U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| May 16, 2017
May 16, 2017
We have updated the methodology for net LNG imports in our trade balance. Attached to this e-mail is a supplementary excel file with two years of daily net import data for LNG balances. Please find attached data and charts detailing U.S. gas imports and power demand for the week ended May 11, 2017. Total net imports for the reference week averaged -0.21 bcf/d, higher by +0.10 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 1.30 bcf/d. Average natural gas d.....
CFTC COT
| May 15, 2017
Commitments of Traders Report – May 15, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 09. 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 declined by -0.4k to +444.7k in futures and grew by +0.4k to +5.....
NORTH AMERICAN RIG WATCH
| May 12, 2017
May 12, 2017
Baker Hughes shows 884 active rigs as of May 12, 2017, higher by +8 from the previous week. Oil rigs increased by +9 to 712 (ht: +9; vt-dir: unch), and gas-directed rigs decreased by -1 to 172 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +8 in Permian (TX), by +1 in Eagle Ford (TX) and by +1 in Bakken (ND), while decreasing by -1 in Anadarko (OK). Horizontal gas rigs decreased by -2 in Woodford (Arkoma), by -1 in Marcellus ( SWPA ) and by -1 in Haynesville (TX), while increasing by +.....
EIA NG STORAGE REPORT
| May 11, 2017
May 11, 2017
The EIA reported a +45 bcf injection for the week ending May 4, -7 bcf below what our flow model had anticipated on Tuesday and -10 bcf below the Bloomberg median. The largest difference was in the Midwest which was -9 Bcf below our model’s estimate. The large miss in both our model and market expectations for the Midwest was most likely due to a combination of Vector pipeline outages and higher than expected gas burns. The Vector pipeline outage beginning on May 1st and extending to May 8th.....
NGL MARKET RECAP
| May 10, 2017
May 10, 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 09, 2017
May 9, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended May 4, 2017. Total net imports for the reference week averaged 0.04 bcf/d, higher by +0.05 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.86 bcf/d. Average natural gas demand in the power sector was 23.8 bcf/d, higher by +1.9 bcf/d week-over-week. During the reference week, the contiguous US observed 29 population weighted CDDs, up +12 week over week.
CFTC COT
| May 08, 2017
Commitments of Traders Report – May 08, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 02. 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 rose by +4.2k to +445.1k in futures and increased by +4.6k to +.....
NORTH AMERICAN RIG WATCH
| May 05, 2017
May 5, 2017
Baker Hughes shows 876 active rigs as of May 5, 2017, higher by +8 from the previous week. Oil rigs increased by +6 to 703 (ht: +6; vt-dir: unch), and gas-directed rigs increased by +2 to 173 (ht: -2; vt-dir: +4). Horizontal oil rigs increased by +9 in Permian (TX) and by +4 in Other, while decreasing by -4 in Anadarko (OK), by -1 in Bakken (ND), by -1 in Eagle Ford (TX) and by -1 in Permian (NM). Horizontal gas rigs decreased by -1 in Marcellus ( SWPA ), by -1 in Marcellus (WV), by -1 in Woodfo.....
U.S. COAL DELIVERIES TO POWER PLANTS
| May 05, 2017
May 2017
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through February 2017. The report contains volume and price data where available.
EIA NG STORAGE REPORT
| May 04, 2017
May 4, 2017
The EIA reported a +67 bcf injection for the week ending April 27, +1 bcf above what our flow model had anticipated on Tuesday and +5 bcf above the Bloomberg median. On a whole our flow model was fairly accurate this week, however inter-regionally there was an overestimation in the Midwest which was offset by an underestimation in the South Central region. A sudden unexpected end of the week decline in deliveries from the South Central into the Midwest caused our regional balances to be off......