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Energy Investing
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Daily Gas Flows (US Economy)---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Daily Strength of the Non-Urban US Economy...............................Overall .....................................................................................................Non-Urban .......................Industrial........Personal......Durable......Food......US.Economic .....................Production...Consumption....Goods....Group(1).....Strength(2)...............................News and Events ....06/06/21.......174.6............208.9.*...........81.6........146.4.*............+1 ....06/07/21.......174.6............210.5.*...........80.9........146.3.*............+1 ....06/08/21.......174.7.*..........211.7.*...........80.1........146.4................0 ....06/09/21.......174.8.*..........213.4.*...........79.6........146.4..............+1 ....06/10/21.......174.8.*..........214.7.*...........78.9........146.6...............-1 ....06/11/21.......174.9.*..........215.9.*...........78.1........147.0................0 ....06/12/21.......174.8............216.8.*...........77.3........147.3...............-2 ....06/13/21.......174.8............217.4.*...........76.7........147.8...............-1 ....06/14/21.......175.0.*..........217.9.*...........76.2........147.8..............+1 ....06/15/21.......175.4.*..........218.1.*...........75.6........147.8..............+1 ....06/16/21.......175.9.*..........218.1.*...........75.0........147.6.*............+1 ....06/17/21.......176.6.*..........218.9.*...........74.5........147.5.*............+2 ....06/18/21.......177.3.*..........219.9.*...........74.1........147.5.*............+1 ....06/19/21.......177.9.*..........219.3.............73.9........147.6...............-2 ....06/20/21.......178.5.*..........217.9.............73.6........147.8...............-2 ....06/21/21.......179.2.*..........216.9.............74.1.*......147.8..............+1 ....06/22/21.......180.1.*..........216.4.............74.7.*......147.6.*............+2 ....06/23/21.......181.1.*..........216.9.*...........75.2.*......147.8..............+2 ....06/24/21.......182.1.*..........217.5.*...........75.7.*......147.8..............+3 ....06/25/21.......182.7.*..........216.8.............76.3.*......147.4.*............+2 ....06/26/21.......183.5.*..........216.8.............76.9.*......146.6.*............+3 ....06/27/21.......184.0.*..........217.9.*...........77.7.*......145.8.*............+4 ....06/28/21.......184.5.*..........218.4.*...........78.4.*......145.2.*............+4 ....06/29/21.......184.6.*..........219.1.*...........79.2.*......144.9.*............+4..........Traditional retooling period begins (roughly the first two weeks of July). ....06/30/21.......184.8.*..........219.6.*...........80.0.*......144.6.*............+4 ....07/01/21.......185.0.*..........219.1.............80.7.*......144.6.*............+1 ....07/02/21.......185.2.*..........219.3.*...........81.5.*......144.6.*............+3 ....07/03/21.......185.4.*..........218.4.............82.1.*......144.4.*............+2 ....07/04/21.......185.6.*..........217.2.............82.7.*......144.0.*............+2..........July 4th holiday (actual). ....07/05/21.......185.8.*..........215.9.............83.4.*......143.6.*............+2..........July 4th holiday (observed). ....07/06/21.......185.9.*..........214.7.............84.2.*......143.0.*............+2 ....07/07/21.......186.0.*..........213.0.............84.8.*......142.6.*............+2 ....07/08/21.......186.1.*..........211.5.............85.4.*......142.3.*............+2 ....07/09/21.......186.2.*..........210.1.............86.0.*......142.0.*............+2 ....07/10/21.......186.3.*..........209.3.............86.8.*......142.0.*............+1 ....07/11/21.......186.5.*..........208.5.............87.5.*......142.0.*............+1 ....07/12/21.......186.6.*..........207.1.............88.0.*......141.3.*............+1..........Traditional retooling period ends (last day). ....07/13/21.......186.6.*..........206.2.............88.5.*......140.5.*............+1 ....07/14/21.......186.7.*..........206.0.............88.8.*......140.4.*............+2 ....07/15/21.......186.6............205.1.............88.9.*......140.4.*.............-1 ....07/16/21.......186.5............203.5.............88.9.*......140.5...............-3.r ....07/17/21.......186.7.*..........203.6.*...........88.8........140.6................0 ....07/18/21.......186.8.*..........203.8.*...........88.7........140.7................0 ....07/19/21.......187.0.*..........203.4.............88.5........140.6................0 ....07/20/21.......186.8............202.5.............88.2........140.4.*.............-2 ....07/21/21.......186.7............201.1.............88.1........140.2.*.............-2 .........*. .Indicates strengthening (bullish) trend. .........r...Revised .......(1)..Food-group is counter-cyclical (strengthens in recession, softens in expansion). .......(2)..Rank ranges from +4 (Most bullish) to -4 (Most bearish) ===============================Monthly.US Consumption Model.(MMCF/Day)============================== ....................Total US Consumption....................................US-Sourced..........................................Foreign-Sourced............... ..........2017....2018....2019....2020....2021........2017....2018....2019....2020....2021........2017....2018....2019....2020....2021 .........=====..=====..=====..=====..=====.....=====..=====..=====..=====..=====......=====..=====..=====..=====..===== 01......66.07...68.53...73.03...64.21...66.78......18.67...21.62...26.52...27.15...27.26...... 47.40.. 46.91.. 46.52.. 37.06.. 39.52. 02......63.75...67.42...66.75...59.38...64.74......19.17...21.97...21.36...21.98...25.02...... 44.58.. 45.44.. 45.39.. 37.40.. 39.72. 03......62.67...65.44...65.44...61.62...60.87......21.57...21.58...21.66...26.87...24.58...... 41.10.. 43.85.. 43.78.. 34.74.. 36.29. 04......54.77...59.96...61.59...58.50...68.70......18.49...20.38...20.24...24.38...32.57...... 36.28.. 39.58.. 41.35.. 34.12.. 36.13. 05......54.51...59.36...61.21...58.93...66.20......16.79...20.90...22.27...26.29...33.16...... 37.72.. 38.46.. 38.94.. 32.64.. 33.05. 06......57.54...59.29...57.76...56.83...71.52......18.19...20.00...26.66...24.65...37.49...... 39.36.. 39.29.. 31.10.. 32.18.. 34.03. 07......55.24...59.57...55.91...61.06...64.11i.....19.18...20.99...24.09...24.85...32.18i..... 36.05.. 38.58.. 31.83.. 36.21.. 31.93i. 08......59.95...59.90...55.81...55.74..................22.11...20.38...24.01...21.85.................. 37.84.. 39.52.. 31.80.. 33.88.. .......... 09......57.86...61.90...54.84...61.26..................19.57...21.70...23.70...26.08.................. 38.29.. 40.20.. 31.14.. 35.18.. .......... 10......58.89...64.18...53.98...58.85..................18.60...22.71...23.45...24.63.................. 40.29.. 41.47.. 30.54.. 34.22.. .......... 11......59.46...66.12...60.96...63.41..................18.51...22.85...25.65...25.79.................. 40.94.. 43.27.. 35.30.. 37.62.. .......... 12......62.58...73.75...60.22...64.57..................18.17...24.75...25.24...25.43.................. 44.41.. 49.01.. 34.97.. 39.14.. .......... =============Daily Total US Consumption Model (MMCF)============= _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 05/21/21....68.34....68.34....71.54....72.20....73.61....70.43....71.59....496.05 05/28/21....72.82....72.82....72.82....68.33....64.50....64.89....67.61....483.80 06/04/21....63.00....63.00....64.21....66.21....69.34....71.69....70.18....467.64 06/11/21....74.59....76.37....74.78....72.29....78.76....75.69....73.18....525.66 06/18/21....72.57....71.54....72.50....69.29....69.17....72.86....75.78....503.71 06/25/21....65.83....65.97....72.93....70.77....73.22....73.30....65.66....487.69 07/02/21....65.97....67.81....67.40....76.44....73.54....63.45....69.64....484.24 07/09/21....63.86....63.86....60.90....59.90....61.73....61.77....59.49....431.51 07/16/21....62.39....62.39....60.49....62.57....68.95....68.48....68.22....453.48 07/23/21....69.00....69.00....67.03....62.16....60.98..............................328.18i __________________________Year_Ago__________________________ 07/17/20....67.52....67.58....61.11....63.78....64.57....64.87....64.17....453.60 07/24/20....68.85....66.79....66.23....63.05....57.05....59.38....68.35....449.71 07/31/20....56.05....55.06....53.75....63.43....56.97....56.11....57.40....398.75 08/07/20....55.73....55.64....55.79....54.23....54.48....57.24....55.59....388.69 08/14/20....56.06....57.52....58.25....54.49....55.61....54.94....55.32....392.17 ===========Daily US-Sourced Consumption Model (MMCF)============ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 05/21/21....34.23....34.23....34.23....35.35....34.04....32.92....34.84....239.85 05/28/21....34.47....34.47....34.47....34.08....33.08....33.27....34.07....237.93 06/04/21....32.27....32.27....32.27....33.97....35.68....35.68....35.64....237.79 06/11/21....40.37....42.14....39.57....40.51....43.97....40.96....39.44....286.94 06/18/21....40.99....40.99....40.99....37.70....35.06....39.59....41.24....273.58 06/25/21....33.08....33.22....40.18....36.09....38.50....39.92....32.59....253.58 07/02/21....32.62....34.46....32.62....33.61....36.36....30.56....33.56....233.80 07/09/21....30.79....30.79....30.79....30.79....30.75....30.79....29.97....214.65 07/16/21....32.25....32.25....32.25....33.21....37.21....36.24....35.33....238.75 07/23/21....32.17....32.17....32.17....30.34....31.34..............................158.19i __________________________Year_Ago__________________________ 07/17/20....26.61....26.62....25.14....25.44....25.14....25.52....25.73....180.20 07/24/20....25.58....25.57....25.73....25.56....25.57....25.56....30.56....184.12 07/31/20....20.56....20.56....18.86....25.22....20.04....20.95....22.80....148.99 08/07/20....23.64....23.62....23.70....23.70....23.83....26.57....23.84....168.90 08/14/20....23.90....24.37....24.67....21.38....23.12....22.82....22.82....163.08 =========Daily Foreign-Sourced Consumption Model (MMCF)========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 05/21/21....34.11....34.11....37.31....36.85....39.57....37.51....36.74....256.19 05/28/21....38.35....38.35....38.35....34.25....31.41....31.62....33.54....245.87 06/04/21....30.73....30.73....31.94....32.24....33.66....36.01....34.54....229.85 06/11/21....34.23....34.23....35.21....31.78....34.79....34.73....33.75....238.72 06/18/21....32.58....31.54....32.50....31.59....34.11....33.27....34.54....230.13 06/25/21....32.75....32.75....32.75....34.69....34.72....33.38....33.07....234.11 07/02/21....33.34....33.34....34.78....42.83....37.18....32.89....36.08....250.44 07/09/21....33.07....33.07....30.11....29.11....30.99....30.98....29.52....216.87 07/16/21....30.14....30.14....28.24....29.36....31.74....32.23....32.90....214.74 07/23/21....36.84....36.84....34.87....31.81....29.64..............................169.99i __________________________Year_Ago__________________________ 07/17/20....40.90....40.96....35.97....38.34....39.43....39.34....38.45....273.39 07/24/20....43.27....41.23....40.51....37.49....31.49....33.82....37.79....265.59 07/31/20....35.49....34.50....34.89....38.20....36.93....35.16....34.60....249.76 08/07/20....32.09....32.02....32.09....30.54....30.64....30.67....31.75....219.79 08/14/20....32.16....33.15....33.58....33.11....32.49....32.11....32.50....229.10 |
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