US LNG: US LNG Weekly Update - Week of October 24th
Oct-24 16:55
See LNG Weekly Summary Here: US_LNG_Weekly_2025-10-24.pdf
LNG feedgas reached 17.2 Bcf/d today, which is up 0.6 Bcf/d from last week and 0.8 Bcf/d compared with the 30-day average.
- Plaquemines hit a new record for feedgas demand yesterday, reaching 3.7 Bcf/d, but is slightly lower today. With approvals to introduce hazardous fluids into block 17, and all remaining blocks entering start up phases we are watching for incremental feed gas to come in the next few weeks.
- Corpus Christi feedgas continues to lag previous year’s levels, with ~0.2 Bcf/d less feedgas month-to-date compared with the previous two years. The facility typically runs at 2.3 Bcf/d at the start of winter.
- Cameron at 2.0 Bcf/d today is also ~0.1 Bcf/d below the prior 2-year average and typically runs at 2.2-2.3 Bcf/d through the winter months.
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OPTIONS: Notable Put Structures Across Euribor And German Bonds
Sep-24 16:52
Wednesday's Europe rates/bond options flow included:
- DUV5 107.20/107.10/106.90p ladder, sold at -9.25 (receive) in 7.6k
- RXX5 127/126 put spread sees paper pay 13 on 4K vs. 4K RXV5 128 puts at 7.
- ERH6/0RH6 98.125/98.00ps spread, bought the front for half in 5k
- ERF6 98.125/98.25 call spread, bought for 2 in 6.8k
- ERH6 98.25/98.37 call spread paper paid 1 on 2K
- ERM6 98.25/98.37cs, bought for 2.25 in 10k
- 0RZ5 97.9375/97.75ps 1x2 with 2RZ5 97.75/97.625 ps 1x2, sold the strip at 2.25 in 2.5k.
- SFIG6 96.20/96.10/96.00p fly, bought for 2 and 2.25 in 25k
FED: US TSY 5Y AUCTION: NON-COMP BIDS $96 MLN FROM $70.000 BLN TOTAL
Sep-24 16:45
- US TSY 5Y AUCTION: NON-COMP BIDS $96 MLN FROM $70.000 BLN TOTAL
BOE: Greene also discusses the prospect of "skipping cuts"
Sep-24 16:42
Greene: "I place a substantial premium on avoiding such policy reversals, as they threaten central bank credibility. A more restrictive stance that takes this aversion to policy reversals into account could, in my view, instead mean skipping cuts."
