by Research Reports | Mar 5, 2021
The EIA delivered a natgas report out of left field. The pull of 98 Bcf, roughly 40 Bcf lighter than the market, was no where near reality. This was the 2nd wild report from the EIA this week. This crude report on Wednesday’s stated a massive 21+ MB build, while...
by Research Reports | Mar 4, 2021
For today’s report we are expecting -142 Bcf draw. The market expectations are all over the place with a range of -162 to -109. The current Bloomberg survey is -140. Here are the current ICE storage future settles as of Mar 3rd. Week Ending Feb 26 is -132 Week...
by Research Reports | Mar 3, 2021
Weather runs showed some cooler temps across the board. This change had already showed up in yesterday’s 12z run; hence today’s 00z simply confirms the cooler weather. The GFS Ensemble gained 20 GWHDDs over the next 15 days, while the Euro Ensemble gained 11 GWHDDs....
by Research Reports | Mar 2, 2021
L48 production are back to normal levels. Infact, the current levels are now above the January 2021 average. Yesterday’s final estimates show production resuming in the Gulf and Midcon and taking overall levels to 92 Bcf/d. We are now just slightly behind in the...
by Research Reports | Mar 1, 2021
Today’s 00z run compared to Friday’s 12z run was mixed. The GFS Ensemble showed some cooling over the next week, especially on Mar 5th. The Euro showed the same trend in movement, but the drop in GWHDDs outweighed the increase. The GFS Ensemble gained an over 13.5...
