CFTC COT
| July 31, 2017
Commitments of Traders Report – July 31, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 25. 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 fell by -3.9k to +372.6k in futures and decreased by -5.8k to .....
NORTH AMERICAN RIG WATCH
| July 28, 2017
July 28, 2017
US: Baker Hughes shows 958 active rigs as of July 28, 2017, higher by +8 from the previous week. Oil rigs increased by +2 to 766 (ht: +5; vt-dir: -3), and gas-directed rigs increased by +6 to 192 (ht: +2; vt-dir: +4). Horizontal oil rigs increased by +4 in Permian (NM), by +2 in Anadarko (OK) and by +1 in Permian (TX), while declining by -2 in Eagle Ford (TX). Horizontal gas rigs increased by +1 in Marcellus (WV) and by +1 in Other areas not associated with a specific play. Canada: Baker Hug.....
EIA NG STORAGE REPORT
| July 27, 2017
July 27, 2017
The EIA reported a 17 bcf injection for the week ending July 20th. The number was 7 bcf lower than both our flow model and the Bloomberg median. This week our model ran into difficulties estimating the South Central and the Midwest regions, together the regions accounted for 5 bcf and 3 bcf of the error, respectively. In both these regions we rely on regressions to supplement our model (due to the lack of visibility on the intrastate pipelines in the regions). What caused the error in our re.....
NGL MARKET RECAP
| July 26, 2017
July 26, 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
| July 25, 2017
July 25, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended July 20, 2017. Total net imports for the reference week averaged +0.01 bcf/d, higher by +0.04 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.51 bcf/d. Average natural gas demand in the power sector was 34.6 bcf/d, higher by +0.6 bcf/d week-over-week. During the reference week, the contiguous US observed 95 population weighted CDDs, flat week over week.
CFTC COT
| July 24, 2017
Commitments of Traders Report – July 24, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 18. 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, natural gas, gasoil, heating oil and WTI , but decreased in gasoline during the reference week. Non-commercials net length in natural gas grew by +11.2k to +376.5k in futures and rose by +12.2k to +46.....
NORTH AMERICAN RIG WATCH
| July 21, 2017
July 21, 2017
US: Baker Hughes shows 950 active rigs as of July 21, 2017, lower by -2 from the previous week. Oil rigs decreased by -1 to 764 (ht: -2; vt-dir: +1), and gas-directed rigs decreased by -1 to 186 (ht: +1; vt-dir: -2). Horizontal oil rigs increased by +5 in Permian (TX), by +2 in Barnett Combo (TX) and by +1 in Bakken (ND), while declining by -4 in Eagle Ford (TX), by -2 in Permian (NM), by -1 in Anadarko (TX) and by -3 in Other areas not associated with a specific play. Horizontal gas rigs incre.....
EIA NG STORAGE REPORT
| July 20, 2017
July 20, 2017
The EIA reported a +28 bcf injection for the week ending July 13th. The number was -5 bcf lower than both our flow model and the Bloomberg median. The two regions that led to our model’s 5 bcf miss were the Midwest and the South Central. In the Midwest, regional balances help explain the stronger than anticipated storage draws: gas power burns were up almost 4 bcf, exports were up 1 bcf and imports were flat week over week, explaining 5 bcf of the 6 bcf drop we saw in that region (our flow m.....
NGL MARKET RECAP
| July 19, 2017
July 19, 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
| July 18, 2017
July 18, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended July 13, 2017. Total net imports for the reference week averaged -0.25 bcf/d, higher by +0.50 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 34.0 bcf/d, higher by +3.6 bcf/d week-over-week. During the reference week, the contiguous US observed 96 population weighted CDDs, up 6 week over week.