by Research Reports | Jul 9, 2021
Yesterday the EIA posted a bullish storage report that showed only 16 Bcf being injected across the lower 48. This was much lower than market expectations, and the number was very much aligned with the +55 Bcf injection we saw a couple of weeks ago for week ending...
by Research Reports | Jul 8, 2021
For today’s storage report our final projection is +22 Bcf (S/D @ +22, Scrape @ +29) The current Bloomberg survey is +27 and Bloomberg whisper is currently at +25 (the whisper is the average of the 17 top analysts). Here are the current...
by Research Reports | Jul 7, 2021
Production looks to have returned to normal levels with the NE producing back over 34 Bcf/d yesterday. While supply gets back to normal we could see a hit on demand with TS Elsa despite the warm temps. Elsa moves across the western and northern Florida peninsula...
by Research Reports | Jul 6, 2021
After the long weekend, weather warmed slightly compared to Friday’s 12z run but the biggest change comes from domestic production resuming to levels back above 90 Bcf/d. The MarkWest event has ended in Appalachia, allowing U.S. production to quickly rebound back to a...
by Research Reports | Jul 4, 2021
Fundamentals for the week ending July 02: This past week the EIA reported a +76 Bcf storage injection for the week ending June 25th. This report came in 8 Bcf/d above market consensus and 6 Bcf/d above our estimate. Unlike last week, which was showed balances...
