by Research Reports | Oct 29, 2020
Our storage estimate for this week is pointing to +29 Bcf, which comes from our S/D model. Both the storage/weather model and pipeline flow model do point to a higher injections this week; hence we are expecting risk to a higher number. The current Bloomberg...
by Research Reports | Oct 28, 2020
Zeta has once again resulted in GoM production dropping. The BSEE reported 1.5 Bcf/d of production shut-in as of yesterday afternoon. Today’s pipeline nomination data shows a slight higher level of shut-ins from the Gulf region. Hurricane...
by Research Reports | Oct 27, 2020
Zeta made landfall in the Yucatán Peninsula north of Tulum, Mexico, as a Category 1 hurricane Monday night, bringing heavy rains and possible storm surge to a region struck by Delta just three weeks ago. It weakened slightly to a tropical storm but is expected to...
by Research Reports | Oct 26, 2020
LNG feedgas rose above 9 Bcf/d yesterday with Sabine Pass increasing its intake. Yesterday, Sabine received 4.155 Bcf/d which is close to the peak of 4.29 Bcf/d it received on Nov 2nd 2019. There is no news out of Sabine, which had flows restricted due to a fire at...
by Research Reports | Oct 25, 2020
This week we spend some time looking at the brewing situation in Europe. Understanding the situation in Europe is critical to North American energy markets this winter and coming summer. It’s unlikely to result in cancellations, but then again no one expected...