EIA NG STORAGE REPORT
| October 12, 2017
October 12, 2017
The EIA reported a +87 bcf injection for the week ending October 5th, the number was 4 bcf higher than our estimate and 2 bcf above the Bloomberg median. The region that led to most of our error was the East where our model had forecasted a much lower injection than was reported. Our flow model suggested only a modest increase week over week from the storage pools we track in the region, highly influenced by TCO reporting its lowest injection week since April. Despite this, injections in t.....
NGL MARKET RECAP
| October 12, 2017
October 12, 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
| October 10, 2017
October 10, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended October 5th, 2017. Total net imports for the reference week averaged -0.57 bcf/d, flat week-on-week. During the same week last year, U.S. net imports averaged +2.13 bcf/d. Average natural gas demand in the power sector was 27.1 bcf/d, down -8.3 bcf/d week-over-week. During the reference week, the contiguous US observed 32 population weighted CDDs and 15 electric weighted HDDs, down -34 and.....
WEEKLY NG MARKET COMMENTARY
| October 08, 2017
October 8, 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
| October 06, 2017
Commitments of Traders Report – October 06, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 03. 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 and WTI , and unchanged in heating oil during the reference week. Non-commercials net length in natural gas declined by -27.7k to +323.6k in futures .....
NORTH AMERICAN RIG WATCH
| October 06, 2017
October 6, 2017
US: Baker Hughes shows 935 active rigs as of October 06, 2017, lower by -4 from the previous week. Oil rigs decreased by -2 to 748 (ht: -1; vt-dir: -1), and gas-directed rigs decreased by -2 to 187 (ht: -1; vt-dir: -1). Horizontal oil rigs increased by +2 in Eagle Ford (TX), while declining by -2 in Permian (TX) and by -1 in Bakken (ND). Horizontal gas rigs increased by +2 in Marcellus (WV), by +2 in Woodford (Arkoma) and by +1 in Haynesville (LA), while declining by -2 in Marcellus ( NEPA ), b.....
EIA NG STORAGE REPORT
| October 05, 2017
October 5, 2017
The EIA reported a +42 bcf injection for the week ending September 28th, the number was -2 bcf below our estimate and -5 bcf below the Bloomberg median. The region where we saw the largest variation was the Midwest, where our flow model had predicted lower injections. A combination of record late September heat, strong power burns, and much lower week over week injections in visible storage pools all suggested that injections would have been lower than reported in the Midwest. What likely ca.....
NGL MARKET RECAP
| October 04, 2017
October 4, 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
| October 03, 2017
October 3, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended September 28, 2017. Total net imports for the reference week averaged -0.58 bcf/d, up by +0.65 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +2.14 bcf/d. Average natural gas demand in the power sector was 35.3 bcf/d, up +1.7 bcf/d week-over-week. During the reference week, the contiguous US observed 66 population weighted CDDs and 6 electric weighted HDDs, b.....
CFTC COT
| October 02, 2017
Commitments of Traders Report – October 02, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 26. 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, heating oil and WTI , but decreased in natural gas and gasoil during the reference week. Non-commercials net length in natural gas declined by -59.3k to +351.3k in futures and decreased.....