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U.S. natgas futures scale over 8-month peak on cold weather outlook

Published 2019-11-05, 09:38 a/m
© Reuters.  U.S. natgas futures scale over 8-month peak on cold weather outlook
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Nov 5 (Reuters) - U.S. natural gas futures on Tuesday rose 3% to their highest in more than eight months as investors covered shorts on forecasts for colder-than-usual weather over the next two weeks.

Front-month gas futures NGc1 for December delivery on the New York Mercantile Exchange were up 4 cents, or 1.4%, at $2.861 per million British thermal units (MMBtu) as of 9:24 a.m. EDT (1424 GMT). Prices rose as much as 3% earlier to $2.905, highest since Feb. 26.

"Futures are higher because of short covering. Given the colder than normal outlook which is anticipated to extend through the end of November, balances are expected to tighten which has driven buy-side interest," said Robert DiDona of Energy Ventures Analysis.

In the week to Oct. 29 natural gas speculators had reduced their net short positions to 173,747 contracts, according to data from the Commodity Futures Trading Commission issued last week. CFTC/

Data provider Refinitiv projected 367 heating degree days (HDDs) in the Lower 48 U.S. states over the next two weeks. The normal is 250 HDDs for this time of year.

HDDs measure the number of degrees a day's average temperature is below 65 Fahrenheit (18 Celsius) and are used to estimate demand to heat homes and businesses.

With the weather turning colder with the coming of winter, Refinitiv projected average gas demand in the Lower 48 would rise from 100.5 billion cubic feet per day (bcfd) this week to 117 bcfd next week.

Meanwhile, gas production in the Lower 48 held at about 94.9 bcfd on Monday, according to Refinitiv data. That compares with an average of 94.3 bcfd last week and an all-time daily high of 95.0 bcfd on Oct. 28.

Week ended Week ended Year ago Five-year

Nov. 1

average

1(Forecast) 25(Actual)

Nov. 1

U.S. natgas storage (bcf):

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

Two-Week Total Forecast

Current Day Prior Day

Prior

10-Year

30-Year

Norm U.S. GFS HDDs

250 U.S. GFS CDDs

13 U.S. GFS TDDs

Refinitiv U.S. Weekly GFS Supply and Demand Forecasts

Prior Week

Current

Next Week This week Five-Yea

last year

Average

Month U.S. Supply (bcfd)

U.S. Lower 48 Dry Production

76.3 U.S. Imports from Canada

7.9 U.S. LNG Imports

0.2 Total U.S. Supply

100.8

101.8

102.5

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

2.4 U.S. Exports to Mexico

3.7 U.S. LNG Exports

1.5 U.S. Commercial

10.9 U.S. Residential

16.0 U.S. Power Plant

22.5 U.S. Industrial

22.8 U.S. Plant Fuel

4.7 U.S. Pipe Distribution

2.1 U.S. Vehicle Fuel

0.1 Total U.S. Consumption

102.1

79.1 Total U.S. Demand

100.5

117.0

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

Current Day Prior Day

Henry Hub NG-W-HH-SNL

Transco Z6 New York NG-CG-NY-SNL

PG&E Citygate NG-CG-PGE-SNL

Dominion South NG-PCN-APP-SNL

Chicago Citygate NG-CG-CH-SNL

Algonquin Citygate NG-CG-BS-SNL

SoCal Citygate NG-SCL-CGT-SNL

Waha Hub NG-WAH-WTX-SNL

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

Current Day Prior Day

New England EL-PK-NPMS-SNL

26.50

22.25

PJM West EL-PK-PJMW-SNL

31.57

31.59

Ercot North EL-PK-ERTN-SNL

33.50

30.00

Mid C EL-PK-MIDC-SNL

52.50

35.75

Palo Verde EL-PK-PLVD-SNL

47.50

26.00

SP-15 EL-PK-SP15-SNL

53.50

30.75

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