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Daily Investing & Fundamental Commentary

Natural Gas Reverses Gains As EIA Reports Smaller-Than-Expected Storage Withdrawal and Computer Models Continue To Trend Milder; Crude Oil Bounces On Saudi Export Cut Pledge; Natural Gas Supply Continues To Rise As Production Falls But Canadian Imports Bounce; Gas Demand To Fall For A Fifth Straight Day Today With Single-Digit Draw Expected

Friday, December 14, 2018
In its weekly Natural Gas Storage Report for December 1-7, the EIA announced Thursday morning that inventories dropped by -77 BCF. This was 5 BCF smaller than my -82 BCF projection and was a neutral 2 BCF smaller than the 5-year average. With the draw, inventories fell to 2914 BCF while the storage deficit versus the 5-year average dropped for the first time in a month, falling to -723 BCF or -20% in what will likely be the first of a string of weeks that could see this deficit fall under -600 BCF. The two largest regions for driving heating demand--the Midwest and East--reported near-average draws at -29 BCF and -20 BCF, respectively. A bearish -7 BCF withdrawal in the South Central region (5-year average: -15 BCF) was partially countered by a bullish -15 BCF draw in the Pacific region (5-year average: -10 BCF). All 5 regions continue to maintain storage deficits that are in excess of 10%, led by the South Central region at -326 BCF or -27%. Expect this to change over the next 2-3 weeks...

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Disclaimer: Current Portfolio Holdings are released by Celsius Energy as experimental products. While they are intended to provide accurate, up-to-date data, they should not be used as trading recommendations nor should they be used alone in making investment decisions, or decisions of any kind. Celsius Energy does not make an express or implied warranty of any kind regarding the data information including, without limitation, any warranty of merchantability or fitness for a particular purpose or use. Investing Commentaries represent personal opinions and analysis and should not be taken as investing advice.