by Research Reports | Nov 4, 2020
The overnight runs were mixed with the GEFS Ensemble adding HDDs, and the Euro Ensemble trending warmer. The models are more closely aligned now, but the warm trend seems to have moved prices even lower this morning. The current 15D forecast is showing roughly...
by Research Reports | Nov 3, 2020
Total production has rose above 90 Bcf with the start of November. The return of Gulf of Mexico production and rising Northeast production helped get production back to these levels. Strong production along with warmer weather is adding a bearish tilt to winter...
by Research Reports | Nov 2, 2020
LNG deliveries hit a record level to close out October. The total nominated feedgas rose to 10.4 Bcf/d on Halloween, with Cameron rising to above 1.8 Bcf/d, Sabine staying consistently above 4 Bcf/d, and helped by strong rallies at Sabine Pass, Cameron LNG and Cove...
by Research Reports | Nov 1, 2020
This week, we will review some slides from the Genscape natgas team. These are from a public webinar from Oct 22nd that dived into their winter outlook. Their end of summer storage forecast was 3.95 Bcf on Oct 31, and it appears that is higher than where...
by Research Reports | Oct 30, 2020
The December contract, on the first day in the prompt-month position, dropped early to a $3.15 before coming back higher to settle at $3.301, after a tighter than expected storage injection. The EIA reported a +29 Bcf storage injection for the week ending Oct 23,...
