U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| June 28, 2016
June 28, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended June 23, 2016. Total net imports for the reference week averaged 1.58 bcf/d, lower by -0.20 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 33.3 bcf/d, higher by +2.4 bcf/d week-over-week. During the reference week, the contiguous US observed 82 population-weighted CDDs, higher by +12 from the previou.....
CFTC COT
| June 27, 2016
Commitments of Traders Report – June 27, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 21. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoline, natural gas, gasoil and heating oil , but decreased in Brent and WTI during the reference week. Non-commercials net length in natural gas increased by +16.9k to +132.9k in futures and rose by +22.7.....
NORTH AMERICAN RIG WATCH
| June 24, 2016
June 24, 2016
Baker Hughes shows 420 active rigs as of June 24, 2016, lower by -3 from the previous week. Oil rigs decreased by -7 to 330 (ht: -1; vt-dir: -6), while gas-directed rigs increased by +4 to 90 (ht: unch; vt-dir: +4). Horizontal oil rigs decreased by -2 in Anadarko (OK), while increasing by +2 in Permian (TX). Vertical/directional oil rigs decreased by -4 in areas of LA not associated with any major play. Horizontal gas rigs increased by +2 in Haynesville (TX).
EIA NG STORAGE REPORT
| June 23, 2016
June 23, 2016
The EIA reported a +62 bcf injection for the week ending June 16, coming in line with our own number and the Bloomberg median at +60 bcf. Regionally, salt domes withdrew less than expected, but the non-salt build was smaller as well leading to a lower than expected overall injection for South Central. That would explain last week’s cash strength and implies another small injection or possible withdrawal for the current reference week given the strength in cash prices. Despite an increase in.....
NGL MARKET RECAP
| June 22, 2016
June 22, 2016
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
| June 21, 2016
June 21, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended June 16, 2016. Total net imports for the reference week averaged 1.78 bcf/d, higher by +0.58 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.19 bcf/d. Average natural gas demand in the power sector was 31.8 bcf/d, higher by +1.2 bcf/d week-over-week. During the reference week, the contiguous US observed 70 population-weighted CDDs, higher by +11 from the prev.....
CFTC COT
| June 20, 2016
Commitments of Traders Report – June 20, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 14. 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 heating oil , but decreased in Brent, gasoline, gasoil and WTI during the reference week. Non-commercials net length in natural gas increased by +26.9k to +116.0k in futures and rose by +37.7.....
NORTH AMERICAN RIG WATCH
| June 17, 2016
June 17, 2016
Baker Hughes shows 423 active rigs as of June 17, 2016, higher by +10 from the previous week. Oil rigs increased by +9 to 337 (ht: +3; vt-dir: +6), while gas-directed rigs increased by +1 to 86 (ht: unch; vt-dir: +1). Horizontal oil rigs increased by +4 in Permian (TX) and by +2 in Anadarko (OK). Vertical/directional oil rigs increased by +6 in areas of TX not associated with any major play. Horizontal gas rigs increased by +1 in Eagle Ford (TX) and Marcellus (WV), while decreasing by -1 in Hayn.....
EIA NG STORAGE REPORT
| June 16, 2016
June 16, 2016
The EIA reported a +69 bcf injection for the week ending June 9, coming in above our own number at +60 bcf and the Bloomberg median at +65 bcf. We chose not to make any adjustments following last week’s bullish surprise from the EIA even though the market seemed to have already been preparing itself for a bearish surprise from the EIA based on where the ICE storage swap was trading all week and the price reaction today. All of the difference between our scrape number and EIA’s estimate w.....
NGL MARKET RECAP
| June 15, 2016
June 15, 2016
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. This week’s report includes May data for Canada.