EIA NG STORAGE REPORT
| February 09, 2017
February 9, 2017
The EIA reported a -152 bcf withdrawal for the week ending February 2, in line with our estimate of -153 bcf and the Bloomberg median at -152 bcf. Today’s number included a reclassification of 5 bcf from working gas to base gas in the Pacific region, bringing the implied flows out of storage to -147 bcf. Please note our extended U.S. and Canada tables covering the withdrawal season are included in the attachment.
NGL MARKET RECAP
| February 08, 2017
February 8, 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
| February 07, 2017
February 7, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended February 2, 2017. Total net imports for the reference week averaged -0.43 bcf/d, higher by +0.12 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +1.82 bcf/d. Average natural gas demand in the power sector was 21.2 bcf/d, higher by +1.0 bcf/d week-over-week. During the reference week, the contiguous US observed 132 electric-weighted HDDs, higher by +37 HDDs week over.....
CFTC COT
| February 06, 2017
Commitments of Traders Report – February 06, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 31. 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, gasoil and WTI , but decreased in gasoline, natural gas and heating oil during the reference week. Non-commercials net length in natural gas declined by -36.3k to +349.7k in futures and decreased b.....
NORTH AMERICAN RIG WATCH
| February 03, 2017
February 3, 2017
Baker Hughes shows 728 active rigs as of February 3, 2017, higher by +17 from the previous week. Oil rigs increased by +17 to 583 (ht: +16; vt-dir: +1), and gas-directed rigs was unchanged from 145 (ht: +1; vt-dir: -1). Horizontal oil rigs increased by +5 in Anadarko (OK), by +5 in Permian (NM), by +3 in Permian (TX), by +2 in Eagle Ford (TX), by +1 in Anadarko (TX) and by +1 in Other, while decreasing by -1 in Bakken (ND). Horizontal gas rigs increased by +1 Fayetteville (AR), while vertical/di.....
EIA NG STORAGE REPORT
| February 02, 2017
February 2, 2017
The EIA reported a -87 bcf withdrawal for the week ending January 26, in line with our estimate of -87 bcf and the Bloomberg median at -87 bcf. Yet, our victory lap was cut short by the regional breakdown. Once again, our models missed the Midwest and South Central inventory changes by a wide margin, overestimating Midwest draws and underestimating South Central call on storage. While deviation from normal weather can play a role (seasonality does play a role in our models), ultimately, thes.....
NGL MARKET RECAP
| February 01, 2017
February 1, 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
| January 31, 2017
February 2017
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through November 2016. The report contains volume and price data where available.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| January 31, 2017
January 31, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended January 26, 2017. Total net imports for the reference week averaged -0.56 bcf/d, lower by -0.09 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +2.93 bcf/d. Average natural gas demand in the power sector was 20.4 bcf/d, lower by -0.6 bcf/d week-over-week. During the reference week, the contiguous US observed 95 electric-weighted HDDs, lower by -8 HDDs week over week.....
CFTC COT
| January 30, 2017
Commitments of Traders Report – January 30, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 24. 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 and WTI , but decreased in Brent, gasoline, gasoil and heating oil during the reference week. Non-commercials net length in natural gas grew by +4.9k to +386.0k in futures and rose by +10.7k t.....