U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND | January 19, 2016

January 19, 2016

Please find attached data and charts detailing U. S. gas imports and power demand for the week ended January 14, 2016. Total net imports for the reference week averaged 2.82 bcf/d, higher by +0.28 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 5.37 bcf/d. Average natural gas demand in the power sector was 26.0 bcf/d, lower by -0.1 bcf/d week-over-week. During the reference week, the contiguous US observed 155 electric-weighted HDDs, lower by -3 from the previ.....

CFTC COT | January 18, 2016

Commitments of Traders Report – January 18, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 12. 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 rose by +46.2k to +19.6k in futures and increased by +54.....

NORTH AMERICAN RIG WATCH | January 16, 2016

January 15, 2016

Baker Hughes shows 650 active rigs as of January 15, 2016, lower by -14 from the previous week. Oil rigs decreased by -1 to 515 (ht: -2; vt-dir: +1) while gas-directed rigs dropped by -13 to 135 (ht: -6; vt-dir: -7). Horizontal oil rigs increased by +3 in Anadarko (OK) and Permian (TX). Gas-directed horizontal rigs declined by -2 in Eagle Ford (TX) and Haynesville (LA), while increasing by +2 in Marcellus (WV).

EIA NG STORAGE REPORT | January 14, 2016

January 14, 2016

The EIA reported a -168 bcf withdrawal for the week ending January 7, coming in weaker than our own number at -175 bcf, and the Bloomberg median at -178 bcf. This would be the third week in a row of alternating surprises from the EIA following a pretty good start since they released the new regional breakdown. Regionally, the main culprit remains the Midwest as it combines with the East and South Central to swing by close to 1 bcf/d week-on-week compared to our expectations. The holiday e.....

U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND | January 12, 2016

January 12, 2016

Please find attached data and charts detailing U. S. gas imports and power demand for the week ended January 7, 2016. Total net imports for the reference week averaged 2.36 bcf/d, higher by +0.54 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 5.65 bcf/d. Average natural gas demand in the power sector was 26.1 bcf/d, higher by +1.8 bcf/d week-over-week. During the reference week, the contiguous US observed 158 electric-weighted HDDs, higher by +56 from the previou.....

CFTC COT | January 11, 2016

Commitments of Traders Report – January 11, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 05. 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 and heating oil , but decreased in gasoil and WTI during the reference week. Non-commercials net length in natural gas grew by +52.6k to -26.7k in futures and increased by +52.....

NORTH AMERICAN RIG WATCH | January 08, 2016

January 8, 2016

Baker Hughes shows 664 active rigs as of January 8, 2016, lower by -34 from the previous week. Oil rigs decreased by -20 to 516 (ht: -16; vt-dir: -4) while gas-directed rigs dropped by -14 to 148 (ht: -14; vt-dir: unch). Horizontal oil rigs decreased by -4 in Permian (NM), by -3 in Bakken (ND), by -2 in Anadarko (OK) and by -2 in Anadarko (TX), while Marcellus (WV) saw its horizontal gas rigs drop by -4.

EIA NG STORAGE REPORT | January 07, 2016

January 7, 2016

Please note our extended U.S. and Canada tables covering the remainder of the withdrawal season are included in the attachment. The EIA reported a -113 bcf withdrawal for the week ending December 31, coming in stronger than our own number at -103 bcf, and the Bloomberg median at -100 bcf. Today’s report also marked the first time a revision was acknowledged since the EIA transitioned to a 5-region era with tighter revision tolerances. As a result of the 4 bcf reclassification (from base to.....

U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND | January 05, 2016

January 5, 2016

Please find attached data and charts detailing U. S. gas imports and power demand for the week ended December 31, 2015. Total net imports for the reference week averaged 1.92 bcf/d, higher by +0.20 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 24.5 bcf/d, lower by -0.2 bcf/d week-over-week. During the reference week, the contiguous US observed 102 electric-weighted HDDs, higher by +4 from the previ.....

CFTC COT | January 04, 2016

Commitments of Traders Report – January 4, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 29. 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, natural gas, heating oil and WTI , but decreased in Brent and gasoil during the reference week. Non-commercials net length in natural gas increased by +27.5k to -79.3k in futures and grew by +2.....