CFTC COT
| June 26, 2017
Commitments of Traders Report – June 26, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 20. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoil , but decreased in Brent, gasoline, natural gas, heating oil and WTI during the reference week. Non-commercials net length in natural gas declined by -10.2k to +375.3k in futures and decreased by -11......
NORTH AMERICAN RIG WATCH
| June 23, 2017
June 23, 2017
In case you missed it… Our new rig report has been expanded to cover Canadian oil and gas rig data. New regional allocations for Canadian rigs are based on drilling licenses and operator’s geological targets. US: Baker Hughes shows 941 active rigs as of June 23, 2017, higher by +8 from the previous week. Oil rigs increased by +11 to 758 (ht: +12; vt-dir: -1), and gas-directed rigs decreased by -3 to 183 (ht: -2; vt-dir: -1). Horizontal oil rigs increased by +6 in Anadarko (OK), by +2 in Bakke.....
EIA NG STORAGE REPORT
| June 22, 2017
June 22, 2017
The EIA reported a +61 bcf injection for the week ending June 15. The number was +5 bcf above the +56 bcf mark our flow model had anticipated on Tuesday and +6 bcf above the Bloomberg median. The region that deviated the most from the model’s estimate was the Midwest, where injections were stronger than anticipated. Our flow model suggested that injections should have decreased modestly week over week and was supported by the increased power burns and PWCDDS . However injections actually ca.....
NGL MARKET RECAP
| June 21, 2017
June 21, 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
| June 20, 2017
June 20, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended June 15, 2017. Total net imports for the reference week averaged -0.55 bcf/d, higher by +0.21 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.19 bcf/d. Average natural gas demand in the power sector was 28.6 bcf/d, higher by +3.0 bcf/d week-over-week. During the reference week, the contiguous US observed 74 population weighted CDDs, up 28 week over week.
CFTC COT
| June 19, 2017
Commitments of Traders Report – June 19, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 13. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas , but decreased in Brent, gasoline, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas increased by +5.2k to +385.5k in futures and grew by +1.7k to .....
NORTH AMERICAN RIG WATCH
| June 16, 2017
June 16, 2017
US: Baker Hughes shows 933 active rigs as of June 16, 2017, higher by +7 from the previous week. Oil rigs increased by +6 to 747 (ht: +2; vt-dir: +4), and gas-directed rigs increased by +1 to 186 (ht: unch; vt-dir: +1). Horizontal oil rigs increased by +3 in Bakken (ND), by +3 in Permian (NM) and by +1 in Anadarko (TX), while declining by -2 in Permian (TX), by -1 in Anadarko (OK), by -1 in Barnett Combo (TX) and by -1 in Eagle Ford (TX). Horizontal gas rigs increased by +1 in Eagle Ford (TX) a.....
EIA NG STORAGE REPORT
| June 15, 2017
June 15, 2017
The EIA reported a +78 bcf injection for the week ending June 8. The number was +9 bcf below the +87 bcf mark our flow model had anticipated on Tuesday and +10 bcf below the Bloomberg median. The two regions where our flow model was off were the Midwest and South Central – both regions injected 5 bcf less than our model had predicted. These two regions have occasionally proven difficult for our flow model to predict due to the lack of reporting from intrastate systems in those regions. Takin.....
NGL MARKET RECAP
| June 14, 2017
June 14, 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
| June 13, 2017
June 13, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended June 8, 2017. Total net imports for the reference week averaged -0.75 bcf/d, lower by -0.30 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 1.65 bcf/d. Average natural gas demand in the power sector was 25.6 bcf/d, higher by +2.4 bcf/d week-over-week. During the reference week, the contiguous US observed 46 population weighted CDDs, up 5 week over week.