Daily Gas Flows (Comments) 

.....NATGAS: Nothing changed overnight - EIA-weighted storage modeling says a 82 BCF draw for tomarrows EIA.....report, Capacity/Gas-Flow modeling says a 77 BCF draw... which splits last weeks 79 BCF (draw) baseline. .....I also remain highly uncertain of how the skew plays out Thursday, and thus have somewhat lower confidence .....in these numbers. 



.....OIL: Will not have anything to comment on for a while as patterns that were being watched broke down and have yet to re-emerge. The .....raw data will continue to be posted on the chance that someone else (with better insight than I) may be able to see something in it. 

Natgas scheduling to refineries... 
...................................Scheduling 
...................Day........... (MMCF) 
...............11/03/12.(w)......419 
...............11/04/12.(w)......417 
...............11/05/12............413 
...............11/06/12............465 
...............11/07/12............400 
...............11/08/12............430 
...............11/09/12............433 

...............11/10/12.(w)......415 
...............11/11/12.(w)......452 
...............11/12/12............468 
...............11/13/12............467 
...............11/14/12............441 
...............11/15/12............425 
...............11/16/12............416 

...............11/17/12.(w)......387 
...............11/18/12.(w)......383 
...............11/19/12............377 
...............11/20/12............381 
...............11/21/12............371 
...............11/22/12............390 
...............11/23/12............392 

...............11/24/12.(w)......391 
...............11/25/12.(w)......390 
...............11/26/12............369 
...............11/27/12............410 
...............11/28/12............403 
...............11/29/12............423 
...............11/30/12............423 

...............12/01/12.(w)......427 
...............12/02/12.(w)......422i 
...............12/03/12............422i 
...............12/04/12............409i 

...............(w) = weekend (Saturday/Sunday) 



.....ECONOMICS & POLITICS: Some stress is starting to bleed into food-group scheduling (although not yet 
.....evident in the overall numbers). As mentioned yesterday, I see governmental foot-dragging as setting up 
.....a vacuum where emotion could unpredictably and radically swing the economy either way in the "Fiscal 
.....Cliff" fog, and the nightly news is probably ones best analysis for what the next day will bring. One bad word 
.....on ABC, NBC, CBS, CNN, or FOX could tank the economy for the next 12 months. Watch the nightly news 
.....and you will know better what will happen the next day (when viewers react to what they are fed) then reading 
.....robry posts or the Wall Street Journal. 


Todays economic numbers... 

...............Weeklies.....Production........Consumption 
...............09/15/12.............121.3.................150.2 
...............09/22/12.............121.1.................149.7 
...............09/29/12.............121.6.................147.0 
...............10/06/12.............122.1.................142.7 
...............10/13/12.............122.3.................142.2 
...............10/20/12.............122.2.................144.4 
...............10/27/12.............121.3.................147.3 
...............11/03/12.............120.5.................151.7 
...............11/10/12.............118.9.................150.2 
...............11/17/12.............118.3.................151.0 
...............11/24/12.............117.3r................152.6 
...............12/01/12.............117.4.................151.7 

.........................................---28 week avg---........---Daily (Raw)---......Daily 
................Dailies..............Prod'n.....Cons'n........Prod'n.....Cons'n......Food 
...............11/03/12.............120.5.......151.7..........1.877.......39.01......40309 
...............11/04/12.............120.3.......152.6..........1.864.......39.01......41743 
...............11/05/12.............120.0.......152.0..........1.834.......29.01......39895 
...............11/06/12.............119.8.......151.4..........1.892.......29.01......39229 
...............11/07/12.............119.6.......151.0..........1.838.......28.21......39504.........(Presidential Election Day Before) 
...............11/08/12.............119.3.......150.5..........1.887.......28.21......39575 
...............11/09/12.............119.1.......149.9..........1.908.......28.21......39785 
...............11/10/12.............118.9.......150.2..........1.921.......36.61......40975 
...............11/11/12.............118.8.......150.3..........1.954.......34.91......40761 
...............11/12/12.............118.6.......150.4..........1.947.......34.91......39535 
...............11/13/12.............118.6.......149.8..........1.983.......32.49......40327 
...............11/14/12.............118.6.......150.0..........1.985.......35.40......39251 
...............11/15/12.............118.5.......150.4..........1.908.......35.40......41097 
...............11/16/12.............118.5.......150.8..........1.926.......35.40......39977 
...............11/17/12.............118.3.......151.0..........1.902.......35.80......40017 
...............11/18/12.............118.1.......150.9..........1.900.......35.80......39878 
...............11/19/12.............117.9.......150.9..........1.894.......35.80......38856 
...............11/20/12.............117.8.......151.4..........1.995.......37.59......40139 
...............11/21/12.............117.7.......151.7..........1.970.......37.14......40270 
...............11/22/12.............117.5.......152.2..........1.939.......37.62......42633 
...............11/23/12.............117.4.......152.5..........1.934.......37.62......40860 
...............11/24/12.............117.4.......152.6..........1.929.......37.62......41288 
...............11/25/12.............117.3.......152.2..........1.930.......37.62......42376 
...............11/26/12.............117.2.......151.9..........1.913.......38.60......42459r 
...............11/27/12.............117.1.......152.0..........2.008.......36.44......46886 
...............11/28/12.............117.1.......151.9..........1.986.......41.93.......42081 
...............11/29/12.............117.2.......152.4..........2.018.......43.00.......37278 
...............11/30/12.............117.4.......152.5..........2.027.......38.84.......41033 
...............12/01/12.............117.4.......151.7..........1.968i......35.76i......49882i 
...............12/02/12.............117.5.......151.1..........1.976i......35.76i......49964i 
...............12/03/12.............117.6i......152.0i..........1.959i......35.76i......48239i 
...............12/04/12................n/a...........n/a...............n/a.......35.76i......46053i