by Research Reports | Mar 11, 2021
For today’s report our S/D model points to a 49 Bcf draw and our scrape model points to a 59 Bcf draw. We are leaning towards the scrape model this week, and see a higher draw risk to that number if there are some adjustments made by operator (after last week’s very...
by Research Reports | Mar 10, 2021
The big miss from last week storage report will make tomorrow’s report ultra interesting, and hard to nail. I assume we have a super wide range. If the 98 Bcf was accurate, then analyst would have to substantially lower their S/D model estimates for tomorrow report....
by Research Reports | Mar 9, 2021
Weather turned warmer overnight with all the changes in the 6-10 reversing. Both the Euro Ensemble and GFS Ensemble show a similar weather pattern over the next 15 days, where we hover slightly warmer than the 10Y normal, and than slightly cooler past day 5. The...
by Research Reports | Mar 8, 2021
Today’s 00z run was mixed when compared to Friday’s 12z run. The GFS Ensemble showed cooling across the board, while the Euro Ensemble only showed cooling from GD 14 to GD16. The GFS Ensemble gained an over 17.2 GWHDDs, and the Euro Ensemble lost -3.8 GWGDDs. Below is...
by Research Reports | Mar 7, 2021
The EIA delivered a report on Thursday that was out of left field. The pull of 98 Bcf, roughly 40 Bcf lighter than the market, was nowhere near reality. This was the 2nd wild report from the EIA this week. This crude report on Wednesday’s stated a massive 21+ MB...
