by Research Reports | Aug 21, 2022
This week we start by looking at the EIA-930 data. With natural gas prices continuing to bounce around, natural gas generation continues to operate at a very stable level. The coal-to-gas switching element no longer exists like we once knew it. As can be seen, natural...
by Research Reports | Aug 19, 2022
The EIA reported a +18 Bcf injection for the week ending Aug 12th, which came as a complete surprise to the market. 95% of estimates were atleast over +20 Bcf; hence this one is tough to explain. This storage report takes the total level to 2519 Bcf, which is...
by Research Reports | Aug 18, 2022
For week ending Aug 12th, the S/D storage model is point to a +25 Bcf injection and flow model is point to a +33 Bcf . The flow model performance has been strong lately, hence we take an average of the two as our final estimate. Our final estimate is +29...
by Research Reports | Aug 17, 2022
Yesterday’s Henry Hub rally looks to be a result of TTF touching new record highs. Despite European storage is sitting at the 5Yr average (75% full, +23% YoY), the unreliable supply from Russia is setting this market into unknown territory again. Adding to this...
by Research Reports | Aug 16, 2022
Today’s Fundamentals Daily US natural gas production is estimated to be 96.1 Bcf/d this morning. Today’s estimated production is -2.38 Bcf/d to yesterday, and -2.28 Bcf/d to the 7D average. The drop in today mainly comes out of West Texas with looks to be...
