U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| December 19, 2017
December 19, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended December 14, 2017. Total net imports for the reference week averaged -2.06 bcf/d, up by +0.35 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +0.68 bcf/d. Average natural gas demand in the power sector was 29.2 bcf/d, up by +4.3 bcf/d week-over-week. During the reference week, the contiguous US observed 155 electric weighted HDDs, up by 58 week over week.
WEEKLY NG MARKET COMMENTARY
| December 17, 2017
December 17, 2017
Please follow the link below to find our weekly natural gas commentary report, highlighting key trends in this week’s natural gas market. Please note: due to the upcoming holidays this will be the final natural gas commentary report of the year, the reports will resume on January 7, 2018.
CFTC COT
| December 15, 2017
Commitments of Traders Report – December 15, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 12. 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 and gasoil , but decreased in gasoline, natural gas, heating oil and WTI during the reference week. Non-commercials net length in natural gas declined by -53.6k to +122.2k in futures and fell by -5.....
NORTH AMERICAN RIG WATCH
| December 15, 2017
December 15, 2017
US: Baker Hughes shows 930 active rigs as of December 15, 2017, lower by -1 from the previous week. Oil rigs decreased by -4 to 747 (ht: +2; vt-dir: -6), and gas-directed rigs increased by +3 to 183 (ht: +3; vt-dir: unch). Horizontal oil rigs increased by +2 in Bakken (ND) and by +3 in Other areas not associated with a specific play, while declining by -1 in Eagle Ford (TX), by -1 in Permian (NM) and by -1 in Permian (TX). Horizontal gas rigs increased by +2 in Marcellus ( SWPA ), by +1 in Hayn.....
EIA NG STORAGE REPORT
| December 14, 2017
December 14, 2017
The EIA reported a -69 bcf withdrawal for the week ending December 7th, this was 9 bcf stronger than our expectation and was 8 bcf stronger than the Bloomberg median. Almost all the error in our estimate this week was in the South Central region. Faulty assumptions around salt and non-salt dynamics and low visibility around non-salt nominations led our model to underestimate the extent of the large shift from injections to withdrawals in the South Central this week. The fact that non-salt st.....
NGL MARKET RECAP
| December 13, 2017
December 13, 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
| December 12, 2017
December 12, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended December 7, 2017. Total net imports for the reference week averaged -2.46 bcf/d, higher by +0.24 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -0.29 bcf/d. Average natural gas demand in the power sector was 24.9 bcf/d, up by +2.6 bcf/d week-over-week. During the reference week, the contiguous US observed 96 electric weighted HDDs, up by 15 week over week.
WEEKLY NG MARKET COMMENTARY
| December 10, 2017
December 10, 2017
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
| December 08, 2017
Commitments of Traders Report – December 08, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 05. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in WTI , but decreased in Brent, gasoline, natural gas, gasoil and heating oil during the reference week. Non-commercials net length in natural gas fell by -54.7k to +178.9k in futures and decreased by -57......
NORTH AMERICAN RIG WATCH
| December 08, 2017
December 8, 2017
US: Baker Hughes shows 931 active rigs as of December 08, 2017, higher by +2 from the previous week. Oil rigs increased by +2 to 751 (ht: +4; vt-dir: -2), and gas-directed rigs were unchanged at 180 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +3 in Eagle Ford (TX), by +3 in Permian (NM), by +2 in Permian (TX) and by +1 in Anadarko (TX), while declining by -2 in Anadarko (OK), by -2 in Bakken (ND) and by -1 in Other areas not associated with a specific play. Horizontal gas rigs in.....