by Research Reports | Jun 27, 2021
The addition of more renewables to the power stack is adding one more variable to track to keep on top of week-to-week fundamental demand changes. Wind and solar additions directly impact weekly gas burns and ultimately the amount of natural gas that goes in or out of...
by Research Reports | Jun 25, 2021
Yesterday, the EIA reported a +55 Bcf storage injection for the week ending June 18th. This report came in ~7 Bcf/d below market consensus and 5 Bcf/d below our S/D model. Unlike last week, which was showed balances being loose vs LY this report came in 3.5 Bcf/d...
by Research Reports | Jun 24, 2021
For today’s storage report our final projection is +60 Bcf (S/D @ +60, Scrape @ +63) The current Bloomberg survey is +65 and Bloomberg whisper is currently at +59 (the whisper is the average of the 17 top analysts). Here are the current...
by Research Reports | Jun 23, 2021
Weather models continue to show volatility, with the GFS Ensemble further warming up in the backend of the forecast and the Euro Ensemble reducing the level of heat across the next 15 days. The two forecast were aligned yesterday, but have now once again diverged....
by Research Reports | Jun 22, 2021
June looks to end on a hot note for much of the US, with a high and moderate risk of excessive heat across much of the West and parts of the Great Plains. Hazards Outlook. More daily record highs appear likely to fall June is on pace to rank 2nd hottest back to 1950...
