CFTC COT
| September 12, 2016
Commitments of Traders Report – September 12, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 06. 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 rose by +2.5k to +231.3k in futures and grew by +9.1k to .....
NORTH AMERICAN RIG WATCH
| September 09, 2016
September 9, 2016
Baker Hughes shows 506 active rigs as of September 9, 2016, higher by +11 from the previous week. Oil rigs increased by +7 to 414 (ht: -3; vt-dir: +10), while gas-directed rigs increased by +4 to 92 (ht: +4; vt-dir: unch). Horizontal oil rigs decreased by -4 in Anadarko (OK) and by -2 in Permian (NM), while increasing by +3 in Anadarko (TX). Horizontal gas rigs increased by +2 in Marcellus (WV) and by +2 in Other.
EIA NG STORAGE REPORT
| September 08, 2016
September 8, 2016
The EIA reported a +36 bcf injection for the week ending September 1, coming in below our estimate of +41 bcf and the Bloomberg median at +42 bcf. Midwest injection exceeded our expectation by 4 bcf, and our model failed to capture the sharp withdrawals in South Central, especially among non-salt fields. Both regions have limited flow visibility and it is hard to speculate on the specifics of the causes, especially in the Midwest. As for South Central, cash front-month spread approached 10.....
NGL MARKET RECAP
| September 08, 2016
September 8, 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 06, 2016
September 06, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended September 1, 2016. Total net imports for the reference week averaged 0.68 bcf/d, lower by -0.23 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.48 bcf/d. Average natural gas demand in the power sector was 34.1 bcf/d, higher by +1.2 bcf/d week-over-week. During the reference week, the contiguous US observed 86 population-weighted CDDs, higher by +7 CDDs week over .....
CFTC COT
| September 06, 2016
Commitments of Traders Report – September 6, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 30. 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, natural gas, gasoil and heating oil , but decreased in gasoline and WTI during the reference week. Non-commercials net length in natural gas grew by +54.4k to +228.7k in futures and increased by +56.....
NORTH AMERICAN RIG WATCH
| September 02, 2016
September 2, 2016
Baker Hughes shows 495 active rigs as of September 2, 2016, higher by +8 from the previous week. Oil rigs increased by +1 to 407 (ht: +12; vt-dir: -11), while gas-directed rigs increased by +7 to 88 (ht: +4; vt-dir: +3). Horizontal oil rigs increased by +4 in Anadarko (OK), by +3 in Permian (TX), by +1 in Bakken (ND) and by +5 in Other, while decreasing by -1 in Eagle Ford (TX). Horizontal gas rigs increased by +1 in Marcellus ( NEPA ), by +1 in Marcellus ( SWPA ), by +1 in Marcellus (WV), and .....
EIA NG STORAGE REPORT
| September 01, 2016
September 1, 2016
The EIA reported a +51 bcf injection for the week ending August 25, reminding us the importance of discipline and focus in modeling. Our pipeline scrape model showed a +53 injection, but given the concerns we raised in our Tuesday blurb, we decided to publish the output of our secondary models. Our S&D estimate provided a +43 bcf for the reference week, in line with the Bloomberg median. At a regional level, inventory build in the Midwest once again caused the biggest surprise. East provid.....
NGL MARKET RECAP
| August 31, 2016
August 31, 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. COAL DELIVERIES TO POWER PLANTS
| August 31, 2016
September 2016
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through June 2016. The report contains volume and price data where available.