hughes shows 939 active rigs as of September 29, 2017, higher by +5 from the previous week. Oil rigs increased by +6 to 750 (ht: +6; vt-dir: unch), and gas-directed rigs decreased by -1 to 189 (ht: -2; vt-dir: +1). Horizontal oil rigs increased by +1 in Permian (NM) and by +8 in Other areas not associated with a specific play, while declining by -2 in Permian (TX) and by -1 in Anadarko (OK). Horizontal gas rigs increased by +1 in Haynesville (LA), while declining by -1 in Haynesville .....
U.S. COAL DELIVERIES TO POWER PLANTS
| September 28, 2017
September 28, 2017
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through July 2017. The report contains volume and price data where available.
EIA NG STORAGE REPORT
| September 28, 2017
September 28, 2017
The EIA reported a +58 bcf injection for the week ending September 21st, the number was -6 bcf below our estimate and -9 bcf below the Bloomberg median. The region that led to most of our flow model’s miss was the Northeast. We were taken aback Monday when both TCO and Dominion systems reported much lower system injections than we expected. While we did factor in the direct impact of these lower injections on TCO and Dominion systems, the rippling effect of the OFOs and restrictions that.....
NGL MARKET RECAP
| September 27, 2017
September 27, 2017
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
| September 26, 2017
September 26, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended September 21, 2017. Total net imports for the reference week averaged -1.23 bcf/d, down by -0.08 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +1.79 bcf/d. Average natural gas demand in the power sector was 33.6 bcf/d, up +6.4 bcf/d week-over-week. During the reference week, the contiguous US observed 65 population weighted CDDs, up 24 week over week.