U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| March 01, 2016
March 1, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended February 25, 2016. Total net imports for the reference week averaged 1.00 bcf/d, lower by -2.48 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 3.82 bcf/d. Average natural gas demand in the power sector was 23.2 bcf/d, lower by -1.2 bcf/d week-over-week. During the reference week, the contiguous US observed 85 electric-weighted HDDs, lower by -50 from the previ.....
U.S. COAL DELIVERIES TO POWER PLANTS
| March 01, 2016
March 2016
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through December 2015. The report contains volume and price data where available.
CFTC COT
| February 29, 2016
February 29, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 23. 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 WTI , but decreased in natural gas and heating oil during the reference week. Non-commercials net length in natural gas declined by -4.4k to +11.0k in futures and decreased by.....
NORTH AMERICAN RIG WATCH
| February 26, 2016
February 26, 2016
Baker Hughes shows 502 active rigs as of February 26, 2016, lower by -12 from the previous week. Oil rigs decreased by -13 to 400 (ht: -15; vt-dir: +2) while gas-directed rigs increased by +1 to 102 (ht: -3; vt-dir: +4). Horizontal oil rigs decreased by -6 in Eagle Ford (TX) and by -2 in Permian (TX) and Permian (NM). Gas-directed horizontal rigs decreased by -2 in Haynesville (TX).
EIA NG STORAGE REPORT
| February 25, 2016
February 25, 2016
The EIA reported a -117 bcf withdrawal for the week ending February 18, coming in significantly weaker than our own number at -132 bcf, and the Bloomberg median at -136 bcf. This implies a material loosening of the weather-adjusted supply and demand balances following last week’s strong withdrawal. Regionally, South Central was responsible for all of the miss compared to our expectations. South Central was also responsible for almost the entire difference compared to the previous week’s withdr.....
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| February 23, 2016
February 23, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended February 18, 2016. Total net imports for the reference week averaged 3.49 bcf/d, higher by +0.40 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 4.83 bcf/d. Average natural gas demand in the power sector was 24.5 bcf/d, lower by -2.6 bcf/d week-over-week. During the reference week, the contiguous US observed 134 electric-weighted HDDs, lower by -19 from the pre.....
CFTC COT
| February 22, 2016
Commitments of Traders Report – February 22, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 16. 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, gasoil and heating oil , but decreased in WTI during the reference week. Non-commercials net length in natural gas decreased by -4.7k to +15.4k in futures and grew by +2.2k .....
NORTH AMERICAN RIG WATCH
| February 19, 2016
February 19, 2016
Baker Hughes shows 514 active rigs as of February 19, 2016, lower by -27 from the previous week. Oil rigs decreased by -26 to 413 (ht: -18; vt-dir: -8) while gas-directed rigs dropped by -1 to 101 (ht: unch; vt-dir: -1). Horizontal oil rigs decreased by -4 in Anadarko (OK) and Bakken (ND) and by -3 in Eagle Ford (TX) and Permian (TX). Gas-directed horizontal rigs increased by +2 in Granite Wash (TX) and by +1 in Granite Wash (OK).
EIA NG STORAGE REPORT
| February 18, 2016
February 18, 2016
The EIA reported a -158 bcf withdrawal for the week ending February 11, coming in stronger than our own number at -150 bcf, and the Bloomberg median at -152 bcf. Following the recovery in power burns last week, this draw implied the tightest weather-adjusted supply and demand balance for the year so far. Regionally the surprise came from a larger than expected draw from salt-dome facilities, but that was not because our model was skewed by last week’s bearish miss. Last week we talked abou.....
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| February 16, 2016
February 16, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended February 11, 2016. Total net imports for the reference week averaged 3.09 bcf/d, higher by +1.26 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 3.35 bcf/d. Average natural gas demand in the power sector was 27.0 bcf/d, higher by +4.7 bcf/d week-over-week. During the reference week, the contiguous US observed 153 electric-weighted HDDs, higher by +47 from the p.....