U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| June 06, 2017
June 6, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended June 1, 2017. Total net imports for the reference week averaged -0.45 bcf/d, higher by +0.29 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 1.52 bcf/d. Average natural gas demand in the power sector was 23.4 bcf/d, lower by -0.3 bcf/d week-over-week. During the reference week, the contiguous US observed 40 population weighted CDDs, up 6 week over week.
CFTC COT
| June 05, 2017
Commitments of Traders Report – June 05, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 30. 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 -46.1k to +450.2k in futures and declined by -50.3k to .....
NORTH AMERICAN RIG WATCH
| June 02, 2017
June 2, 2017
Baker Hughes shows 915 active rigs as of June 2, 2017, higher by +8 from the previous week. Oil rigs increased by +11 to 733 (ht: +7; vt-dir: +4), and gas-directed rigs decreased by -3 to 182 (ht: -2; vt-dir: -1). Horizontal oil rigs increased by +2 in Anadarko (OK), by +1 in Eagle Ford (TX), by +1 in Bakken (ND) and by +4 in Other, while declining by -1 in Permian (NM). Horizontal gas rigs decreased by -2 in Marcellus ( NEPA ) and by -1 in Eagle Ford (TX), while increasing by +1 in Other.
EIA NG STORAGE REPORT
| June 01, 2017
June 1, 2017
The EIA reported a +81 bcf injection for the week ending May 25, the number included a reclassification of 4 Bcf of working gas to base gas in the Mountain region, implying the total injection to working gas stocks was actually +85 bcf. The reported number was +8 bcf above what our flow model had anticipated on Tuesday and +4 bcf above the Bloomberg median. The largest difference regionally, excluding the reclassification, was observed in the South Central with injections coming in +8 bcf abov.....
NGL MARKET RECAP
| June 01, 2017
June 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. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| May 30, 2017
May 30, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended May 25, 2017. Total net imports for the reference week averaged -0.53 bcf/d, higher by +0.09 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 1.55 bcf/d. Average natural gas demand in the power sector was 23.9 bcf/d, lower by 0.9 bcf/d week-over-week. During the reference week, the contiguous US observed 34 population weighted CDDs, down 3 week over week.
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.....