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UPDATE 1-U.S. natgas holds near 7-week low as output drop offsets fall in LNG exports

Published 2020-09-22, 02:58 p/m
© Reuters.
NG
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(Adds latest prices)

Sept 22 (Reuters) - U.S. natural gas futures held near a seven-week low on Tuesday as an expected drop in output to its lowest in two years offset a forecast decrease in liquefied natural gas (LNG) exports.

Front-month gas futures NGc1 fell 0.1 cents, or 0.1%, to settle at $1.834 per million British thermal units (mmBtu), their lowest close since July 31 for a second day in a row after the contract dropped over 10% in the prior session.

Traders said futures, which were down about 33% since hitting an eight-month high in late August, were mostly following the spot market lower.

Next-day gas at the Henry Hub NG-W-HH-SNL benchmark in Louisiana plunged to an 11-year low of $1.331 per mmBtu for Tuesday, putting it down almost 50% since it hit a nine-month high in late August.

Data provider Refinitiv said output in the Lower 48 U.S. states was on track to fall to 83.9 billion cubic feet per day (bcfd) on Tuesday, its lowest since August 2018, as Tropical Storm Beta swirls along the Texas Coast. That drop occurred even though producers said they did not expect much damage from Beta.

With prices expected to remain relatively low, Refinitiv projected demand, including exports, would rise from 81.4 bcfd this week to 83.7 bcfd next week as electric generators burn more gas instead of coal to produce power. That, however, was below Refinitiv's forecasts on Monday due mostly to reduced LNG exports.

The amount of gas flowing to LNG export plants was on track to slide to a two-week low of 3.9 bcfd on Tuesday from a four-month high of 7.9 bcfd last week due to planned maintenance at Dominion Energy Inc's D.N Cove Point in Maryland, the continued outage at Cameron in Louisiana and as some vessels steer clear of Beta. ended

Week ended

Year ago Five-year

Sep 18

Sep 11

Sep 18

average

(Actual)

(Actual)

Sep 18

U.S. natgas storage (bcf):

+74

+89

+97

+80

Refinitiv Heating (HDD), Cooling (CDD) and Total (TDD) Degree Days

Two-Week Total Forecast

Current Day

Prior Day

Prior Year 10-Year

30-Year Norm

Norm

U.S. GFS HDDs

48

40

37

52

70 U.S. GFS CDDs

85

88

137

91

73 U.S. GFS TDDs

133

128

174

143

143

Refinitiv U.S. Weekly GFS Supply and Demand Forecasts

Prior Week

Current Week Next Week This Week

Five-Year

Last Year Average For

Month U.S. Supply (bcfd) U.S. Lower 48 Dry Production

86.4

86.1

85.9

93.7

79.7 U.S. Imports from Canada

5.7

5.6

6.2

8.1

8.1 U.S. LNG Imports

0.0

0.0

0.0

0.0

0.1 Total U.S. Supply

92.2

91.7

92.1

101.8

87.7

U.S. Demand (bcfd) U.S. Exports to Canada

2.0

2.0

2.0

2.5

2.3 U.S. Exports to Mexico

5.8

6.0

6.1

5.8

4.5 U.S. LNG Exports

6.9

5.3

5.1

6.1

2.1 U.S. Commercial

4.9

5.2

5.2

4.8

4.7 U.S. Residential

4.1

4.6

4.7

3.9

3.7 U.S. Power Plant

33.8

30.5

32.7

33.8

32.0 U.S. Industrial

21.5

21.6

21.7

21.2

20.6 U.S. Plant Fuel

4.3

4.3

4.2

4.3

4.4 U.S. Pipe Distribution

1.9

1.8

1.9

1.8

1.9 U.S. Vehicle Fuel

0.1

0.1

0.1

0.1

0.1 Total U.S. Consumption

70.7

68.1

70.6

69.9

67.4 Total U.S. Demand

85.4

81.4

83.7

84.3

76.3

SNL U.S. Natural Gas Next-Day Prices ($ per mmBtu)

Hub

Current Day

Prior Day

Henry Hub NG-W-HH-SNL

1.33

1.56

Transco Z6 New York NG-CG-NY-SNL

0.78

1.04

PG&E Citygate NG-CG-PGE-SNL

3.50

3.30

Dominion South NG-PCN-APP-SNL

0.73

0.87

Chicago Citygate NG-CG-CH-SNL

1.44

1.46

Algonquin Citygate NG-CG-BS-SNL

1.05

0.95

SoCal Citygate NG-SCL-CGT-SNL

2.51

2.24

Waha Hub NG-WAH-WTX-SNL

0.90

0.98

SNL U.S. Power Next-Day Prices ($ per megawatt-hour)

Hub

Current Day

Prior Day

New England EL-PK-NPMS-SNL

20.75

14.75

PJM West EL-PK-PJMW-SNL

18.75

16.50

Ercot North EL-PK-ERTN-SNL

16.00

17.00

Mid C EL-PK-MIDC-SNL

30.29

29.19

Palo Verde EL-PK-PLVD-SNL

36.25

24.50

SP-15 EL-PK-SP15-SNL

32.75

27.00

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