Natural Gas Main

Of all the widely traded commodities, natural gas is perhaps the most data driven and the one for which nearly up-to-the-minute supply and demand levels can be estimated and projected. As a result, it is also amongst the most volatile as traders react and overreact to the slightest perterbations in this data. Knowledge is power in this sector. Natural gas supply/demand balance is manifested in storage levels--past, present, and future--all of which are available in the "Storage" tab below. Two drivers of natural gas demand, one new--LNG Exports--and one more traditional but still evolving--Powerburn--are also available. Finally, the price of natural gas is the reflection of changes in this supply/demand balance and can be viewed in the final tab. Click any of the boxes below to view data related to that topic.

Natural Gas Investing ***NEWLY UPGRADED!***

Intraday natural gas futures data, ETF holdings, natural gas money manager positions, and Fair Price analysis. Intraday data updated continuously during trading hours. Fair Price analysis updated during storage updates at 7am and 7pm with continuous updates during trading hours. ETF holdings updated daily and trader positions updated Friday at around 3 PM EDT. Upgraded in January 2023.

Natural Gas Storage Data & Projections

Includes observed EIA data, intraday estimates, near-term, and long-term storage projections as well as extensive historical comparisons and analysis. Intraday data updates hourly while near-term and long-term projections update twice daily at 7 AM EDT and 7 PM EDT. Official EIA numbers are released each Thursday at 10:30 AM EDT.

Daily Natural Gas Supply & Demand Data

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Data includes natural gas production, imports from Canada, exports to Mexico, and LNG exports, as well as supply/demand imbalance numbers based off of these elements. All data is based on pipeline flows and is updated daily between 1 AM and 2 AM EDT.

Global LNG Pricing

The spread between US Henry Hub natural gas pricing & global price points is a key predictor of LNG export demand. This page provides daily pricing at the JKM (East Asia), TTF (Continental Europe), and NBP (United Kingdom) hubs, pricing spreads, futures prices, and historical, current, and future profit/loss margins. Pricing data is updated daily between 7 PM and 8 PM EDT.

Realtime Natural Gas Powerburn Data

Powerburn is natural gas burned for the purposes of electricity generation. It is determined by nationwide electricity demand and the percentage of total generation met by natural gas, itself determined by the price of natural gas relative to competitor fuels. Intraday and daily powerburn statistics as well as US electricity generation and generation fuel types are all provided. Intraday numbers are updated in Realtime based on live powergrid data while final daily numbers are updated between 10 AM and 11 AM EDT.

Wind Generation & Natural Gas Demand Displacement

This page displays Realtime intraday wind generation data pulled directly from the powergrid, daily generation, and the impact of both on natural gas demand. Realtime wind output is updated every 10-15 minutes throughout the day while finalized daily numbers update by 10:30 AM EDT the following morning.

European Natural Gas Inventories

Gas Infrastructure Europe (GIE) provides daily updates on European natural gas inventories for 19 nations. European storage numbers are important for the US market as these nations are consumers of exported Liquified Natural Gas (LNG) and will influence export demand. European natural gas inventories are updated daily between 5 PM and & 7 PM EDT for the prior day.

Nuclear Reactor Outages & Natural Gas Substitution Demand

Nuclear reactors meet up to 20% of US electrical needs. Intermittently, especially during the Spring and Autumn, reactors are taken offline for scheduled and unscheduled maintenance, which usually lasts for several weeks. Natural gas is typically used to offset these losses. As a result, nuclear reactor outages, which can be quite volatile, are an important source of natural gas demand during the shoulder season and can contribute signifcantly to the supply/demand imbalance. Data is updated daily Monday-Friday at around 8 AM EDT.

Natural Gas Supply & Demand Data

Comprehensive natural gas supply and demand data and analysis for the most recent natural gas storage week sourced from the EIA's Weekly Natural Gas Update and my own collections. It includes natural gas production, powerburn, LNG imports and exports, Canadian imports, and Mexican exports. It is updated on Thursday afternoon between 2 pm and 3 pm EDT.

Disclaimer: Natural Gas & Oil Storage Projections, Intraday Natural Gas Stats, Renewable Energy Stats, Morning Reports, and fundamental pricing models are released by Celsius Energy as experimental products. While they are intended to provide accurate, up-to-date data, they should not 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. See full Privacy Policy HERE.