by Research Reports | Mar 29, 2021
Weather warmed up significantly over the weekend. The 6-10 periods showed a big change to the warmer side in both the Euro Ensemble and GFS Ensemble from Friday’s 12Z. So other than a small cold shot later this week, we expect temps to be fairly warm into the first...
by Research Reports | Mar 28, 2021
The week we focus on the issues around the Suez Canal and the impact on European gas markets. Dredgers, excavators, and tug boats are working hard to free the ship, but the operation may take weeks, according to the AP. About 10% of the world’s maritime trade passes...
by Research Reports | Mar 26, 2021
Yesterday the EIA reported a -36 Bcf storage draw for week ending March 19th. This came in higher than our estimate of -27 Bcf, and the median analyst expectation of -22. The stronger number looks to confirm the increase in industrial natural gas consumption to more...
by Research Reports | Mar 25, 2021
For today’s report our S/D model points to a -27 Bcf draw. The largest factor in the low draw in past week comes from weather continuously warming up as we approach spring and the large amount of industrial and oil refinery consumption still being offline. For week...
by Research Reports | Mar 24, 2021
L48 production once again dropped today with maintenance continuing on REX and Gulf South. Today production was approximately 2 Bcf/d lower than the March average. The REX maintenance is completed tomorrow, and the Gulf South maintenance is expected to go until March...
