by Research Reports | Aug 28, 2022
This week we start by looking for evidence of any consumer-led demand destruction after reading a great Bloomberg article suggesting that 20M US homes are behind on their energy bills – that’s 1 in 6 Americans. According to the National Energy Assistance...
by Research Reports | Aug 26, 2022
The EIA reported a +60 Bcf injection for the week ending Aug 19th, which was right on target. We have not seen the report fall within the tight range of our SnD and flow model in sometime. This storage report takes the total level to 2579 Bcf, which is 268 Bcf...
by Research Reports | Aug 25, 2022
For week ending Aug 19th, the S/D storage model is point to a +59 Bcf injection and flow model is point to a +63 Bcf . This week we are leaning on the S/D for our final view of +59 Bcf. LY we injected +32 Bcf during the same week. This is the results...
by Research Reports | Aug 24, 2022
Freeport issued a stated yesterday around 1:15pm EST stating a more clear timeline for the restart of the facility. Here is the official statement from Freeport: “that initial production can commence in early to mid-November, and ramp up to a sustained level of at...
by Research Reports | Aug 23, 2022
Today’s Fundamentals Daily US natural gas production is estimated to be 97.8 Bcf/d this morning. Today’s estimated production is -1.43 Bcf/d to yesterday, and -0.59 Bcf/d to the 7D average. After setting record highs over the weekend, we see a drop in...
