by Research Reports | Feb 28, 2021
We are coming off the second-largest storage draw on record. The 338 draw was within expectations, and after a wild month of price volatility the market brushed off the draw. Interestingly, salt storage drew 83 Bcf which was the largest draw from this category...
by Research Reports | Feb 26, 2021
After the 338 draw yesterday, the market shook that off and weather is once again taking over the storyline. This time though its back to the warm story. This morning’s 00z forecast was bearish once again. Both the GFS Ensemble and Euro Ensemble warming. ...
by Research Reports | Feb 25, 2021
For today’s report we are expecting -328 Bcf draw. The market expectations are all over the place with a range of -371 to -287. Here are the current ICE storage future settles as of Feb 24rd. Week Ending Feb 19 is -310 Week Ending Feb 26 is -189 Week Ending Mar 5 is...
by Research Reports | Feb 24, 2021
L48 Production look to be back to normal levels. Today’s estimates show production resuming in the Gulf and Midcon and taking overall levels to 90.3 Bcf/d. We are now just slightly behind in the Northeast, but we expect some of that to recover and cooler temps pass...
by Research Reports | Feb 23, 2021
The latest data from BNEF shows production steam rolling back. Yesterday’s estimates were revised here by over 4 Bcf, and today’s estimate is current 88 Bcf/d. Today’s level shows almost all the production returning after last week’s cold episode. We are now 3-4 Bcf/d...
