EIA NG STORAGE REPORT
| July 13, 2017
July 13, 2017
Please note our extended U.S. and Canada tables covering the injection season are included in the attachment. The EIA reported a +57 bcf injection for the week ending July 6th. The number was -5 bcf lower than the +61 bcf our flow model had anticipated on Tuesday and -3 bcf below the Bloomberg median. The largest difference between our model’s prediction and the EIA’s number was in the South Central, specifically salt cavern storage withdrawals, where our estimate of a slight withdrawal wa.....
NGL MARKET RECAP
| July 12, 2017
July 12, 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
| July 11, 2017
July 06, 2017
Please find the attached data and charts detailing U.S. gas imports and power demand for the week ended July 6, 2017. Total net imports for the reference week averaged -0.75 bcf/d, lower by -0.21 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 30.3 bcf/d, higher by 1.7 bcf/d week-over-week. During the reference week, the contiguous US observed 89 population weighted CDDs, down 23 week over week.
CFTC COT
| July 10, 2017
Commitments of Traders Report – July 10, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 04. 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 heating oil , but decreased in natural gas and WTI during the reference week. Non-commercials net length in natural gas fell by -8.4k to +381.4k in futures and decreased by -6.3k .....
EIA NG STORAGE REPORT
| July 07, 2017
July 7, 2017
The EIA reported a +72 bcf injection for the week ending June 29. The number was 7 bcf higher than the 65 bcf mark our flow model had anticipated on Monday and 6 bcf above the Bloomberg median. The largest difference between our model’s prediction and the EIA’s number was in the Pacific region, where the EIA -reported injections were 5 bcf above what our model anticipated. Gas-fired power burns declined in the Pacific region through the reference week, as the Southern California heat wave s.....
NORTH AMERICAN RIG WATCH
| July 07, 2017
July 7, 2017
US: Baker Hughes shows 952 active rigs as of July 07, 2017, higher by +12 from the previous week. Oil rigs increased by +7 to 763 (ht: +9; vt-dir: -2), and gas-directed rigs increased by +5 to 189 (ht: +3; vt-dir: +2). Horizontal oil rigs increased by +4 in Anadarko (OK), by +2 in Permian (TX), by +1 in Anadarko (TX), by +1 in Eagle Ford (TX) and by +2 in Other areas not associated with a specific play, while declining by -1 in Permian (NM). Horizontal gas rigs increased by +2 in Haynesville (L.....
NGL MARKET RECAP
| July 06, 2017
July 6, 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
| July 03, 2017
July 3, 2017
We are anticipating a +65 bcf injection for Friday’s natural gas storage report as indicated by our pipeline scrapes. Our breakdown by region is East: 27 bcf, Midwest 22 bcf, Mountain 5 bcf, Pacific 2 bcf, South Central 9 bcf. For the three following weeks, we’re anticipating injections of 56 bcf, 36 bcf and 27 bcf, respectively. Please also find attached data and charts detailing U.S. gas imports and power demand for the week ended June 29, 2017. Total net imports for the reference week ave.....
CFTC COT
| July 03, 2017
Commitments of Traders Report – July 03, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 27. 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 and natural gas , but decreased in Brent, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas increased by +14.6k to +389.8k in futures and rose by +8.9k.....
NORTH AMERICAN RIG WATCH
| June 30, 2017
June 30, 2017
US: Baker Hughes shows 940 active rigs as of June 30, 2017, lower by -1 from the previous week. Oil rigs decreased by -2 to 756 (ht: unch; vt-dir: -2), and gas-directed rigs increased by +1 to 184 (ht: unch; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (TX), by +1 in Bakken (ND) and by +1 in Permian (NM), while declining by -1 in Anadarko (OK), by -1 in Eagle Ford (TX) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Eagle Ford .....