by Research Reports | Apr 5, 2022
Today’s Fundamentals Daily US natural gas production is estimated to be 93 Bcf/d this morning. Today’s estimated production is -1.48 Bcf/d to yesterday, and -2.43 Bcf/d to the 7D average. We have seen a big slide in production from the SC and Northeast...
by Research Reports | Apr 4, 2022
Weather runs were overall bearish from Friday’s 12Z run. Below is the change from Friday’s 12z which shows both models making the same directional move. The majority of the change occurs starting next week. Here is a look the latest outlook, which shows the overall...
by Research Reports | Apr 3, 2022
This week, we review some key takeaways from the Q1 2022 Dallas Fed Energy Survey. The Dallas Fed conducts quarterly surveys with executives in manufacturing, services, energy, and lending across Texas and the broader Eleventh Federal Reserve District. The latest...
by Research Reports | Apr 1, 2022
Yesterday, the EIA reported a +26 Bcf injection for the week ending Mar 25th, which came in right at market estimates. Storage levels were reported to be 1415 Bcf. We see this report being loose YoY. We estimate this report was ~3.2 Bcf/d loose vs LY (wx adjusted)...
by Research Reports | Mar 31, 2022
For today’s storage report our final projection is +26 Bcf (S/D +26, Flow +32). The current Bloomberg survey is +26 and Bloomberg whisper is currently at +26 (the whisper is the average of the 17 top analysts). Here are the current ICE storage...
