by Research Reports | Aug 15, 2022
Natural gas trading lower this morning on the weather forecast turning slightly cooler over the weekend, and production remain strong. The GFS Ensemble and Euro Ensemble lost between 3-5 CDDs since Friday’s 12z report. Additionally, a tropical disturbance in the...
by Research Reports | Aug 14, 2022
This week we start with some notes regarding the ongoing debate between Cheniere and the EPA. This got a bit of attention late in the week and seems like most are convinced it’s a non-issue. For some background: Earlier this year the EPA announced a change to...
by Research Reports | Aug 12, 2022
The market made a violent move higher yesterday after the release of the EIA storage number, despite the EIA number coming in on the high side and bearish weather runs coming in throughout the week. Rumors started emerging of 7 offshore oil producing platforms (owned...
by Research Reports | Aug 11, 2022
For today’s storage report our final projection is +45 Bcf (average of our S/D @ +45 and our Flow +45). This is the results of our flow estimate. The current Bloomberg survey is +40 and Bloomberg whisper is currently at +42 (the whisper is the...
by Research Reports | Aug 9, 2022
Today’s Fundamentals Daily US natural gas production is estimated to be 97.2 Bcf/d this morning. Today’s estimated production is -1.2 Bcf/d to yesterday, and -1.24 Bcf/d to the 7D average. We see a big drop in production today from various regions, which...
