by Research Reports | May 5, 2021
Cheniere shifted up the timeline for substantial completion on Sabine Train 6 from the second half of 2022 to the first half of 2022. As of March 31, the facility is 83% complete. Cheniere noted they will be producing LNG from Train 6 at Sabine Pass “before the...
by Research Reports | May 4, 2021
In mid-May we’ll be coming up to the point where GWHDDs and PWCDDs cross over. Yesterday, we actually temporarily crossed over but the cooler weather for next week that showed up over the weekend is going to push that sustained crossover to mid-month. This is still...
by Research Reports | May 3, 2021
Today’s weather runs showed some more CDDs showing up in back end of the 15 day forecast indication a warmer than normal start to the May. Typically CDDs outweigh the HDD count mid-May, but this year this looks to be happening earlier leading to some higher burns for...
by Research Reports | May 2, 2021
For this weekend’s report, we have an update on LNG economics and forward margins. US LNG demand has had a record-setting month in April. Feedgas deliveries to US LNG export facilities have averaged 11.5 Bcf/d. At these levels, most plants are operating above...
by Research Reports | Apr 30, 2021
Yesterday the EIA reported a +15 Bcf storage injection for week ending April 23rd. This was higher than the market consensus of +10 and therefore we saw natural gas prices lower on the release of the report. Of interest in the report was the East region which...
