U.S. COAL DELIVERIES TO POWER PLANTS | September 29, 2016

October 2016

Please find attached U.S. Coal Deliveries to Electric Power Plants with data through July 2016. The report contains volume and price data where available.


NGL MARKET RECAP | September 28, 2016

September 28, 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 | September 27, 2016

September 27, 2016

Please find attached data and charts detailing U. S. gas imports and power demand for the week ended September 22, 2016. Total net imports for the reference week averaged 1.49 bcf/d, higher by +1.17 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 1.58 bcf/d. Average natural gas demand in the power sector was 31.7 bcf/d, higher by +0.5 bcf/d week-over-week. During the reference week, the contiguous US observed 65 population-weighted CDDs, higher by +1 CDDs week ove.....


CFTC COT | September 26, 2016

Commitments of Traders Report – September 26, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 20. 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 grew by +12.5k to +255.3k in futures and increased by .....


NORTH AMERICAN RIG WATCH | September 23, 2016

September 23, 2016

Baker Hughes shows 510 active rigs as of September 23, 2016, higher by +5 from the previous week. Oil rigs increased by +2 to 418 (ht: +6; vt-dir: -4), while gas-directed rigs increased by +3 to 92 (ht: +2; vt-dir: +1). Horizontal oil rigs increased by +1 in the Permian (TX) and by +1 in the Bakken (ND), and by +3 in areas of TX not associated with a tight oil play. Horizontal gas rigs increased by +1 in the Marcellus ( SWPA ), and by +2 in areas of TX outside of named shale plays.


EIA NG STORAGE REPORT | September 22, 2016

September 22, 2016

The EIA reported a +52 bcf injection for the week ending September 15, coming in above our estimate of +46 bcf and the Bloomberg median at +50 bcf. Compared to our East and Midwest build expectations of 17 bcf and 26 bcf, EIA reported an estimated injection of 19 bcf and 31 bcf, respectively. There will be no commentary this week.


NGL MARKET RECAP | September 21, 2016

September 21, 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 | September 20, 2016

September 20, 2016

Please find attached data and charts detailing U. S. gas imports and power demand for the week ended September 15, 2016. Total net imports for the reference week averaged 0.32 bcf/d, higher by +0.59 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 1.55 bcf/d. Average natural gas demand in the power sector was 31.1 bcf/d, higher by +1.3 bcf/d week-over-week. During the reference week, the contiguous US observed 64 population-weighted CDDs, lower by -7 CDDs week over.....


CFTC COT | September 19, 2016

Commitments of Traders Report – September 19, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 13. 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, heating oil and WTI , but decreased in gasoil during the reference week. Non-commercials net length in natural gas increased by +11.6k to +242.9k in futures and grew by +20.....


NORTH AMERICAN RIG WATCH | September 16, 2016

September 16, 2016

Baker Hughes shows 505 active rigs as of September 16, 2016, lower by -1 from the previous week. Oil rigs increased by +2 to 416 (ht: unch; vt-dir: +2), while gas-directed rigs decreased by -3 to 89 (ht: -2; vt-dir: -1). Horizontal oil rigs increased by +2 in Anadarko (OK) and by +1 in Eagle Ford (TX), while decreasing by -2 in Bakken (ND) and by -1 in Anadarko (TX). Horizontal gas rigs decreased by -1 in Eagle Ford (TX), by -1 in Haynesville (LA) and by -1 in Other, while increasing by +1 in Wo.....