by Research Reports | Feb 27, 2022
The Russian invasion into Ukraine this past week sent energy markets soaring. It’s well known that Europe has a high reliance on Russian energy through a vast network of pipelines. Here is a clear map showing the different supply routes into Europe from a...
by Research Reports | Feb 25, 2022
The EIA reported a -129 Bcf withdrawal for the week ending Feb 18th, which came in on the high end of the estimates range. Yesterday’s report continues to point to the tight market conditions. We estimate this report was 2.9 Bcf/d tight vs LY (wx adjusted). This tight...
by Research Reports | Feb 24, 2022
For today’s storage report our final projection is -122 Bcf (S/D -121, Flow -124). The last few weeks, the EIA report came more in line with our flow model, and therefore today we once again take an average of our two models as our final number. The current Bloomberg...
by Research Reports | Feb 23, 2022
Today’s 00z weather runs continue to show fewer HDDs in the 6-10 period leading to a dramatic flip in the weather forecast from the weekend. The start of March is now expected to well above normal temps. This comes after a significant winter storm will impact the...
by Research Reports | Feb 22, 2022
The unease between Russia and Ukraine has pushed Germany to halting the certification of Nord Stream 2 this morning. We are seeing big moves in global energy prices and global stock markets as all sign point to escalating conflict this week. Adding to the geopolitical...