EIA NG STORAGE REPORT
| August 03, 2017
August 3, 2017
The EIA reported a 20 bcf injection for the week ending July 27th. The number matched our estimate and was 1 bcf higher than the Bloomberg median. After our flow model’s large miss last week, specifically in the South Central, we spent time investigating power generation levels in the region. A large part of last week’s miss was the combination of the sustained heat and high non-nuclear, non-wind power generation in the ERCOT , leading to much stronger pulls than our flow model predicted. T.....
NGL MARKET RECAP
| August 02, 2017
August 2, 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. COAL DELIVERIES TO POWER PLANTS
| August 01, 2017
August 2017
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through May 2017. The report contains volume and price data where available.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| August 01, 2017
August 1, 2017
Please note we have updated our U.S. Power generation model and as a result some regional natural gas power burns have been revised. Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended July 27, 2017. Total net imports for the reference week averaged -0.58 bcf/d, lower by -0.59 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.87 bcf/d. Average natural gas demand in the power sector was 37.4 bcf/d, up by +0.1 .....
CFTC COT
| July 31, 2017
Commitments of Traders Report – July 31, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 25. 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 -3.9k to +372.6k in futures and decreased by -5.8k to .....
NORTH AMERICAN RIG WATCH
| July 28, 2017
July 28, 2017
US: Baker Hughes shows 958 active rigs as of July 28, 2017, higher by +8 from the previous week. Oil rigs increased by +2 to 766 (ht: +5; vt-dir: -3), and gas-directed rigs increased by +6 to 192 (ht: +2; vt-dir: +4). Horizontal oil rigs increased by +4 in Permian (NM), by +2 in Anadarko (OK) and by +1 in Permian (TX), while declining by -2 in Eagle Ford (TX). Horizontal gas rigs increased by +1 in Marcellus (WV) and by +1 in Other areas not associated with a specific play. Canada: Baker Hug.....
EIA NG STORAGE REPORT
| July 27, 2017
July 27, 2017
The EIA reported a 17 bcf injection for the week ending July 20th. The number was 7 bcf lower than both our flow model and the Bloomberg median. This week our model ran into difficulties estimating the South Central and the Midwest regions, together the regions accounted for 5 bcf and 3 bcf of the error, respectively. In both these regions we rely on regressions to supplement our model (due to the lack of visibility on the intrastate pipelines in the regions). What caused the error in our re.....
NGL MARKET RECAP
| July 26, 2017
July 26, 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
| July 25, 2017
July 25, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended July 20, 2017. Total net imports for the reference week averaged +0.01 bcf/d, higher by +0.04 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.51 bcf/d. Average natural gas demand in the power sector was 34.6 bcf/d, higher by +0.6 bcf/d week-over-week. During the reference week, the contiguous US observed 95 population weighted CDDs, flat week over week.
CFTC COT
| July 24, 2017
Commitments of Traders Report – July 24, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 18. 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, natural gas, gasoil, heating oil and WTI , but decreased in gasoline during the reference week. Non-commercials net length in natural gas grew by +11.2k to +376.5k in futures and rose by +12.2k to +46.....