by Research Reports | Apr 11, 2022
Weather runs were slightly bullish overall from Friday’s 12Z run. Below is the change from Friday’s 12z which shows both models making the same directional move. Here is a look the latest outlook, which shows the overall forecast hovering very close to the 10Y normal...
by Research Reports | Apr 10, 2022
This week, we dig into the strong gas burns. The market looks to be picking up on this theme this past week with the summer natgas strip shooting well past $6. The strong performance of gas generation has been a phenomenon we have been seeing since last summer, but it...
by Research Reports | Apr 8, 2022
Yesterday, the EIA reported a -33 Bcf draw for the week ending Apr 1, which came in higher than market estimates. We estimate this report was +0.2 Bcf/d tight vs LY (wx adjusted). This past week’s stronger than expected draw comes with cool temps across the East...
by Research Reports | Apr 7, 2022
For today’s storage report our final projection is -30 Bcf (S/D -23, Flow -37). As weather transition over to summer we see a big discrepancy between the two models. This week we take an average of the two models, as we believe the S/D alone is not catching the full...
by Research Reports | Apr 6, 2022
Today’s Fundamentals Daily US natural gas production is estimated to be 95.1 Bcf/d this morning. Today’s estimated production is +0.04 Bcf/d to yesterday, and -1.18 Bcf/d to the 7D average. Natural gas consumption is modelled to be 77 Bcf today, ...
