NGL MARKET RECAP
| March 08, 2017
March 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
| March 07, 2017
March 7, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended March 2, 2017. Total net imports for the reference week averaged -1.06 bcf/d, higher by +0.19 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +1.71 bcf/d. Average natural gas demand in the power sector was 20.6 bcf/d, higher by +1.2 bcf/d week-over-week. During the reference week, the contiguous US observed 85 electric-weighted HDDs, higher by +23 HDDs week over wee.....
CFTC COT
| March 06, 2017
Commitments of Traders Report – March 06, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 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 heating oil, but decreased in Brent, gasoline, natural gas, gasoil and WTI during the reference week. Non-commercials net length in natural gas decreased by -25.7k to +311.3k in futures and declined by -.....
NORTH AMERICAN RIG WATCH
| March 03, 2017
March 3, 2017
Baker Hughes shows 755 active rigs as of March 3, 2017, higher by +2 from the previous week. Oil rigs increased by +7 to 609 (ht: +11; vt-dir: -4), and gas-directed rigs decreased by -5 to 146 (ht: -2; vt-dir: -3). Horizontal oil rigs increased by +7 in Eagle Ford (TX), by +4 in Permian (TX), by +3 in Bakken (ND) and by +1 in Anadarko (TX), while decreasing by -1 in Permian (NM), by -1 in Anadarko (OK) and by -2 in Other. Horizontal gas rigs decreased by -2 in Marcellus ( SWPA ) and by -1 in Hay.....
EIA NG STORAGE REPORT
| March 02, 2017
March 2, 2017
The EIA reported a +7 bcf injection for the week ending February 23, the first February build ever reported. Our regional flow model’s entire miss was concentrated in the South Central region. Pinning down this week’s estimate was a challenge (as it usually is following a large miss). Our nationwide flow models indicated a range of -2/+2 and we settled for a flat inventory for the week. A linear extrapolation of historical counted vs. measured inventory change suggested a draw as large as -1.....
NGL MARKET RECAP
| March 01, 2017
March 1, 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 28, 2017
February 28, 2017
Please find attached data and charts detailing U.S. gas imports and power demand for the week ended February 23, 2017. Total net imports for the reference week averaged -1.26 bcf/d, lower by -1.07 bcf/d week-on-week. During the same week last year, U.S. net imports averaged +1.00 bcf/d. Average natural gas demand in the power sector was 19.4 bcf/d, lower by -1.3 bcf/d week-over-week. During the reference week, the contiguous US observed 61 electric-weighted HDDs, lower by -36 HDDs week over we.....
U.S. COAL DELIVERIES TO POWER PLANTS
| February 27, 2017
March 2017
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through December 2016. The report contains volume and price data where available.
CFTC COT
| February 27, 2017
Commitments of Traders Report – February 27, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 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 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 -24.0k to +337.0k in futures and decreased .....
NORTH AMERICAN RIG WATCH
| February 24, 2017
February 24, 2017
Baker Hughes shows 753 active rigs as of February 24, 2017, higher by +3 from the previous week. Oil rigs increased by +5 to 602 (ht: +9; vt-dir: -4), and gas-directed rigs decreased by -2 to 151 (ht: +1; vt-dir: -3). Horizontal oil rigs increased by +5 in Eagle Ford (TX), by +4 in Permian (TX), by +2 in Anadarko (TX) and by +1 in Permian (NM), while decreasing by -1 in Anadarko (OK), by -1 in Bakken (ND) and by -1 in areas of Texas not associated with a specific play. Horizontal gas rigs increa.....