EIA NG STORAGE REPORT
| August 14, 2014
August 14, 2014
EIA reported a +78 bcf injection for the week ending August 8 (Bloomberg median +82 bcf, Bloomberg whisper: +83 bcf). The 22 estimates submitted to Bloomberg varied from +75 bcf to +87 bcf with a standard deviation of 3 bcf. Our model showed +85 bcf. Nationwide electricity-weighted cooling degree days reported by NOAA decreased by -3 to 65 CDDs, while natural gas-weighted HDDs decreased by -3 to 1 HDD . Total US: +78 bcf ( LCMC : +85 bcf, Bloomberg median: +82 bcf) East: +58 bcf West: +.....
NGL MARKET RECAP
| August 13, 2014
August 13, 2014
Propane: US propane inventories increased by +1.8m bbl to 70.3m bbl for the week ended August 8, 2014. PADD 3 inventories increased +4%, or +1.3m bbl, to 38.7m bbl. PADD 2 stocks increased +2% or by +510k bbl to 23.4m bbl. In PADD 1, stocks decreased -1% or -84k bbl to 5.4m bbl. Implied demand decreased -10% to 9919 kb/d; imports increased +105% to 115 kb/d while production fell -5% to 1.50 mb/d last week. In Focus: IEA on LPG and ethane demand In its monthly Oil Market Report ( .....
CFTC COT
| August 11, 2014
Commitments of Traders Report – August 11, 2014
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 05. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in gasoline , but decreased in natural gas, heating oil, Brent and WTI during the reference week. Non-commercials net length in natural gas declined by -29.8k to +140.6k in futures and fell by -25.6k to +245.2k in fu.....
NORTH AMERICAN RIG WATCH
| August 08, 2014
August 8, 2014
Baker Hughes shows 1,904 active rigs as of August 8, 2014, higher by +18 from the previous week. Oil rigs increased by +15 to 1,588 (ht: +17; vt-dir: -2) while gas-directed rigs increased by +3 to 316 (ht: +1; vt-dir: +2). Horizontal oil rigs increased by +5 to 167 in the Bakken (ND) and vertical/directional oil rigs decreased by -2 to 207 in the Permian (TX). Gas-directed horizontal rigs increased by +3 to 23 in Haynesville (LA).
EIA NG STORAGE REPORT
| August 07, 2014
August 7, 2014
EIA reported a +82 bcf injection for the week ending August 1 (Bloomberg median +83 bcf, Bloomberg whisper: +82 bcf). The 23 estimates submitted to Bloomberg varied from +79 bcf to +91 bcf with a standard deviation of 3 bcf. Our model showed +83 bcf. Nationwide electricity-weighted cooling degree days reported by NOAA increased by +2 to 68 CDDs, while natural gas-weighted HDDs increased by +1 to 4 HDD . Total US: +82 bcf ( LCMC : +83 bcf, Bloomberg median: +83 bcf) East: +62 bcf West: +.....
NGL MARKET RECAP
| August 06, 2014
August 6, 2014
Propane: US propane inventories increased by +1.3m bbl to 68.5m bbl for the week ended August 1, 2014. PADD 3 inventories increased +3%, or +1m bbl, to 37.4m bbl. PADD 2 stocks increased +2% or by +484k bbl to 22.9m bbl. In PADD 1, stocks decreased -3% or -193k bbl to 5.5m bbl. Implied demand increased +8% to 1,019 kb/d; imports increased +2% to 56 kb/d while production was unchanged at 1.58 mb/d last week. In Focus: Is a waterborne ethane market possible? Late last month, Rusal’s co.....
CFTC COT
| August 04, 2014
Commitments of Traders Report – August 04, 2014
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 29. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in heating oil , but decreased in natural gas, Brent, gasoline and WTI during the reference week. Non-commercials net length in natural gas declined by -21.9k to +170.4k in futures and decreased by -31.0k to +270.8k in.....
U.S. COAL DELIVERIES TO POWER PLANTS
| August 04, 2014
August 2014
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through May 2014. The report contains volume and price data where available
NORTH AMERICAN RIG WATCH
| August 01, 2014
August 1, 2014
Baker Hughes shows 1,886 active rigs as of August 1, 2014, higher by +6 from the previous week. Oil rigs increased by +11 to 1,573 (ht: +9; vt-dir: +2) while gas-directed rigs decreased by -5 to 313 (ht: -3; vt-dir: -2). Horizontal oil rigs increased by +5 to 228 while vertical/directional oil rigs decreased by -1 to 210 in the Permian (TX). Gas-directed horizontal rigs increased by +3 to 22 in Haynesville (TX).
EIA NG STORAGE REPORT
| July 31, 2014
July 31, 2014
EIA reported a +88 bcf injection for the week ending July 25 (Bloomberg median: +92 bcf, Bloomberg whisper: +92 bcf). The 24 estimates submitted to Bloomberg varied from +85 bcf to +100 bcf with a standard deviation of 4 bcf. Our model showed +96 bcf. Nationwide electricity-weighted cooling degree days reported by NOAA decreased by -3 to 66 CDDs, while natural gas-weighted HDDs decreased by -2 to 5 HDD . Total US: +88 bcf ( LCMC : +96 bcf, Bloomberg median: +92 bcf) East: +57 bcf West: .....