by Research Reports | Mar 17, 2021
LNG levels have rebounded back after the pullback in February. Today’s nomination data has LNG feedgas setting a new peak level of 11.68 Bcf/d. This breaks the high of 11.6 Bcf/d set on Dec 13th. We expect that US LNG feedgas levels will be 10.6...
by Research Reports | Mar 16, 2021
Overnight weather runs were essentially flat to yesterday. The warming trend seen over the weekend seems to be holding so far. This took the entire summer strip lower yesterday to the 2.60 level. As we head lower more gas will enter the power stack resulting in higher...
by Research Reports | Mar 15, 2021
The marketed opened significantly lower yesterday with weather runs pointing to a big drop in TDDs (total degree days). The last week of March now sits well below the 10Y normal levels. During this time of the year the TDDs at the national level are still made up...
by Research Reports | Mar 14, 2021
Let’s start this week by reviewing this week’s storage number. The -52 Bcf was in line with market expectations and it fits quite well with the output of the scrape models. Unlike last week, the South Central storage activity made a lot more sense. RED...
by Research Reports | Mar 12, 2021
Today’s 00z run shifted warmer, particularly in the Midwest and East. The GFS Ensemble showed a drop of 24.7 GWHDDS, while the Euro Ensemble showed a 8.3 drop. As seen in the regional breakout, the focus of the warming was the Center to East of the...
