EIA NG STORAGE REPORT | December 07, 2017

December 7, 2017

Please note our extended U.S. and Canada tables covering the withdrawal season are included in the attachment. The EIA reported a +2 bcf injection for the week ending November 30th, this was contrary to our expectations of -2 bcf draw and the Bloomberg median estimate of a -4 bcf draw. We expected the South Central to be the wild card this week and it didn’t disappoint, injecting enough gas to offset the mild withdrawals from the remaining regions, resulting in the net injection that was r.....


NGL MARKET RECAP | December 06, 2017

December 6, 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 | December 06, 2017

November 2017

Please find attached U.S. Coal Deliveries to Electric Power Plants with data through September 2017. The report contains volume and price data where available.


U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND | December 05, 2017

December 5, 2017

Please note we have updated the methodology for Canadian net imports in our trade balance. Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended November 30, 2017. Total net imports for the reference week averaged -2.70 bcf/d, lower by -0.05 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -0.90 bcf/d. Average natural gas demand in the power sector was 22.2 bcf/d, down by -0.5 bcf/d week-over-week. During the re.....


WEEKLY NG MARKET COMMENTARY | December 03, 2017

December 3, 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 01, 2017

Commitments of Traders Report – December 01, 2017

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 28. 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, heating oil and WTI , but decreased in gasoline, natural gas and gasoil during the reference week. Non-commercials net length in natural gas fell by -54.8k to +233.6k in futures and declined by -5.....


NORTH AMERICAN RIG WATCH | December 01, 2017

December 1, 2017

US: Baker Hughes shows 929 active rigs as of December 01, 2017, higher by +6 from the previous week. Oil rigs increased by +2 to 749 (ht: +3; vt-dir: -1), and gas-directed rigs increased by +4 to 180 (ht: +3; vt-dir: +1). Horizontal oil rigs increased by +3 in Permian (TX) and by +1 in Bakken (ND), while declining by -1 in Other areas not associated with a specific play. Horizontal gas rigs increased by +3 in Haynesville (TX). Canada: Baker Hughes shows 222 active rigs as of December 01, 201.....


EIA NG STORAGE REPORT | November 30, 2017

November 30, 2017

The EIA reported a -33 bcf withdrawal for the week ending November 23rd, the number was -4 bcf weaker than our estimate and -2 bcf weaker than the Bloomberg median. The regions where we overestimated this week’s draw were the East and South Central. In the East, it appears that despite warmer temperatures week over week, strong basis prices kept exports from returning to the highs observed at the beginning of the month. With basis prices remaining strong, storage pulls were much quicker to r.....


NGL MARKET RECAP | November 29, 2017

November 29, 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 | November 28, 2017

November 28, 2017

Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended November 23, 2017. Total net imports for the reference week averaged -2.15 bcf/d, lower by -1.02 bcf/d week-on-week. During the same week last year, U.S. net imports averaged -0.36 bcf/d. Average natural gas demand in the power sector was 22.7 bcf/d, down by -1.7 bcf/d week-over-week. During the reference week, the contiguous US observed 94 electric weighted HDDs, up by 5 week over week.