by Research Reports | Oct 3, 2021
Q3 is now behind us, and it probably goes down as one of the most volatile periods over time – specifically the past few weeks. The price action this past week looked to have little to do with fundamentals but more to do with the price movement in Europe and Asia....
by Research Reports | Oct 1, 2021
Overnight runs showed some consistent warmer weather show up in the 15D forecast after sometime. Both the GFS Ensemble and Euro Ensemble added roughly 5 pwCDDs across the 2 week window. Even with this change, the forecast is still well below the 10Y normal and that...
by Research Reports | Sep 30, 2021
For today’s storage report our final projection is +92 Bcf (S/D @ +92, Scrape @ +79). The current Bloomberg survey is +86 and Bloomberg whisper is currently at +86 (the whisper is the average of the 17 top analysts). Here are the current...
by Research Reports | Sep 29, 2021
LNG volumes have been restated in late-day nominations for the past few days. Both Cameron and Freeport had lower volumes going into their terminals. Freeport did report some electrical problems earlier this week. In other news, Calcasieu Pass is starting...
by Research Reports | Sep 28, 2021
Yesterday’s price action continued after hours in a thinly traded market. With no real big shift in the fundamentals, the market move looked more related to option expiry and the bullish momentum in global natgas markets. NBP and TTF now trading well above JKM...
