CFTC COT
| April 03, 2017
Commitments of Traders Report – April 03, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 28. 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 rose by +5.6k to +405.9k in futures and grew by +13.3k to .....
NORTH AMERICAN RIG WATCH
| March 31, 2017
March 31, 2017
Baker Hughes shows 822 active rigs as of March 31, 2017, higher by +15 from the previous week. Oil rigs increased by +10 to 662 (ht: +12; vt-dir: -2), and gas-directed rigs increased by +5 to 160 (ht: unch; vt-dir: +5). Horizontal oil rigs increased by +3 in Permian (TX), by +3 in Eagle Ford (TX), by +1 in Anadarko (TX) and by +7 in Other areas not associated with a specific play, while decreasing by -1 in Anadarko (OK) and by -1 in Bakken (ND). Horizontal gas rigs increased +1 by Haynesville (L.....
EIA NG STORAGE REPORT
| March 30, 2017
March 30, 2017
The EIA reported a -43 bcf withdrawal for the week ending March 23, a slightly larger draw than the -42 bcf our flow model had anticipated and exactly in line with the Bloomberg median of -43 bcf. As for our regional breakdown, the largest difference from the EIA came in our balance between the South Central and Midwest, where we assumed a net injection in the South Central and stronger withdrawals in the Midwest. The perfect balance between these two regions tends to be elusive, while som.....
U.S. COAL DELIVERIES TO POWER PLANTS
| March 30, 2017
April 2017
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through January 2017. The report contains volume and price data where available.
NGL MARKET RECAP
| March 29, 2017
March 29, 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
| March 28, 2017
March 28, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended March 23, 2017. Total net imports for the reference week averaged -0.91 bcf/d, lower by -0.46 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +1.06 bcf/d. Average natural gas demand in the power sector was 21.2 bcf/d, lower by -2.5 bcf/d week-over-week. During the reference week, the contiguous US observed 72 electric-weighted HDDs, down 54 week over week.
CFTC COT
| March 27, 2017
Commitments of Traders Report – March 27, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 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 natural gas , but decreased in Brent, gasoline, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas increased by +39.2k to +400.3k in futures and rose by +34.7k .....
NORTH AMERICAN RIG WATCH
| March 24, 2017
March 24, 2017
Baker Hughes shows 807 active rigs as of March 24, 2017, higher by +19 from the previous week. Oil rigs increased by +21 to 652 (ht: +13; vt-dir: +8), and gas-directed rigs decreased by -2 to 155 (ht: +2; vt-dir: -4). Horizontal oil rigs increased by +7 in Anadarko (OK), by +3 in Permian (NM), by +3 in Eagle Ford (TX), by +1 in Bakken (ND) and by +1 in Other areas not associated with a specific play, while decreasing by -2 in Permian (TX). Horizontal gas rigs increased by +2 in Marcellus (WV) an.....
EIA NG STORAGE REPORT
| March 23, 2017
March 23, 2017
The EIA reported a -150 bcf withdrawal for the week ending March 16, a larger draw than the -143 bcf our flow model had anticipated and a smaller pull than the Bloomberg median of -153 bcf. As for our regional breakdown, the largest miss came in South Central where we assumed more modest withdrawals from non-salt caverns while the EIA reported a strong 16 bcf pull. As noted in last week’s summary, our preliminary S/D balances suggested a draw of -150 bcf for the reference week. Yet, on Tue.....
NGL MARKET RECAP
| March 22, 2017
March 22, 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.