CFTC COT
| October 31, 2016
Commitments of Traders Report – October 31, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 25. 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 +1.4k to +348.8k in futures and rose by +14.....
NORTH AMERICAN RIG WATCH
| October 28, 2016
October 28, 2016
Baker Hughes shows 555 active rigs as of October 28, 2016, higher by +4 from the previous week. Oil rigs decreased by -2 to 441 (ht: -1; vt-dir: -1), and gas-directed rigs increased by +6 to 108 (ht: +6; vt-dir: unch). Horizontal oil rigs increased by +5 in Bakken (ND) and +3 in Permian (TX), while decreasing by -2 in Permian (NM) and by -7 in Other. Horizontal gas rigs increased by +3 in Haynesville (TX), by +1 in Marcellus ( NEPA ), by +1 in Marcellus ( SWPA ), and by +1 in Woodford (Anadarko).....
EIA NG STORAGE REPORT
| October 27, 2016
October 27, 2016
The EIA reported a +73 bcf injection for the week ending October 20, above our estimate of +67 bcf and in line with the Bloomberg median at +73 bcf. The large deviation from normal weather (28 observed GWHDDs vs. 72 normal and 31 observed PWCDDs vs 11 normal) increased the error term in our flow model that uses regional weather as an input across areas with limited pipeline visibility.
NGL MARKET RECAP
| October 26, 2016
October 26, 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
| October 25, 2016
October 25, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended October 20, 2016. Total net imports for the reference week averaged 0.75 bcf/d, lower by -0.79 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.37 bcf/d. Average natural gas demand in the power sector was 25 bcf/d, higher by +1.1 bcf/d week-over-week. During the reference week, the contiguous US observed 36 population-weighted CDDs, higher by +15 CDDs week over we.....
CFTC COT
| October 24, 2016
Commitments of Traders Report – October 24, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 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 natural gas and gasoil , but decreased in Brent, gasoline, heating oil and WTI during the reference week. Non-commercials net length in natural gas grew by +24.0k to +347.4k in futures and rose by +23.6.....
NORTH AMERICAN RIG WATCH
| October 21, 2016
October 21, 2016
Baker Hughes shows 551 active rigs as of October 21, 2016, higher by +14 from the previous week. Oil rigs increased by +11 to 443 (ht: +11; vt-dir: unch), and gas-directed rigs increased by +3 to 108 (ht: +3; vt-dir: unch). Horizontal oil rigs increased by +6 in Permian (TX), by +1 in Permian (NM), by +1 in Eagle Ford (TX) and by +6 in Other, while decreasing by -2 in Anadarko (OK) and by -1 in Anadarko (TX). Horizontal gas rigs increased by +1 in Eagle Ford (TX) and by +1 in Haynesville (LA), a.....
EIA NG STORAGE REPORT
| October 20, 2016
October 20, 2016
The EIA reported a +77 bcf injection for the week ending October 13, slightly above our estimate of +76 bcf and the Bloomberg median at +74 bcf. With South Central disconnecting from the rest of the market, our regional models have been providing inaccurate results over the past few weeks. This week was no exception. As predicted in last week’s note, salt domes posted a record-high injection of +25 bcf for the week, in line with our sub-regional model output. Our models were calling for a.....
NGL MARKET RECAP
| October 19, 2016
October 19, 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
| October 18, 2016
October 18, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended October 18, 2016. Total net imports for the reference week averaged 1.54 bcf/d, lower by -0.48 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.17 bcf/d. Average natural gas demand in the power sector was 23.9 bcf/d, lower by -1.0 bcf/d week-over-week. During the reference week, the contiguous US observed 21 population-weighted CDDs, lower by -7 CDDs week over wee.....