CFTC COT
| May 29, 2017
Commitments of Traders Report – May 29, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 23. 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 declined by -5.4k to +496.3k in futures and fell by -0.5k to +5.....
U.S. COAL DELIVERIES TO POWER PLANTS
| May 26, 2017
June 2017
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through March 2017. The report contains volume and price data where available.
NORTH AMERICAN RIG WATCH
| May 26, 2017
May 26, 2017
Baker Hughes shows 907 active rigs as of May 26, 2017, higher by +7 from the previous week. Oil rigs increased by +2 to 722 (ht: +5; vt-dir: -3), and gas-directed rigs increased by +5 to 185 (ht: +2; vt-dir: +3). Horizontal oil rigs increased by +2 in Permian (NM), by +1 in Permian (TX), by +1 in Bakken (ND) and by +1 in Anadarko (OK). Horizontal gas rigs increased by +1 in Eagle Ford (TX) and by +1 in Woodford (Arkoma).
EIA NG STORAGE REPORT
| May 25, 2017
May 25, 2017
The EIA reported a +75 bcf injection for the week ending May 18, +7 bcf above what our flow model had anticipated on Tuesday and +6 bcf above the Bloomberg median. The largest differences were observed in the South Central and East which saw 5 and 3 Bcf injections above our estimates, respectively. The miss in the South Central estimate is likely due in part to the record high receipts from the Northeast in the early part of the week, combined with lower than average deliveries to the Midwes.....
NGL MARKET RECAP
| May 24, 2017
May 24, 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
| May 23, 2017
May 23, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended May 18, 2017. Total net imports for the reference week averaged -0.62 bcf/d, lower by -0.41 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 1.59 bcf/d. Average natural gas demand in the power sector was 24.0 bcf/d, higher by 1.9 bcf/d week-over-week. During the reference week, the contiguous US observed 37 population weighted CDDs, up 20 week over week.
CFTC COT
| May 22, 2017
Commitments of Traders Report – May 22, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 16. 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, natural gas, gasoil and heating oil , but decreased in WTI during the reference week. Non-commercials net length in natural gas increased by +57.0k to +501.7k in futures and rose by +60.5k to.....
NORTH AMERICAN RIG WATCH
| May 19, 2017
May 19, 2017
Baker Hughes shows 900 active rigs as of May 19, 2017, higher by +16 from the previous week. Oil rigs increased by +8 to 720 (ht: +14; vt-dir: -6), and gas-directed rigs increased by +8 to 180 (ht: +3; vt-dir: +5). Horizontal oil rigs increased by +7 in Permian (TX), by +4 in Anadarko (OK), by +3 in Eagle Ford (TX) and by +1 in Barnett Combo (TX), while declining by -1 in Bakken (ND). Horizontal gas rigs increased by +1 each in Haynesville (LA), Haynesville (TX) and Marcellus ( SWPA ), and by +2.....
EIA NG STORAGE REPORT
| May 18, 2017
May 18, 2017
The EIA reported a +68 bcf injection for the week ending May 11, +5 bcf above what our flow model had anticipated on Tuesday and +6 bcf above the Bloomberg median. The largest differences were in the Midwest and Mountain which were +5 bcf and +3 bcf higher than our estimates, respectively. Our underestimation of the Midwest is likely due to an overemphasis on the impact of Vector pipeline outage during its second week of restrictions to Dawn and Eastern Michigan. The Vector outage caused a s.....
NGL MARKET RECAP
| May 17, 2017
May 17, 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.