U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| May 03, 2017
May 3, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended April 27, 2017. Total net imports for the reference week averaged 0.55 bcf/d, lower by -0.36 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.27 bcf/d. Average natural gas demand in the power sector was 21.6 bcf/d, higher by +0.2 bcf/d week-over-week. During the reference week, the contiguous US observed 17 population weighted CDDs, down -6 week over week. Apol.....
CFTC COT
| May 01, 2017
Commitments of Traders Report – May 01, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 25. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials decreased net length in Brent, gasoline, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas grew by +2.0k to +440.9k in futures and decreased by -7.1k to +528.9k in future.....
NORTH AMERICAN RIG WATCH
| April 28, 2017
April 28, 2017
Baker Hughes shows 868 active rigs as of April 28, 2017, higher by +13 from the previous week. Oil rigs increased by +9 to 697 (ht: +11; vt-dir -2), and gas-directed rigs increased by +4 to 171 (ht: +1; vt-dir: +3). Horizontal oil rigs increased by +5 in Eagle Ford (TX), by +4 in Permian (TX) and by +3 in Anadarko (OK), while decreasing by -1 in Permian (NM). Horizontal gas rigs increased by +1 in Haynesville (LA).
EIA NG STORAGE REPORT
| April 27, 2017
April 27, 2017
The EIA reported a +74 bcf injection for the week ending April 20, -3 bcf below what our flow model had anticipated on Tuesday and +1 bcf above the Bloomberg median. The most significant deviation in our flow model, once again, proved to be Midwest where our estimate was 5 bcf higher than the reported injection. As mentioned in last week’s report, the deviation between our data source, which reports injections/withdrawals and the EIA who reports inventory levels, caused complications in es.....
NGL MARKET RECAP
| April 26, 2017
April 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
| April 25, 2017
April 25, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended April 20, 2017. Total net imports for the reference week averaged 1.08 bcf/d, higher by +1.12 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +1.97 bcf/d. The significant increase in net imports week-over-week was due mainly to a maintenance outage on the Net Mexico pipeline that restricted exports to Mexico. Average natural gas demand in the power sector was 21.5.....
CFTC COT
| April 24, 2017
Commitments of Traders Report – April 24, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 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, gasoline, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas rose by +13.2k to +439.0k in futures and increased by +15.3k to +536.0k in futu.....
NORTH AMERICAN RIG WATCH
| April 21, 2017
April 13, 2017
Baker Hughes shows 855 active rigs as of April 21, 2017, higher by +10 from the previous week. Oil rigs increased by +5 to 688 (ht: +9; vt-dir -4), and gas-directed rigs increased by +5 to 167 (ht: +3; vt-dir: +2). Horizontal oil rigs increased by +1 in Permian (TX), by +2 in the Bakken (ND), by +2 in Eagle Ford (TX) and by +5 in other, while decreasing by -1 in Anadarko (OK). Horizontal gas rigs increased by +1 in the Barnett (TX), by +1 in the Marcellus ( NEPA ) and by +1 in Other.
EIA NG STORAGE REPORT
| April 20, 2017
April 20, 2017
The EIA reported a +54 bcf injection for the week ending April 13, -6 bcf below what our flow model had anticipated on Tuesday and +4 bcf above the Bloomberg median. The largest variance came in the Midwest, which was in part anticipated and explained on our Wednesday note: we traced our higher than consensus estimate for the Midwest to the data source used in our flow model. In some pipeline systems, storage inventory changes are reported in two separate ways, as the sum of nominated inject.....
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| April 18, 2017
April 18, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended April 13, 2017. Total net imports for the reference week averaged -0.10 bcf/d, higher by +0.27 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +1.80 bcf/d. Average natural gas demand in the power sector was 20.5 bcf/d, lower by 1.1 bcf/d week-over-week. During the reference week, the contiguous US observed 40 electric-weighted HDDs and 10 electric weighted CDDs, d.....