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May 2, 2018  
This Thursday, we expect EIA to report 1,338 bcf of working gas in storage for the week ending April 27. We anticipate seeing an injection of 57 bcf, which is 11 bcf smaller than a year ago and 12 bcf smaller vs 5-year average. Annual storage deficit is expected to start shrinking in May at around 31 bcf per week. However, 5-year average deficit is expected to remain relatively unchanged for another two months.
Detail
April 30, 2018  
The weight of the Electric Power in the natural gas market continues to grow. NG/Coal spreads have increased, but remain historically low for this time of the year. Coal-to-gas switching is estimated to be around 6 bcf per day, 1.5 bcf more than in 2017. May has historically been the 2nd strongest month for renewable power output. Annual storage deficit should contract in May, but at a relatively slow pace.
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April 26, 2018  
Total demand for American natural gas is up 9.0% y-o-y to 480 bcf. Total natural gas supply is up 11.0% y-o-y to 87.9 bcf per day. We currently expect EIA to report an injection of 61 bcf next week.
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April 25, 2018  
This Thursday, we expect EIA to report 1,287 bcf of working gas in storage for the week ending April 20. We anticipate to see a draw of 12 bcf, which is 83 bcf larger than a year ago and 72 bcf larger vs. 5-year average. Annual storage deficit is expected to start shrinking in May at around 25 bcf per week. However, 5-year average deficit is expected to remain relatively unchanged for another two months (at least).
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April 23, 2018  
Global LNG prices continue to decline due to seasonal factors, but are still up 35% from last year. Despite the fact that global LNG prices are falling, the U.S. contract has been trending up over the past 20 trading sessions. U.S. continues to enjoy a healthy LNG export contribution margin - good news for Dominion Energy and Cheniere Energy. Top ten importers consumed 5% more LNG in March this year.
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April 20, 2018  
Total demand for American natural gas is up 34.0% y-o-y to 580 bcf. Total natural gas supply is up 11.0% y-o-y to 87.7 bcf per day. We currently expect EIA to report a draw of 7 bcf next week.
Detail
April 18, 2018  
This Thursday, we expect EIA to report 1,311 bcf of working gas in storage for the week ending April 13. We anticipate to see a draw of 24 bcf, which is 71 bcf larger than a year ago and 62 bcf larger vs. 5-year average. Annual storage deficit is expected to continue expanding until the end of April 2018, but should start shrinking in May. However, 5-year average deficit is expected to remain relatively unchanged for another two months (at least).
Detail
April 15, 2018  
Total demand for American natural gas is up 30.0% y-o-y to 580 bcf. Total natural gas supply is up 11.0% y-o-y to 88.2 bcf per day. We currently expect EIA to report a draw of 24 bcf next week, which should be the last draw before an injection season begins.
Detail
April 12, 2018  
This Thursday, we expect the EIA to report 1,341 bcf of working gas in storage for the week ending April 6. We anticipate to see a draw of 13 bcf, which is 22 bcf larger than a year ago as well as 22 bcf larger versus the 5-year average. Annual storage deficit is expected to continue expanding until the end of April 2018.
Detail
April 6, 2018  
Total demand for American natural gas is up 18.0% y-o-y to 580 bcf. Total natural gas supply is up 11.0% y-o-y to 87.9 bcf per day. We currently expect EIA to report a draw of 16 bcf next week.
Detail
April 6, 2018  
Gulf-Coast LNG price is up more than 25% since May 2017. Two LNG tankers (total capacity of 7 bcf) are heading towards Cove Point. United States likely to export some 90 bcf of LNG in June, 70% more than a year ago. Global LNG demand is growing fast.
Detail
April 5, 2018  
This Thursday, we expect EIA to report 1,359 bcf of working gas in storage for the week ending March 30. We anticipate to see a draw of 24 bcf, which is 20 bcf larger than a year ago and 4 bcf smaller vs 5-year average. Annual storage deficit is expected to continue expanding until the end of April, 2018.
Detail
April 3, 2018  
Aggregate demand (national consumption + exports) for American natural gas was up 14.2% y-o-y in January 2018. Under the latest weather forecasts, we anticipate to see a whopping 21.0% annual growth rate in April due to anomalously cold weather. Supply-demand balance will be in surplus in May and June - but will it be enough to reduce annual storage deficit?
Detail
April 2, 2018   sd balance southwest
Introducing the first (draft) report on SD Balance situation in the Southwest. Looking for your thoughts and feedback. Production in the region is up 16% y-o-y, while consumption is up 12% y-o-y.
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March 30, 2018  
Total demand for American natural gas is up 17.0% y-o-y to 580 bcf. Total natural gas supply is up 10.0% y-o-y to 87.3 bcf per day. We currently expect EIA to report a draw of 29 bcf next week.
Detail
March 29, 2018  
This Thursday, we expect EIA to report 1,380 bcf of working gas in storage for the week ending March 23. We anticipate to see a draw of 66 bcf, which is 8 bcf larger than a year ago and 20 bcf larger vs. 5-year average. Annual storage deficit is expected to continue expanding until the end of April 2018.
Detail
March 26, 2018  
The weight of the Electric Power in the natural gas market continues to grow. NG/Coal spreads are near records lows. Coal-to-gas switching is estimated to be around 7 bcf/day. April has historically been the strongest month for renewable power output.
Detail
March 22, 2018  
Total demand for American natural gas is up 17.0% y-o-y to 620 bcf. Total natural gas supply is up 10.0% y-o-y to 87.6 bcf per day. We currently expect EIA to report a draw of 62 bcf next week.
Detail
March 21, 2018  
This Thursday, we expect EIA to report 1,449 bcf of working gas in storage for the week ending March 16. We anticipate to see a draw of 83 bcf, which is 54 bcf smaller than a year ago, but 30 bcf larger vs 5-year average. Double storage deficit is expected to continue expanding until the end of April, 2018.
Detail
March 19, 2018  
Dominion Energy has exported the first LNG cargo from its Cove Point facility. The spread between U.S. Gulf Cost LNG and Henry Hub is back to its historical average. Introducing new weekly publication on LNG market with a specific focus on Unites States.
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