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UPDATE 3-U.S. natgas futures edge up on hot forecasts and lower output

Published 2020-08-13, 09:41 a/m
NG
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(Adds closing prices)

Aug 13 (Reuters) - U.S. natural gas futures edged higher on Thursday on forecasts for the weather to remain hot and air conditioning demand high over the next two weeks, a slowdown in output and an increase in liquefied natural gas (LNG) exports.

That price increase came despite a report showing an expected, bigger-than-usual storage build last week when the weather was milder than now.

The U.S. Energy Information Administration (EIA) said U.S. utilities injected 58 billion cubic feet (bcf) of gas into storage in the week ended Aug. 7.

That was in line with the 57-bcf build analysts forecast in a Reuters poll and compares with an increase of 51 bcf during the same week last year and a five-year (2015-19) average build of 44 bcf. EIA/GAS NGAS/POLL

Front-month gas futures NGc1 rose 3.0 cents, or 1.4%, to settle at $2.182 per million British thermal units.

Although U.S. and European gas contracts mostly trade on their own fundamentals, a 40% jump in prices at the European Title Transfer Facility (TTF) TRNLTTFMc1 benchmark in the Netherlands so far in August helped pull U.S. gas up about 21% this month. That made it profitable for more U.S. LNG cargoes to go to Europe.

U.S. LNG exports were on track to rise in August for the first time in six months. Pipeline gas flowing to the plants climbed to 4.2 billion cubic feet per day (bcfd) so far this month from a 21-month low of 3.3 bcfd in July. LNG exports rising and the weather expected to remain hot through the end of August, Refinitiv projected U.S. demand, including exports, will average around 89.6 bcfd this week and next.

U.S. output, meanwhile, is on track to fall about 1.8 bcfd to a two-week low of 87.8 bcfd over the past three days due mostly to maintenance work in West Virginia.

Week ended

Week ended

Year ago Five-year

Aug 7

Jul 31

Jul 31

average

(Actual)

(Actual)

Jul 31

U.S. natgas storage (bcf):

+58

+33

+51

+44

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

1

2

1

4

5 U.S. GFS CDDs

215

213

211

192

181 U.S. GFS TDDs

216

215

212

196

186

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

88.3

88.9

88.9

92.6

79.1 U.S. Imports from Canada

6.7

6.9

6.9

7.8

8.0 U.S. LNG Imports

0.0

0.0

0.0

0.0

0.2 Total U.S. Supply

95.0

95.7

95.7

100.4

87.3

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

2.1

1.9

1.9

2.9

2.2 U.S. Exports to Mexico

5.8

5.6

5.7

5.4

4.4 U.S. LNG Exports

3.9

4.4

4.6

4.1

2.0 U.S. Commercial

4.4

4.4

4.5

4.4

4.5 U.S. Residential

3.6

3.5

3.5

3.5

3.3 U.S. Power Plant

40.5

41.7

41.1

42.5

36.6 U.S. Industrial

21.4

21.5

21.6

21.5

20.6 U.S. Plant Fuel

4.4

4.4

4.4

4.4

4.3 U.S. Pipe Distribution

2.0

2.1

2.1

2.1

2.0 U.S. Vehicle Fuel

0.1

0.1

0.1

0.1

0.1 Total U.S. Consumption

76.5

77.8

77.2

78.5

71.4 Total U.S. Demand

88.2

89.6

89.5

90.9

80.0

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

Hub

Current Day

Prior Day

Henry Hub NG-W-HH-SNL

2.05

2.19

Transco Z6 New York NG-CG-NY-SNL

1.70

1.96

PG&E Citygate NG-CG-PGE-SNL

2.85

2.80

Dominion South NG-PCN-APP-SNL

1.15

1.25

Chicago Citygate NG-CG-CH-SNL

1.92

1.96

Algonquin Citygate NG-CG-BS-SNL

1.56

1.85

SoCal Citygate NG-SCL-CGT-SNL

3.01

2.61

Waha Hub NG-WAH-WTX-SNL

1.73

1.39

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

Hub

Current Day

Prior Day

New England EL-PK-NPMS-SNL

37.25

41.75

PJM West EL-PK-PJMW-SNL

32.25

33.50

Ercot North EL-PK-ERTN-SNL

97.00

26.75

Mid C EL-PK-MIDC-SNL

22.75

17.13

Palo Verde EL-PK-PLVD-SNL

64.50

36.00

SP-15 EL-PK-SP15-SNL

66.00

36.00

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