US NATGAS: Waha Natgas Fundamentals
Aug-15 17:25
Production from the Permian Basin is currently 20 bcf/d, down around 1.3%, or 264 mmcf/d, on the day. This compares to a 30-day average of 20.61 bcf/d.
- Exports from Permian were down to 16.779 bcf/d, down slightly by about 100 mmcf/d from the previous day of 16.904 bcf/d. This was driven mostly by a drop in exports to the Gulf Coast of about 150 mmcf/d, mostly along the Gulf Coast Express pipeline, offset by a 50 mmcf/d increase in exports to the Desert Southwest.
- EPNG's maintenance schedule shows offline capacity today at 1.861 bcf/d compared to 1.879 bcf/d yesterday.
- US Gulf end user demand is at 18.81bcf/d, down by around 0.82bcf/d on the day. Demand is 0.09 bcf/d above the 30-day average.
- Texas' cumulative CDD count for the coming two weeks is 47 above normal. El Paso CDD count for the next 14 days is 48 above normal.
- Exports to Mexico from West Texas are stable today at 2.1 bcf/d. This compares to 2.1 bcf/d the previous day and the 30-day average of 1.89 bcf/d.
- All flow numbers are from Bloomberg and are updated during the day. Current figures are as of the time of publishing.
Want to read more?
Find more articles and bullets on these widgets:
Historical bullets
PIPELINE: Corporate Bond Update: $2.75B Citigroup Debt Launched
Jul-16 17:24
- Date $MM Issuer (Priced *, Launch #)
- 07/16 $2.75B #Citigroup PerpNC5 6.875%
- 07/16 $2.2B #Kioxia Holdings $1.1B 5NC2 6.25%, $1.1B 8NC3 6.625%
- 07/16 $Benchmark JP Morgan 11NC10 +112.5
- 07/16 $500M Golub Capital Private Cr 3Y +183
US: FED Reverse Repo Operation
Jul-16 17:21
RRP usage slips to $197.086B this afternoon from $198.277B yesterday, total number of counterparties at 35. Usage had fallen to $54.772B on Wednesday, April 16 -- lowest level since April 2021 - compares to July 1: $460.731B highest usage since December 31.
US TSY OPTIONS: Low Delta Options Boosting Volume
Jul-16 17:05
- -100,000 TYQ5 115.5 calls, cab-7, underlying futures trade 110-15.5 last
