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Natural Gas

Posted: Tue Oct 17, 2017 10:18 am
by dan_s
Working gas in storage was 3,595 Bcf as of Friday, October 6, 2017, according to EIA estimates. This represents a net increase of 87 Bcf from the previous week. Stocks were 153 Bcf less than last year at this time and 8 Bcf below the five-year average of 3,603 Bcf.

EIA will report five more weeks of storage builds before the winter heating season begins in mid-November.

At 3,595 Bcf on 10/6, storage is 282 Bcf below the 5-year average storage level (3,877 Bcf) when the winter heating season begins. Because the eastern half of the U.S. is turning colder, my guess is that storage will be below the 5-year average when real winter heating season arrives. This week's storage report s/b the last large build in storage.

There is a BIG CHANGE in the global weather pattern about to occur and it looks like a COLD START to winter in the northern half of the U.S.
See: https://www.weatherbell.com/premium/

Unlike oil, natural gas trades on regional markets. The North American gas market is driven by the weather, which has a HUGE impact on demand for space heating and for electric power generation. If the weather is close to what happened at the end of 2013, we should see a big spike in gas demand and a big spike in the gas price in December. In December, 2013 the NYMEX futures contract spiked to over $6.00/MMBtu because there was a 462 Bcf decline in natural gas storage levels during the two weeks that ended December 20, 2013.

What's interesting now is that the weather forecast for the last week of October show some very cold air moving into the Great Lakes Region. The first big snow event may happen by Halloween. Remember, the states that consume the most natural gas for space heating are Illinois, Michigan, Ohio, Minn and Wis.

Re: Natural Gas

Posted: Tue Oct 17, 2017 11:16 am
by dan_s
I track the builds and draws from U.S. gas storage very closely. It is the best indication of how tight the U.S. natural gas market is.

Over the last 30 weeks the delta to the 5-year average is -425 Bcf. There was one big draw (133 Bcf) at the beginning of the period. Taking that out, still leaves a delta of -292 Bcf for 29 weeks or right at 10 Bcf per week.

If we begin the winter heating season with less gas in storage than the 5-year average (now likely) and the trend above continues, we should see a very tight U.S. gas market in Q1 2018.

NOTE: The 29 weeks above includes the first half of September when the hurricanes caused a big drop in gas demand for power generation.