by Research Reports | Jul 2, 2021
Yesterday the EIA posted a bearish storage report that showed 76 Bcf being injected across the lower 48. This was much higher than market expectations. Out of the past 4 storage reports, only last week’s report of +55 was tight while the other 3 showed a weather...
by Research Reports | Jul 1, 2021
Late yesterday, TCO sent out a critical notice at 2:34pm noting an operational event affecting two processing plants, Sherwood and Mobley. The result of the outage was 2 Bcf/d of production being shut-in. The current outage event is estimated to last until end of day...
by Research Reports | Jun 30, 2021
Natural gas prices exploded yesterday to levels not seen in years. As prices move higher, C2G is not unwinding as quickly as expected. This is from Criterion Research showing the gas generation’s share of total thermal generation. As seen, gas gen continues to remain...
by Research Reports | Jun 29, 2021
The market is higher this morning, but we do not see a fundamental change triggering this move. Both weather models are showing slight more heat in the 6-10 day range vs yesterday’s 12z run. The additional heat is in the Pacific and Mountain regions, whiles other gas...
by Research Reports | Jun 28, 2021
Today’s 00z weather runs came showed a bit drop in the heat pattern for the 6-10 day period. Both the GFS Ensemble and Euro Ensemble lost PWCDDs around the long weekend. The Euro Ensemble is overall significantly cooler. It now moves closer to the...
