by Research Reports | Aug 8, 2022
Today’s 00z run showed fewer CDDs vs Friday’s 12Z run. With the latest change there is quite the disconnected between the Euro Ensemble and GFS Ensemble past this week. The GFS Ensemble continues to trend on the warmer side despite a big bearish change between...
by Research Reports | Aug 7, 2022
This week we start by looking at the critical position Europe has been in with the drop in Russian flows. At the top line, European storage levels have hit 71% as of August 5th which is right in line with the 5Yr average. Below we will outline the change in supply...
by Research Reports | Aug 7, 2022
This week we start by looking at the critical position Europe has been in with the drop in Russian flows. At the top line, European storage levels have hit 71% as of August 5th which is right in line with the 5Yr average. Below we will outline the change in supply...
by Research Reports | Aug 5, 2022
The EIA reported a +41 Bcf injection for the week ending July 15th, which came in higher than the market consensus and our final estimate of +37. Although this number was off the consensus, our flow model was very lined up with this level of injection. It was...
by Research Reports | Aug 4, 2022
Yesterday, was a bit of a wild day. It appears a leaked PR regarding Freeport made it from one desk to the next faster than the release of the official statement. I personally saw it on enelyst.com about an hour earlier. The interesting piece is that the...
