For today’s storage report our final projection is +75 Bcf  (S/D @ +75, Scrape @ +69).

The current Bloomberg survey is +75 and Bloomberg whisper is currently at +74 (the whisper is the average of the 17 top analysts).

Here are the current ICE storage future settles as of yesterday.

Week Ending Sep 17 is +75

Week Ending Sep 24  is +88

Week Ending Oct 1 is +93



There current end of Summer 2021 (Nov 12th) is 3540. [Last week was 3525]
There current end of Winter 2021/22 (Apr 8th) is 1422. [Last week was 1422]


Today’s Fundamentals

Daily US natural gas production is estimated to be  91.5 Bcf/d this morning. Today’s estimated production is -0.33 Bcf/d to yesterday, and -1.01 Bcf/d to the 7D average.

Natural gas consumption is modelled to be 68.8 Bcf today,  -1.21 Bcf/d to yesterday, and -0.67 Bcf/d to the 7D average. US power burns are expected to be 30.6 Bcf today, and US ResComm usage is expected to be 10.1 Bcf.

Net LNG deliveries are expected to be 10.3 Bcf today.

Mexican exports are expected to be 6.9 Bcf today, and net Canadian imports are expected to be 5.4 Bcf today.

The storage outlook for the upcoming report is +75 Bcf today.

Below is the current Oct outlook posted by NOAA.


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