by Research Reports | Apr 16, 2021
The EIA storage report yesterday showed a lighter injection than expected for the 2nd week in a row. This send prices higher post-report and the trend continues this morning. Weather runs are also flip flopping with yesterday 00z Euro Ensemble showing a...
by Research Reports | Apr 15, 2021
For today’s storage report our S/D model points to a +68 Bcf injection, and our pipe scrape model shows a +63 Bcf injection. Here is the output of our scrape model: The current Bloomberg survey is +67 and Bloomberg whisper is +66...
by Research Reports | Apr 14, 2021
As production slides a little bit in April, we have seen exports move a lot higher. Besides the strong LNG feedgas levels, we are seeing exports to Mexico from Southern Texas jump. The year-on-year is not a good comparison as COVID spread through Mexico last year at...
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...
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...
