Daily Gas Flows (Comments)

.....Had some problems with the model runs and (while I was able to manually pull most of the data out) some .....of the data in todays posts (most notably the Longer-Term and Evaluations modeling) won't be available .....today. 

.....NATGAS: With all but one of the weeklies in, the EIA-weighted storage modeling climbs to a 139 BCF draw 
.....for Thursdays EIA report. Capacity modeling (again) came in a bit higher (148 BCF draw) as salt-dome .....storage saw little activity collectively last week. 

.....Baseline for last week is a 122 BCF draw, puting the respective models 17 and 26 BCF to the bullish. 

.....As mentioned in recent posts, the EIA-weighted modeling has been agressively overweighting salt-dome .....storage in the US producing region, making the draws smaller (and injections bigger) when salt-dome 
.....storage lags on withdrawals (and making the withdrawals larger and injections smaller when the salts .....are heavily called upon for withdrawals). 

.....ECONOMICS: Exact same story as yesterday... Still holding on to the tandum-upward move, though industrial .....scheduling is pausing and food-group receipts are still not cooperating. Consumption appears to be building, .....and the seemingly never-ending lag of industry-to-consumption bodes well for upcomming earnings. 



Natgas scheduling to refineries... 
...................................Scheduling 
...................Day........... (MMCF) 
...............12/15/12.(w)......455 
...............12/16/12.(w)......457 
...............12/17/12............461 
...............12/18/12............439 
...............12/19/12............443 
...............12/20/12............469 
...............12/21/12............476 

...............12/22/12.(w)......485 
...............12/23/12.(w)......487 
...............12/24/12............485 
...............12/25/12............466r 
...............12/26/12............468r 
...............12/27/12............467r 
...............12/28/12............461r 

...............12/29/12.(w)......473r 
...............12/30/12.(w)......469r 
...............12/31/12............480r 
...............01/01/13............416r 
...............01/02/13............427r 
...............01/03/13............398r 
...............01/04/13............408 

...............01/05/13.(w)......415r 
...............01/06/13.(w)......465r 
...............01/07/13............466i 
...............01/08/13............468i 
...............01/09/13............460i 
...............01/10/13............459i 
...............01/11/13............442i 

...............01/12/13.(w)......431i 
...............01/13/13.(w)......432i 
...............01/14/13............419i 
...............(w) = weekend (Saturday/Sunday) 



Todays economic numbers... 

...............Weeklies.....Production........Consumption 
...............11/03/12.............120.5.................151.7 
...............11/10/12.............118.9.................150.2 
...............11/17/12.............118.3.................151.0 
...............11/24/12.............117.3.................152.6 
...............12/01/12.............117.4.................151.7 
...............12/08/12.............117.6.................153.8 
...............12/15/12.............117.8.................148.4 
...............12/22/12.............118.6.................142.3 
...............12/29/12.............119.3.................139.8 
...............01/05/13.............120.5.................141.6 
...............01/12/13.............121.1.................146.2 

.........................................---28 week avg---........---Daily (Raw)---......Daily 
................Dailies..............Prod'n.....Cons'n........Prod'n.....Cons'n......Food 
...............12/08/12.............117.5.......153.8..........1.951.......35.86.......52284 
...............12/09/12.............117.5.......153.4..........1.951.......35.86.......51726 
...............12/10/12.............117.3.......152.8..........1.917.......35.76.......49943 
...............12/11/12.............117.3.......152.7..........1.968.......35.76.......49143 
...............12/12/12.............117.3.......151.9..........2.039.......35.11.......49469 
...............12/13/12.............117.5.......150.9..........2.059.......35.60.......50154 
...............12/14/12.............117.6.......149.7..........2.079.......35.60.......50311 
...............12/15/12.............117.8.......148.4..........2.059.......34.60.......51241 
...............12/16/12.............118.0.......147.4..........2.066.......34.60.......51332 
...............12/17/12.............118.2.......146.4..........2.057.......34.60.......50638 
...............12/18/12.............118.1.......145.1..........2.041.......34.60.......49920 
...............12/19/12.............118.2.......144.3..........2.049.......36.76.......50774 
...............12/20/12.............118.3.......143.4..........2.096.......36.76.......51672.........(Boehner steps asside from negotiations, schedules "Plan B" vote) 
...............12/21/12.............118.5.......142.6..........2.148.......38.16.......53990.........(Boehner pulls "Plan B" night before due to lack of support) 
...............12/22/12.............118.6.......142.3..........2.110.......41.91.......49315 
...............12/23/12.............118.8.......142.2..........2.108.......41.91.......51231 
...............12/24/12.............119.0.......141.7..........2.104r......41.91.......52639 
...............12/25/12.............119.1.......141.6..........2.089r......43.26.......52218.........(Christmas) 
...............12/26/12.............119.3.......141.1..........2.086r......43.26.......51284 
...............12/27/12.............119.2.......140.3..........2.035r......41.72.......52503 
...............12/28/12.............119.2.......139.8..........2.049r......43.85.......51805 
...............12/29/12.............119.3.......139.8..........2.079r......42.67.......52233 
...............12/30/12.............119.3.......139.6..........2.093r......42.67.......53860 
...............12/31/12.............119.5.......139.6..........2.154.......42.67.......56858..........(Senate budget deal announced.) 
...............01/01/13.............119.7.......139.8..........2.030r......42.51.......58637..........(Budget bill passes Senate, House) 
...............01/02/13.............119.9.......140.3..........2.042r......42.51.......56163 
...............01/03/13.............120.2.......141.2..........2.061r......42.51.......57482 
...............01/04/13.............120.4.......141.6..........2.065r......39.06.......58513 
...............01/05/13.............120.5.......141.6..........2.062r......39.06.......57612 
...............01/06/13.............120.7.......141.9..........2.101r......39.06.......59428 
...............01/07/13.............120.9.......142.4..........2.097.......38.26.......57421 
...............01/08/13.............121.0.......142.7..........2.137.......40.59.......62121 
...............01/09/13.............121.1.......143.3..........2.145.......42.34.......60817 
...............01/10/13.............121.1.......144.0..........2.086.......40.54.......60607 
...............01/11/13.............121.0.......144.9..........2.033r......40.64.......62602i 
...............01/12/13.............121.1.......146.2..........2.035.......41.62.......64458i 
...............01/12/13.............121.1i......147.2i..........2.029i......41.65i......64327i 
...............01/13/13................n/a...........n/a..............n/a........41.65i......60808i