EIA NG STORAGE REPORT
| August 17, 2017
August 17, 2017
The EIA reported a +53 bcf injection for the week ending August 10th. The number was 5 bcf below both our estimate and the Bloomberg median. This week had a downward revision to working gas storage in South Central salt caverns between the periods June 29th to August 3rd, 2017. The majority of the revision was to June 29th inventories, which were revised down -10 bcf (closer to what our model had forecast for that week). In terms of actual inventory levels this puts us at 3,082 bcf, suggesting.....
NGL MARKET RECAP
| August 16, 2017
August 16, 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
| August 15, 2017
August 15, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended August 10, 2017. Total net imports for the reference week averaged -0.15 bcf/d, down by -0.08 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 1.35 bcf/d. Average natural gas demand in the power sector was 33.3 bcf/d, down by -1.9 bcf/d week-over-week. During the reference week, the contiguous US observed 71 population weighted CDDs, down 12 week over week.
CFTC COT
| August 14, 2017
Commitments of Traders Report – August 14, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 08. 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, gasoil and heating oil , but decreased in natural gas and WTI during the reference week. Non-commercials net length in natural gas fell by -15.1k to +320.5k in futures and declined by -13......
NORTH AMERICAN RIG WATCH
| August 11, 2017
August 11, 2017
US: Baker Hughes shows 949 active rigs as of August 11, 2017, lower by -5 from the previous week. Oil rigs increased by +3 to 768 (ht: -4; vt-dir: +7), and gas-directed rigs decreased by -8 to 181 (ht: -2; vt-dir: -6). Horizontal oil rigs increased by +1 in Anadarko (OK), by +1 in Anadarko (TX) and by +1 in Permian (NM), while declining by -4 in Permian (TX), by -1 in Barnett Combo (TX), by -1 in Eagle Ford (TX) and by -1 in Other areas not associated with a specific play. Horizontal gas rigs i.....
EIA NG STORAGE REPORT
| August 10, 2017
August 10, 2017
The EIA reported a +28 bcf injection for the week ending August 3rd. The number was -8 below our estimate and -9 bcf below the Bloomberg median. This week the storage number surprised us in the South Central and Pacific regions. In the South Central our flow model predicted much weaker withdrawals than what actually materialized. If we use a regional supply/demand approach to infer the storage withdrawals we can see power demand was stronger than expected due to high ERCOT non-wind/non-nuc.....
NGL MARKET RECAP
| August 09, 2017
August 9, 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
| August 08, 2017
August 8, 2018
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended August 3, 2017. Total net imports for the reference week averaged -0.07 bcf/d, higher by +0.37 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 1.84 bcf/d. Average natural gas demand in the power sector was 35.2 bcf/d, down by -2.1 bcf/d week-over-week. During the reference week, the contiguous US observed 83 population weighted CDDs, down 11 week over week.
CFTC COT
| August 07, 2017
Commitments of Traders Report – August 07, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 01. 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, gasoil, heating oil and WTI , but decreased in natural gas during the reference week. Non-commercials net length in natural gas fell by -37.0k to +335.6k in futures and declined by -37.3k .....
NORTH AMERICAN RIG WATCH
| August 04, 2017
August 4, 2017
US: Baker Hughes shows 954 active rigs as of August 04, 2017, lower by -4 from the previous week. Oil rigs decreased by -1 to 765 (ht: unch; vt-dir: -1), and gas-directed rigs decreased by -3 to 189 (ht: -3; vt-dir: unch). Horizontal oil rigs increased by +3 in Eagle Ford (TX) and by +1 in Other areas not associated with a specific play, while declining by -1 in Anadarko (OK), by -1 in Bakken (ND), by -1 in Permian (NM) and by -1 in Permian (TX). Horizontal gas rigs decreased by -1 in Eagle For.....