by Research Reports | Apr 13, 2021
Production continues to slides. Today production has dropped below 90 Bcf/d, or more than 2 Bcf/d lower than the March Average due a drop in Northeast production. The drop in the region is related to maintenance on Columbia Gas Pipe. Weather was bearish over night...
by Research Reports | Apr 12, 2021
Natural gas markets opened higher with the Euro adding some HDDs later this week, and production continuing to remain lower. The Euro Ensemble added 11 GWHDD vs Friday’s 12z run. Production continues to printer about 1.5 Bcf/d lower than the March average. The drop...
by Research Reports | Apr 11, 2021
This week we focus on the changing power stack with the growing renewables. Renewable generation across the US has been steadily rising over the years and shows no signs of slowing in 2021. This will have a definite impact on power burns and storage injection rates...
by Research Reports | Apr 8, 2021
For today’s storage report our S/D model points to a +20 Bcf injection, and our pipe scrape model shows a +21 Bcf injection. Here is the output of our scrape model: The current Bloomberg survey is +22 and Bloomberg whisper is +21 (the whisper is the average of the...
by Research Reports | Apr 7, 2021
Weather volatility continues in today’s 00z run. The GFS Ensembled showed warming across the 15D window, while the Euro Ensemble was flat relative to yesterday’s runs. Today’s Fundamentals: Daily US natural gas production is estimated to be 90.2 Bcf/d this...
