EIA NG STORAGE REPORT
| February 16, 2017
February 16, 2017
The EIA reported a -114 bcf withdrawal for the week ending February 9, below our estimate of -120 bcf and the Bloomberg median at -124 bcf. Today’s number marks a smaller draw than the low-end of withdrawals posted on Bloomberg estimates. As for the regional breakdown, all regions except for the South Central were within a few bcf. At -22bcf, the EIA -posted draw was well below our model’s -28 bcf (and also below what simple arithmetic would suggest with the EIA posting -6 bcf and -18 bcf f.....
NGL MARKET RECAP
| February 15, 2017
February 15, 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 14, 2017
February 14, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended February 9, 2017. Total net imports for the reference week averaged -0.71 bcf/d, lower by -0.28 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +3.06 bcf/d. Average natural gas demand in the power sector was 21.1 bcf/d, lower by -0.1 bcf/d week-over-week. During the reference week, the contiguous US observed 110 electric-weighted HDDs, lower by -22 HDDs week over we.....
CFTC COT
| February 13, 2017
Commitments of Traders Report – February 13, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 07. 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, heating oil and WTI during the reference week. Non-commercials net length in natural gas increased by +0.5k to +350.2k in futures and fell by -4.2k.....
NORTH AMERICAN RIG WATCH
| February 10, 2017
February 10, 2017
Baker Hughes shows 740 active rigs as of February 10, 2017, higher by +12 from the previous week. Oil rigs increased by +8 to 591 (ht: +9; vt-dir: -1), and gas-directed rigs increased by +4 to 149 (ht: +2; vt-dir: +2). Horizontal oil rigs increased by +5 in Eagle Ford (TX), by+3 in Permian (NM), by+1 in Permian (TX) and by +5 in areas of Oklahoma not associated with a specific play, while decreasing by -5 in Anadarko (OK). Horizontal gas rigs increased by +3 in Marcellus ( NEPA ), by +2 in Marce.....
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.....