by Research Reports | Nov 23, 2021
Today LNG feedgas deliveries once again dropped after seeing 12 Bcf/d over the weekend. Nomination data shows 11.3 Bcf/d today with Freeport dropping once again to 1.35 Bcf ( it was 2.15 Bcf/d over the weekend). That being said, Sabine is showing very strong feedgas...
by Research Reports | Nov 22, 2021
Natural gas markets opened the week weaker on bearish weather. Today’s 00z run gave some early hits of a warm start to December relative to Friday’s 12Z run. The current GFS Ensemble and Euro Ensemble both show the same trend in weather with the Mountain, SC,...
by Research Reports | Nov 21, 2021
Last week we showed the immense impact of the summer’s weak renewable performance on natgas power burns, and this we continue on the same theme. This week we look at how the changing landscape in the coal markets has impacted power burns. Coal to gas switching has...
by Research Reports | Nov 19, 2021
The EIA reported a +26 Bcf injection for week ending Nov 12th, which was close to the market consensus. The injection was less than the 28 Bcf build reported during the corresponding week in 2020, but far outweighed the five-year average draw of 12 Bcf. The data...
by Research Reports | Nov 18, 2021
For today’s storage report our final projection is +29 Bcf. The current Bloomberg survey is +25 and Bloomberg whisper is currently at +21 (the whisper is the average of the 17 top analysts). Here are the current ICE storage future settles as of...
