by Research Reports | Apr 11, 2021
This week we focus on the changing power stack with the growing renewables. Renewable generation across the US has been steadily rising over the years and shows no signs of slowing in 2021. This will have a definite impact on power burns and storage injection rates...
by Research Reports | Apr 8, 2021
For today’s storage report our S/D model points to a +20 Bcf injection, and our pipe scrape model shows a +21 Bcf injection. Here is the output of our scrape model: The current Bloomberg survey is +22 and Bloomberg whisper is +21...
by Research Reports | Apr 7, 2021
Weather volatility continues in today’s 00z run. The GFS Ensembled showed warming across the 15D window, while the Euro Ensemble was flat relative to yesterday’s runs. Today’s Fundamentals: Daily US natural gas production is estimated...
by Research Reports | Mar 31, 2021
LNG Feedgas flows have been strong. Today’s nomination data estimates levels at 11.8 Bcf/d and the month-to-date levels average 11.1 Bcf/d Cheniere announced yesterday that Substantial Completion of Train 3 at the Corpus Christi liquefaction project was achieved on...
by Research Reports | Mar 30, 2021
The overnight weather runs were fairly neutral with only the GFS Ensemble showing some GWHDDs show up in the back half of the forecast. Not really notable, especially as we slip into the shoulder season. With the current outlook and longer term view, most...
