U.S. COAL DELIVERIES TO POWER PLANTS
| February 01, 2016
February 2016
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through November 2015. The report contains volume and price data where available.
CFTC COT
| February 01, 2016
Commitments of Traders Report – February 01, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 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, natural gas, gasoil, heating oil and WTI , but decreased in gasoline during the reference week. Non-commercials net length in natural gas declined by -0.4k to +13.0k in futures and grew by +13.9k t.....
NORTH AMERICAN RIG WATCH
| January 29, 2016
January 29, 2016
Baker Hughes shows 618 active rigs as of January 29, 2016, lower by -18 from the previous week. Oil rigs decreased by -13 to 497 (ht: -8; vt-dir: -5) while gas-directed rigs dropped by -5 to 122 (ht: -5; vt-dir: unch). Horizontal oil rigs decreased by -11 in Permian (TX) and by -4 in Permian (NM), while increasing by +3 in Anadarko (OK). Gas-directed horizontal rigs declined by -1 in Granite Wash (OK), Marcellus ( NEPA ) and Woodford (Arkoma).
EIA NG STORAGE REPORT
| January 28, 2016
January 28, 2016
The EIA reported a -211 bcf withdrawal for the week ending January 21, coming in-line with our own number at -211 bcf, and stronger than the Bloomberg median at -207 bcf. The regional breakdown was also close to expectations once allowing for rounding errors. This implies another tightening of the balances compared to the previous week as the EIA number once again agrees with scrape models rather than the weather-driven supply and demand models. Last week we talked about the temporary na.....
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| January 26, 2016
January 26, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended January 21, 2016. Total net imports for the reference week averaged 3.81 bcf/d, higher by +0.99 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 3.95 bcf/d. Average natural gas demand in the power sector was 26.3 bcf/d, higher by +0.3 bcf/d week-over-week. During the reference week, the contiguous US observed 168 electric-weighted HDDs, higher by +13 from the pr.....
CFTC COT
| January 25, 2016
Commitments of Traders Report – January 25, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 19. 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 and WTI , but decreased in natural gas and heating oil during the reference week. Non-commercials net length in natural gas fell by -6.2k to +13.4k in futures and declined by -0.3k.....
NORTH AMERICAN RIG WATCH
| January 22, 2016
January 22, 2016
Baker Hughes shows 637 active rigs as of January 22, 2016, lower by -13 from the previous week. Oil rigs decreased by -5 to 510 (ht: -1; vt-dir: -4) while gas-directed rigs dropped by -8 to 127 (ht: -10; vt-dir: +2). Horizontal oil rigs increased by +2 in Anadarko (OK) and +1 in Permian (TX), but dropped by -2 in Bakken (ND) and in areas not associated with a specific play. Gas-directed horizontal rigs declined by -3 in Eagle Ford (TX) and -4 in Haynesville (TX).
EIA NG STORAGE REPORT
| January 21, 2016
January 21, 2016
The EIA reported a -178 bcf withdrawal for the week ending January 14, coming in weaker than our own number at -188 bcf, and the Bloomberg median at -184 bcf. Despite stronger scrapes week-on-week, the EIA was once again more in-line with weather-driven supply and demand models rather than flow models. The biggest surprise was in the East where the reported draw was 11 bcf smaller than last week, while the very strong draw in the Midwest was in-line with expectations. Adjusted for the ho.....
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| January 19, 2016
January 19, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended January 14, 2016. Total net imports for the reference week averaged 2.82 bcf/d, higher by +0.28 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 5.37 bcf/d. Average natural gas demand in the power sector was 26.0 bcf/d, lower by -0.1 bcf/d week-over-week. During the reference week, the contiguous US observed 155 electric-weighted HDDs, lower by -3 from the previ.....
CFTC COT
| January 18, 2016
Commitments of Traders Report – January 18, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 12. 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 and heating oil , but decreased in gasoline and WTI during the reference week. Non-commercials net length in natural gas rose by +46.2k to +19.6k in futures and increased by +54.....