August 17th, 2009, 02:41 PM
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Rob's Data
i will be publishing Rob's data in this thread.
here is today's data..... ============US Gas Flow Models (US storage injections, in BCF, as of 9AM)============= ...Week.....------------------Composite.Model----------------------------....--Weekly.Models--....Baseline _Ending__Sat___Sun__ Mon__Tue__Wed___Thr___Fri__Total__2005__2007__EIA_ _(Neutral) 05/15/09...14.7.....16.1....13.2....13.4....14.5......15 .8....14.4.....102.......90........94.....102..... ....91 05/22/09...15.4.....14.4....14.1....14.4....15.1......16 .5....16.2.....106.....111......112.....106....... ..93 05/29/09...17.7.....19.5....20.9....19.3....15.1......16 .1....15.4.....124.....124......125.....124....... 104 06/05/09...15.0.....16.0....15.9....10.6....18.0......14 .0....16.5.....106.....108......107.....106....... 100 06/12/09...18.6.....19.5....17.0....15.6....14.5......14 .8....13.8.....114.....110......112.....114....... ..98 06/19/09...14.5.....15.1....14.6....13.6....12.4......12 .6....11.2.......94.......93........97.......94... ......82 06/26/09...12.1.....12.0....11.4......9.5......8.8...... ..8.2......7.9.......70.......74........77.......7 0.........53 07/03/09...10.1.....11.4......9.4....10.5....10.9......1 1.6....11.2.......75.......72........78.......75.. .......71 07/10/09...14.4.....16.0....14.5....11.8....10.7......10 .8....12.0.......90.......85........94.......90... ......90 07/17/09.....9.6.....11.7....10.5....10.5......8.3...... ..7.9......7.4.......66.......61........68.......6 6.........62 07/24/09.....8.3.....12.5....10.4....10.5......9.7...... 10.1......9.5.......71.......63........70.......71 .........71 07/31/09.....9.0.....10.1....11.2......9.6......8.3..... ...8.9......9.0.......66.......63........68....... 66.........56 08/07/09.....9.7.....11.7....11.0......9.5......6.6..... ...6.6......8.0.......63.......62........70....... 63.........59 08/14/09r..10.4.....11.0......8.6......7.5......7.6..... ...6.8......8.9i......61i......55i........61i 08/21/09r....8.5.......8.5......6.9i.....3.7i....-0.8i......-0.7i.....-0.7i.....25i......26i........25i Estimated EIA-Weekly based storage (As of 08/17/09).......3240 BCF .................................................. .........(As of 08/17/08).......2687 BCF...(+553 BCF YOY Surplus) ====Estimate of Operationally Available Working Gas Storage Capacity (in BCF)==== ..................(Prepared from information for gas week ended 07/24/09) ___________Data Sample___________________Capacity___Inventory__%Fu ll___ Publicly available data.............................................. ..1410.............1154.........81.8 EIA-Reported data (100% of US Storage)..................3774(e).........3089.... .....81.8(e) ......(e).Estimate of Capacity calculated as 3089 / (1154/1410) = 3774 ===========================================Past.We ekly.Runs========================================= == _Week____Est.______Week____Est.______Week____Est._ _____Week____Est.______Week____Est.______Week____E st._______Week____Est.__ .................................................. .................................................. .................................................. .................................................. ...............03/20/09.....4479 .................................................. ......................03/30/07.....4052....................................... .................................................. ...........................03/27/09.....4566 04/07/06.......n/a..............................................04/06/07.....4067....................................... .................................................. ...........................04/03/09.....4498 04/14/06.......n/a..............................................04/13/07.....4134....................................... ......04/11/08.....3949....................................... .....04/10/09.....4478 04/21/06.......n/a..............................................04/20/07.....4190....................................... ......04/18/08.....3931....................................... .....04/17/09.....4441 04/28/06.......n/a..........10/27/06.....3680.........04/27/07.....4086....................................... ......04/25/08.....3852....................................... .....04/24/09.....4321 05/05/06.......n/a..........11/03/06.....3697.........05/04/07.....3998....................................... ......05/02/08.....3827....................................... .....05/01/09.....4231 05/12/06.......n/a..........11/10/06.....3711.........05/11/07.....3920.........11/09/07.....3771.........05/09/08.....3815....................................... .....05/08/09.....4185 05/19/06.......n/a..........11/17/06.....3690.........05/18/07.....3844.........11/16/07.....3766.........05/16/08.....3746....................................... .....05/15/09.....4129 05/26/06.......n/a..........11/24/06.....3706.........05/25/07.....3783.........11/23/07.....3768.........05/23/08.....3726.........11/21/08.....3747........05/22/09.....4068 06/02/06.......n/a..........12/01/06.....3686.........06/01/07.....3762.........11/30/07.....3768.........05/30/08.....3702.........11/28/08.....3773........05/29/09.....4019 06/09/06.......n/a..........12/08/06.....3669.........06/08/07.....3714.........12/07/07.....3789.........06/06/08.....3714.........12/05/08.....3786........06/05/09.....3964 06/16/06.......n/a..........12/15/06.....3649.........06/15/07.....3650.........12/14/07.....3785.........06/13/08.....3737.........12/12/08.....3773........06/12/09.....3940 06/23/06.......n/a..........12/22/06.....3611.........06/22/07.....3649.........12/21/07.....3798.........06/20/08.....3688.........12/19/08.....3743........06/19/09.....3917 06/30/06.......n/a..........12/29/06.....3593.........06/29/07.....3640.........12/28/07.....3794.........06/27/08.....3649.........12/26/08.....3740........06/26/09.....3890 07/07/06.....3436.........01/05/07.....3582.........07/06/07.....3625.........01/04/08.....3783.........07/04/08.....3617.........01/02/09.....3724........07/03/09.....3850 07/14/06.....3448.........01/12/07.....3572.........07/13/07.....3607.........01/11/08.....3751.........07/11/08.....3607.........01/09/09.....3740........07/10/09.....3839 07/21/06.....3442.........01/19/07.......n/a..........07/20/07.....3598.........01/18/08.....3764.........07/18/08.....3602.........01/16/09.....3798........07/17/09.....3815 07/28/06.....3435.........01/26/07.....3575.........07/27/07.....3581.........01/25/08.......n/a..........07/25/08.....3584.........01/23/09.....3873........07/24/09.....3792 08/04/06.....3436.........02/02/07.....3612.........08/03/07.....3561.........02/01/08.....3801.........08/01/08.....3562.........01/30/09.....3928 08/11/06.....3433.........02/09/07.....3677.........08/10/07.....3581.........02/08/08.....3737.........08/08/08.....3540.........02/06/09.....4017 08/18/06.....3437.........02/16/07.....3767.........08/17/07.....3567.........02/15/08.....3794.........08/15/08.....3510.........02/13/09.....4044 08/25/06.....3442.........02/23/07.....3855.........08/24/07.....3561.........02/22/08.....3822.........08/22/08.....3513.........02/20/09.....4118 09/01/06.....3450.........03/02/07.....3908.........08/31/07.....3548.........02/29/08.....3904.........08/29/08.....3508.........02/27/09.....4286 09/08/06.....3469.........03/09/07.......n/a..........09/07/07.......n/a..........03/07/08.....3928.........09/05/08.....3536.........03/06/09.....4474 09/15/06.......n/a..........03/16/07.....4054.........09/14/07.....3576.........03/14/08.....3975.........09/12/08.....3565.........03/13/09.....4436 09/22/06.....3529.........03/23/07.....4122.........09/21/07.....3592.........03/21/08.....3957.........09/19/08.....3599.................................... 09/29/06.....3554....................................... ......09/28/07.....3608.........03/28/08.....3960.........09/26/08.....3614.................................... 10/06/06.....3582....................................... ......10/05/07.....3628.........04/04/08.....3986.........10/03/08.....3623.................................... 10/13/06.....3609....................................... ......10/12/07.....3643....................................... ......10/10/08.....3639.................................... 10/20/06.....3635.(Best 2006 Estimate)...........10/19/07.....3666....................................... ......10/17/08.....3645.................................... .................................................. ......................10/26/07.....3696....................................... ......10/24/08.....3678.................................... .................................................. ......................11/02/07.....3736.(Best 2007 Estimate)...........10/31/08.....3707.................................... .................................................. .................................................. ............................................11/07/08.....3718.................................... .................................................. .................................................. ............................................11/14/08.....3729.(Best 2008 Estimate). Weekly Models: EIA = Weekly EIA report less reclassifications & revisions. ..........................2003 & 2005 = Forward estimators of the EIA weekly data, attempting to ..........................duplicate the respective methadologies employed by the EIA beginning in ..........................2003 & 2005 respectively. Composite Model: A compilation of all available models, derived from the Daily, 2005 Weekly, .............................EIA Weekly & Monthly, and the old AGA & Derived EIA weeklies. .............................Initially, the 2005 model projections (Interpolated by the daily model) are .............................presented, then the EIA weekly (Interpolated by the daily model), then the .............................EIA monthly data (Interpolated successively by way of the EIA weekly, .............................then by the daily model), with implied non-metered reclassifications and .............................adjustments removed. Baseline: An estimate of the weekly injection/withdrawal required for a dead-neutral report ..............(Neither bullish or bearish), reflecting any given weeks temperatures, temporary ..............hurricane shut-ins, Holidays, and a broad range of seasonal factors. ====Past Weekly Runs vs EIA (Best Model Bracketed)===== ................For Week.....Weekly.Models......Wkly...Interpolated __Run____Ending____2003___2005____EIA__EIA.Monthly 10/19/05..(10/14/05)........57........{67}.........75............78 10/26/05..(10/21/05)........54........{63}.........77............80 11/02/05..(10/28/05)..........4........{23}.........29............3 2 11/09/05..(11/04/05)........38........{45}.........51..(A).....52 11/16/05..(11/11/05).......{51}........38..........53............52 11/23/05..(11/18/05)........{-7}......-15...........-8.............-9 11/30/05..(11/25/05)........-47......{-51}.......-49...........-50 12/07/05..(12/02/05).......{-63}......-79........-59...........-60 12/14/05..(12/09/05)......-184....{-197}.....-202.........-201 12/21/05..(12/16/05)....{-158}.....-146......-162.........-161 12/28/05..(12/23/05)...{-.157}.....-156......-162.........-161 01/04/06..(12/30/05)........-21........(-8}..........1..............2 01/11/06..(01/06/06)........-37......{-25}.......-20...........-22 01/18/06..(01/13/06)........-45......(-45}.......-46...........-49 01/21/06..(01/20/06).......{-73}......-68........-81*.........-84 02/10/06..(01/20/06).......{-71}......-67........-81**........-84 02/10/06..(01/27/06).......{-75}......-70........-88**........-91 02/10/06..(02/03/06).......{-41}......-45........-38**........-41 02/15/06..(02/10/05).....{-111}....-121......-102.........-106 02/22/06..(02/17/06).....{-124}....-147......-123.........-127 03/01/06..(02/24/06)......-159....{-180}.....-171.........-175 03/08/06..(03/03/06)........-98......{-96}.......-85...........-85 03/15/06..(03/10/06)........-70......{-70}.......-55...........-50 03/22/06..(03/17/06)........-39......{-37}.......-23...........-18 03/29/06..(03/24/06).....{-109}....-115......-104...........-99 04/05/06..(03/31/06)........-30......{-12}.......-10.............-5 04/12/06..(04/07/06).........28........{27}........19............25 04/19/06..(04/14/06).........49........{61}........57(R).......63 04/26/06..(04/21/06).........81(R)...{85}(R)...80............86 05/03/06..(04/28/06).........55........{58}.........53...........59 05/10/06..(05/05/06)........{81}........78..........85...........86 05/17/06..(05/12/06)........{85}........78..........91...........90 05/24/06..(05/19/06).........85........{83}.........83...........82 05/31/06..(05/26/06)........{82}........87..........80...........79 06/08/06..(06/02/06).........88........{83}.........77...........76 06/15/06..(06/09/06)........{90}........95..........77...........75 06/22/06..(06/16/06).........93........{84}.........79...........77 06/28/06..(06/23/06).........73........{65}.........66...........64 07/05/06..(06/30/06).........83........{71}.........73...........71 07/12/06..(07/07/06)........{92}........83..........89...........91 07/19/06..(07/14/06)..........71.......{58}.........59...........61 07/26/06..(07/21/06)............7.......{..0}..........-7...........-5 08/02/06..(07/28/06)..........24.......{18}.........19...........21 08/09/06..(08/04/06)..........17........{-2}........-12.........-12 08/16/06..(08/11/06).........{42}.......27...........37..........35 08/23/06..(08/18/06)..........67.......{62}..........57..........55 08/30/06..(08/25/06).........{60}.......62...........48..........46 09/06/06..(09/01/06).........{73}.......67...........71..........69 09/13/06..(09/08/06).........{98}.......85.........108........105 09/20/06..(09/15/06).........{85}......{75}..........93..........90 09/27/06..(09/22/06).........{77}.......74...........77..........74 10/04/06..(09/29/06).........{67}.......64...........73..........70 10/11/06..(10/06/06)..........58.......{59}..........62..........68 10/18/06..(10/13/06).........{51}.......43...........53..........60 10/25/06..(10/20/06).........{18}.......16...........19..........26 11/01/06..(10/27/06).........-19......{-19}..........-9...........-2 11/08/06..(11/03/06)..........{-1}........-1...........-7...........-6 11/15/06..(11/10/06)..........{-3}........-3............5...........-3 11/21/06..(11/17/06)...........-7........{-6}..........-1...........-9 11/28/06..(11/24/06)........{-33}......-27.........-32.........-40 12/06/06..(12/01/06)........{-15}......-16.........-11.........-17 12/13/06..(12/08/06)........-158....{-167}.....-168.......-164 12/20/06..(12/15/06).........{-73}.....-64.........-71.........-67 12/28/06..(12/22/06)..........-57.....{-53}........-46.........-42 01/03/07..(12/29/06)..........-60.....{-50}........-47.........-42 01/10/07..(01/05/07)..........-61.....{-57}........-49.........-54 01/17/07..(01/12/07)..........-93.....{-87}........-89.........-98 01/20/07..(01/19/07)........-163....{-174}.....-179*.....-188 02/06/07..(01/19/07).......{-171}....-189......-179**....-188 02/06/07..(01/26/07).......{-193}....-200......-186**....-195 02/07/07..(02/02/07).......{-210}....-207......-224.......-228 02/14/07..(02/09/07).......{-250}....-275......-259.......-252 02/21/07..(02/16/07).......{-219}....-233......-223.......-216 02/28/07..(02/23/07)........-143....{-142}.....-132.......-125 03/07/07..(03/02/07).......{-105}......-92......-102.........-95 03/14/07..(03/09/07)........-109....{-111}.....-115.......-110 03/21/07..(03/16/07).............5.......{14}.........17.........-22 03/28/07..(03/23/07)..........-32......{-16}.......-22.........-17 04/04/07..(03/30/07)..........{48}.......70..........58..........63 04/11/07..(04/06/07)...........14........{21}........23..........25 04/18/07..(04/13/07)..........-47......{-45}.......-46.........-44 04/25/07..(04/20/07)............-1.........{9}.........18..........20 05/02/07..(04/27/07)...........79........{87}........87..........89 05/09/07..(05/04/07)...........84........{93}........96..........97 05/16/07..(05/11/07)...........86......{101}........95..........96 05/23/07..(05/18/07)...........93........{97}......104........105 05/30/07..(05/25/07)........{108}......111.......107........108 06/06/07..(06/01/07).........109......{111}......110........111 06/13/07..(06/08/07)........{102}......105.........92..........92 06/20/07..(06/15/07)........{104}......105.........89..........89 06/27/07..(06/22/07)..........{95}........89.........99..........99 07/04/07..(06/29/07)..........{75}........68.........78..........78 07/11/07..(07/06/07)..........102.......{99}........96..(B)...95 07/18/07..(07/13/07)............70.......{68}........65..........64 07/25/07..(07/20/07)............73.......{69}........64..(C)...63 08/01/07..(07/27/07)............84.......{79}........77..........76 08/08/07..(08/03/07)............58.......{49}........42..........41 08/15/07..(08/10/07)...........{21}.......15.........21..........19 08/22/07..(08/17/07)............32.......{21}........23..........21 08/29/07..(08/24/07)............45.......{43}........43..........41 09/05/07..(08/31/07)............43.......{41}........36..........34 09/12/07..(09/07/07)............71.......{68}........64..........68 09/19/07..(09/14/07)............69.......{69}........63..........67 09/26/07..(09/21/07)............69.......{73}........74..........78 10/03/07..(09/28/07)...........{60}.......63.........57..........61 10/10/07..(10/05/07)............68.......{74}........73..........75 10/17/07..(10/12/07)...........{40}.......45.........39..........41 10/24/07..(10/19/07)............55.......{61}........68..........70 10/31/07..(10/26/07)............59.......{61}........66..........68 11/07/07..(11/02/07)...........{31}.......29.........36..........36 11/14/07..(11/09/07)...........-21......{-17}........-9.........-12 11/21/07..(11/16/07).............{2}.........9...........4......... ...1 11/28/07..(11/23/07)...........-23......{-20}......-12.........-15 12/05/07..(11/30/07)..........{-90}......-91.......-88.........-91 12/12/07..(12/07/07)........{-144}....-139.....-146.......-146 12/19/07..(12/14/07).........-130....{-129}....-121.......-121 12/26/07..(12/21/07).........-171....{-169}....-165.......-165 01/03/08..(12/28/07).........-109....{-104}......-87.........-87 01/10/08..(01/04/08).........-175....{-173}....-171.......-177 01/15/08..(01/11/08)...........-67......{-53}......-59.........-69 01/19/08..(01/18/08)........{-138}....-130.....-155*......-165 02/11/08..(01/18/08)........{-150}....-147.....-155**....-165 02/11/08..(01/25/08).........-263....{-266}....-274**....-284 02/11/08..(02/01/08).........-198....{-201}....-200**....-208 02/13/08..(02/08/08)........{-110}....-108......120.......-116 02/20/08..(02/15/08)........{-169}....-168.....-172.......-168 02/27/08..(02/22/08)........{-150}....-146.....-151.......-147 03/05/08..(02/29/08).........-154....{-151}....-135.......-131 03/12/08..(03/07/08)..........{-87}......-76.......-86.........-79 03/19/08..(03/14/08)...........-90......{-87}......-85.........-78 03/26/08..(03/21/08)...........-46......{-37}......-36.........-29 04/02/08..(03/28/08)...........-39......{-31}......-29.........-22 04/09/08..(04/04/08)...........-33......{-23}......-14.........-10 04/16/08..(04/11/08)............21........{24}.......27..........29 04/23/08..(04/18/08)............14........{26}.......24..........26 04/30/08..(04/25/08)............72........{86}.......86..........88 05/07/08..(05/02/08)............48........{59}.......65..........66 05/14/08..(05/09/08)............73........{82}.......93..........92 05/21/08..(05/16/08)............74........{87}.......85..........84 05/28/08..(05/23/08)............72........{86}.......87..........88 .5 06/04/08..(05/30/08)...........{99}......113......105........106.5 06/11/08..(06/06/08)...........{84}........92........80..........81 .9 06/18/08..(06/13/08)............62........{58}.......57..........58 .9 06/25/08..(06/20/08)...........{98}........99........90..........91 .9 07/02/08..(06/27/08)...........{99}.......103.......85..........86. 9 07/09/08..(07/04/08).........{102}.......105.......90..........88.4 07/16/08..(07/11/08).........{104}.......107.....104..........99.7 07/23/08..(07/18/08)............89.........{82}......84..........79 .7 07/30/08..(07/25/08)............73.........{67}......65..........60 .7 08/06/08..(08/01/08)............66.........{65}......56..........52 .3 08/13/08..(08/08/08)............64.........{59}......50..........49 .5 08/20/08..(08/15/08)..........104.......{100}......88..........87.5 09/01/08..(08/22/08)............98.........{92}....102***....101.5 ................For Week.........Weekly.Models..Wkly...Interpolated __Run____Ending______2005___2007__EIA__ EIA.Monthly 09/03/08..(08/29/08)...........{92}.........87.......90..........89 .5 09/10/08..(09/05/08).............57........{58}......58..........57 .8 09/17/08..(09/12/08)............{65}........57.......67..........66 .9 09/24/08..(09/19/08)............{52}........43.......51..........50 .9 10/01/08..(09/26/08)............{87}........79.......87..........86 .9 10/08/08..(10/03/08).............82.........{88}.....88..........87 .4 10/15/08..(10/10/08)............{75}.......{85}.....79..........77. 8 10/22/08..(10/17/08)............{72}........76.......70..........68 .8 10/29/08..(10/24/08).............31........{39}......46..........44 .8 11/05/08..(10/31/08)...............7........{13}......19..........1 7.8 11/12/08..(11/07/08).............42........{50}......60..........62 .5 11/19/08..(11/14/08)...............1..........{8}......16.......... 18.5 11/25/08..(11/21/08)...........{-65}.......-52......-66........-63.5 12/03/08..(11/28/08)............-73.......{-61}.....-64........-61.5 12/10/08..(12/05/08)............-80.......{-72}.....-67........-68.5 12/17/08..(12/12/08).........{-126}.....-119....-124......-127.1 12/23/08..(12/19/08)..........-154.....{-152}...-147......-150.1 12/30/08..(12/26/08)..........-165.....{-153}...-143......-146.1 01/07/09..(01/02/09)............-69.......{-58}.....-47........-49.3 01/14/09..(01/09/09)..........-125.....{-112}.....-94........-94.2 01/22/09..(01/16/09)..........-191.....{-187}...-176......-176.2 01/29/09..(01/23/09)..........-198.....{-186}...-186......-186.2 02/04/09..(01/30/09)..........-216.....{-206}...-195......-195.2 02/11/09..(02/06/09)..........-187.....{-177}...-159......-158.7 02/18/09..(02/13/09)............-60.......{-52}.....-24........-23.6 02/25/09..(02/20/09)..........-138.....{-120}...-101......-100.6 03/04/09..(02/27/09)..........-133.....{-107}...-102......-101.6 03/11/09..(03/06/09)..........-135.....{-113}...-112......-109.9 03/18/09..(03/13/09)...........{-32}.......-22......-30........-27.6 03/25/09..(03/20/09).............-13.........{5}........3............5.4 04/01/09..(03/27/09).............-20.......{13}........9 (D)....11.4 04/08/09..(04/03/09)...............-1.......{14}......20..........22.2 04/15/09..(04/10/09)...............-1.......{16}......21..........23.1 04/22/09..(04/17/09)..............26.......{46}......46..........48 .1 04/29/09..(04/24/09)..............71.......{84}......82..........84 .1 05/06/09..(05/01/09)..............84.......{88}......95 05/13/09..(05/08/09).............{92}.....101.......95 05/20/09..(05/15/09)..............90.......{95}....103 05/27/09..(05/22/09)...........{113}.....116.....106 06/03/09..(05/29/09)...........{125}.....126.....124 06/10/09..(06/05/09)............109.....{107}....106 06/17/09..(06/12/09)............111.....{113}....114 06/24/09..(06/19/09).............{94}.......97.......94 07/01/09..(06/26/09).............{74}.......78.......70 07/08/09..(07/03/09).............{73}.......78.......75 07/15/09..(07/10/09).............{86}.......94.......90 07/22/09..(07/17/09)..............62.......{68}......66 07/29/09..(07/24/09)..............64.......{70}......71 08/05/09..(07/31/09)..............63.......{68}......66 08/12/09..(08/07/09).............{62}.......70.......63 * Special Saturday-night "Pre-Vacation" run, generated without the benefit of Monday/Tuesday night "Weekly" data. ** Final estimates of the models (Generated upon return from vacation), from special model runs before EIA actuals were applied, and before the models were allowed to self-adjust to those EIA actuals. (A) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 61 BCF injection estimate. (B) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 106 BCF injection estimate. (C) For purposes of analysis, the 7 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 71 BCF injection estimate. (D) For purposes of analysis, the 9 BCF reclassification (of working gas to base gas) plus corrections has been re-added to the EIA's origionally-reported 0 BCF injection estimate. =====Canadian Storage Sampling (Injections, in BCF)===== ...Week.....-----------Daily Model------------ _Ending__Sat__Sun_ Mon_ Tue_Wed__Thur___Fri__Total 02/20/09...-3.0...-2.9...-2.6....-2.7...-2.7...-3.0......-3.2....-20.1 02/27/09...-2.4...-2.5...-2.4....-3.5...-3.5...-3.3......-3.6....-21.1 03/06/09...-3.8...-3.7...-2.6....-2.8...-3.3...-2.1......-1.4....-19.7 03/13/09...-1.3...-1.5...-1.3....-2.8...-4.5...-4.8......-3.6....-19.8 03/20/09...-2.2...-0.5...-0.6....-0.6...-0.4...-0.8.......0.6......-4.5 03/27/09....0.5....0.8.....1.2.....0.9....0.7...-1.1.......0.5........3.5 04/03/09....1.0....1.0.....1.3.....2.1....0.4....0.6.... ...1.4........7.9 04/10/09....2.0....1.8.....1.8.....1.6....1.1....1.9.... ...1.9......12.2 04/17/09....2.7....2.9.....3.2.....3.5....2.4....2.0.... ...2.7......19.5 04/24/09....3.2....3.3.....3.0.....2.4....3.0....2.4.... ...2.3......19.6 05/01/09....2.4....3.3.....3.7.....3.4....2.2....2.0.... ...2.9......19.8 05/08/09....3.1....3.4.....3.2.....3.2....2.6....2.9.... ...2.5......20.9 05/15/09....3.3....3.1.....3.1.....3.0....2.4....2.2.... ...2.4......19.4 05/22/09....2.8....2.8.....2.9.....1.8....2.0....2.0.... ...2.2......16.4 05/29/09....3.0....3.3.....3.2.....3.2....3.2....2.4.... ...2.5......20.5 06/05/09....3.0....2.9.....2.9.....2.9....2.4....2.3.... ...2.4......18.8 06/12/09....3.0....2.8.....2.7.....2.0....2.3....2.4.... ...2.5......17.6 06/19/09....2.1....2.1.....2.0.....2.1....2.0....1.4.... ...1.5......13.3 06/26/06....2.4....2.5.....2.2.....2.3....1.5....1.7.... ...1.3......13.8 07/03/09....2.1....1.9.....1.8.....2.3....2.0....1.7.... ...1.6......13.3 07/10/09....1.8....1.4.....1.5.....1.2....0.8....2.1.... ...1.2......10.0 07/17/09....1.8....1.4.....1.5.....1.7....1.6....0.8.... ...1.8......10.5 07/24/09....1.5....1.6.....1.6.....1.6....1.5....1.2.... ...1.0........9.9 07/31/09....1.2....1.0.....1.0.....1.1...-0.1....0.1.......0.9........5.3 08/07/09....1.7....1.8.....1.6.....1.6....1.6....1.3.... ...1.4......11.0 08/14/09....1.5....1.2.....1.5.....1.3....0.9....0.8.... ...0.5........7.7 08/21/09....1.0......................................... ..........................1.0i ........................Canadian Production Model .........2002.....2003.....2004.....2005.....2006. ....2007.....2008.....2009 ........=====...=====...=====...=====...=====...== ===...=====...===== 01.....17.45....16.68....16.44....16.93....17.38.. ..17.34....16.49....15.82. 02.....17.96....16.86....16.78....17.20....17.45.. ..17.15....16.12....16.19 03.....17.76....16.96....17.19....17.57....17.63.. ..17.35....16.56....16.08 04.....18.06....17.28....17.59....17.76....17.90.. ..17.62....16.97....16.20 05.....18.06....16.57....17.47....17.22....17.73.. ..17.28....16.60....15.54 06.....17.99....16.65....17.07....16.62....17.16.. ..16.69....15.58....15.37 07.....17.73....16.77....17.07....17.12....17.25.. ..16.96....16.69....15.47 08.....17.16....17.02....17.17....17.40....17.92.. ..17.13....16.60....15.13i 09.....17.26....16.77....16.83....17.11....17.20.. ..16.87....16.44 10.....17.27....16.81....16.90....17.12....17.40.. ..16.86....16.25 11.....17.28....16.75....17.10....17.26....16.86.. ..16.57....16.21 12.....17.28....16.87....17.10....17.60....17.50.. ..16.79....15.76 ....Estimated sample size: 77% ===============US Longer-Term Model=================== 2009 Spring..1651 BCF*...Fall..4058 BCF 2010 Spring..2117 BCF.....Fall..4459 BCF 2011 Spring..2504 BCF.....Fall..4859 BCF ......*=Actual for week ended 03/13/09 ____Run___F-07_S-08____Run___S-08_F-08____Run___F-08_S-09_____Run___S-09_F-09____Run___F-09_S-10 ....09/24/07..3498..1142....11/21/07..1292..3210....04/17/08..3469..1150....11/20/08..1639..4233....03/26/09..4674..3082 ....09/27/07..3497..1167....11/28/07..1404..3432....04/24/08....n/a.....n/a.....11/27/08..1630..4273....04/03/09..4556..2906 ....10/04/07..3491..1268....12/06/07..1432..3530....05/04/08..3613..1208....12/04/08..1688..4479 ....10/11/07..3502..1284....12/13/07..1333..3421....05/08/08..3617..1215....12/11/08..1770..4738 ....10/18/07..3464..1051....12/20/07..1359..3514....05/15/08..3630..1228....12/18/08..1708..4699....04/23/09..4479..2807 ....10/25/07..3489..1110....12/27/07..1314..3429....05/22/08..3678..1304....12/25/08..1697..4652....04/30/09..4420..2706 ....11/01/07..3526..1092....01/04/07..1410..3609....06/01/08..3635..1262....01/04/09..1788..4916....05/07/09..4362..2606 ....11/08/07..3545..1035....01/11/07..1372..3519....06/05/08..3651..1285....01/08/09..1827..5036....05/14/09..4320..2538 ....11/15/07..3545..1159....01/17/07..1456..3560....06/13/08..3614..1239....01/15/09..1863..5333....05/21/09..4311..2523 ..........................................02/12/08..1341..3303....06/20/08..3668..1391....01/25/09..1805..5223....05/28/09..4297..2507 ..........................................02/14/08..1297..3141....06/27/08..3670..1402....01/29/09..1755..5143....06/04/09..4292..2499 ..........................................02/21/08..1273..3185....07/03/08..3691..1446....02/05/09..1714..5029....06/11/09..4212..2373 ..........................................02/28/08..1256..3323....07/10/08..3720..1504....02/12/09..1660..4894....06/18/09..4223..2386 ..........................................03/06/08..1240..3428....07/17/08..3812..1678....02/19/09..1744..5041....06/25/09..4207..2358 ..........................................03/13/08..1249..3457....07/24/08..3867..1796....02/26/09..1721..4984....07/02/09..4153..2278 ..........................................03/20/08..1237..3424....07/31/08..3929..1954....03/05/09..1685..4996....07/09/09..4107..2205 ..........................................03/27/08..1251..3468....08/07/08..3914..1949....03/12/09..1621..4890....07/16/09..4077..2151 ..........................................03/27/08..1251..3468....08/14/08..3892..1940....03/19/09..1629..4759....07/23/09..4084..2180 ..........................................04/03/08..1248..3621....08/21/08..3833..1802.................................... ......07/30/09..4071..2148 ..........................................04/10/08..1234..3540....09/02/08..3816..1768.................................... ......08/06/09..4067..2136 .................................................. ..............................09/04/08..3815..1758.................................... ......08/13/09..4058..2117 .................................................. ..............................09/11/08..3731..1615 .................................................. ..............................09/18/08..3667..1514 .................................................. ..............................09/25/08..3564..1308 .................................................. ..............................10/02/08..3538..1281 .................................................. ..............................10/09/08..3507..1288 .................................................. ..............................10/16/08..3487..1228 .................................................. ..............................10/23/08..3452..1464 .................................................. ..............................10/30/08..3438..1518 .................................................. ..............................11/06/08..3424..1464 .................................................. ..............................11/14/08..3479..1594 ======Longer-Term Model Storage Projections:====== ...Week.........Normal.......Projected Storage _Ending____D-Days__Change___Inventory 08/07/09.........73.2........63 BCF.....3152 BCF 08/14/09.........72.1........65 BCF.....3217 BCF 08/21/09.........70.0........70 BCF.....3287 BCF 08/28/09.........68.7........69 BCF.....3357 BCF 09/04/09.........66.5........79 BCF.....3436 BCF 09/11/09.........63.2........92 BCF.....3529 BCF 09/18/09.........62.1........89 BCF.....3618 BCF 09/25/09.........62.1........81 BCF.....3699 BCF 10/02/09.........64.3........82 BCF.....3782 BCF 10/09/09.........67.6........76 BCF.....3858 BCF 10/16/09.........72.1........75 BCF.....3934 BCF 10/23/09.........80.0........57 BCF.....3991 BCF 10/30/09.........88.7........45 BCF.....4036 BCF 11/06/09.........99.8........21 BCF.....4058 BCF 11/13/09.......111.0.........-1 BCF.....4057 BCF 11/20/09.......124.3.......-22 BCF.....4035 BCF 11/27/09.......137.6.......-31 BCF.....4003 BCF 12/04/09.......148.7.......-67 BCF.....3935 BCF 12/11/09.......161.0.......-99 BCF.....3835 BCF 12/18/09.......174.3.....-120 BCF.....3715 BCF 12/25/09.......185.4.....-125 BCF.....3590 BCF 01/01/10.......190.0.....-120 BCF.....3469 BCF 01/08/10.......191.0.....-146 BCF.....3323 BCF 01/15/10.......194.3.....-160 BCF.....3162 BCF 01/22/10.......199.8.....-164 BCF.....2998 BCF 01/29/10.......198.7.....-167 BCF.....2830 BCF 02/05/10.......193.2.....-156 BCF.....2674 BCF 02/12/10.......182.1.....-138 BCF.....2535 BCF 02/19/10.......172.1.....-113 BCF.....2422 BCF 02/26/10.......164.3.......-90 BCF.....2331 BCF 03/05/10.......158.7.......-80 BCF.....2250 BCF 03/12/10.......151.0.......-69 BCF.....2181 BCF 03/19/10.......139.8.......-49 BCF.....2132 BCF 03/26/10.......125.4.......-14 BCF.....2117 BCF 04/02/10.......113.2........12 BCF.....2130 BCF 04/09/10.......103.2........28 BCF.....2158 BCF 04/16/10.........95.4........36 BCF.....2195 BCF 04/23/10.........86.5........61 BCF.....2256 BCF 04/30/10.........79.8........73 BCF.....2330 BCF Note- US Longer-Term Model projections are not "Predictions", but are extrapolations carried forward (based upon the previous 10 weeks estimated supply/demand balance & energy pricing) to either a reasonable or unreasonable conclusion. As this model is intended for the long-term, MMS/hurricane curtailments are projected on a fully-restored basis. ========================Monthly Accumulated Injection (Withdrawal) Days========================= Month....94......95......96......97......98....... 99......00......01......02......03.......04......0 5......06.......07.......08.......09 ..01.....-660...-435...-561...-554...-347...-481...-497...-545...-378...-586...-610...-476...-241r..-442r..-481....-591 ..02.....-458...-392...-413...-297...-232...-273...-268...-364...-292...-466...-422...-297...-366r..-517r..-382....-320 ..03.....-151...-104...-296...-118...-188...-210.....-40...-239...-204...-145.....-62...-215...-171r....-74r..-171....-139 ..04......138.......68......56......40....115..... 106......98....104....101.......64....117....143.. ..170r.....53r....115.......95 ..05......256.....264....215....237....281.....277 ....264....274....219.....251....260....240....259 r...279r....247.....277 ..06......229.....262....256....268....212.....249 ....251....248....243.....269....262....228....247 r...243r....203.....226 ..07......215.....197....233....221....183.....162 ....228....209....170.....201....228....159....157 r...217r....187.....208 ..08......250.....189....248....245....205.....206 ....214....194....187.....197....252....165....165 r...141r....219.......90i ..09......284.....250....276....268....253.....269 ....234....270....262.....277....271....246....274 r...248.....269 ..10......213.....214....181....138....217.....178 ....199....176....126.....178....204....188....141 r...226r....167 ..11.......-23...-178...-212...-169.....-28......40...-188.......61..-131......-45.....-35.....-29....-16r....-79r.....-92 ..12.....-285...-478...-341...-393...-309...-342...-635...-265...-405....-367...-392...-464..-250r..-385r...-418 Sum of all months (Gives annual Injection/Withdrawal days over (under) average): ................7...-142...-359...-115....361.....182...-141.....123..-102....-173......74....-113...351 =================Monthly Average Temperature (Unweighted Average of 274 US Stations)================== Month....94......95......96......97......98....... 99.....00......01......02......03......04.......05 ......06......07......08......09.....Avg ..01......32.9...38.5...34.9...35.5...41.1...38.3. ..37.2...35.4...40.4...34.2...34.2....37.9...44.1. ..38.0...36.6...34.6...37.3 ..02......38.1...39.9...39.7...41.9...43.8...43.7. ..44.0...40.3...41.0...36.8...38.3....42.0...39.4. ..35.8...39.9...41.3...40.3 ..03......48.4...49.1...43.4...49.5...46.8...45.9. ..51.1...44.8...46.0...48.1...50.8....45.8...47.8. ..51.7...47.0...48.6...47.7 ..04......58.2...55.3...54.9...53.1...56.0...57.4. ..55.8...58.1...58.5...56.3...57.0....56.7...59.8. ..55.0...56.7...56.7...56.6 ..05......64.2...64.6...65.5...62.5...67.8...65.0. ..67.2...66.2...63.4...64.8...67.1....63.3...65.8. ..67.1...64.3...66.2...65.2 ..06......74.9...72.4...73.2...71.7...73.3...72.7. ..72.7...72.7...73.9...71.3...72.0....74.2...73.6. ..74.0...74.6...73.6...73.1 ..07......76.7...77.6...75.8...76.3...77.8...78.0. ..75.7...76.4...78.1...76.9...75.7....78.1...78.7. ..76.6...77.3...75.4...77.0 ..08......74.5...78.1...75.1...74.4...76.9...75.9. ..76.1...76.6...76.3...76.9...73.3....77.2...77.1. ..78.5...75.4.............76.2 ..09......69.1...68.5...68.0...69.8...72.5...68.7. ..68.9...68.0...71.3...68.4...70.1....72.1...67.8. ..71.4...70.0.............69.6 ..10......59.4...60.0...58.4...58.5...60.0...58.6. ..59.6...58.3...57.5...59.3...60.3....59.9...57.4. ..62.9...58.4.............59.2 ..11......50.7...45.6...44.8...45.6...50.4...52.0. ..44.7...52.9...46.4...49.9...49.7....50.2...49.9. ..48.5...47.7.............48.6 ..12......42.7...37.9...40.7...39.2...42.1...40.9. ..31.9...42.9...39.4...39.8...39.5....37.1...43.4. ..40.5...38.8.............39.8 Year.....57.5...57.3...56.2...56.5...59.0...58.1.. .57.1...57.7...57.7...56.9...57.3....57.9...58.7.. .58.3...57.2.............57.6 ========Daily Injection (Withdrawal) Days========= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/17/09.....5.9.....5.8.....5.9.....5.9.....5.6.....4.8 .....5.5 07/24/09.....6.9.....7.5.....7.8.....8.0.....7.8.....7.5 .....7.4 07/31/09.....6.8.....6.1.....6.1.....5.7.....5.4.....6.1 .....7.0 08/07/09.....7.0.....7.0.....6.5.....5.6.....5.3.....6.3 .....7.2 08/14/09.....6.6.....4.8.....3.5.....3.9.....5.4.....7.1 .....7.3 08/21/09.....6.5 ===========Daily Demand-Days Model=========== ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.9.....9.8.....9.7.....9.5.....9.5.....9.8 ...10.1 07/17/09...10.4...10.5...10.5...10.4...10.6...11.0...10. 6 07/24/09.....9.9.....9.6.....9.5.....9.4.....9.4.....9.6 .....9.7 07/31/09.....9.9...10.3...10.3...10.5...10.7...10.3..... 9.9 08/07/09.....9.9.....9.9...10.2...10.7...10.9...10.3.... .9.8 08/14/09...10.2...11.1...11.8...11.7...10.8.....9.9..... 9.8 08/21/09...10.2 =======Old Degree-Days Model (HDD+CDD)======= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.3.....9.0.....9.6.....9.3.....9.0.....8.9 ...10.3 07/17/09...11.1...11.8...10.5...10.3...11.4...12.8...11. 0 07/24/09.....9.4.....8.7.....8.8.....8.6.....9.7...10.2. ..10.4 07/31/09...11.7...12.6...12.4...12.8...12.1...11.6...10. 9 08/07/09...10.8...10.4...12.2...12.6...12.3.....9.6..... 9.6 08/14/09...11.4...13.8...14.6...13.1...11.3...10.2...11. 4 08/21/09...12.4 ==============================Monthly.US.Dry-Gas.Supply.Models.(BCF/Day)============================= ......................Net.US.Supply............... ...............Production.......................Dr y-Gas.Imports........LNG.Imports.(Revaporized) _____ 2006__2007__2008__2009___ 2006__2007__2008__2009__ 2006_2007_2008_2009__ 2006_2007_2008_2009 01......59.55...58.40...65.95...72.28......49.82.. .48.07...57.25...64.27.....8.46...8.64...7.88....6 .97.....1.27...1.70...0.82....1.04 02......59.04...63.56...66.76...70.94......49.35.. .52.38...58.45...63.36.....8.29...9.58...7.67....6 .75.....1.40...1.60...0.64....0.83 03......59.41...61.61...67.37...69.93......49.91.. .51.71...59.50...62.91.....8.42...7.20...7.22....6 .12.....1.08...2.70...0.65....0.90 04......61.12...63.93...67.00...70.44......50.92.. .52.85...58.71...63.45*...8.36...7.76...7.50....5. 66......1.84...3.32...0.79....1.33 05......60.74...65.14...65.06...67.35......50.73.. .54.66...58.06...61.39.....7.81...7.14...6.23....4 .50.....2.20...3.34...0.78....1.46 06......60.49...65.85...67.04...67.39......50.34.. .55.29...59.91...60.65.....7.86...7.51...6.34....5 .57.....2.29...3.04...0.79....1.17 07......62.11...66.09...68.93...66.51......51.48.. .55.27...60.96...58.91.....8.71...7.73...7.00....6 .74.....1.92...3.09...0.96....0.86 08......62.17...67.36...69.45...66.19i.....51.25.. .55.78...61.58...58.43i....9.12...8.68...7.10....7 .20i.....1.80...2.90...0.77....0.56i 09......60.41...65.70...64.78..................51. 23...56.04...56.83.................8.03...8.23...7 .15................1.15...1.43...0.80 10......61.05...64.64...66.82..................51. 96...56.12...59.18.................7.97...7.80...6 .85................1.12...0.73...0.78 11......59.30...65.22...68.57..................51. 50...57.76...61.35.................6.63...6.73...6 .54................1.18...0.72...0.68 12......59.85...65.81...69.15..................50. 61...57.12...61.55.................7.72...8.01...6 .85................1.52...0.68...0.74 *...Major new pipeline (TXG Fayetteville lateral @ Lula, MS.) began scheduling flows 04/03/09. =====================================Monthly US Dry-Gas Import/Export Models (BCF/Day)===================================== .........Net US Dry-Gas Imports.................Canadian Imports...................Canadian.Exports........ .........Mexican Imports*..............Mexican Exports* ____ 2006_2007_2008_2009____ 2006__2007__2008__2009___2006_2007_2008_2009___200 6_2007_2008_2009__ 2006_2007_2008_2009 01......8.46...8.64...7.88...6.97........11.78...1 1.89...11.94...11.10.......2.31...2.20...2.62....3 .16......0.00...0.23...0.01...0.04......1.01...1.2 8...1.45...1.01 02......8.29...9.58...7.67...6.75........11.98...1 2.47...11.75...11.23.......2.53...1.89...2.58....3 .47......0.03...0.15...0.00...0.00......1.19...1.1 4...1.51...1.01 03......8.42...7.20...7.22...6.12........11.97...1 0.79...11.56...10.08.......2.41...2.68...2.96....3 .01......0.01...0.16...0.00...0.00......1.14...1.0 6...1.38...0.94 04......8.36...7.76...7.50...5.66........10.94...1 0.85...10.93.....9.20.......1.60...2.49...2.43.... 2.77......0.00...0.31...0.14...0.06......0.98...0. 91...1.14...0.83 05......7.81...7.14...6.23...4.50........10.96...1 0.83.....9.84.....8.19.......1.92...2.40...2.43... .2.64......0.00...0.03...0.00...0.00......1.23...1 .33...1.18...1.05 06......7.86...7.51...6.34...5.57........11.30...1 1.27.....9.91.....9.02.......2.00...2.25...2.15... .2.37......0.00...0.00...0.00...0.00......1.44...1 .51...1.42...1.08 07......8.71...7.73...7.00...6.74........11.99...1 1.57...10.80.....9.93.......1.77...2.37...2.22.... 1.98......0.00...0.11...0.00...0.00......1.52...1. 58...1.57...1.22 08......9.12...8.68...7.10...7.20i.......12.26...1 2.23...10.70...10.37i......1.68...2.01...2.08....1 .95i......0.00...0.01...0.00...0.00i.....1.47...1. 55...1.52...1.23i 09......8.03...8.23...7.15..................11.34. ..11.84...10.71...................2.00...2.24...2. 12.................0.00...0.09...0.00............. ...1.31...1.46...1.44 10......7.97...7.80...6.85..................11.28. ..11.20...10.67...................2.00...2.04...2. 31.................0.00...0.00...0.00............. ...1.32...1.36...1.51 11......6.63...6.73...6.54..................10.32. ..10.73...10.35...................2.58...2.64...2. 51.................0.03...0.00...0.14............. ...1.15...1.35...1.44 12......7.72...8.01...6.85..................11.29. ..12.26...10.88...................2.51...2.96...2. 70.................0.18...0.07...0.10............. ...1.24...1.35...1.43 ......* = Experimental Model ===============Daily Net US Supply Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09....66.18....66.46....67.64....67.35....67.08... .66.81....66.05....467.57 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24.................400.06i __________________________Year_Ago________________ __________ 08/08/08....69.61....69.53....70.12....69.45....70.07... .69.58....70.27....488.62 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 ===============Daily US Production Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09....59.80....59.85....60.79....60.38....60.10... .60.13....59.75....420.80 06/19/09....60.87....60.43....61.17....60.52....61.10... .61.23....61.28....426.61 06/26/09....60.72....60.55....60.54....61.63....61.22... .61.26....60.35....426.27 07/03/09....61.24....61.19....61.37....61.55....58.30... .58.31....58.20....420.15 07/10/09....58.79....58.55....59.31....58.06....59.13... .58.49....58.43....410.75 07/17/09....58.41....58.65....59.44....58.91....60.37... .57.76....57.91....411.46 07/24/09....58.85....58.95....59.33....58.69....59.72... .59.25....59.25....414.05 07/31/09....58.90....58.99....59.44....59.32....59.26... .59.47....59.84....415.22 08/07/09....58.79....58.57....59.17....58.27....57.47... .57.01....56.98....406.25 08/14/09....57.71....57.47....58.59....59.62....59.38... .59.26.................352.04i __________________________Year_Ago________________ __________ 08/08/08....61.50....61.53....61.85....60.74....61.26... .61.10....62.15....430.13 08/15/08....62.09....62.23....62.60....63.13....62.04... .62.07....62.42....436.58 08/22/08....61.20....61.23....61.88....61.95....63.00... .62.22....62.33....433.80 08/29/08....61.64....61.44....62.16....62.81....62.89... .62.70....61.78....435.42 09/05/08....57.33....54.97....52.78....53.39....55.61... .57.63....57.64....389.34 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......5.07......5.27......5.34......5.27......5. 52......5.45......5.19......37.10 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46...................44.83i __________________________Year_Ago________________ __________ 08/08/08......7.39......7.23......7.48......7.70......7. 74......7.68......7.35......52.59 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 ==========Daily US LNG Imports (As Revaporized, BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......1.31......1.34......1.51......1.71......1. 47......1.23......1.10........9.67 06/19/09......0.70......0.72......0.75......1.07......1. 25......1.21......1.31........7.01 06/26/09......0.82......0.74......0.88......1.14......1. 21......1.19......1.23........7.22 07/03/09......0.84......0.74......0.96......0.91......1. 31......1.02......0.66........6.45 07/10/09......0.66......0.73......0.90......1.20......1. 18......1.43......0.69........6.78 07/17/09......0.63......0.68......0.71......1.26......0. 90......1.09......0.87........6.14 07/24/09......0.55......0.46......0.70......0.78......0. 95......0.80......0.73........4.97 07/31/09......0.86......0.86......0.85......0.91......1. 00......0.77......0.63........5.88 08/07/09......0.47......0.43......0.61......0.64......0. 89......0.62......0.49........4.15 08/14/09......0.48......0.44......0.56......0.58......0. 61......0.52.....................3.19i __________________________Year_Ago________________ __________ 08/08/08......0.72......0.77......0.79......1.01......1. 06......0.79......0.76........5.90 08/15/08......0.66......0.67......0.70......0.55......0. 60......0.58......0.62........4.38 08/22/08......0.54......0.58......0.66......0.71......0. 66......0.77......0.73........4.67 08/29/08......0.74......0.73......0.78......0.97......0. 84......0.86......0.88........5.79 09/05/08......1.12......1.22......1.20......1.34......0. 99......1.07......1.24........8.18 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......5.07......5.27......5.34......5.27......5. 52......5.45......5.19......37.10 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46...................44.83i __________________________Year_Ago________________ __________ 08/08/08......7.39......7.23......7.48......7.70......7. 74......7.68......7.35......52.59 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 =============Daily US Imports From Canada (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......8.51......8.67......8.70......8.65......8. 85......8.83......8.55......60.77 06/19/09......8.34......8.37......8.53......9.33......9. 51......9.25......9.07......62.39 06/26/09......8.79......8.91......9.18......9.76....10.1 7....10.58....10.04......67.42 07/03/09......8.86......8.74......9.21......9.52......9. 88......9.59....10.27......66.07 07/10/09......9.97....10.11......9.95......9.39......9.3 5....10.07......9.91......68.75 07/17/09......9.41......9.57......9.99......9.82......9. 93......9.67......9.71......68.11 07/24/09......9.66......9.61......9.74......9.96....10.0 6......9.92......9.70......68.64 07/31/09....10.07......9.98....10.36....10.87....10.97.. ..10.51......9.98......72.74 08/07/09......9.90......9.75......9.97....10.23....10.44 ....10.37....10.09......70.75 08/14/09....10.31....10.40....10.74....11.02....10.95... .10.80...................64.22i __________________________Year_Ago________________ __________ 08/08/08....11.09....11.03....11.20....11.55....11.35... .11.22....10.83......78.29 08/15/08....10.26....10.21....10.61....10.70....10.84... .10.89....10.71......74.22 08/22/08....10.23....10.39....10.56....10.84....10.45... .10.35....10.02......72.85 08/29/08....10.22....10.23....10.55....10.80....10.75... .10.74....10.83......74.13 09/05/08....10.59....10.61....10.84....10.83....11.10... .11.25....11.31......76.53 ==============Daily US Exports To Canada (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......2.47......2.39......2.37......2.39......2. 33......2.36......2.36......16.66 06/19/09......2.34......2.35......2.29......2.24......2. 35......2.30......2.40......16.26 06/26/09......2.37......2.21......2.21......2.22......2. 13......2.32......2.25......15.70 07/03/09......2.23......2.32......2.54......2.42......2. 08......2.16......2.44......16.19 07/10/09......1.95......2.05......1.83......1.65......1. 89......1.91......2.15......13.43 07/17/09......1.97......1.95......1.90......1.79......1. 76......1.69......1.85......12.91 07/24/09......1.90......1.96......2.01......1.91......2. 13......2.15......1.98......14.04 07/31/09......2.14......1.95......2.08......2.05......2. 17......1.91......1.98......14.29 08/07/09......1.79......1.84......1.77......1.84......1. 95......2.12......1.95......13.27 08/14/09......2.07......1.96......1.93......1.99......2. 06......2.09...................12.09i __________________________Year_Ago________________ __________ 08/08/08......2.10......2.18......2.10......2.22......1. 98......1.90......1.85......14.31 08/15/08......1.79......1.83......1.96......1.95......2. 34......2.14......2.11......14.11 08/22/08......2.18......2.12......2.12......2.22......2. 44......2.51......2.27......15.86 08/29/08......2.19......2.10......2.10......2.05......2. 26......1.97......2.09......14.74 09/05/08......1.82......1.84......1.82......2.29......2. 20......2.21......2.27......14.45 =============Daily US Imports From Mexico (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 06/19/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 06/26/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/03/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/10/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/17/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/24/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/31/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/07/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/14/09......0.00......0.00......0.00......0.00......0. 00......0.00.....................0.00i __________________________Year_Ago________________ __________ 08/08/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/15/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/22/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/29/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/05/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 ==============Daily US Exports To Mexico (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......0.97......1.01......1.00......1.00......1. 00......1.02......1.00........7.00 06/19/09......0.99......1.02......1.04......1.11......1. 22......1.22......1.22........7.83 06/26/09......0.97......1.03......0.97......1.09......1. 15......1.13......1.07........7.41 07/03/09......1.04......1.04......1.13......1.28......1. 22......1.23......1.14........8.08 07/10/09......1.14......1.14......1.14......1.14......1. 19......1.16......1.16........8.07 07/17/09......1.07......1.10......1.10......1.29......1. 35......1.34......1.33........8.59 07/24/09......1.23......1.25......1.24......1.31......1. 31......1.28......1.30........8.91 07/31/09......1.23......1.21......1.20......1.26......1. 24......1.24......1.25........8.64 08/07/09......1.22......1.22......1.25......1.26......1. 29......1.26......1.25........8.74 08/14/09......1.15......1.18......1.20......1.24......1. 28......1.24.....................7.30i __________________________Year_Ago________________ __________ 08/08/08......1.60......1.62......1.63......1.63......1. 64......1.64......1.63......11.39 08/15/08......1.53......1.49......1.51......1.58......1. 57......1.56......1.61......10.86 08/22/08......1.42......1.43......1.46......1.40......1. 52......1.51......1.47......10.20 08/29/08......1.43......1.37......1.42......1.48......1. 55......1.53......1.47......10.27 09/05/08......1.26......1.37......1.42......1.43......1. 39......1.26......1.32........9.45 ============================================Monthl y.US.Dry-Gas.Demand.Models.(BCF/Day)============================================ .................................................. ...................Residential.and ..................Net.US.Demand................... ..Commercial.Demand.................Generation.Dem and..................Industrial.Demand............ ............Storage.Demand ____ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009___ 2006__ 2007__2008__2009 01....59.55...58.40...65.95...72.28....38.14...42. 22...49.18...56.67....10.89...15.45...18.72..16.96 ....19.12...22.60...24.42...21.55.......-8.60..-21.86..-26.37..-22.90 02....59.04...63.56...66.76...70.94....44.12...50. 85...46.15...45.61....13.30...16.05...16.51..16.96 ....18.86...22.99...24.65...21.59.....-17.24..-26.33..-20.54..-13.21 03....59.41...61.61...67.37...69.93....34.44...26. 88...34.62...35.95....13.15...13.63...15.24..16.03 ....18.33...22.86...24.64...21.38.......-6.52....-1.76....-7.14....-3.43 04....61.12...63.93...67.00...70.44....19.86...19. 89...18.88...25.18....13.82...15.87...18.11..16.22 ....18.86...23.87...23.69...20.51........8.59..... .4.30.....6.32.....8.53 05....60.74...65.14...65.06...67.35....13.20.....9 .99...11.32...15.23....15.61...17.88...16.92..17.6 3....20.03...22.50...23.77...19.32......11.90....1 4.78...13.06...15.17 06....60.49...65.85...67.04...67.39....10.76.....9 .84...10.85...13.63....20.28...21.11...21.43..20.3 2....19.22...22.00...23.42...20.29......10.23....1 2.90...11.34...13.14 07....62.11...66.09...68.93...66.51....10.67.....7 .99.....9.81...10.11....26.71...24.75...24.91..24. 67....19.23...23.10...23.11...21.22........5.50... .10.25...11.11...10.52 08....62.17...67.36...69.45...66.09i.....9.24...11 .40...10.26.....9.67i....26.01...29.51...24.97..26 .31i...21.11...22.47...22.74...21.27i.......5.81.. ....3.98...11.48.....8.83i 09....60.41...65.70...64.78..................7.97. ....9.91.....9.47................19.44...22.64...2 1.42...............21.04...23.12...24.08.......... ........11.96....10.03.....9.81 10....61.05...64.64...66.82................16.56.. .12.07...18.12................18.71...20.55...18.8 8...............21.36...23.78...22.13............. .......4.41......8.25.....7.69 11....59.30...65.22...68.57................25.52.. .28.20...32.21................14.61...16.34...15.6 0...............20.86...24.29...22.30............. ......-1.69.....-3.61....-1.53 12....59.85...65.81...69.15................34.27.. .41.59...45.98................14.75...18.01...17.3 3...............22.15...24.66...22.18............. ....-11.32...-18.46..-16.35 ================Daily Net US Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09....66.18....66.46....67.64....67.35....67.08... .66.81....66.05....467.57 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24.................400.06i __________________________Year_Ago________________ __________ 08/08/08....69.61....69.53....70.12....69.45....70.07... .69.58....70.27....488.62 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 =======Daily US Residential & Commercial Demand Model (BCF)======== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09....13.72....12.62....14.34....14.82....14.93... .14.22....13.60......98.25 06/19/09....14.14....13.59....12.84....13.21....13.73... .12.45....14.16......94.11 06/26/09....15.15....15.18....12.38....13.25....12.79... .13.21....13.96......95.92 07/03/09....13.81....12.23....12.91....13.19....11.39... .10.61....13.72......87.85 07/10/09....10.84......9.50....10.03......9.66....11.09. ...11.47....10.27......72.85 07/17/09....12.71....10.56......9.35......6.92....10.34. .....7.22......9.69......66.79 07/24/09....12.62......8.39......9.53......9.09......9.3 0......7.49......9.21......65.63 07/31/09....10.70......9.46......7.75......9.70....11.30 ....11.36....12.18......72.45 08/07/09....12.27......9.93......9.74......8.58......9.8 6......9.89......9.49......69.76 08/14/09......9.67......7.68......7.71....10.32....10.04 ....10.57...................55.99i __________________________Year_Ago________________ __________ 08/08/08......9.81....11.75......8.72....12.79....15.92. ...12.73....14.51......86.23 08/15/08....12.46....11.63......9.53....12.85....10.00.. ..10.83....12.55......79.85 08/22/08......8.38......6.11......6.02......7.90......9. 42....10.31......7.71......55.85 08/29/08....11.32......9.73....10.41....10.33....10.83.. ....8.33......7.70......68.65 09/05/08......6.67......6.57......9.11......0.69......8. 80....10.16....11.63......53.62 =============Daily US Generation Demand Model (BCF)============= _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09....13.53....13.97....16.00....17.25....17.90... .17.70....18.10....114.46 06/19/09....18.06....17.78....19.47....21.55....21.93... .22.98....22.49....144.27 06/26/09....19.80....19.84....23.27....25.65....26.19... .27.67....26.28....168.69 07/03/09....23.14....23.32....24.12....22.90....23.18... .22.77....20.14....159.58 07/10/09....20.23....19.87....21.74....23.34....23.97... .23.88....23.34....156.38 07/17/09....22.51....23.01....26.07....28.69....28.29... .28.73....27.30....184.60 07/24/09....24.27....24.18....25.51....24.81....25.89... .26.53....25.56....176.75 07/31/09....25.02....25.57....26.47....26.92....26.65... .25.71....24.45....180.80 08/07/09....22.80....22.91....25.02....26.88....27.79... .26.61....25.09....177.09 08/14/09....24.06....25.49....29.37....28.84....28.80... .28.45....26.77....191.77 __________________________Year_Ago________________ __________ 08/08/08....27.73....27.68....30.05....28.41....27.66... .26.83....25.14....193.51 08/15/08....22.68....22.52....24.89....24.34....24.33... .24.53....24.24....167.53 08/22/08....21.77....22.44....24.31....24.73....24.34... .23.70....24.81....166.10 08/29/08....22.85....22.93....24.60....25.45....25.48... .26.26....25.49....173.06 09/05/08....22.43....22.30....23.18....25.44....25.25... .26.30....24.49....169.39 =============Daily US Industrial Demand Model (BCF)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09....20.40....20.39....20.26....19.58....19.65... .20.18....20.40....140.86 06/19/09....20.07....19.79....20.05....19.41....19.84... .20.16....20.21....139.53 06/26/09....20.00....19.99....20.24....20.76....21.51... .20.48....20.22....143.20 07/03/09....20.52....20.22....21.31....21.62....20.91... .20.67....20.72....145.97 07/10/09....20.92....20.92....20.94....21.05....20.82... .20.78....20.14....145.56 07/17/09....20.62....20.57....21.19....20.77....21.20... .21.58....20.89....146.81 07/24/09....20.69....20.74....21.13....21.79....22.40... .22.42....22.16....151.33 07/31/09....21.74....21.48....21.98....21.59....21.59... .21.68....21.62....151.67 08/07/09....21.41....21.16....21.00....21.12....21.26... .21.56....21.77....149.29 08/14/09....21.12....21.04....21.14....21.37....21.13... .21.47....21.23....148.49 __________________________Year_Ago________________ __________ 08/08/08....22.71....22.54....23.01....23.05....22.69... .22.63....22.85....159.47 08/15/08....22.57....22.48....22.96....21.62....21.93... .21.91....21.95....155.42 08/22/08....23.00....23.08....23.15....24.01....23.36... .22.44....22.87....161.91 08/29/08....22.26....22.35....22.58....22.57....22.73... .23.41....23.31....159.21 09/05/08....23.61....22.71....24.21....24.45....24.60... .25.27....24.53....169.38 =============Daily US Storage Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09....18.53....19.48....17.04....15.69....14.61... .14.70....13.94....114.00 06/19/09....14.30....14.99....14.76....13.40....12.79... .12.58....11.18......94.00 06/26/09....12.04....11.95....11.52......9.57......8.83. .....8.23......7.85......70.00 07/03/09....10.19....11.55......9.53....10.57....10.72.. ..11.47....10.97......75.00 07/10/09....14.33....15.91....14.49....11.81....10.69... .10.79....11.98......90.00 07/17/09......9.57....11.72....10.52....10.53......8.26. .....7.95......7.44......66.00 07/24/09......8.34....12.49....10.36....10.54......9.71. ...10.10......9.46......71.00 07/31/09......9.00....10.14....11.17......9.59......8.29 ......8.85......8.96......66.00 08/07/09......9.67....11.69....10.96......9.46......6.65 ......6.57......8.00......63.00 08/14/09....10.43....10.97......8.55......7.45......7.64 ......6.75...................51.81i __________________________Year_Ago________________ __________ 08/08/08......9.36......7.57......8.34......5.20......3. 79......7.39......7.77......49.41 08/15/08....11.99....13.16....13.06....12.04....13.31... .12.57....11.29......87.41 08/22/08....15.23....17.03....16.05....13.25....13.03... .12.88....13.95....101.41 08/29/08....12.54....13.92....12.38....12.70....11.63... .12.79....13.44......89.41 09/05/08....13.25....12.02......5.08....11.25......5.46. .....4.76......5.93......57.76 ===================================Monthly.Demand. Samplings.(BCF/Day)====================================== .......................Generation................. ...................Industrial..................... ...............Paper.............................. ..Paperboard* ..........2006....2007....2008....2009.......2006. ...2007....2008....2009.......2006..2007..2008..20 09.......2006....2007....2008....2009 .........=====..=====..=====..=====.....=====..=== ==..=====..=====......====..====..====..====...... =====..=====..=====..===== 01......2.857...4.054...4.912...4.451......1.420.. .1.678...1.814...1.600...... .055.. .064.. .085.. .059...... .0222.. .0283.. .0284.. .0214 02......3.491...4.211...4.332...4.450......1.401.. .1.708...1.831...1.603...... .054.. .064.. .080.. .056...... .0248.. .0271.. .0254.. .0235 03......3.452...3.578...4.000...4.207......1.362.. .1.698...1.830...1.587...... .054.. .059.. .083.. .060...... .0233.. .0220.. .0236.. .0227 04......3.627...4.164...4.752...4.257......1.401.. .1.773...1.760...1.523...... .049.. .063.. .076.. .054...... .0203.. .0211.. .0218.. .0217 05......4.097...4.691...4.441...4.626......1.488.. .1.671...1.765...1.435...... .053.. .056.. .066.. .055...... .0192.. .0204.. .0210.. .0225 06......5.323...5.539...5.624...5.333......1.428.. .1.634...1.740...1.506...... .057.. .058.. .060.. .060...... .0186.. .0197.. .0188.. .0236 07......7.010...6.495...6.536...6.472......1.428.. .1.716...1.716...1.575...... .056.. .062.. .058.. .060...... .0194.. .0203.. .0174.. .0234 08......6.826...7.745...6.554...6.901i.....1.568.. .1.669...1.689...1.577i..... .055.. .054.. .058.. .056i...... .0188.. .0209.. .0216.. .0224i 09......5.102...5.942...5.621..................1.5 63...1.717...1.788.................. .049.. .062.. .067.. ............. .0193.. .0174.. .0198.. .......... 10......4.911...5.392...4.954..................1.5 87...1.766...1.644.................. .062.. .064.. .058.. ............. .0225.. .0204.. .0154.. .......... 11......3.835...4.289...4.093..................1.5 49...1.804...1.656.................. .053.. .074.. .056.. ............. .0246.. .0262.. .0214.. .......... 12......3.871...4.726...4.549..................1.6 45...1.832r..1.647.................. .060.. .078.. .061.. ............. .0270.. .0282.. .0188.. .......... .................Chemical (All)..............Chemical (Fertilizer)*.....................Refining*....... ........................LNG Frac* .........2006..2007..2008..2009....2006..2007..200 8..2009.....2006..2007..2008..2009......2006....20 07....2008....2009 .........====..====..====..====....====..====..=== =..====.....====..====..====..====.....=====..==== =..=====..===== 01..... .239.. .347.. .303.. .294.... .175.. .236.. .202.. .184..... .248.. .268.. .313.. .322..... .0205.. .0412.. .0706.. .0589 02..... .227.. .328.. .340.. .302.... .160.. .215.. .233.. .197..... .253.. .275.. .297.. .298..... .0211.. .0639.. .0656.. .0644 03..... .252.. .353.. .324.. .341.... .168.. .226.. .241.. .220..... .215.. .258.. .309.. .294..... .0231.. .0692.. .0685.. .0602 04..... .264.. .346.. .329.. .339.... .198.. .237.. .241.. .223..... .226.. .310.. .319.. .294..... .0227.. .0687.. .0571.. .0621 05..... .275.. .315.. .340.. .313.... .192.. .204.. .241.. .213..... .265.. .248.. .345.. .243..... .0238.. .0688.. .0208.. .0625 06..... .220.. .328.. .340.. .322.... .121.. .210.. .241.. .202..... .273.. .267.. .317.. .252..... .0228.. .0561.. .0581.. .0565 07..... .227.. .326.. .334.. .321.... .125.. .209.. .235.. .200..... .267.. .304.. .291.. .258..... .0191.. .0723.. .0591.. .0458 08..... .317.. .318.. .320.. .307i... .196.. .218.. .216.. .210i..... .286.. .301.. .294.. .258i.... .0195.. .0405.. .0612.. .0618i 09..... .301.. .303.. .359.. ........... .208.. .201.. .233.. ............ .267.. .316.. .301.. ............ .0204.. .0746.. .0616.. .......... 10..... .324.. .308.. .311.. ........... .203.. .208.. .213.. ............ .276.. .339.. .309.. ............ .0184.. .0769.. .0603.. .......... 11..... .317.. .341.. .317.. ........... .203.. .230.. .232.. ............ .264.. .331.. .321.. ............ .0174.. .0766.. .0626.. .......... 12..... .350.. .348.. .302.. ........... .234.. .244.. .200.. ............ .250.. .324.. .331.. ............ .0663.. .0720.. .0571.. .......... .......................Ethanol.................... ................Auto*............................. ...............Glass*............................. ...Mining & Minerals* .........2006..2007..2008..2009......2006....2007. ...2008....2009.......2006....2007....2008....2009 .......2006....2007....2008....2009 .........====..====..====..====....=====..=====..= ====..=====.....=====..=====..=====..=====.....=== ==..=====..=====..===== 01..... .070.. .101.. .139.. .188......0075.. .0115.. .0117.. .0087..... .0157.. .0147.. .0114.. .0144..... .0697.. .0811.. .0719.. .0586 02..... .072.. .102.. .142.. .192......0078.. .0132.. .0127.. .0082..... .0159.. .0152.. .0145.. .0144..... .0671.. .0737.. .0713.. .0617 03..... .073.. .104.. .145.. .187......0087.. .0110.. .0087.. .0067..... .0157.. .0150.. .0151.. .0136..... .0697.. .0661.. .0767.. .0613 04..... .074.. .108.. .140.. .188......0058.. .0067.. .0026.. .0055..... .0153.. .0151.. .0146.. .0130..... .0713.. .0774.. .0692.. .0461 05..... .075.. .117.. .147.. .209......0057.. .0051.. .0050.. .0034..... .0148.. .0145.. .0143.. .0128..... .0712.. .0726.. .0662.. .0477 06..... .084.. .120.. .147.. .228......0050.. .0052.. .0038.. .0024..... .0148.. .0144.. .0141.. .0120..... .0710.. .0742.. .0685.. .0446 07..... .074.. .119.. .146.. .235......0035.. .0039.. .0034.. .0030..... .0133.. .0145.. .0145.. .0122..... .0712.. .0757.. .0679.. .0499 08..... .088.. .124.. .159.. .224i.....0049.. .0050.. .0030.. .0031i.... .0146.. .0147.. .0142.. .0125i..... .0668.. .0728.. .0656.. .0516i 09..... .091.. .129.. .171.. .............0050.. .0048.. .0044.. .............. .0149.. .0150.. .0140.. .............. .0768.. .0738.. .0624.. .......... 10..... .091.. .123.. .165.. .............0071.. .0055.. .0052.. .............. .0146.. .0148.. .0144.. .............. .0876.. .0731.. .0639.. .......... 11..... .091.. .126.. .173.. .............0077.. .0073.. .0058.. .............. .0157.. .0132.. .0145.. .............. .0714.. .0719.. .0614.. .......... 12..... .098.. .136.. .186.. .............0053.. .0087.. .0077.. .............. .0148.. .0108.. .0136.. .............. .0667.. .0714.. .0669.. .......... ....................Metals (All).................Metals (Aluminum).....................Metals (Copper).......................Metals (Steel) .........2006..2007..2008..2009....2007..2007..200 8..2009......2006....2007....2008....2009......200 6..2007..2008..2009 .........====..====..====..====....====..====..=== =..====.....=====..=====..=====..=====.....====..= ===..====..==== 01..... .272.. .283.. .310.. .179......015.. .032.. .015.. .012..... .0304.. .0310.. .0290.. .0286..... .220.. .215.. .262.. .135 02..... .250.. .292.. .311.. .169......015.. .031.. .014.. .010..... .0294.. .0336.. .0310.. .0265..... .199.. .221.. .262.. .128 03..... .237.. .283.. .308.. .142......015.. .029.. .014.. .008..... .0296.. .0301.. .0315.. .0216..... .185.. .217.. .258.. .109 04..... .240.. .298.. .270.. .091......033.. .033.. .013.. .011..... .0237.. .0293.. .0299.. .0230..... .178.. .231.. .222.. .054 05..... .251.. .288.. .268.. .084......033.. .031.. .013.. .011..... .0244.. .0268.. .0348.. .0233..... .187.. .226.. .216.. .047 06..... .246.. .272.. .256.. .099......031.. .016.. .013.. .011..... .0226.. .0225.. .0310.. .0201..... .187.. .228.. .208.. .065 07..... .246.. .260.. .257.. .139......032.. .017.. .013.. .009..... .0226.. .0289.. .0279.. .0233..... .187.. .211.. .212.. .104 08..... .251.. .270.. .271.. .157i.....036.. .017.. .016.. .008i.... .0226.. .0352.. .0337.. .0236i..... .189.. .213.. .217.. .123i 09..... .261.. .271.. .291.. .............033.. .018.. .051.. ............ .0273.. .0309.. .0319.. .............. .196.. .218.. .204.. ........ 10..... .243.. .280.. .209.. .............031.. .018.. .012.. ............ .0284.. .0272.. .0360.. .............. .179.. .230.. .157.. ........ 11..... .265.. .265.. .190.. .............038.. .018.. .011.. ............ .0297.. .0255.. .0318.. .............. .193.. .217.. .144.. ........ 12..... .268.. .297.. .204.. .............034.. .018.. .011.. ............ .0325.. .0272.. .0308.. .............. .197.. .248.. .159.. ........ ...............Building Materials (All)................Bldg Mtls (Lumber)................Bldg Mtls (Masonry & Brick)..................Bldg Mtls (Cement) ..........2006....2007....2008....2009......2006.. ..2007....2008....2009.......2006....2007....2008. ...2009.........2006......2007......2008......2009 .........=====..=====..=====..=====....=====..==== =..=====..=====.....=====..=====..=====..=====.... .======..======..======..====== 01..... .0522.. .0481.. .0451.. .0390......0074.. .0071.. .0073.. .0100..... .0085.. .0118.. .0095.. .0066..... .00273.. .00342.. .00218.. .00224 02..... .0534.. .0503.. .0443.. .0367......0082.. .0101.. .0069.. .0111..... .0110.. .0112.. .0081.. .0057..... .00331.. .00285.. .00285.. .00327 03..... .0516.. .0446.. .0487.. .0378......0074.. .0071.. .0128.. .0113..... .0121.. .0097.. .0090.. .0044..... .00231.. .00266.. .00221.. .00696 04..... .0546.. .0456.. .0508.. .0378......0083.. .0073.. .0155.. .0115..... .0127.. .0117.. .0083.. .0058..... .00215.. .00233.. .00241.. .00614 05..... .0555.. .0463.. .0441.. .0368......0092.. .0063.. .0138.. .0112..... .0129.. .0113.. .0081.. .0065..... .00248.. .00307.. .00179.. .00645 06..... .0542.. .0473.. .0427.. .0328......0086.. .0069.. .0128.. .0106..... .0129.. .0098.. .0083.. .0068..... .00264.. .00283.. .00194.. .00287 07..... .0507.. .0472.. .0465.. .0313......0072.. .0084.. .0136.. .0100..... .0131.. .0099.. .0081.. .0058..... .00226.. .00279.. .00330.. .00262 08..... .0479.. .0479.. .0440.. .0336i.....0069.. .0073.. .0123.. .0101i.... .0121.. .0102.. .0089.. .0051i..... .00189.. .00218.. .00236.. .00261i 09..... .0488.. .0465.. .0455.. ...............0079.. .0065.. .0120.. .............. .0124.. .0096.. .0082.. .............. .00222.. .00233.. .00303.. ............ 10..... .0471.. .0464.. .0465.. ...............0076.. .0069.. .0133.. .............. .0120.. .0094.. .0085.. .............. .00162.. .00222.. .00198.. ............ 11..... .0484.. .0465.. .0453.. ...............0080.. .0068.. .0133.. .............. .0114.. .0092.. .0087.. .............. .00234.. .00207.. .00274.. ............ 12..... .0462.. .0430.. .0425.. ...............0070.. .0070.. .0113.. .............. .0111.. .0084.. .0086.. .............. .00303.. .00251.. .00223.. ............ .....................Bldg Mtls (Asphalt)...................................Food.. ..........................Agriculture & Livestock*........................Agricultural Irrigation* ............2006......2007......2008......2009.... ..2006....2007....2008....2009.......2006....2007. ...2008....2009.........2006........2007........20 08........2009 .........======..======..======..======....=====.. =====..=====..=====.....=====..=====..=====..===== .....=======..=======..=======..======= 01..... .00041.. .00052.. .00063.. .00045......0427.. .0460.. .0470.. .0568..... .0113.. .0132.. .0090.. .0136..... .000077.. .000092.. .000078.. .000070 02..... .00032.. .00047.. .00080.. .00055......0440.. .0467.. .0458.. .0560..... .0113.. .0121.. .0094.. .0120..... .000286.. .000083.. .000040.. .000066 03..... .00036.. .00025.. .00112.. .00077......0428.. .0421.. .0435.. .0510..... .0116.. .0096.. .0087.. .0118..... .000079.. .000066.. .000081.. .000072 04..... .00065.. .00064.. .00113.. .00090......0424.. .0429.. .0423.. .0489..... .0100.. .0113.. .0084.. .0106..... .000073.. .000106.. .000057.. .000087 05..... .00050.. .00052.. .00126.. .00081......0430.. .0406.. .0404.. .0479..... .0107.. .0099.. .0085.. .0095..... .000092.. .000142.. .000021.. .000047 06..... .00087.. .00053.. .00084.. .00090......0400.. .0348.. .0399.. .0471..... .0110.. .0102.. .0077.. .0089..... .000142.. .000168.. .000065.. .000074 07..... .00095.. .00049.. .00087.. .00107......0319.. .0329.. .0350.. .0400..... .0115.. .0102.. .0056.. .0072..... .000255.. .000224.. .000076.. .000199 08..... .00091.. .00096.. .00073.. .00108i.....0329.. .0333.. .0366.. .0399i.... .0087.. .0074.. .0050.. .0086i..... .000171.. .000136.. .000084.. .000074i 09..... .00089.. .00116.. .00067.. .................0350.. .0283.. .0385.. .............. .0099.. .0085.. .0081.. .............. .000100.. .000076.. .000111.. .............. 10..... .00089.. .00103.. .00107.. .................0375.. .0337.. .0402.. .............. .0161.. .0097.. .0100.. .............. .005659.. .000087.. .000084.. .............. 11..... .00102.. .00084.. .00072.. .................0380.. .0350.. .0440.. .............. .0107.. .0090.. .0116.. .............. .000137.. .000065.. .000059.. .............. 12..... .00036.. .00073.. .00061.. .................0464.. .0434.. .0520.. .............. .0127.. .0096.. .0137.. .............. .000119.. .000089.. .000074.. .............. ......* = Experimental Sampling =============================Crude Oil, NYMEX Light Sweet================================= ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits ....................................(Net Positions, in MBBL's)........................................... .(Millions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.......(Mostly..................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Refiners?)__(E&P's)_ ...2001........................................... .................................................. ..$.-19.......$...60.....$...-2,413.....$...2,372 ...2002........................................... .................................................. ......70..........164...........3,443.........-3,678 ...2003........................................... .................................................. .....-19..........233..............478............-692 ...2004........................................... .................................................. ......12..........716...........4,396.........-5,125 ...2005........................................... .................................................. ...-309..........441...........8,627.........-8,759 ...2006........................................... .................................................. .....-35.........-520.........-2.313...........2,867 ...2007........................................... .................................................. ...-429.......2,134.........31,474.......-33,179 ...2008........................................... .................................................. .....190......2,113........-19,681........17,379 2001-08................................................ ..............................................-539.......5,341.........24,011.......-28,815 10/28/08........-14,731......-8,406.....582,536.....-559,399.......................82.......1,863...... ...-8,892...........6,946 11/04/08........-23,746....-10,543.....589,839.....-555,550......................-67.......1,789.........-4,320...........2,598 11/11/08...........5,506....-52,984.....615,996.....-568,518.......................94.......2,058...... .-11,019...........8,866 11/18/08..........-7,931.....10,985.....573,044.....-576,098.......................98.......2,175...... .-13,965.........11,692 11/25/08..............212.......2,790.....591,490.....-594,492.....................120.......2,139.......-16,645.........14,386 12/02/08..........-4,471.......2,249.....598,755.....-596,533.....................144.......2,134.......-18,345.........16,067 12/09/08...........2,182.....10,807.....584,622.....-597,611.....................153.......2,107.......-21,247.........18,986 12/16/08..........-3,353.....64,120.....566,896.....-627,663.....................165.......2,048.......-20,327.........18,115 12/23/08..........-1,881.....72,570.....550,623.....-621,312.....................194.......1,415.......-25,749.........24,141 12/30/08..............283.....64,548.....571,995.....-636,786.....................194.......1,746.......-22,876.........20,936 01/06/09........-10,102.....76,658.....588,650.....-655,186......................-24..........286..........2,316..........-2,578 01/13/09.............-789.....53,294.....621,835.....-674,340.......................54.........-462.........-4,154...........4,563 01/20/09..........-7,718.....46,134.....633,949.....-672,365.......................39.........-425.........-3,534...........3,919 01/27/09........-10,878.....51,652.....635,238.....-676,012.......................23.........-303.........-1,735...........2,016 02/03/09..........-2,621.....29,276.....638,532.....-665,187.......................27.........-333.........-2,245...........2,551 02/10/09..............447.....16,578.....623,432.....-640,457.......................28.........-395.........-4,269...........4,637 02/17/09..........-9,325.....45,016.....629,554.....-665,245.......................39.........-476.........-5,910...........6,347 02/24/09...........1,795.....28,749.....588,487.....-619,031.......................18.........-318.........-3,433...........3,733 03/03/09..........-3,269.........-532.....613,910.....-610,109.......................27.........-213.........-1,873...........2,059 03/10/09.........12,919......-6,015.....641,564.....-648,468.......................25.........-219.............637.............-443 03/17/09...........2,883.....13,507.....660,645.....-677,035.......................38.........-179..........2,909..........-2,768 03/24/09...........5,084.....17,637.....639,673.....-662,394.......................56.........-111..........5,712..........-5,657 03/31/09...........4,905.......6,546.....647,102.....-658,553.......................37.........-154..........3,252..........-3,135 04/07/09...........6,751.....12,493.....650,424.....-669,668.......................32.........-168..........2,917..........-2,781 04/14/09...........9,146.......4,962.....671,472.....-685,580.......................30.........-155..........3,060..........-2,935 04/21/09.........12,020....-14,605.....635,931.....-633,346........................-2.........-127..........1,190..........-1,060 04/28/09..........-7,397..........308.....650,007.....-642,918.......................21.........-164..........3,371..........-3,229 05/05/09...........6,921....-11,285.....667,069.....-662,705.......................14.........-180..........5,945..........-5,779 05/12/09.........14,062.......3,066.....673,149.....-690,277.......................60.........-214..........9,296..........-9,142 05/19/09.........12,736.....35,237.....578,870.....-626,843.......................69.........-167..........9,703..........-9,605 05/26/09.........15,523.....40,122.....569,025.....-624,670.....................108...........-62........11,311........-11,357 06/02/09.........17,034.....39,687.....597,601.....-654,322.....................207..........182...... ..14,861........-15,250 06/09/09.........18,439.....47,883.....589,809.....-656,131.....................235..........255...... ..15,719........-16,208 06/16/09.........19,911.....26,430.....614,337.....-660,678.....................242..........296...... ..15,968........-16,506 06/23/09.........11,987.....39,370.....572,646.....-624,003.....................215..........240...... ..14,974........-15,430 06/30/09.........12,654.....40,777.....576,502.....-629,933.....................229..........284...... ..15,605........-16,117 07/07/09.........12,523.....15,357.....620,812.....-648,692.....................141............94..... ...11,427........-11,663 07/14/09.........12,313.....16,157.....641,755.....-670,225.......................99............41.... ......9,295..........-9,435 ================================Natural Gas, NYMEX===================================== ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits .............................(Net Positions, in 10,000 MMBTU's)......................................(Mil lions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.....(Utilities &................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Industrial)__(E&P's)_ ...2001........................................... ..................................................-1,231..........632........-26,832........27,431 ...2002........................................... .................................................. ....399............22...........7,130.........-7,551 ...2003........................................... .................................................. ....146..........193...........3,671.........-4,010 ...2004........................................... .................................................. ....106..........746..............308.........-1,160 ...2005........................................... .................................................. .1,665...........-14...........6,974.........-8,625 ...2006........................................... ..................................................-1,621.......1,113........-11,570........12,078 ...2007........................................... .................................................. ....302.........-110...........5,825.........-6,017 ...2008........................................... .................................................. ...-842.......4,707..........-1,779.........-2,086 2001-08................................................ ...........................................-1,076.......7,289........-16,273........10,060 10/28/08..........37,238..-166,058.....331,080.....-202,260...................-550.......3,526..............428.........-3,403 11/04/08..........39,506..-160,321.....319,263.....-198,448...................-399.......2,894...........1,686.........-4,181 11/11/08..........37,502..-160,351.....315,522.....-192,673...................-310.......2,525...........2,416.........-4,631 11/18/08..........38,523..-166,340.....315,943.....-188,126...................-413.......2,963...........1,533.........-4,083 11/25/08..........34,981..-151,705.....296,707.....-179,983...................-424.......3,010...........1,441.........-4,028 12/02/08..........41,031..-153,739.....293,148.....-180,440...................-423.......3,051...........1,347.........-3,975 12/09/08..........38,823..-158,811.....299,191.....-179,203...................-865.......4,788..........-1,944.........-1,980 12/16/08..........39,797..-162,844.....301,419.....-178,382...................-795.......4,501..........-1,404.........-2,302 12/23/08..........34,748..-154,613.....295,732.....-175,867...................-934.......5,100..........-2,536.........-1,630 12/30/08..........36,152..-144,814.....284,297.....-175,635...................-813.......4,596..........-1,556.........-2,227 01/06/09..........38,441..-147,301.....292,777.....-183,917...................-180.........-691...........1,372............-861 01/13/09..........36,711..-141,903.....297,339.....-192,147......................27.........-107..............197............-118 01/20/09..........34,250..-145,821.....299,812.....-188,241...................-271.......1,100..........-2,310..........1,481 01/27/09..........37,353..-145,473.....288,370.....-180,250...................-309.......1,260..........-2,639..........1,688 02/03/09..........34,292..-144,779.....286,695.....-176,208...................-210..........841..........-1,808..........1,178 02/10/09..........38,436..-142,682.....285,959.....-181,713...................-283.......1,144..........-2,410..........1,548 02/17/09..........38,712..-140,524.....297,237.....-195,425...................-468.......1,823..........-3,815..........2,460 02/24/09..........51,943..-148,904.....269,423.....-172,462...................-535.......2,028..........-4,205..........2,712 03/03/09..........38,538..-127,734.....265,809.....-176,613...................-451.......1,749..........-3,621..........2,323 03/10/09..........35,964..-114,064.....254,721.....-176,621...................-658.......2,424..........-5,061..........3,295 03/17/09..........38,340..-115,187.....257,737.....-180,890...................-696.......2,539..........-5,318..........3,475 03/24/09..........49,874..-121,018.....253,059.....-181,915...................-536.......2,123..........-4,426..........2,839 03/31/09..........41,097..-122,458.....253,851.....-172,490...................-783.......2,793..........-5,821..........3,810 04/07/09..........44,552..-126,205.....256,406.....-174,753...................-776.......2,771..........-5,771..........3,776 04/14/09..........45,555..-126,609.....264,604.....-183,550...................-780,......2,783..........-5,793..........3,790 04/21/09..........41,919..-127,987.....264,739.....-178,671...................-849.......2,987..........-6,217..........4,079 04/28/09..........39,679..-128,979.....261,319.....-172,019...................-906.......3,167..........-6,585..........4,324 05/05/09..........38,765..-130,850.....265,773.....-173,688...................-777.......2,737..........-5,712..........3,752 05/12/09..........43,212..-131,737.....267,829.....-179,304...................-453.......1,700..........-3,604..........2,358 05/19/09..........43,789..-135,210.....278,551.....-187,130...................-636.......2,259..........-4,747..........3,124 05/26/09..........47,412..-131,563.....265,703.....-181,552...................-925.......3,115..........-6,497..........4,307 06/02/09..........43,805..-138,759.....275,375.....-180,421...................-606.......2,169..........-4,603..........3,041 06/09/09..........45,796..-139,653.....277,029.....-183,172...................-836.......2,892..........-6,038..........3,982 06/16/09..........48,411..-153,363.....294,883.....-189,931...................-534.......1,942..........-4,201..........2,793 06/23/09..........45,640..-153,808.....295,530.....-187,362...................-651.......2,326..........-4,940..........3,265 06/30/09..........40,625..-153,269.....299,819.....-187,175...................-732.......2,618..........-5,506..........3,621 07/07/09..........39,473..-160,481.....314,386.....-193,378...................-901.......3,273..........-6,790..........4,417 07/14/09..........52,790..-164,682.....305,396.....-193,504...................-901.......3,289..........-6,824..........4,436
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Please feel free to contact me anytime with any feedback or questions about the First Enercast Financial services. Thanks for your loyal support! Ben Smith First Enercast Financial email: ben <at> firstenercastfinancial <dot> com phone: 303.860.7494 Last edited by ben2008; August 18th, 2009 at 07:03 AM. 
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August 17th, 2009, 02:44 PM
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Rob's market notes:
The US Industrial economy continued its advance out of recession last week (If pipeline scheduling is correct), though again at a somewhat slower pace than recent weeks. The Production Index (In terms of its 28-day moving average of gas-flow scheduling into US industrial facilities) advanced for its 11th week in a row (since its May 28th bottom), and has now recovered better than 50% of it's recession-suggested deficit. In its dailies (as evidenced by the "Part 7" industrial daily posts on the IV-CWEI site) it was actually a second softer week, as opposed to the first two red-hot weeks of the featured 28-day average. Within this weekend's scheduling, early strength also gave way to softening mid and late week. On a sector-by-sector basis (see part "8" posts on the IV-CWEI site) the steel sector (which led the other groups to the downside with a 75% drop in scheduling) continues to lead on the upside and has more than doubled since its worst month ever (June). The auto sector (which also showed a nice pop for the 1st day of August) continued to back-peddle, in spite of the much talked of "Cash for clunkers" activity. Michigan (Robrys home state) remains out of the recession-recovery game. The Paperboard-based Consumption Index also pulled off just a bit more from its all-time high four weeks ago, though still well above year-ago levels. In its dailies, the softening trend reversed sharply as the week ended. California continues to strengthen big-time, perhaps due to the recent fall in the US dollar taking out imports. PG&E alone reported just today industrial natgas deliveries hit an estimated 1 BCF for the latest day, the first time that has happened since early October '08. A bit more of a pull-back in the dollar might accomplish the same for the interior states, igniting local industrial production at the expense of imports. Theoretically, there has to be some point of equilibrium, where lowered exchange rates make imports less economical... to the point that trade balances out as higher-cost shuttered US industry gains advantage over importers and displaces them... pushing up inflation in the process. One could make a point that a strong dollar masks real inflation, and that the re-emergence of inflation is the cost of economic recovery. One could also ask the question, does the Federal Reserve hike interest rates to control inflation, or to hide it. Eventually (if not now) the world is not going to permit such huge US trade deficits/imbalances. If that time is now, it might be a terrible time to be invested in transportation (Trucks & Rails). Those huge California imports keep a lot of folks busy moving freight thousands of miles to distribution hubs across the US. If local higher-cost industrial production ignites (shutting off import transport), it could be rough for transportation investments. I remain leery (based upon Automotive gas-flow scheduling) that the Consumption index is somewhat overestimating the gains in consumption. One handicap of the Consumption Index is (because it is derived from gas-flows into cardboard-box manufacturing) is it doesn't touch merchandise that isn't packed in cardboard boxes (like Automobiles). So with gas-flows suggesting softness in the Auto-Sector (Which the model does not represent) and strength in non-auto (Which the model does represent) the non-auto strength gets imputed into the whole of US consumption by the model. Now this is not to say that the US economy isn't advancing (the gas-flows evidence numerous signs of a rapid ramp in the economy). It is, however, to say that the Consumption Index (and the Inventory Index that makes use of it) look too fast on the consumption ramp-up. (It is also to say that Robry's models need improvement!) The Inventory Index (given the Consumption & Production Indexes) has now given up all of its overhang, and is extending its deficit to year-ago levels... reflecting perhaps the long-term damage done to some industries (especially auto) by the length and severity of the recession, and the ineptitude of the government/feds to address it. Overall, I continue to believe the industrial-recession ended at the May-28th Production-Index bottom, and anticipate a turning in the employment numbers in the month(s) ahead. With the implied inventory overhang now gone, and production lagging consumption by a wide margin, I believe the recovery has (to borrow a term from nuclear physics) reached its point of critical mass. As long as consumption holds at current levels, production should ramp up to meet it. That is not to say that the economy is free of risk. There is always the risk of news events (acts of war/terrorism, natural catastrophes, political events/blunders, etc) that could cause consumers to panic, leading to a "double-dip" type recession. Momentum, however, appears (at least for the time being) on the side of recovery, and until that momentum gets broken, I see the recovery continuing.
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Please feel free to contact me anytime with any feedback or questions about the First Enercast Financial services. Thanks for your loyal support! Ben Smith First Enercast Financial email: ben <at> firstenercastfinancial <dot> com phone: 303.860.7494
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August 18th, 2009, 10:15 AM
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============US Gas Flow Models (US storage injections, in BCF, as of 9AM)=============
...Week.....------------------Composite.Model----------------------------....--Weekly.Models--....Baseline _Ending__Sat___Sun__ Mon__Tue__Wed___Thr___Fri__Total__2005__2007__EIA_ _(Neutral) 05/15/09...14.7.....16.1....13.2....13.4....14.5......15 .8....14.4.....102.......90........94.....102..... ....91 05/22/09...15.4.....14.4....14.1....14.4....15.1......16 .5....16.2.....106.....111......112.....106....... ..93 05/29/09...17.7.....19.5....20.9....19.3....15.1......16 .1....15.4.....124.....124......125.....124....... 104 06/05/09...15.0.....16.0....15.9....10.6....18.0......14 .0....16.5.....106.....108......107.....106....... 100 06/12/09...18.6.....19.5....17.0....15.6....14.5......14 .8....13.8.....114.....110......112.....114....... ..98 06/19/09...14.5.....15.1....14.6....13.6....12.4......12 .6....11.2.......94.......93........97.......94... ......82 06/26/09...12.1.....12.0....11.4......9.5......8.8...... ..8.2......7.9.......70.......74........77.......7 0.........53 07/03/09...10.1.....11.4......9.4....10.5....10.9......1 1.6....11.2.......75.......72........78.......75.. .......71 07/10/09...14.4.....16.0....14.5....11.8....10.7......10 .8....12.0.......90.......85........94.......90... ......90 07/17/09.....9.6.....11.7....10.5....10.5......8.3...... ..7.9......7.4.......66.......61........68.......6 6.........62 07/24/09.....8.3.....12.5....10.4....10.5......9.7...... 10.1......9.5.......71.......63........70.......71 .........71 07/31/09.....9.0.....10.1....11.2......9.6......8.3..... ...8.9......9.0.......66.......63........68....... 66.........56 08/07/09.....9.7.....11.7....11.0......9.5......6.6..... ...6.6......8.0.......63.......62........70....... 63.........59 08/14/09r....9.6.....10.1......7.7......6.6......6.8.... ....6.0......8.3.......55i......62i.......55i..... ...............50 08/21/09r....8.5.......9.9......8.2i.....5.6i.....1.7i.. ....-1.1i.....-1.1i......32i......30i.......32i Estimated EIA-Weekly based storage (As of 08/18/09).......3241 BCF .................................................. .........(As of 08/18/08).......2703 BCF...(+538 BCF YOY Surplus) ====Estimate of Operationally Available Working Gas Storage Capacity (in BCF)==== ..................(Prepared from information for gas week ended 08/07/09) ___________Data Sample___________________Capacity___Inventory__%Fu ll___ Publicly available data.............................................. ..1410.............1182.........83.8 EIA-Reported data (100% of US Storage)..................3760(e).........3152.... .....83.8(e) ......(e).Estimate of Capacity calculated as 3152 / (1182/1410) = 3760 ===========================================Past.We ekly.Runs========================================= == _Week____Est.______Week____Est.______Week____Est._ _____Week____Est.______Week____Est.______Week____E st._______Week____Est.__ .................................................. .................................................. .................................................. .................................................. ...............03/20/09.....4479 .................................................. ......................03/30/07.....4052....................................... .................................................. ...........................03/27/09.....4566 04/07/06.......n/a..............................................04/06/07.....4067....................................... .................................................. ...........................04/03/09.....4498 04/14/06.......n/a..............................................04/13/07.....4134....................................... ......04/11/08.....3949....................................... .....04/10/09.....4478 04/21/06.......n/a..............................................04/20/07.....4190....................................... ......04/18/08.....3931....................................... .....04/17/09.....4441 04/28/06.......n/a..........10/27/06.....3680.........04/27/07.....4086....................................... ......04/25/08.....3852....................................... .....04/24/09.....4321 05/05/06.......n/a..........11/03/06.....3697.........05/04/07.....3998....................................... ......05/02/08.....3827....................................... .....05/01/09.....4231 05/12/06.......n/a..........11/10/06.....3711.........05/11/07.....3920.........11/09/07.....3771.........05/09/08.....3815....................................... .....05/08/09.....4185 05/19/06.......n/a..........11/17/06.....3690.........05/18/07.....3844.........11/16/07.....3766.........05/16/08.....3746....................................... .....05/15/09.....4129 05/26/06.......n/a..........11/24/06.....3706.........05/25/07.....3783.........11/23/07.....3768.........05/23/08.....3726.........11/21/08.....3747........05/22/09.....4068 06/02/06.......n/a..........12/01/06.....3686.........06/01/07.....3762.........11/30/07.....3768.........05/30/08.....3702.........11/28/08.....3773........05/29/09.....4019 06/09/06.......n/a..........12/08/06.....3669.........06/08/07.....3714.........12/07/07.....3789.........06/06/08.....3714.........12/05/08.....3786........06/05/09.....3964 06/16/06.......n/a..........12/15/06.....3649.........06/15/07.....3650.........12/14/07.....3785.........06/13/08.....3737.........12/12/08.....3773........06/12/09.....3940 06/23/06.......n/a..........12/22/06.....3611.........06/22/07.....3649.........12/21/07.....3798.........06/20/08.....3688.........12/19/08.....3743........06/19/09.....3917 06/30/06.......n/a..........12/29/06.....3593.........06/29/07.....3640.........12/28/07.....3794.........06/27/08.....3649.........12/26/08.....3740........06/26/09.....3890 07/07/06.....3436.........01/05/07.....3582.........07/06/07.....3625.........01/04/08.....3783.........07/04/08.....3617.........01/02/09.....3724........07/03/09.....3850 07/14/06.....3448.........01/12/07.....3572.........07/13/07.....3607.........01/11/08.....3751.........07/11/08.....3607.........01/09/09.....3740........07/10/09.....3839 07/21/06.....3442.........01/19/07.......n/a..........07/20/07.....3598.........01/18/08.....3764.........07/18/08.....3602.........01/16/09.....3798........07/17/09.....3815 07/28/06.....3435.........01/26/07.....3575.........07/27/07.....3581.........01/25/08.......n/a..........07/25/08.....3584.........01/23/09.....3873........07/24/09.....3792 08/04/06.....3436.........02/02/07.....3612.........08/03/07.....3561.........02/01/08.....3801.........08/01/08.....3562.........01/30/09.....3928........07/31/09.....3774 08/11/06.....3433.........02/09/07.....3677.........08/10/07.....3581.........02/08/08.....3737.........08/08/08.....3540.........02/06/09.....4017........08/07/09.....3760 08/18/06.....3437.........02/16/07.....3767.........08/17/07.....3567.........02/15/08.....3794.........08/15/08.....3510.........02/13/09.....4044 08/25/06.....3442.........02/23/07.....3855.........08/24/07.....3561.........02/22/08.....3822.........08/22/08.....3513.........02/20/09.....4118 09/01/06.....3450.........03/02/07.....3908.........08/31/07.....3548.........02/29/08.....3904.........08/29/08.....3508.........02/27/09.....4286 09/08/06.....3469.........03/09/07.......n/a..........09/07/07.......n/a..........03/07/08.....3928.........09/05/08.....3536.........03/06/09.....4474 09/15/06.......n/a..........03/16/07.....4054.........09/14/07.....3576.........03/14/08.....3975.........09/12/08.....3565.........03/13/09.....4436 09/22/06.....3529.........03/23/07.....4122.........09/21/07.....3592.........03/21/08.....3957.........09/19/08.....3599.................................... 09/29/06.....3554....................................... ......09/28/07.....3608.........03/28/08.....3960.........09/26/08.....3614.................................... 10/06/06.....3582....................................... ......10/05/07.....3628.........04/04/08.....3986.........10/03/08.....3623.................................... 10/13/06.....3609....................................... ......10/12/07.....3643....................................... ......10/10/08.....3639.................................... 10/20/06.....3635.(Best 2006 Estimate)...........10/19/07.....3666....................................... ......10/17/08.....3645.................................... .................................................. ......................10/26/07.....3696....................................... ......10/24/08.....3678.................................... .................................................. ......................11/02/07.....3736.(Best 2007 Estimate)...........10/31/08.....3707.................................... .................................................. .................................................. ............................................11/07/08.....3718.................................... .................................................. .................................................. ............................................11/14/08.....3729.(Best 2008 Estimate). Weekly Models: EIA = Weekly EIA report less reclassifications & revisions. ..........................2003 & 2005 = Forward estimators of the EIA weekly data, attempting to ..........................duplicate the respective methadologies employed by the EIA beginning in ..........................2003 & 2005 respectively. Composite Model: A compilation of all available models, derived from the Daily, 2005 Weekly, .............................EIA Weekly & Monthly, and the old AGA & Derived EIA weeklies. .............................Initially, the 2005 model projections (Interpolated by the daily model) are .............................presented, then the EIA weekly (Interpolated by the daily model), then the .............................EIA monthly data (Interpolated successively by way of the EIA weekly, .............................then by the daily model), with implied non-metered reclassifications and .............................adjustments removed. Baseline: An estimate of the weekly injection/withdrawal required for a dead-neutral report ..............(Neither bullish or bearish), reflecting any given weeks temperatures, temporary ..............hurricane shut-ins, Holidays, and a broad range of seasonal factors. ====Past Weekly Runs vs EIA (Best Model Bracketed)===== ................For Week.....Weekly.Models......Wkly...Interpolated __Run____Ending____2003___2005____EIA__EIA.Monthly 10/19/05..(10/14/05)........57........{67}.........75............78 10/26/05..(10/21/05)........54........{63}.........77............80 11/02/05..(10/28/05)..........4........{23}.........29............3 2 11/09/05..(11/04/05)........38........{45}.........51..(A).....52 11/16/05..(11/11/05).......{51}........38..........53............52 11/23/05..(11/18/05)........{-7}......-15...........-8.............-9 11/30/05..(11/25/05)........-47......{-51}.......-49...........-50 12/07/05..(12/02/05).......{-63}......-79........-59...........-60 12/14/05..(12/09/05)......-184....{-197}.....-202.........-201 12/21/05..(12/16/05)....{-158}.....-146......-162.........-161 12/28/05..(12/23/05)...{-.157}.....-156......-162.........-161 01/04/06..(12/30/05)........-21........(-8}..........1..............2 01/11/06..(01/06/06)........-37......{-25}.......-20...........-22 01/18/06..(01/13/06)........-45......(-45}.......-46...........-49 01/21/06..(01/20/06).......{-73}......-68........-81*.........-84 02/10/06..(01/20/06).......{-71}......-67........-81**........-84 02/10/06..(01/27/06).......{-75}......-70........-88**........-91 02/10/06..(02/03/06).......{-41}......-45........-38**........-41 02/15/06..(02/10/05).....{-111}....-121......-102.........-106 02/22/06..(02/17/06).....{-124}....-147......-123.........-127 03/01/06..(02/24/06)......-159....{-180}.....-171.........-175 03/08/06..(03/03/06)........-98......{-96}.......-85...........-85 03/15/06..(03/10/06)........-70......{-70}.......-55...........-50 03/22/06..(03/17/06)........-39......{-37}.......-23...........-18 03/29/06..(03/24/06).....{-109}....-115......-104...........-99 04/05/06..(03/31/06)........-30......{-12}.......-10.............-5 04/12/06..(04/07/06).........28........{27}........19............25 04/19/06..(04/14/06).........49........{61}........57(R).......63 04/26/06..(04/21/06).........81(R)...{85}(R)...80............86 05/03/06..(04/28/06).........55........{58}.........53...........59 05/10/06..(05/05/06)........{81}........78..........85...........86 05/17/06..(05/12/06)........{85}........78..........91...........90 05/24/06..(05/19/06).........85........{83}.........83...........82 05/31/06..(05/26/06)........{82}........87..........80...........79 06/08/06..(06/02/06).........88........{83}.........77...........76 06/15/06..(06/09/06)........{90}........95..........77...........75 06/22/06..(06/16/06).........93........{84}.........79...........77 06/28/06..(06/23/06).........73........{65}.........66...........64 07/05/06..(06/30/06).........83........{71}.........73...........71 07/12/06..(07/07/06)........{92}........83..........89...........91 07/19/06..(07/14/06)..........71.......{58}.........59...........61 07/26/06..(07/21/06)............7.......{..0}..........-7...........-5 08/02/06..(07/28/06)..........24.......{18}.........19...........21 08/09/06..(08/04/06)..........17........{-2}........-12.........-12 08/16/06..(08/11/06).........{42}.......27...........37..........35 08/23/06..(08/18/06)..........67.......{62}..........57..........55 08/30/06..(08/25/06).........{60}.......62...........48..........46 09/06/06..(09/01/06).........{73}.......67...........71..........69 09/13/06..(09/08/06).........{98}.......85.........108........105 09/20/06..(09/15/06).........{85}......{75}..........93..........90 09/27/06..(09/22/06).........{77}.......74...........77..........74 10/04/06..(09/29/06).........{67}.......64...........73..........70 10/11/06..(10/06/06)..........58.......{59}..........62..........68 10/18/06..(10/13/06).........{51}.......43...........53..........60 10/25/06..(10/20/06).........{18}.......16...........19..........26 11/01/06..(10/27/06).........-19......{-19}..........-9...........-2 11/08/06..(11/03/06)..........{-1}........-1...........-7...........-6 11/15/06..(11/10/06)..........{-3}........-3............5...........-3 11/21/06..(11/17/06)...........-7........{-6}..........-1...........-9 11/28/06..(11/24/06)........{-33}......-27.........-32.........-40 12/06/06..(12/01/06)........{-15}......-16.........-11.........-17 12/13/06..(12/08/06)........-158....{-167}.....-168.......-164 12/20/06..(12/15/06).........{-73}.....-64.........-71.........-67 12/28/06..(12/22/06)..........-57.....{-53}........-46.........-42 01/03/07..(12/29/06)..........-60.....{-50}........-47.........-42 01/10/07..(01/05/07)..........-61.....{-57}........-49.........-54 01/17/07..(01/12/07)..........-93.....{-87}........-89.........-98 01/20/07..(01/19/07)........-163....{-174}.....-179*.....-188 02/06/07..(01/19/07).......{-171}....-189......-179**....-188 02/06/07..(01/26/07).......{-193}....-200......-186**....-195 02/07/07..(02/02/07).......{-210}....-207......-224.......-228 02/14/07..(02/09/07).......{-250}....-275......-259.......-252 02/21/07..(02/16/07).......{-219}....-233......-223.......-216 02/28/07..(02/23/07)........-143....{-142}.....-132.......-125 03/07/07..(03/02/07).......{-105}......-92......-102.........-95 03/14/07..(03/09/07)........-109....{-111}.....-115.......-110 03/21/07..(03/16/07).............5.......{14}.........17.........-22 03/28/07..(03/23/07)..........-32......{-16}.......-22.........-17 04/04/07..(03/30/07)..........{48}.......70..........58..........63 04/11/07..(04/06/07)...........14........{21}........23..........25 04/18/07..(04/13/07)..........-47......{-45}.......-46.........-44 04/25/07..(04/20/07)............-1.........{9}.........18..........20 05/02/07..(04/27/07)...........79........{87}........87..........89 05/09/07..(05/04/07)...........84........{93}........96..........97 05/16/07..(05/11/07)...........86......{101}........95..........96 05/23/07..(05/18/07)...........93........{97}......104........105 05/30/07..(05/25/07)........{108}......111.......107........108 06/06/07..(06/01/07).........109......{111}......110........111 06/13/07..(06/08/07)........{102}......105.........92..........92 06/20/07..(06/15/07)........{104}......105.........89..........89 06/27/07..(06/22/07)..........{95}........89.........99..........99 07/04/07..(06/29/07)..........{75}........68.........78..........78 07/11/07..(07/06/07)..........102.......{99}........96..(B)...95 07/18/07..(07/13/07)............70.......{68}........65..........64 07/25/07..(07/20/07)............73.......{69}........64..(C)...63 08/01/07..(07/27/07)............84.......{79}........77..........76 08/08/07..(08/03/07)............58.......{49}........42..........41 08/15/07..(08/10/07)...........{21}.......15.........21..........19 08/22/07..(08/17/07)............32.......{21}........23..........21 08/29/07..(08/24/07)............45.......{43}........43..........41 09/05/07..(08/31/07)............43.......{41}........36..........34 09/12/07..(09/07/07)............71.......{68}........64..........68 09/19/07..(09/14/07)............69.......{69}........63..........67 09/26/07..(09/21/07)............69.......{73}........74..........78 10/03/07..(09/28/07)...........{60}.......63.........57..........61 10/10/07..(10/05/07)............68.......{74}........73..........75 10/17/07..(10/12/07)...........{40}.......45.........39..........41 10/24/07..(10/19/07)............55.......{61}........68..........70 10/31/07..(10/26/07)............59.......{61}........66..........68 11/07/07..(11/02/07)...........{31}.......29.........36..........36 11/14/07..(11/09/07)...........-21......{-17}........-9.........-12 11/21/07..(11/16/07).............{2}.........9...........4......... ...1 11/28/07..(11/23/07)...........-23......{-20}......-12.........-15 12/05/07..(11/30/07)..........{-90}......-91.......-88.........-91 12/12/07..(12/07/07)........{-144}....-139.....-146.......-146 12/19/07..(12/14/07).........-130....{-129}....-121.......-121 12/26/07..(12/21/07).........-171....{-169}....-165.......-165 01/03/08..(12/28/07).........-109....{-104}......-87.........-87 01/10/08..(01/04/08).........-175....{-173}....-171.......-177 01/15/08..(01/11/08)...........-67......{-53}......-59.........-69 01/19/08..(01/18/08)........{-138}....-130.....-155*......-165 02/11/08..(01/18/08)........{-150}....-147.....-155**....-165 02/11/08..(01/25/08).........-263....{-266}....-274**....-284 02/11/08..(02/01/08).........-198....{-201}....-200**....-208 02/13/08..(02/08/08)........{-110}....-108......120.......-116 02/20/08..(02/15/08)........{-169}....-168.....-172.......-168 02/27/08..(02/22/08)........{-150}....-146.....-151.......-147 03/05/08..(02/29/08).........-154....{-151}....-135.......-131 03/12/08..(03/07/08)..........{-87}......-76.......-86.........-79 03/19/08..(03/14/08)...........-90......{-87}......-85.........-78 03/26/08..(03/21/08)...........-46......{-37}......-36.........-29 04/02/08..(03/28/08)...........-39......{-31}......-29.........-22 04/09/08..(04/04/08)...........-33......{-23}......-14.........-10 04/16/08..(04/11/08)............21........{24}.......27..........29 04/23/08..(04/18/08)............14........{26}.......24..........26 04/30/08..(04/25/08)............72........{86}.......86..........88 05/07/08..(05/02/08)............48........{59}.......65..........66 05/14/08..(05/09/08)............73........{82}.......93..........92 05/21/08..(05/16/08)............74........{87}.......85..........84 05/28/08..(05/23/08)............72........{86}.......87..........88 .5 06/04/08..(05/30/08)...........{99}......113......105........106.5 06/11/08..(06/06/08)...........{84}........92........80..........81 .9 06/18/08..(06/13/08)............62........{58}.......57..........58 .9 06/25/08..(06/20/08)...........{98}........99........90..........91 .9 07/02/08..(06/27/08)...........{99}.......103.......85..........86. 9 07/09/08..(07/04/08).........{102}.......105.......90..........88.4 07/16/08..(07/11/08).........{104}.......107.....104..........99.7 07/23/08..(07/18/08)............89.........{82}......84..........79 .7 07/30/08..(07/25/08)............73.........{67}......65..........60 .7 08/06/08..(08/01/08)............66.........{65}......56..........52 .3 08/13/08..(08/08/08)............64.........{59}......50..........49 .5 08/20/08..(08/15/08)..........104.......{100}......88..........87.5 09/01/08..(08/22/08)............98.........{92}....102***....101.5 ................For Week.........Weekly.Models..Wkly...Interpolated __Run____Ending______2005___2007__EIA__ EIA.Monthly 09/03/08..(08/29/08)...........{92}.........87.......90..........89 .5 09/10/08..(09/05/08).............57........{58}......58..........57 .8 09/17/08..(09/12/08)............{65}........57.......67..........66 .9 09/24/08..(09/19/08)............{52}........43.......51..........50 .9 10/01/08..(09/26/08)............{87}........79.......87..........86 .9 10/08/08..(10/03/08).............82.........{88}.....88..........87 .4 10/15/08..(10/10/08)............{75}.......{85}.....79..........77. 8 10/22/08..(10/17/08)............{72}........76.......70..........68 .8 10/29/08..(10/24/08).............31........{39}......46..........44 .8 11/05/08..(10/31/08)...............7........{13}......19..........1 7.8 11/12/08..(11/07/08).............42........{50}......60..........62 .5 11/19/08..(11/14/08)...............1..........{8}......16.......... 18.5 11/25/08..(11/21/08)...........{-65}.......-52......-66........-63.5 12/03/08..(11/28/08)............-73.......{-61}.....-64........-61.5 12/10/08..(12/05/08)............-80.......{-72}.....-67........-68.5 12/17/08..(12/12/08).........{-126}.....-119....-124......-127.1 12/23/08..(12/19/08)..........-154.....{-152}...-147......-150.1 12/30/08..(12/26/08)..........-165.....{-153}...-143......-146.1 01/07/09..(01/02/09)............-69.......{-58}.....-47........-49.3 01/14/09..(01/09/09)..........-125.....{-112}.....-94........-94.2 01/22/09..(01/16/09)..........-191.....{-187}...-176......-176.2 01/29/09..(01/23/09)..........-198.....{-186}...-186......-186.2 02/04/09..(01/30/09)..........-216.....{-206}...-195......-195.2 02/11/09..(02/06/09)..........-187.....{-177}...-159......-158.7 02/18/09..(02/13/09)............-60.......{-52}.....-24........-23.6 02/25/09..(02/20/09)..........-138.....{-120}...-101......-100.6 03/04/09..(02/27/09)..........-133.....{-107}...-102......-101.6 03/11/09..(03/06/09)..........-135.....{-113}...-112......-109.9 03/18/09..(03/13/09)...........{-32}.......-22......-30........-27.6 03/25/09..(03/20/09).............-13.........{5}........3............5.4 04/01/09..(03/27/09).............-20.......{13}........9 (D)....11.4 04/08/09..(04/03/09)...............-1.......{14}......20..........22.2 04/15/09..(04/10/09)...............-1.......{16}......21..........23.1 04/22/09..(04/17/09)..............26.......{46}......46..........48 .1 04/29/09..(04/24/09)..............71.......{84}......82..........84 .1 05/06/09..(05/01/09)..............84.......{88}......95 05/13/09..(05/08/09).............{92}.....101.......95 05/20/09..(05/15/09)..............90.......{95}....103 05/27/09..(05/22/09)...........{113}.....116.....106 06/03/09..(05/29/09)...........{125}.....126.....124 06/10/09..(06/05/09)............109.....{107}....106 06/17/09..(06/12/09)............111.....{113}....114 06/24/09..(06/19/09).............{94}.......97.......94 07/01/09..(06/26/09).............{74}.......78.......70 07/08/09..(07/03/09).............{73}.......78.......75 07/15/09..(07/10/09).............{86}.......94.......90 07/22/09..(07/17/09)..............62.......{68}......66 07/29/09..(07/24/09)..............64.......{70}......71 08/05/09..(07/31/09)..............63.......{68}......66 08/12/09..(08/07/09).............{62}.......70.......63 * Special Saturday-night "Pre-Vacation" run, generated without the benefit of Monday/Tuesday night "Weekly" data. ** Final estimates of the models (Generated upon return from vacation), from special model runs before EIA actuals were applied, and before the models were allowed to self-adjust to those EIA actuals. (A) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 61 BCF injection estimate. (B) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 106 BCF injection estimate. (C) For purposes of analysis, the 7 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 71 BCF injection estimate. (D) For purposes of analysis, the 9 BCF reclassification (of working gas to base gas) plus corrections has been re-added to the EIA's origionally-reported 0 BCF injection estimate. =====Canadian Storage Sampling (Injections, in BCF)===== ...Week.....-----------Daily Model------------ _Ending__Sat__Sun_ Mon_ Tue_Wed__Thur___Fri__Total 02/20/09...-3.0...-2.9...-2.6....-2.7...-2.7...-3.0......-3.2....-20.1 02/27/09...-2.4...-2.5...-2.4....-3.5...-3.5...-3.3......-3.6....-21.1 03/06/09...-3.8...-3.7...-2.6....-2.8...-3.3...-2.1......-1.4....-19.7 03/13/09...-1.3...-1.5...-1.3....-2.8...-4.5...-4.8......-3.6....-19.8 03/20/09...-2.2...-0.5...-0.6....-0.6...-0.4...-0.8.......0.6......-4.5 03/27/09....0.5....0.8.....1.2.....0.9....0.7...-1.1.......0.5........3.5 04/03/09....1.0....1.0.....1.3.....2.1....0.4....0.6.... ...1.4........7.9 04/10/09....2.0....1.8.....1.8.....1.6....1.1....1.9.... ...1.9......12.2 04/17/09....2.7....2.9.....3.2.....3.5....2.4....2.0.... ...2.7......19.5 04/24/09....3.2....3.3.....3.0.....2.4....3.0....2.4.... ...2.3......19.6 05/01/09....2.4....3.3.....3.7.....3.4....2.2....2.0.... ...2.9......19.8 05/08/09....3.1....3.4.....3.2.....3.2....2.6....2.9.... ...2.5......20.9 05/15/09....3.3....3.1.....3.1.....3.0....2.4....2.2.... ...2.4......19.4 05/22/09....2.8....2.8.....2.9.....1.8....2.0....2.0.... ...2.2......16.4 05/29/09....3.0....3.3.....3.2.....3.2....3.2....2.4.... ...2.5......20.5 06/05/09....3.0....2.9.....2.9.....2.9....2.4....2.3.... ...2.4......18.8 06/12/09....3.0....2.8.....2.7.....2.0....2.3....2.4.... ...2.5......17.6 06/19/09....2.1....2.1.....2.0.....2.1....2.0....1.4.... ...1.5......13.3 06/26/06....2.4....2.5.....2.2.....2.3....1.5....1.7.... ...1.3......13.8 07/03/09....2.1....1.9.....1.8.....2.3....2.0....1.7.... ...1.6......13.3 07/10/09....1.8....1.4.....1.5.....1.2....0.8....2.1.... ...1.2......10.0 07/17/09....1.8....1.4.....1.5.....1.7....1.6....0.8.... ...1.8......10.5 07/24/09....1.5....1.6.....1.6.....1.6....1.5....1.2.... ...1.0........9.9 07/31/09....1.2....1.0.....1.0.....1.1...-0.1....0.1.......0.9........5.3 08/07/09....1.7....1.8.....1.6.....1.6....1.6....1.3.... ...1.4......11.0 08/14/09....1.5....1.2.....1.5.....1.3....0.9....0.8.... ...0.5........7.7 08/21/09....1.0....1.1.................................. ........................2.1i ........................Canadian Production Model .........2002.....2003.....2004.....2005.....2006. ....2007.....2008.....2009 ........=====...=====...=====...=====...=====...== ===...=====...===== 01.....17.45....16.68....16.44....16.93....17.38.. ..17.34....16.49....15.82. 02.....17.96....16.86....16.78....17.20....17.45.. ..17.15....16.12....16.19 03.....17.76....16.96....17.19....17.57....17.63.. ..17.35....16.56....16.08 04.....18.06....17.28....17.59....17.76....17.90.. ..17.62....16.97....16.20 05.....18.06....16.57....17.47....17.22....17.73.. ..17.28....16.60....15.54 06.....17.99....16.65....17.07....16.62....17.16.. ..16.69....15.58....15.37 07.....17.73....16.77....17.07....17.12....17.25.. ..16.96....16.69....15.47 08.....17.16....17.02....17.17....17.40....17.92.. ..17.13....16.60....15.14i 09.....17.26....16.77....16.83....17.11....17.20.. ..16.87....16.44 10.....17.27....16.81....16.90....17.12....17.40.. ..16.86....16.25 11.....17.28....16.75....17.10....17.26....16.86.. ..16.57....16.21 12.....17.28....16.87....17.10....17.60....17.50.. ..16.79....15.76 ....Estimated sample size: 77% ===============US Longer-Term Model=================== 2009 Spring..1651 BCF*...Fall..4058 BCF 2010 Spring..2117 BCF.....Fall..4459 BCF 2011 Spring..2504 BCF.....Fall..4859 BCF ......*=Actual for week ended 03/13/09 ____Run___F-07_S-08____Run___S-08_F-08____Run___F-08_S-09_____Run___S-09_F-09____Run___F-09_S-10 ....09/24/07..3498..1142....11/21/07..1292..3210....04/17/08..3469..1150....11/20/08..1639..4233....03/26/09..4674..3082 ....09/27/07..3497..1167....11/28/07..1404..3432....04/24/08....n/a.....n/a.....11/27/08..1630..4273....04/03/09..4556..2906 ....10/04/07..3491..1268....12/06/07..1432..3530....05/04/08..3613..1208....12/04/08..1688..4479 ....10/11/07..3502..1284....12/13/07..1333..3421....05/08/08..3617..1215....12/11/08..1770..4738 ....10/18/07..3464..1051....12/20/07..1359..3514....05/15/08..3630..1228....12/18/08..1708..4699....04/23/09..4479..2807 ....10/25/07..3489..1110....12/27/07..1314..3429....05/22/08..3678..1304....12/25/08..1697..4652....04/30/09..4420..2706 ....11/01/07..3526..1092....01/04/07..1410..3609....06/01/08..3635..1262....01/04/09..1788..4916....05/07/09..4362..2606 ....11/08/07..3545..1035....01/11/07..1372..3519....06/05/08..3651..1285....01/08/09..1827..5036....05/14/09..4320..2538 ....11/15/07..3545..1159....01/17/07..1456..3560....06/13/08..3614..1239....01/15/09..1863..5333....05/21/09..4311..2523 ..........................................02/12/08..1341..3303....06/20/08..3668..1391....01/25/09..1805..5223....05/28/09..4297..2507 ..........................................02/14/08..1297..3141....06/27/08..3670..1402....01/29/09..1755..5143....06/04/09..4292..2499 ..........................................02/21/08..1273..3185....07/03/08..3691..1446....02/05/09..1714..5029....06/11/09..4212..2373 ..........................................02/28/08..1256..3323....07/10/08..3720..1504....02/12/09..1660..4894....06/18/09..4223..2386 ..........................................03/06/08..1240..3428....07/17/08..3812..1678....02/19/09..1744..5041....06/25/09..4207..2358 ..........................................03/13/08..1249..3457....07/24/08..3867..1796....02/26/09..1721..4984....07/02/09..4153..2278 ..........................................03/20/08..1237..3424....07/31/08..3929..1954....03/05/09..1685..4996....07/09/09..4107..2205 ..........................................03/27/08..1251..3468....08/07/08..3914..1949....03/12/09..1621..4890....07/16/09..4077..2151 ..........................................03/27/08..1251..3468....08/14/08..3892..1940....03/19/09..1629..4759....07/23/09..4084..2180 ..........................................04/03/08..1248..3621....08/21/08..3833..1802.................................... ......07/30/09..4071..2148 ..........................................04/10/08..1234..3540....09/02/08..3816..1768.................................... ......08/06/09..4067..2136 .................................................. ..............................09/04/08..3815..1758.................................... ......08/13/09..4058..2117 .................................................. ..............................09/11/08..3731..1615 .................................................. ..............................09/18/08..3667..1514 .................................................. ..............................09/25/08..3564..1308 .................................................. ..............................10/02/08..3538..1281 .................................................. ..............................10/09/08..3507..1288 .................................................. ..............................10/16/08..3487..1228 .................................................. ..............................10/23/08..3452..1464 .................................................. ..............................10/30/08..3438..1518 .................................................. ..............................11/06/08..3424..1464 .................................................. ..............................11/14/08..3479..1594 ======Longer-Term Model Storage Projections:====== ...Week.........Normal.......Projected Storage _Ending____D-Days__Change___Inventory 08/07/09.........73.2........63 BCF.....3152 BCF 08/14/09.........72.1........65 BCF.....3217 BCF 08/21/09.........70.0........70 BCF.....3287 BCF 08/28/09.........68.7........69 BCF.....3357 BCF 09/04/09.........66.5........79 BCF.....3436 BCF 09/11/09.........63.2........92 BCF.....3529 BCF 09/18/09.........62.1........89 BCF.....3618 BCF 09/25/09.........62.1........81 BCF.....3699 BCF 10/02/09.........64.3........82 BCF.....3782 BCF 10/09/09.........67.6........76 BCF.....3858 BCF 10/16/09.........72.1........75 BCF.....3934 BCF 10/23/09.........80.0........57 BCF.....3991 BCF 10/30/09.........88.7........45 BCF.....4036 BCF 11/06/09.........99.8........21 BCF.....4058 BCF 11/13/09.......111.0.........-1 BCF.....4057 BCF 11/20/09.......124.3.......-22 BCF.....4035 BCF 11/27/09.......137.6.......-31 BCF.....4003 BCF 12/04/09.......148.7.......-67 BCF.....3935 BCF 12/11/09.......161.0.......-99 BCF.....3835 BCF 12/18/09.......174.3.....-120 BCF.....3715 BCF 12/25/09.......185.4.....-125 BCF.....3590 BCF 01/01/10.......190.0.....-120 BCF.....3469 BCF 01/08/10.......191.0.....-146 BCF.....3323 BCF 01/15/10.......194.3.....-160 BCF.....3162 BCF 01/22/10.......199.8.....-164 BCF.....2998 BCF 01/29/10.......198.7.....-167 BCF.....2830 BCF 02/05/10.......193.2.....-156 BCF.....2674 BCF 02/12/10.......182.1.....-138 BCF.....2535 BCF 02/19/10.......172.1.....-113 BCF.....2422 BCF 02/26/10.......164.3.......-90 BCF.....2331 BCF 03/05/10.......158.7.......-80 BCF.....2250 BCF 03/12/10.......151.0.......-69 BCF.....2181 BCF 03/19/10.......139.8.......-49 BCF.....2132 BCF 03/26/10.......125.4.......-14 BCF.....2117 BCF 04/02/10.......113.2........12 BCF.....2130 BCF 04/09/10.......103.2........28 BCF.....2158 BCF 04/16/10.........95.4........36 BCF.....2195 BCF 04/23/10.........86.5........61 BCF.....2256 BCF 04/30/10.........79.8........73 BCF.....2330 BCF Note- US Longer-Term Model projections are not "Predictions", but are extrapolations carried forward (based upon the previous 10 weeks estimated supply/demand balance & energy pricing) to either a reasonable or unreasonable conclusion. As this model is intended for the long-term, MMS/hurricane curtailments are projected on a fully-restored basis. ==========Daily Model Baseline Score========== ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/12/09.....-3.7...-3.8...-2.3....-2.9....-1.9....-1.7...-0.9 06/19/09.....-1.5...-0.7...-0.8....-1.6....-1.8....-3.4...-2.3 06/26/09.....-2.6...-1.9...-2.2....-2.8....-3.5....-2.9...-0.9 07/03/09.....-2.8...-2.7....1.0......0.0.....0.1.....0.0....1.0 07/10/09......0.0....1.1....0.9......1.3.....0.1....-0.9...-2.2 07/17/09.....-0.6...-1.4....0.3.....-1.0.....0.2....-1.6....0.4 07/24/09r.....1.4...-1.0....1.5.....-0.2....-0.5....-1.3...-0.3 07/31/09r....-0.3...-1.4...-2.1....-2.5....-2.1....-1.6...-0.1 08/07/09r....-0.3...-1.0...-0.9....-2.6....-1.1.....0.6....1.2 08/14/09r....-1.0...-2.9...-2.4....-1.8....-0.9.....2.6....1.0 08/21/09r.....0.3...-1.4i ======Physicals Daily Model Baseline Score======= ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/12/09.....-6.0...-5.5...-3.5....-4.2....-3.7....-3.5...-2.6 06/19/09.....-2.8...-2.4...-2.2....-2.7....-2.7....-3.5...-1.3 06/26/09.....-0.9....0.3....0.7.....0.6.....-0.2.....0.5....1.8 07/03/09.....-0.4...-0.2....2.3....-0.5....-1.3....-1.3....0.0 07/10/09.....-1.0...-0.2...-0.8...-1.0.....-2.2....-2.5...-2.9 07/17/09.....-0.6...-1.4....0.1...-1.5.....-0.6....-1.2...-0.3 07/24/09r....-1.6...-4.9...-2.8...-4.7.....-4.6....-4.9...-3.6 07/31/09r....-2.7...-2.6...-3.3...-3.1.....-2.4....-3.1...-2.8 08/07/09r....-3.4...-4.3...-3.4...-3.6.....-1.6....-1.1...-1.6 08/14/09r....-2.8...-2.0....0.4.....0.5.....-0.7.....0.4...-1.5 08/21/09r....-1.1...-1.2i =================Fair-Value Model================== .................----10 Week Average----- __Date__BL.Score_H.Hub_Oil/Gas________Signal________ 08/01/09.....-1.25......3.58....18.61.....Fair-Value Much < 3.58 08/02/09.....-1.22......3.58....18.64.....Fair-Value Much < 3.58 08/03/09.....-1.19......3.58....18.68.....Fair-Value Much < 3.58 08/04/09.....-1.18......3.58....18.71.....Fair-Value Much < 3.58 08/05/09.....-1.16......3.58....18.73.....Fair-Value Much < 3.58 08/06/09.....-1.09......3.59....18.74.....Fair-Value Much < 3.59 08/07/09.....-1.06......3.58....18.79.....Fair-Value Much < 3.58 08/08/09.....-1.07r.....3.58....18.83.....Fair-Value Much < 3.58 08/09/09.....-1.11r.....3.57....18.87.....Fair-Value Much < 3.57 08/10/09.....-1.14r.....3.57....18.91.....Fair-Value Much < 3.57 08/11/09.....-1.21r.....3.56....18.95.....Fair-Value Much < 3.56 08/12/09.....-1.14r.....3.55....19.00.....Fair-Value Much < 3.55 08/13/09.....-1.09r.....3.55....19.03.....Fair-Value Much < 3.55 08/14/09.....-1.06r.....3.55....19.06.....Fair-Value Much < 3.55 08/15/09.....-1.00r.....3.54....19.09.....Fair-Value Much < 3.54 08/16/09.....-0.97......3.54....19.13.....Fair-Value Much < 3.54 Fair Value Crossings (From 08/21/08 Model Run) ..................--10 Week Average-- ____Date____H.Hub__Oil/Gas___Comments__ .....03/09/03......6.49........5.33.....(on $34.60 oil) .....03/24/04......5.50........6.44.....(on $35.42 oil) .....05/31/04......5.90........6.45.....(on $38.09 oil) .....12/15/04......6.16........7.99.....(on $49.21 oil) .....04/01/05......6.53........7.79.....(on $50.90 oil) .....05/11/05......6.99........7.62.....(on $53.29 oil) .....05/18/06......6.91........9.82.....(on $67.85 oil) .....12/09/06......6.71........8.89.....(on $59.63 oil) .....07/27/07......6.96........9.95.....(on $69.28 oil) .....04/04/08......8.90......11.21.....(on $99.71 oil) .....05/16/08....10.08......11.16.....(on $112.57 oil) .....06/10/08....10.96......11.07.....(on $121.24 oil) =============Fundamentals Assessment=============== E&P's............................................. .................................Neutral Natgas Futures (Cash Through Nov09).........................Bearish Natgas Futures (Dec09 Through End of Strip)...............Neutral *** Fundamentals Assessment confidence somewhat lower until Longer-term model work is completed. ========================Monthly Accumulated Injection (Withdrawal) Days========================= Month....94......95......96......97......98....... 99......00......01......02......03.......04......0 5......06.......07.......08.......09 ..01.....-660...-435...-561...-554...-347...-481...-497...-545...-378...-586...-610...-476...-241r..-442r..-481....-591 ..02.....-458...-392...-413...-297...-232...-273...-268...-364...-292...-466...-422...-297...-366r..-517r..-382....-320 ..03.....-151...-104...-296...-118...-188...-210.....-40...-239...-204...-145.....-62...-215...-171r....-74r..-171....-139 ..04......138.......68......56......40....115..... 106......98....104....101.......64....117....143.. ..170r.....53r....115.......95 ..05......256.....264....215....237....281.....277 ....264....274....219.....251....260....240....259 r...279r....247.....277 ..06......229.....262....256....268....212.....249 ....251....248....243.....269....262....228....247 r...243r....203.....226 ..07......215.....197....233....221....183.....162 ....228....209....170.....201....228....159....157 r...217r....187.....208 ..08......250.....189....248....245....205.....206 ....214....194....187.....197....252....165....165 r...141r....219.......95i ..09......284.....250....276....268....253.....269 ....234....270....262.....277....271....246....274 r...248.....269 ..10......213.....214....181....138....217.....178 ....199....176....126.....178....204....188....141 r...226r....167 ..11.......-23...-178...-212...-169.....-28......40...-188.......61..-131......-45.....-35.....-29....-16r....-79r.....-92 ..12.....-285...-478...-341...-393...-309...-342...-635...-265...-405....-367...-392...-464..-250r..-385r...-418 Sum of all months (Gives annual Injection/Withdrawal days over (under) average): ................7...-142...-359...-115....361.....182...-141.....123..-102....-173......74....-113...351 =================Monthly Average Temperature (Unweighted Average of 274 US Stations)================== Month....94......95......96......97......98....... 99.....00......01......02......03......04.......05 ......06......07......08......09.....Avg ..01......32.9...38.5...34.9...35.5...41.1...38.3. ..37.2...35.4...40.4...34.2...34.2....37.9...44.1. ..38.0...36.6...34.6...37.3 ..02......38.1...39.9...39.7...41.9...43.8...43.7. ..44.0...40.3...41.0...36.8...38.3....42.0...39.4. ..35.8...39.9...41.3...40.3 ..03......48.4...49.1...43.4...49.5...46.8...45.9. ..51.1...44.8...46.0...48.1...50.8....45.8...47.8. ..51.7...47.0...48.6...47.7 ..04......58.2...55.3...54.9...53.1...56.0...57.4. ..55.8...58.1...58.5...56.3...57.0....56.7...59.8. ..55.0...56.7...56.7...56.6 ..05......64.2...64.6...65.5...62.5...67.8...65.0. ..67.2...66.2...63.4...64.8...67.1....63.3...65.8. ..67.1...64.3...66.2...65.2 ..06......74.9...72.4...73.2...71.7...73.3...72.7. ..72.7...72.7...73.9...71.3...72.0....74.2...73.6. ..74.0...74.6...73.6...73.1 ..07......76.7...77.6...75.8...76.3...77.8...78.0. ..75.7...76.4...78.1...76.9...75.7....78.1...78.7. ..76.6...77.3...75.4...77.0 ..08......74.5...78.1...75.1...74.4...76.9...75.9. ..76.1...76.6...76.3...76.9...73.3....77.2...77.1. ..78.5...75.4.............76.2 ..09......69.1...68.5...68.0...69.8...72.5...68.7. ..68.9...68.0...71.3...68.4...70.1....72.1...67.8. ..71.4...70.0.............69.6 ..10......59.4...60.0...58.4...58.5...60.0...58.6. ..59.6...58.3...57.5...59.3...60.3....59.9...57.4. ..62.9...58.4.............59.2 ..11......50.7...45.6...44.8...45.6...50.4...52.0. ..44.7...52.9...46.4...49.9...49.7....50.2...49.9. ..48.5...47.7.............48.6 ..12......42.7...37.9...40.7...39.2...42.1...40.9. ..31.9...42.9...39.4...39.8...39.5....37.1...43.4. ..40.5...38.8.............39.8 Year.....57.5...57.3...56.2...56.5...59.0...58.1.. .57.1...57.7...57.7...56.9...57.3....57.9...58.7.. .58.3...57.2.............57.6 ========Daily Injection (Withdrawal) Days========= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/17/09.....5.9.....5.8.....5.9.....5.9.....5.6.....4.8 .....5.5 07/24/09.....6.9.....7.5.....7.8.....8.0.....7.8.....7.5 .....7.4 07/31/09.....6.8.....6.1.....6.1.....5.7.....5.4.....6.1 .....7.0 08/07/09.....7.0.....7.0.....6.5.....5.6.....5.3.....6.3 .....7.2 08/14/09.....6.6.....4.8.....3.5.....3.9.....5.4.....7.1 .....7.3 08/21/09.....6.5.....5.5 ===========Daily Demand-Days Model=========== ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.9.....9.8.....9.7.....9.5.....9.5.....9.8 ...10.1 07/17/09...10.4...10.5...10.5...10.4...10.6...11.0...10. 6 07/24/09.....9.9.....9.6.....9.5.....9.4.....9.4.....9.6 .....9.7 07/31/09.....9.9...10.3...10.3...10.5...10.7...10.3..... 9.9 08/07/09.....9.9.....9.9...10.2...10.7...10.9...10.3.... .9.8 08/14/09...10.2...11.1...11.8...11.7...10.8.....9.9..... 9.8 08/21/09...10.2...10.8 =======Old Degree-Days Model (HDD+CDD)======= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.3.....9.0.....9.6.....9.3.....9.0.....8.9 ...10.3 07/17/09...11.1...11.8...10.5...10.3...11.4...12.8...11. 0 07/24/09.....9.4.....8.7.....8.8.....8.6.....9.7...10.2. ..10.4 07/31/09...11.7...12.6...12.4...12.8...12.1...11.6...10. 9 08/07/09...10.8...10.4...12.2...12.6...12.3.....9.6..... 9.6 08/14/09...11.4...13.8...14.6...13.1...11.3...10.2...11. 4 08/21/09...12.4...13.0 ==============================Monthly.US.Dry-Gas.Supply.Models.(BCF/Day)============================= ......................Net.US.Supply............... ...............Production.......................Dr y-Gas.Imports........LNG.Imports.(Revaporized) _____ 2006__2007__2008__2009___ 2006__2007__2008__2009__ 2006_2007_2008_2009__ 2006_2007_2008_2009 01......59.55...58.40...65.95...72.28......49.82.. .48.07...57.25...64.27.....8.46...8.64...7.88....6 .97.....1.27...1.70...0.82....1.04 02......59.04...63.56...66.76...70.94......49.35.. .52.38...58.45...63.36.....8.29...9.58...7.67....6 .75.....1.40...1.60...0.64....0.83 03......59.41...61.61...67.37...69.93......49.91.. .51.71...59.50...62.91.....8.42...7.20...7.22....6 .12.....1.08...2.70...0.65....0.90 04......61.12...63.93...67.00...70.44......50.92.. .52.85...58.71...63.45*...8.36...7.76...7.50....5. 66......1.84...3.32...0.79....1.33 05......60.74...65.14...65.06...67.35......50.73.. .54.66...58.06...61.39.....7.81...7.14...6.23....4 .50.....2.20...3.34...0.78....1.46 06......60.49...65.85...67.04...67.39......50.34.. .55.29...59.91...60.65.....7.86...7.51...6.34....5 .57.....2.29...3.04...0.79....1.17 07......62.11...66.09...68.93...66.51......51.48.. .55.27...60.96...58.91.....8.71...7.73...7.00....6 .74.....1.92...3.09...0.96....0.86 08......62.17...67.36...69.45...66.22i.....51.25.. .55.78...61.58...58.46i....9.12...8.68...7.10....7 .20i.....1.80...2.90...0.77....0.56i 09......60.41...65.70...64.78..................51. 23...56.04...56.83.................8.03...8.23...7 .15................1.15...1.43...0.80 10......61.05...64.64...66.82..................51. 96...56.12...59.18.................7.97...7.80...6 .85................1.12...0.73...0.78 11......59.30...65.22...68.57..................51. 50...57.76...61.35.................6.63...6.73...6 .54................1.18...0.72...0.68 12......59.85...65.81...69.15..................50. 61...57.12...61.55.................7.72...8.01...6 .85................1.52...0.68...0.74 *...Major new pipeline (TXG Fayetteville lateral @ Lula, MS.) began scheduling flows 04/03/09. =====================================Monthly US Dry-Gas Import/Export Models (BCF/Day)===================================== .........Net US Dry-Gas Imports.................Canadian Imports...................Canadian.Exports........ .........Mexican Imports*..............Mexican Exports* ____ 2006_2007_2008_2009____ 2006__2007__2008__2009___2006_2007_2008_2009___200 6_2007_2008_2009__ 2006_2007_2008_2009 01......8.46...8.64...7.88...6.97........11.78...1 1.89...11.94...11.10.......2.31...2.20...2.62....3 .16......0.00...0.23...0.01...0.04......1.01...1.2 8...1.45...1.01 02......8.29...9.58...7.67...6.75........11.98...1 2.47...11.75...11.23.......2.53...1.89...2.58....3 .47......0.03...0.15...0.00...0.00......1.19...1.1 4...1.51...1.01 03......8.42...7.20...7.22...6.12........11.97...1 0.79...11.56...10.08.......2.41...2.68...2.96....3 .01......0.01...0.16...0.00...0.00......1.14...1.0 6...1.38...0.94 04......8.36...7.76...7.50...5.66........10.94...1 0.85...10.93.....9.20.......1.60...2.49...2.43.... 2.77......0.00...0.31...0.14...0.06......0.98...0. 91...1.14...0.83 05......7.81...7.14...6.23...4.50........10.96...1 0.83.....9.84.....8.19.......1.92...2.40...2.43... .2.64......0.00...0.03...0.00...0.00......1.23...1 .33...1.18...1.05 06......7.86...7.51...6.34...5.57........11.30...1 1.27.....9.91.....9.02.......2.00...2.25...2.15... .2.37......0.00...0.00...0.00...0.00......1.44...1 .51...1.42...1.08 07......8.71...7.73...7.00...6.74........11.99...1 1.57...10.80.....9.93.......1.77...2.37...2.22.... 1.98......0.00...0.11...0.00...0.00......1.52...1. 58...1.57...1.22 08......9.12...8.68...7.10...7.20i.......12.26...1 2.23...10.70...10.37i......1.68...2.01...2.08....1 .95i......0.00...0.01...0.00...0.00i.....1.47...1. 55...1.52...1.22i 09......8.03...8.23...7.15..................11.34. ..11.84...10.71...................2.00...2.24...2. 12.................0.00...0.09...0.00............. ...1.31...1.46...1.44 10......7.97...7.80...6.85..................11.28. ..11.20...10.67...................2.00...2.04...2. 31.................0.00...0.00...0.00............. ...1.32...1.36...1.51 11......6.63...6.73...6.54..................10.32. ..10.73...10.35...................2.58...2.64...2. 51.................0.03...0.00...0.14............. ...1.15...1.35...1.44 12......7.72...8.01...6.85..................11.29. ..12.26...10.88...................2.51...2.96...2. 70.................0.18...0.07...0.10............. ...1.24...1.35...1.43 ......* = Experimental Model ===============Daily Net US Supply Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09....66.18....66.46....67.64....67.35....67.08... .66.81....66.05....467.57 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24....67.07....467.13 __________________________Year_Ago________________ __________ 08/08/08....69.61....69.53....70.12....69.45....70.07... .69.58....70.27....488.62 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 ===============Daily US Production Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09....59.80....59.85....60.79....60.38....60.10... .60.13....59.75....420.80 06/19/09....60.87....60.43....61.17....60.52....61.10... .61.23....61.28....426.61 06/26/09....60.72....60.55....60.54....61.63....61.22... .61.26....60.35....426.27 07/03/09....61.24....61.19....61.37....61.55....58.30... .58.31....58.20....420.15 07/10/09....58.79....58.55....59.31....58.06....59.13... .58.49....58.43....410.75 07/17/09....58.41....58.65....59.44....58.91....60.37... .57.76....57.91....411.46 07/24/09....58.85....58.95....59.33....58.69....59.72... .59.25....59.25....414.05 07/31/09....58.90....58.99....59.44....59.32....59.26... .59.47....59.84....415.22 08/07/09....58.79....58.57....59.17....58.27....57.47... .57.01....56.98....406.25 08/14/09....57.71....57.47....58.59....59.62....59.38... .59.26....59.23....411.27 __________________________Year_Ago________________ __________ 08/08/08....61.50....61.53....61.85....60.74....61.26... .61.10....62.15....430.13 08/15/08....62.09....62.23....62.60....63.13....62.04... .62.07....62.42....436.58 08/22/08....61.20....61.23....61.88....61.95....63.00... .62.22....62.33....433.80 08/29/08....61.64....61.44....62.16....62.81....62.89... .62.70....61.78....435.42 09/05/08....57.33....54.97....52.78....53.39....55.61... .57.63....57.64....389.34 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......5.07......5.27......5.34......5.27......5. 52......5.45......5.19......37.10 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 __________________________Year_Ago________________ __________ 08/08/08......7.39......7.23......7.48......7.70......7. 74......7.68......7.35......52.59 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 ==========Daily US LNG Imports (As Revaporized, BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......1.31......1.34......1.51......1.71......1. 47......1.23......1.10........9.67 06/19/09......0.70......0.72......0.75......1.07......1. 25......1.21......1.31........7.01 06/26/09......0.82......0.74......0.88......1.14......1. 21......1.19......1.23........7.22 07/03/09......0.84......0.74......0.96......0.91......1. 31......1.02......0.66........6.45 07/10/09......0.66......0.73......0.90......1.20......1. 18......1.43......0.69........6.78 07/17/09......0.63......0.68......0.71......1.26......0. 90......1.09......0.87........6.14 07/24/09......0.55......0.46......0.70......0.78......0. 95......0.80......0.73........4.97 07/31/09......0.86......0.86......0.85......0.91......1. 00......0.77......0.63........5.88 08/07/09......0.47......0.43......0.61......0.64......0. 89......0.62......0.49........4.15 08/14/09......0.48......0.44......0.56......0.58......0. 61......0.52......0.59........3.78 __________________________Year_Ago________________ __________ 08/08/08......0.72......0.77......0.79......1.01......1. 06......0.79......0.76........5.90 08/15/08......0.66......0.67......0.70......0.55......0. 60......0.58......0.62........4.38 08/22/08......0.54......0.58......0.66......0.71......0. 66......0.77......0.73........4.67 08/29/08......0.74......0.73......0.78......0.97......0. 84......0.86......0.88........5.79 09/05/08......1.12......1.22......1.20......1.34......0. 99......1.07......1.24........8.18 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......5.07......5.27......5.34......5.27......5. 52......5.45......5.19......37.10 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 __________________________Year_Ago________________ __________ 08/08/08......7.39......7.23......7.48......7.70......7. 74......7.68......7.35......52.59 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 =============Daily US Imports From Canada (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......8.51......8.67......8.70......8.65......8. 85......8.83......8.55......60.77 06/19/09......8.34......8.37......8.53......9.33......9. 51......9.25......9.07......62.39 06/26/09......8.79......8.91......9.18......9.76....10.1 7....10.58....10.04......67.42 07/03/09......8.86......8.74......9.21......9.52......9. 88......9.59....10.27......66.07 07/10/09......9.97....10.11......9.95......9.39......9.3 5....10.07......9.91......68.75 07/17/09......9.41......9.57......9.99......9.82......9. 93......9.67......9.71......68.11 07/24/09......9.66......9.61......9.74......9.96....10.0 6......9.92......9.70......68.64 07/31/09....10.07......9.98....10.36....10.87....10.97.. ..10.51......9.98......72.74 08/07/09......9.90......9.75......9.97....10.23....10.44 ....10.37....10.09......70.75 08/14/09....10.31....10.40....10.74....11.02....10.95... .10.80....10.39......74.61 __________________________Year_Ago________________ __________ 08/08/08....11.09....11.03....11.20....11.55....11.35... .11.22....10.83......78.29 08/15/08....10.26....10.21....10.61....10.70....10.84... .10.89....10.71......74.22 08/22/08....10.23....10.39....10.56....10.84....10.45... .10.35....10.02......72.85 08/29/08....10.22....10.23....10.55....10.80....10.75... .10.74....10.83......74.13 09/05/08....10.59....10.61....10.84....10.83....11.10... .11.25....11.31......76.53 ==============Daily US Exports To Canada (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......2.47......2.39......2.37......2.39......2. 33......2.36......2.36......16.66 06/19/09......2.34......2.35......2.29......2.24......2. 35......2.30......2.40......16.26 06/26/09......2.37......2.21......2.21......2.22......2. 13......2.32......2.25......15.70 07/03/09......2.23......2.32......2.54......2.42......2. 08......2.16......2.44......16.19 07/10/09......1.95......2.05......1.83......1.65......1. 89......1.91......2.15......13.43 07/17/09......1.97......1.95......1.90......1.79......1. 76......1.69......1.85......12.91 07/24/09......1.90......1.96......2.01......1.91......2. 13......2.15......1.98......14.04 07/31/09......2.14......1.95......2.08......2.05......2. 17......1.91......1.98......14.29 08/07/09......1.79......1.84......1.77......1.84......1. 95......2.12......1.95......13.27 08/14/09......2.07......1.96......1.93......1.99......2. 06......2.09......1.89......13.98 __________________________Year_Ago________________ __________ 08/08/08......2.10......2.18......2.10......2.22......1. 98......1.90......1.85......14.31 08/15/08......1.79......1.83......1.96......1.95......2. 34......2.14......2.11......14.11 08/22/08......2.18......2.12......2.12......2.22......2. 44......2.51......2.27......15.86 08/29/08......2.19......2.10......2.10......2.05......2. 26......1.97......2.09......14.74 09/05/08......1.82......1.84......1.82......2.29......2. 20......2.21......2.27......14.45 =============Daily US Imports From Mexico (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 06/19/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 06/26/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/03/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/10/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/17/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/24/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/31/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/07/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/14/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 __________________________Year_Ago________________ __________ 08/08/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/15/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/22/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/29/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/05/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 ==============Daily US Exports To Mexico (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/12/09......0.97......1.01......1.00......1.00......1. 00......1.02......1.00........7.00 06/19/09......0.99......1.02......1.04......1.11......1. 22......1.22......1.22........7.83 06/26/09......0.97......1.03......0.97......1.09......1. 15......1.13......1.07........7.41 07/03/09......1.04......1.04......1.13......1.28......1. 22......1.23......1.14........8.08 07/10/09......1.14......1.14......1.14......1.14......1. 19......1.16......1.16........8.07 07/17/09......1.07......1.10......1.10......1.29......1. 35......1.34......1.33........8.59 07/24/09......1.23......1.25......1.24......1.31......1. 31......1.28......1.30........8.91 07/31/09......1.23......1.21......1.20......1.26......1. 24......1.24......1.25........8.64 08/07/09......1.22......1.22......1.25......1.26......1. 29....
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Please feel free to contact me anytime with any feedback or questions about the First Enercast Financial services. Thanks for your loyal support! Ben Smith First Enercast Financial email: ben <at> firstenercastfinancial <dot> com phone: 303.860.7494
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August 19th, 2009, 07:08 AM
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============US Gas Flow Models (US storage injections, in BCF, as of 9AM)=============
...Week.....------------------Composite.Model----------------------------....--Weekly.Models--....Baseline _Ending__Sat___Sun__ Mon__Tue__Wed___Thr___Fri__Total__2005__2007__EIA_ _(Neutral) 05/15/09...14.7.....16.1....13.2....13.4....14.5......15 .8....14.4.....102.......90........94.....102..... ....91 05/22/09...15.4.....14.4....14.1....14.4....15.1......16 .5....16.2.....106.....111......112.....106....... ..93 05/29/09...17.7.....19.5....20.9....19.3....15.1......16 .1....15.4.....124.....124......125.....124....... 104 06/05/09...15.0.....16.0....15.9....10.6....18.0......14 .0....16.5.....106.....108......107.....106....... 100 06/12/09...18.6.....19.5....17.0....15.6....14.5......14 .8....13.8.....114.....110......112.....114....... ..98 06/19/09...14.5.....15.1....14.6....13.6....12.4......12 .6....11.2.......94.......93........97.......94... ......82 06/26/09...12.1.....12.0....11.4......9.5......8.8...... ..8.2......7.9.......70.......74........77.......7 0.........53 07/03/09...10.1.....11.4......9.4....10.5....10.9......1 1.6....11.2.......75.......72........78.......75.. .......71 07/10/09...14.4.....16.0....14.5....11.8....10.7......10 .8....12.0.......90.......85........94.......90... ......90 07/17/09.....9.6.....11.7....10.5....10.5......8.3...... ..7.9......7.4.......66.......61........68.......6 6.........62 07/24/09.....8.3.....12.5....10.4....10.5......9.7...... 10.1......9.5.......71.......63........70.......71 .........71 07/31/09.....9.0.....10.1....11.2......9.6......8.3..... ...8.9......9.0.......66.......63........68....... 66.........56 08/07/09.....9.7.....11.7....11.0......9.5......6.6..... ...6.6......8.0.......63.......62........70....... 63.........59 08/14/09r....9.9.....10.4......7.6......6.5......6.7.... ....5.9......8.2.......55i......48i.......55i..... ...............50 08/21/09r....8.2.....10.2......9.5......6.5i.....4.8i... ....1.8i.....-1.2i......40i......37i.......40i Estimated EIA-Weekly based storage (As of 08/19/09).......3248 BCF .................................................. .........(As of 08/19/08).......2717 BCF...(+531 BCF YOY Surplus) ====Estimate of Operationally Available Working Gas Storage Capacity (in BCF)==== ..................(Prepared from information for gas week ended 08/07/09) ___________Data Sample___________________Capacity___Inventory__%Fu ll___ Publicly available data.............................................. ..1410.............1182.........83.8 EIA-Reported data (100% of US Storage)..................3760(e).........3152.... .....83.8(e) ......(e).Estimate of Capacity calculated as 3152 / (1182/1410) = 3760 ===========================================Past.We ekly.Runs========================================= == _Week____Est.______Week____Est.______Week____Est._ _____Week____Est.______Week____Est.______Week____E st._______Week____Est.__ .................................................. .................................................. .................................................. .................................................. ...............03/20/09.....4479 .................................................. ......................03/30/07.....4052....................................... .................................................. ...........................03/27/09.....4566 04/07/06.......n/a..............................................04/06/07.....4067....................................... .................................................. ...........................04/03/09.....4498 04/14/06.......n/a..............................................04/13/07.....4134....................................... ......04/11/08.....3949....................................... .....04/10/09.....4478 04/21/06.......n/a..............................................04/20/07.....4190....................................... ......04/18/08.....3931....................................... .....04/17/09.....4441 04/28/06.......n/a..........10/27/06.....3680.........04/27/07.....4086....................................... ......04/25/08.....3852....................................... .....04/24/09.....4321 05/05/06.......n/a..........11/03/06.....3697.........05/04/07.....3998....................................... ......05/02/08.....3827....................................... .....05/01/09.....4231 05/12/06.......n/a..........11/10/06.....3711.........05/11/07.....3920.........11/09/07.....3771.........05/09/08.....3815....................................... .....05/08/09.....4185 05/19/06.......n/a..........11/17/06.....3690.........05/18/07.....3844.........11/16/07.....3766.........05/16/08.....3746....................................... .....05/15/09.....4129 05/26/06.......n/a..........11/24/06.....3706.........05/25/07.....3783.........11/23/07.....3768.........05/23/08.....3726.........11/21/08.....3747........05/22/09.....4068 06/02/06.......n/a..........12/01/06.....3686.........06/01/07.....3762.........11/30/07.....3768.........05/30/08.....3702.........11/28/08.....3773........05/29/09.....4019 06/09/06.......n/a..........12/08/06.....3669.........06/08/07.....3714.........12/07/07.....3789.........06/06/08.....3714.........12/05/08.....3786........06/05/09.....3964 06/16/06.......n/a..........12/15/06.....3649.........06/15/07.....3650.........12/14/07.....3785.........06/13/08.....3737.........12/12/08.....3773........06/12/09.....3940 06/23/06.......n/a..........12/22/06.....3611.........06/22/07.....3649.........12/21/07.....3798.........06/20/08.....3688.........12/19/08.....3743........06/19/09.....3917 06/30/06.......n/a..........12/29/06.....3593.........06/29/07.....3640.........12/28/07.....3794.........06/27/08.....3649.........12/26/08.....3740........06/26/09.....3890 07/07/06.....3436.........01/05/07.....3582.........07/06/07.....3625.........01/04/08.....3783.........07/04/08.....3617.........01/02/09.....3724........07/03/09.....3850 07/14/06.....3448.........01/12/07.....3572.........07/13/07.....3607.........01/11/08.....3751.........07/11/08.....3607.........01/09/09.....3740........07/10/09.....3839 07/21/06.....3442.........01/19/07.......n/a..........07/20/07.....3598.........01/18/08.....3764.........07/18/08.....3602.........01/16/09.....3798........07/17/09.....3815 07/28/06.....3435.........01/26/07.....3575.........07/27/07.....3581.........01/25/08.......n/a..........07/25/08.....3584.........01/23/09.....3873........07/24/09.....3792 08/04/06.....3436.........02/02/07.....3612.........08/03/07.....3561.........02/01/08.....3801.........08/01/08.....3562.........01/30/09.....3928........07/31/09.....3774 08/11/06.....3433.........02/09/07.....3677.........08/10/07.....3581.........02/08/08.....3737.........08/08/08.....3540.........02/06/09.....4017........08/07/09.....3760 08/18/06.....3437.........02/16/07.....3767.........08/17/07.....3567.........02/15/08.....3794.........08/15/08.....3510.........02/13/09.....4044 08/25/06.....3442.........02/23/07.....3855.........08/24/07.....3561.........02/22/08.....3822.........08/22/08.....3513.........02/20/09.....4118 09/01/06.....3450.........03/02/07.....3908.........08/31/07.....3548.........02/29/08.....3904.........08/29/08.....3508.........02/27/09.....4286 09/08/06.....3469.........03/09/07.......n/a..........09/07/07.......n/a..........03/07/08.....3928.........09/05/08.....3536.........03/06/09.....4474 09/15/06.......n/a..........03/16/07.....4054.........09/14/07.....3576.........03/14/08.....3975.........09/12/08.....3565.........03/13/09.....4436 09/22/06.....3529.........03/23/07.....4122.........09/21/07.....3592.........03/21/08.....3957.........09/19/08.....3599.................................... 09/29/06.....3554....................................... ......09/28/07.....3608.........03/28/08.....3960.........09/26/08.....3614.................................... 10/06/06.....3582....................................... ......10/05/07.....3628.........04/04/08.....3986.........10/03/08.....3623.................................... 10/13/06.....3609....................................... ......10/12/07.....3643....................................... ......10/10/08.....3639.................................... 10/20/06.....3635.(Best 2006 Estimate)...........10/19/07.....3666....................................... ......10/17/08.....3645.................................... .................................................. ......................10/26/07.....3696....................................... ......10/24/08.....3678.................................... .................................................. ......................11/02/07.....3736.(Best 2007 Estimate)...........10/31/08.....3707.................................... .................................................. .................................................. ............................................11/07/08.....3718.................................... .................................................. .................................................. ............................................11/14/08.....3729.(Best 2008 Estimate). Weekly Models: EIA = Weekly EIA report less reclassifications & revisions. ..........................2003 & 2005 = Forward estimators of the EIA weekly data, attempting to ..........................duplicate the respective methadologies employed by the EIA beginning in ..........................2003 & 2005 respectively. Composite Model: A compilation of all available models, derived from the Daily, 2005 Weekly, .............................EIA Weekly & Monthly, and the old AGA & Derived EIA weeklies. .............................Initially, the 2005 model projections (Interpolated by the daily model) are .............................presented, then the EIA weekly (Interpolated by the daily model), then the .............................EIA monthly data (Interpolated successively by way of the EIA weekly, .............................then by the daily model), with implied non-metered reclassifications and .............................adjustments removed. Baseline: An estimate of the weekly injection/withdrawal required for a dead-neutral report ..............(Neither bullish or bearish), reflecting any given weeks temperatures, temporary ..............hurricane shut-ins, Holidays, and a broad range of seasonal factors. ====Past Weekly Runs vs EIA (Best Model Bracketed)===== ................For Week.....Weekly.Models......Wkly...Interpolated __Run____Ending____2003___2005____EIA__EIA.Monthly 10/19/05..(10/14/05)........57........{67}.........75............78 10/26/05..(10/21/05)........54........{63}.........77............80 11/02/05..(10/28/05)..........4........{23}.........29............3 2 11/09/05..(11/04/05)........38........{45}.........51..(A).....52 11/16/05..(11/11/05).......{51}........38..........53............52 11/23/05..(11/18/05)........{-7}......-15...........-8.............-9 11/30/05..(11/25/05)........-47......{-51}.......-49...........-50 12/07/05..(12/02/05).......{-63}......-79........-59...........-60 12/14/05..(12/09/05)......-184....{-197}.....-202.........-201 12/21/05..(12/16/05)....{-158}.....-146......-162.........-161 12/28/05..(12/23/05)...{-.157}.....-156......-162.........-161 01/04/06..(12/30/05)........-21........(-8}..........1..............2 01/11/06..(01/06/06)........-37......{-25}.......-20...........-22 01/18/06..(01/13/06)........-45......(-45}.......-46...........-49 01/21/06..(01/20/06).......{-73}......-68........-81*.........-84 02/10/06..(01/20/06).......{-71}......-67........-81**........-84 02/10/06..(01/27/06).......{-75}......-70........-88**........-91 02/10/06..(02/03/06).......{-41}......-45........-38**........-41 02/15/06..(02/10/05).....{-111}....-121......-102.........-106 02/22/06..(02/17/06).....{-124}....-147......-123.........-127 03/01/06..(02/24/06)......-159....{-180}.....-171.........-175 03/08/06..(03/03/06)........-98......{-96}.......-85...........-85 03/15/06..(03/10/06)........-70......{-70}.......-55...........-50 03/22/06..(03/17/06)........-39......{-37}.......-23...........-18 03/29/06..(03/24/06).....{-109}....-115......-104...........-99 04/05/06..(03/31/06)........-30......{-12}.......-10.............-5 04/12/06..(04/07/06).........28........{27}........19............25 04/19/06..(04/14/06).........49........{61}........57(R).......63 04/26/06..(04/21/06).........81(R)...{85}(R)...80............86 05/03/06..(04/28/06).........55........{58}.........53...........59 05/10/06..(05/05/06)........{81}........78..........85...........86 05/17/06..(05/12/06)........{85}........78..........91...........90 05/24/06..(05/19/06).........85........{83}.........83...........82 05/31/06..(05/26/06)........{82}........87..........80...........79 06/08/06..(06/02/06).........88........{83}.........77...........76 06/15/06..(06/09/06)........{90}........95..........77...........75 06/22/06..(06/16/06).........93........{84}.........79...........77 06/28/06..(06/23/06).........73........{65}.........66...........64 07/05/06..(06/30/06).........83........{71}.........73...........71 07/12/06..(07/07/06)........{92}........83..........89...........91 07/19/06..(07/14/06)..........71.......{58}.........59...........61 07/26/06..(07/21/06)............7.......{..0}..........-7...........-5 08/02/06..(07/28/06)..........24.......{18}.........19...........21 08/09/06..(08/04/06)..........17........{-2}........-12.........-12 08/16/06..(08/11/06).........{42}.......27...........37..........35 08/23/06..(08/18/06)..........67.......{62}..........57..........55 08/30/06..(08/25/06).........{60}.......62...........48..........46 09/06/06..(09/01/06).........{73}.......67...........71..........69 09/13/06..(09/08/06).........{98}.......85.........108........105 09/20/06..(09/15/06).........{85}......{75}..........93..........90 09/27/06..(09/22/06).........{77}.......74...........77..........74 10/04/06..(09/29/06).........{67}.......64...........73..........70 10/11/06..(10/06/06)..........58.......{59}..........62..........68 10/18/06..(10/13/06).........{51}.......43...........53..........60 10/25/06..(10/20/06).........{18}.......16...........19..........26 11/01/06..(10/27/06).........-19......{-19}..........-9...........-2 11/08/06..(11/03/06)..........{-1}........-1...........-7...........-6 11/15/06..(11/10/06)..........{-3}........-3............5...........-3 11/21/06..(11/17/06)...........-7........{-6}..........-1...........-9 11/28/06..(11/24/06)........{-33}......-27.........-32.........-40 12/06/06..(12/01/06)........{-15}......-16.........-11.........-17 12/13/06..(12/08/06)........-158....{-167}.....-168.......-164 12/20/06..(12/15/06).........{-73}.....-64.........-71.........-67 12/28/06..(12/22/06)..........-57.....{-53}........-46.........-42 01/03/07..(12/29/06)..........-60.....{-50}........-47.........-42 01/10/07..(01/05/07)..........-61.....{-57}........-49.........-54 01/17/07..(01/12/07)..........-93.....{-87}........-89.........-98 01/20/07..(01/19/07)........-163....{-174}.....-179*.....-188 02/06/07..(01/19/07).......{-171}....-189......-179**....-188 02/06/07..(01/26/07).......{-193}....-200......-186**....-195 02/07/07..(02/02/07).......{-210}....-207......-224.......-228 02/14/07..(02/09/07).......{-250}....-275......-259.......-252 02/21/07..(02/16/07).......{-219}....-233......-223.......-216 02/28/07..(02/23/07)........-143....{-142}.....-132.......-125 03/07/07..(03/02/07).......{-105}......-92......-102.........-95 03/14/07..(03/09/07)........-109....{-111}.....-115.......-110 03/21/07..(03/16/07).............5.......{14}.........17.........-22 03/28/07..(03/23/07)..........-32......{-16}.......-22.........-17 04/04/07..(03/30/07)..........{48}.......70..........58..........63 04/11/07..(04/06/07)...........14........{21}........23..........25 04/18/07..(04/13/07)..........-47......{-45}.......-46.........-44 04/25/07..(04/20/07)............-1.........{9}.........18..........20 05/02/07..(04/27/07)...........79........{87}........87..........89 05/09/07..(05/04/07)...........84........{93}........96..........97 05/16/07..(05/11/07)...........86......{101}........95..........96 05/23/07..(05/18/07)...........93........{97}......104........105 05/30/07..(05/25/07)........{108}......111.......107........108 06/06/07..(06/01/07).........109......{111}......110........111 06/13/07..(06/08/07)........{102}......105.........92..........92 06/20/07..(06/15/07)........{104}......105.........89..........89 06/27/07..(06/22/07)..........{95}........89.........99..........99 07/04/07..(06/29/07)..........{75}........68.........78..........78 07/11/07..(07/06/07)..........102.......{99}........96..(B)...95 07/18/07..(07/13/07)............70.......{68}........65..........64 07/25/07..(07/20/07)............73.......{69}........64..(C)...63 08/01/07..(07/27/07)............84.......{79}........77..........76 08/08/07..(08/03/07)............58.......{49}........42..........41 08/15/07..(08/10/07)...........{21}.......15.........21..........19 08/22/07..(08/17/07)............32.......{21}........23..........21 08/29/07..(08/24/07)............45.......{43}........43..........41 09/05/07..(08/31/07)............43.......{41}........36..........34 09/12/07..(09/07/07)............71.......{68}........64..........68 09/19/07..(09/14/07)............69.......{69}........63..........67 09/26/07..(09/21/07)............69.......{73}........74..........78 10/03/07..(09/28/07)...........{60}.......63.........57..........61 10/10/07..(10/05/07)............68.......{74}........73..........75 10/17/07..(10/12/07)...........{40}.......45.........39..........41 10/24/07..(10/19/07)............55.......{61}........68..........70 10/31/07..(10/26/07)............59.......{61}........66..........68 11/07/07..(11/02/07)...........{31}.......29.........36..........36 11/14/07..(11/09/07)...........-21......{-17}........-9.........-12 11/21/07..(11/16/07).............{2}.........9...........4......... ...1 11/28/07..(11/23/07)...........-23......{-20}......-12.........-15 12/05/07..(11/30/07)..........{-90}......-91.......-88.........-91 12/12/07..(12/07/07)........{-144}....-139.....-146.......-146 12/19/07..(12/14/07).........-130....{-129}....-121.......-121 12/26/07..(12/21/07).........-171....{-169}....-165.......-165 01/03/08..(12/28/07).........-109....{-104}......-87.........-87 01/10/08..(01/04/08).........-175....{-173}....-171.......-177 01/15/08..(01/11/08)...........-67......{-53}......-59.........-69 01/19/08..(01/18/08)........{-138}....-130.....-155*......-165 02/11/08..(01/18/08)........{-150}....-147.....-155**....-165 02/11/08..(01/25/08).........-263....{-266}....-274**....-284 02/11/08..(02/01/08).........-198....{-201}....-200**....-208 02/13/08..(02/08/08)........{-110}....-108......120.......-116 02/20/08..(02/15/08)........{-169}....-168.....-172.......-168 02/27/08..(02/22/08)........{-150}....-146.....-151.......-147 03/05/08..(02/29/08).........-154....{-151}....-135.......-131 03/12/08..(03/07/08)..........{-87}......-76.......-86.........-79 03/19/08..(03/14/08)...........-90......{-87}......-85.........-78 03/26/08..(03/21/08)...........-46......{-37}......-36.........-29 04/02/08..(03/28/08)...........-39......{-31}......-29.........-22 04/09/08..(04/04/08)...........-33......{-23}......-14.........-10 04/16/08..(04/11/08)............21........{24}.......27..........29 04/23/08..(04/18/08)............14........{26}.......24..........26 04/30/08..(04/25/08)............72........{86}.......86..........88 05/07/08..(05/02/08)............48........{59}.......65..........66 05/14/08..(05/09/08)............73........{82}.......93..........92 05/21/08..(05/16/08)............74........{87}.......85..........84 05/28/08..(05/23/08)............72........{86}.......87..........88 .5 06/04/08..(05/30/08)...........{99}......113......105........106.5 06/11/08..(06/06/08)...........{84}........92........80..........81 .9 06/18/08..(06/13/08)............62........{58}.......57..........58 .9 06/25/08..(06/20/08)...........{98}........99........90..........91 .9 07/02/08..(06/27/08)...........{99}.......103.......85..........86. 9 07/09/08..(07/04/08).........{102}.......105.......90..........88.4 07/16/08..(07/11/08).........{104}.......107.....104..........99.7 07/23/08..(07/18/08)............89.........{82}......84..........79 .7 07/30/08..(07/25/08)............73.........{67}......65..........60 .7 08/06/08..(08/01/08)............66.........{65}......56..........52 .3 08/13/08..(08/08/08)............64.........{59}......50..........49 .5 08/20/08..(08/15/08)..........104.......{100}......88..........87.5 09/01/08..(08/22/08)............98.........{92}....102***....101.5 ................For Week.........Weekly.Models..Wkly...Interpolated __Run____Ending______2005___2007__EIA__ EIA.Monthly 09/03/08..(08/29/08)...........{92}.........87.......90..........89 .5 09/10/08..(09/05/08).............57........{58}......58..........57 .8 09/17/08..(09/12/08)............{65}........57.......67..........66 .9 09/24/08..(09/19/08)............{52}........43.......51..........50 .9 10/01/08..(09/26/08)............{87}........79.......87..........86 .9 10/08/08..(10/03/08).............82.........{88}.....88..........87 .4 10/15/08..(10/10/08)............{75}.......{85}.....79..........77. 8 10/22/08..(10/17/08)............{72}........76.......70..........68 .8 10/29/08..(10/24/08).............31........{39}......46..........44 .8 11/05/08..(10/31/08)...............7........{13}......19..........1 7.8 11/12/08..(11/07/08).............42........{50}......60..........62 .5 11/19/08..(11/14/08)...............1..........{8}......16.......... 18.5 11/25/08..(11/21/08)...........{-65}.......-52......-66........-63.5 12/03/08..(11/28/08)............-73.......{-61}.....-64........-61.5 12/10/08..(12/05/08)............-80.......{-72}.....-67........-68.5 12/17/08..(12/12/08).........{-126}.....-119....-124......-127.1 12/23/08..(12/19/08)..........-154.....{-152}...-147......-150.1 12/30/08..(12/26/08)..........-165.....{-153}...-143......-146.1 01/07/09..(01/02/09)............-69.......{-58}.....-47........-49.3 01/14/09..(01/09/09)..........-125.....{-112}.....-94........-94.2 01/22/09..(01/16/09)..........-191.....{-187}...-176......-176.2 01/29/09..(01/23/09)..........-198.....{-186}...-186......-186.2 02/04/09..(01/30/09)..........-216.....{-206}...-195......-195.2 02/11/09..(02/06/09)..........-187.....{-177}...-159......-158.7 02/18/09..(02/13/09)............-60.......{-52}.....-24........-23.6 02/25/09..(02/20/09)..........-138.....{-120}...-101......-100.6 03/04/09..(02/27/09)..........-133.....{-107}...-102......-101.6 03/11/09..(03/06/09)..........-135.....{-113}...-112......-109.9 03/18/09..(03/13/09)...........{-32}.......-22......-30........-27.6 03/25/09..(03/20/09).............-13.........{5}........3............5.4 04/01/09..(03/27/09).............-20.......{13}........9 (D)....11.4 04/08/09..(04/03/09)...............-1.......{14}......20..........22.2 04/15/09..(04/10/09)...............-1.......{16}......21..........23.1 04/22/09..(04/17/09)..............26.......{46}......46..........48 .1 04/29/09..(04/24/09)..............71.......{84}......82..........84 .1 05/06/09..(05/01/09)..............84.......{88}......95 05/13/09..(05/08/09).............{92}.....101.......95 05/20/09..(05/15/09)..............90.......{95}....103 05/27/09..(05/22/09)...........{113}.....116.....106 06/03/09..(05/29/09)...........{125}.....126.....124 06/10/09..(06/05/09)............109.....{107}....106 06/17/09..(06/12/09)............111.....{113}....114 06/24/09..(06/19/09).............{94}.......97.......94 07/01/09..(06/26/09).............{74}.......78.......70 07/08/09..(07/03/09).............{73}.......78.......75 07/15/09..(07/10/09).............{86}.......94.......90 07/22/09..(07/17/09)..............62.......{68}......66 07/29/09..(07/24/09)..............64.......{70}......71 08/05/09..(07/31/09)..............63.......{68}......66 08/12/09..(08/07/09).............{62}.......70.......63 * Special Saturday-night "Pre-Vacation" run, generated without the benefit of Monday/Tuesday night "Weekly" data. ** Final estimates of the models (Generated upon return from vacation), from special model runs before EIA actuals were applied, and before the models were allowed to self-adjust to those EIA actuals. (A) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 61 BCF injection estimate. (B) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 106 BCF injection estimate. (C) For purposes of analysis, the 7 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 71 BCF injection estimate. (D) For purposes of analysis, the 9 BCF reclassification (of working gas to base gas) plus corrections has been re-added to the EIA's origionally-reported 0 BCF injection estimate. =====Canadian Storage Sampling (Injections, in BCF)===== ...Week.....-----------Daily Model------------ _Ending__Sat__Sun_ Mon_ Tue_Wed__Thur___Fri__Total 02/20/09...-3.0...-2.9...-2.6....-2.7...-2.7...-3.0......-3.2....-20.1 02/27/09...-2.4...-2.5...-2.4....-3.5...-3.5...-3.3......-3.6....-21.1 03/06/09...-3.8...-3.7...-2.6....-2.8...-3.3...-2.1......-1.4....-19.7 03/13/09...-1.3...-1.5...-1.3....-2.8...-4.5...-4.8......-3.6....-19.8 03/20/09...-2.2...-0.5...-0.6....-0.6...-0.4...-0.8.......0.6......-4.5 03/27/09....0.5....0.8.....1.2.....0.9....0.7...-1.1.......0.5........3.5 04/03/09....1.0....1.0.....1.3.....2.1....0.4....0.6.... ...1.4........7.9 04/10/09....2.0....1.8.....1.8.....1.6....1.1....1.9.... ...1.9......12.2 04/17/09....2.7....2.9.....3.2.....3.5....2.4....2.0.... ...2.7......19.5 04/24/09....3.2....3.3.....3.0.....2.4....3.0....2.4.... ...2.3......19.6 05/01/09....2.4....3.3.....3.7.....3.4....2.2....2.0.... ...2.9......19.8 05/08/09....3.1....3.4.....3.2.....3.2....2.6....2.9.... ...2.5......20.9 05/15/09....3.3....3.1.....3.1.....3.0....2.4....2.2.... ...2.4......19.4 05/22/09....2.8....2.8.....2.9.....1.8....2.0....2.0.... ...2.2......16.4 05/29/09....3.0....3.3.....3.2.....3.2....3.2....2.4.... ...2.5......20.5 06/05/09....3.0....2.9.....2.9.....2.9....2.4....2.3.... ...2.4......18.8 06/12/09....3.0....2.8.....2.7.....2.0....2.3....2.4.... ...2.5......17.6 06/19/09....2.1....2.1.....2.0.....2.1....2.0....1.4.... ...1.5......13.3 06/26/06....2.4....2.5.....2.2.....2.3....1.5....1.7.... ...1.3......13.8 07/03/09....2.1....1.9.....1.8.....2.3....2.0....1.7.... ...1.6......13.3 07/10/09....1.8....1.4.....1.5.....1.2....0.8....2.1.... ...1.2......10.0 07/17/09....1.8....1.4.....1.5.....1.7....1.6....0.8.... ...1.8......10.5 07/24/09....1.5....1.6.....1.6.....1.6....1.5....1.2.... ...1.0........9.9 07/31/09....1.2....1.0.....1.0.....1.1...-0.1....0.1.......0.9........5.3 08/07/09....1.7....1.8.....1.6.....1.6....1.6....1.3.... ...1.4......11.0 08/14/09....1.5....1.2.....1.5.....1.3....0.9....0.8.... ...0.5........7.7 08/21/09....1.0....1.1.....1.1.......................... ......................3.2i ........................Canadian Production Model .........2002.....2003.....2004.....2005.....2006. ....2007.....2008.....2009 ........=====...=====...=====...=====...=====...== ===...=====...===== 01.....17.45....16.68....16.44....16.93....17.38.. ..17.34....16.49....15.82. 02.....17.96....16.86....16.78....17.20....17.45.. ..17.15....16.12....16.19 03.....17.76....16.96....17.19....17.57....17.63.. ..17.35....16.56....16.08 04.....18.06....17.28....17.59....17.76....17.90.. ..17.62....16.97....16.20 05.....18.06....16.57....17.47....17.22....17.73.. ..17.28....16.60....15.54 06.....17.99....16.65....17.07....16.62....17.16.. ..16.69....15.58....15.37 07.....17.73....16.77....17.07....17.12....17.25.. ..16.96....16.69....15.47 08.....17.16....17.02....17.17....17.40....17.92.. ..17.13....16.60....15.11i 09.....17.26....16.77....16.83....17.11....17.20.. ..16.87....16.44 10.....17.27....16.81....16.90....17.12....17.40.. ..16.86....16.25 11.....17.28....16.75....17.10....17.26....16.86.. ..16.57....16.21 12.....17.28....16.87....17.10....17.60....17.50.. ..16.79....15.76 ....Estimated sample size: 77% ===============US Longer-Term Model=================== 2009 Spring..1651 BCF*...Fall..4058 BCF 2010 Spring..2117 BCF.....Fall..4459 BCF 2011 Spring..2504 BCF.....Fall..4859 BCF ......*=Actual for week ended 03/13/09 ____Run___F-07_S-08____Run___S-08_F-08____Run___F-08_S-09_____Run___S-09_F-09____Run___F-09_S-10 ....09/24/07..3498..1142....11/21/07..1292..3210....04/17/08..3469..1150....11/20/08..1639..4233....03/26/09..4674..3082 ....09/27/07..3497..1167....11/28/07..1404..3432....04/24/08....n/a.....n/a.....11/27/08..1630..4273....04/03/09..4556..2906 ....10/04/07..3491..1268....12/06/07..1432..3530....05/04/08..3613..1208....12/04/08..1688..4479 ....10/11/07..3502..1284....12/13/07..1333..3421....05/08/08..3617..1215....12/11/08..1770..4738 ....10/18/07..3464..1051....12/20/07..1359..3514....05/15/08..3630..1228....12/18/08..1708..4699....04/23/09..4479..2807 ....10/25/07..3489..1110....12/27/07..1314..3429....05/22/08..3678..1304....12/25/08..1697..4652....04/30/09..4420..2706 ....11/01/07..3526..1092....01/04/07..1410..3609....06/01/08..3635..1262....01/04/09..1788..4916....05/07/09..4362..2606 ....11/08/07..3545..1035....01/11/07..1372..3519....06/05/08..3651..1285....01/08/09..1827..5036....05/14/09..4320..2538 ....11/15/07..3545..1159....01/17/07..1456..3560....06/13/08..3614..1239....01/15/09..1863..5333....05/21/09..4311..2523 ..........................................02/12/08..1341..3303....06/20/08..3668..1391....01/25/09..1805..5223....05/28/09..4297..2507 ..........................................02/14/08..1297..3141....06/27/08..3670..1402....01/29/09..1755..5143....06/04/09..4292..2499 ..........................................02/21/08..1273..3185....07/03/08..3691..1446....02/05/09..1714..5029....06/11/09..4212..2373 ..........................................02/28/08..1256..3323....07/10/08..3720..1504....02/12/09..1660..4894....06/18/09..4223..2386 ..........................................03/06/08..1240..3428....07/17/08..3812..1678....02/19/09..1744..5041....06/25/09..4207..2358 ..........................................03/13/08..1249..3457....07/24/08..3867..1796....02/26/09..1721..4984....07/02/09..4153..2278 ..........................................03/20/08..1237..3424....07/31/08..3929..1954....03/05/09..1685..4996....07/09/09..4107..2205 ..........................................03/27/08..1251..3468....08/07/08..3914..1949....03/12/09..1621..4890....07/16/09..4077..2151 ..........................................03/27/08..1251..3468....08/14/08..3892..1940....03/19/09..1629..4759....07/23/09..4084..2180 ..........................................04/03/08..1248..3621....08/21/08..3833..1802.................................... ......07/30/09..4071..2148 ..........................................04/10/08..1234..3540....09/02/08..3816..1768.................................... ......08/06/09..4067..2136 .................................................. ..............................09/04/08..3815..1758.................................... ......08/13/09..4058..2117 .................................................. ..............................09/11/08..3731..1615 .................................................. ..............................09/18/08..3667..1514 .................................................. ..............................09/25/08..3564..1308 .................................................. ..............................10/02/08..3538..1281 .................................................. ..............................10/09/08..3507..1288 .................................................. ..............................10/16/08..3487..1228 .................................................. ..............................10/23/08..3452..1464 .................................................. ..............................10/30/08..3438..1518 .................................................. ..............................11/06/08..3424..1464 .................................................. ..............................11/14/08..3479..1594 ======Longer-Term Model Storage Projections:====== ...Week.........Normal.......Projected Storage _Ending____D-Days__Change___Inventory 08/07/09.........73.2........63 BCF.....3152 BCF 08/14/09.........72.1........65 BCF.....3217 BCF 08/21/09.........70.0........70 BCF.....3287 BCF 08/28/09.........68.7........69 BCF.....3357 BCF 09/04/09.........66.5........79 BCF.....3436 BCF 09/11/09.........63.2........92 BCF.....3529 BCF 09/18/09.........62.1........89 BCF.....3618 BCF 09/25/09.........62.1........81 BCF.....3699 BCF 10/02/09.........64.3........82 BCF.....3782 BCF 10/09/09.........67.6........76 BCF.....3858 BCF 10/16/09.........72.1........75 BCF.....3934 BCF 10/23/09.........80.0........57 BCF.....3991 BCF 10/30/09.........88.7........45 BCF.....4036 BCF 11/06/09.........99.8........21 BCF.....4058 BCF 11/13/09.......111.0.........-1 BCF.....4057 BCF 11/20/09.......124.3.......-22 BCF.....4035 BCF 11/27/09.......137.6.......-31 BCF.....4003 BCF 12/04/09.......148.7.......-67 BCF.....3935 BCF 12/11/09.......161.0.......-99 BCF.....3835 BCF 12/18/09.......174.3.....-120 BCF.....3715 BCF 12/25/09.......185.4.....-125 BCF.....3590 BCF 01/01/10.......190.0.....-120 BCF.....3469 BCF 01/08/10.......191.0.....-146 BCF.....3323 BCF 01/15/10.......194.3.....-160 BCF.....3162 BCF 01/22/10.......199.8.....-164 BCF.....2998 BCF 01/29/10.......198.7.....-167 BCF.....2830 BCF 02/05/10.......193.2.....-156 BCF.....2674 BCF 02/12/10.......182.1.....-138 BCF.....2535 BCF 02/19/10.......172.1.....-113 BCF.....2422 BCF 02/26/10.......164.3.......-90 BCF.....2331 BCF 03/05/10.......158.7.......-80 BCF.....2250 BCF 03/12/10.......151.0.......-69 BCF.....2181 BCF 03/19/10.......139.8.......-49 BCF.....2132 BCF 03/26/10.......125.4.......-14 BCF.....2117 BCF 04/02/10.......113.2........12 BCF.....2130 BCF 04/09/10.......103.2........28 BCF.....2158 BCF 04/16/10.........95.4........36 BCF.....2195 BCF 04/23/10.........86.5........61 BCF.....2256 BCF 04/30/10.........79.8........73 BCF.....2330 BCF Note- US Longer-Term Model projections are not "Predictions", but are extrapolations carried forward (based upon the previous 10 weeks estimated supply/demand balance & energy pricing) to either a reasonable or unreasonable conclusion. As this model is intended for the long-term, MMS/hurricane curtailments are projected on a fully-restored basis. ==========Daily Model Baseline Score========== ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/12/09.....-3.7...-3.8...-2.3....-2.9....-1.9....-1.7...-0.9 06/19/09.....-1.5...-0.7...-0.8....-1.6....-1.8....-3.4...-2.3 06/26/09.....-2.6...-1.9...-2.2....-2.8....-3.5....-2.9...-0.9 07/03/09.....-2.8...-2.7....1.0......0.0.....0.1.....0.0....1.0 07/10/09......0.0....1.1....0.9......1.3.....0.1....-0.9...-2.2 07/17/09.....-0.6...-1.4....0.3.....-1.0.....0.2....-1.6....0.4 07/24/09r.....1.4...-1.0....1.5.....-0.2....-0.5....-1.3...-0.3 07/31/09r....-0.3...-1.4...-2.1....-2.5....-2.1....-1.6...-0.1 08/07/09r....-0.3...-1.0...-0.9....-2.6....-1.1.....0.6....1.2 08/14/09r....-1.3...-3.3...-2.2....-1.7....-0.8.....2.7....1.1 08/21/09r.....0.6...-1.7...-2.0i ======Physicals Daily Model Baseline Score======= ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/12/09.....-6.0...-5.5...-3.5....-4.2....-3.7....-3.5...-2.6 06/19/09.....-2.8...-2.4...-2.2....-2.7....-2.7....-3.5...-1.3 06/26/09.....-0.9....0.3....0.7.....0.6.....-0.2.....0.5....1.8 07/03/09.....-0.4...-0.2....2.3....-0.5....-1.3....-1.3....0.0 07/10/09.....-1.0...-0.2...-0.8...-1.0.....-2.2....-2.5...-2.9 07/17/09.....-0.6...-1.4....0.1...-1.5.....-0.6....-1.2...-0.3 07/24/09r....-1.6...-4.9...-2.8...-4.7.....-4.6....-4.9...-3.6 07/31/09r....-2.7...-2.6...-3.3...-3.1.....-2.4....-3.1...-2.8 08/07/09r....-3.4...-4.3...-3.4...-3.6.....-1.6....-1.1...-1.6 08/14/09r....-3.1...-2.3....0.5.....0.6.....-0.6.....0.5...-1.4 08/21/09r....-0.7...-1.5...-0.3i =================Fair-Value Model================== .................----10 Week Average----- __Date__BL.Score_H.Hub_Oil/Gas________Signal________ 08/02/09.....-1.22......3.58....18.64.....Fair-Value Much < 3.58 08/03/09.....-1.19......3.58....18.68.....Fair-Value Much < 3.58 08/04/09.....-1.18......3.58....18.71.....Fair-Value Much < 3.58 08/05/09.....-1.16......3.58....18.73.....Fair-Value Much < 3.58 08/06/09.....-1.09......3.59....18.74.....Fair-Value Much < 3.59 08/07/09.....-1.06......3.58....18.79.....Fair-Value Much < 3.58 08/08/09.....-1.08r.....3.58....18.83.....Fair-Value Much < 3.58 08/09/09.....-1.12r.....3.57....18.87.....Fair-Value Much < 3.57 08/10/09.....-1.15r.....3.57....18.91.....Fair-Value Much < 3.57 08/11/09.....-1.21......3.56....18.95.....Fair-Value Much < 3.56 08/12/09.....-1.15r.....3.55....19.00.....Fair-Value Much < 3.55 08/13/09.....-1.10r.....3.55....19.03.....Fair-Value Much < 3.55 08/14/09.....-1.06......3.55....19.06.....Fair-Value Much < 3.55 08/15/09.....-1.00......3.54....19.09.....Fair-Value Much < 3.54 08/16/09.....-0.97......3.54....19.13.....Fair-Value Much < 3.54 08/17/09.....-0.96......3.53....19.16.....Fair-Value Much < 3.53 Fair Value Crossings (From 08/21/08 Model Run) ..................--10 Week Average-- ____Date____H.Hub__Oil/Gas___Comments__ .....03/09/03......6.49........5.33.....(on $34.60 oil) .....03/24/04......5.50........6.44.....(on $35.42 oil) .....05/31/04......5.90........6.45.....(on $38.09 oil) .....12/15/04......6.16........7.99.....(on $49.21 oil) .....04/01/05......6.53........7.79.....(on $50.90 oil) .....05/11/05......6.99........7.62.....(on $53.29 oil) .....05/18/06......6.91........9.82.....(on $67.85 oil) .....12/09/06......6.71........8.89.....(on $59.63 oil) .....07/27/07......6.96........9.95.....(on $69.28 oil) .....04/04/08......8.90......11.21.....(on $99.71 oil) .....05/16/08....10.08......11.16.....(on $112.57 oil) .....06/10/08....10.96......11.07.....(on $121.24 oil) =============Fundamentals Assessment=============== E&P's............................................. .................................Neutral Natgas Futures (Cash Through Nov09).........................Bearish Natgas Futures (Dec09 Through End of Strip)...............Neutral *** Fundamentals Assessment confidence somewhat lower until Longer-term model work is completed. ========================Monthly Accumulated Injection (Withdrawal) Days========================= Month....94......95......96......97......98....... 99......00......01......02......03.......04......0 5......06.......07.......08.......09 ..01.....-660...-435...-561...-554...-347...-481...-497...-545...-378...-586...-610...-476...-241r..-442r..-481....-591 ..02.....-458...-392...-413...-297...-232...-273...-268...-364...-292...-466...-422...-297...-366r..-517r..-382....-320 ..03.....-151...-104...-296...-118...-188...-210.....-40...-239...-204...-145.....-62...-215...-171r....-74r..-171....-139 ..04......138.......68......56......40....115..... 106......98....104....101.......64....117....143.. ..170r.....53r....115.......95 ..05......256.....264....215....237....281.....277 ....264....274....219.....251....260....240....259 r...279r....247.....277 ..06......229.....262....256....268....212.....249 ....251....248....243.....269....262....228....247 r...243r....203.....226 ..07......215.....197....233....221....183.....162 ....228....209....170.....201....228....159....157 r...217r....187.....208 ..08......250.....189....248....245....205.....206 ....214....194....187.....197....252....165....165 r...141r....219.....100i ..09......284.....250....276....268....253.....269 ....234....270....262.....277....271....246....274 r...248.....269 ..10......213.....214....181....138....217.....178 ....199....176....126.....178....204....188....141 r...226r....167 ..11.......-23...-178...-212...-169.....-28......40...-188.......61..-131......-45.....-35.....-29....-16r....-79r.....-92 ..12.....-285...-478...-341...-393...-309...-342...-635...-265...-405....-367...-392...-464..-250r..-385r...-418 Sum of all months (Gives annual Injection/Withdrawal days over (under) average): ................7...-142...-359...-115....361.....182...-141.....123..-102....-173......74....-113...351 =================Monthly Average Temperature (Unweighted Average of 274 US Stations)================== Month....94......95......96......97......98....... 99.....00......01......02......03......04.......05 ......06......07......08......09.....Avg ..01......32.9...38.5...34.9...35.5...41.1...38.3. ..37.2...35.4...40.4...34.2...34.2....37.9...44.1. ..38.0...36.6...34.6...37.3 ..02......38.1...39.9...39.7...41.9...43.8...43.7. ..44.0...40.3...41.0...36.8...38.3....42.0...39.4. ..35.8...39.9...41.3...40.3 ..03......48.4...49.1...43.4...49.5...46.8...45.9. ..51.1...44.8...46.0...48.1...50.8....45.8...47.8. ..51.7...47.0...48.6...47.7 ..04......58.2...55.3...54.9...53.1...56.0...57.4. ..55.8...58.1...58.5...56.3...57.0....56.7...59.8. ..55.0...56.7...56.7...56.6 ..05......64.2...64.6...65.5...62.5...67.8...65.0. ..67.2...66.2...63.4...64.8...67.1....63.3...65.8. ..67.1...64.3...66.2...65.2 ..06......74.9...72.4...73.2...71.7...73.3...72.7. ..72.7...72.7...73.9...71.3...72.0....74.2...73.6. ..74.0...74.6...73.6...73.1 ..07......76.7...77.6...75.8...76.3...77.8...78.0. ..75.7...76.4...78.1...76.9...75.7....78.1...78.7. ..76.6...77.3...75.4...77.0 ..08......74.5...78.1...75.1...74.4...76.9...75.9. ..76.1...76.6...76.3...76.9...73.3....77.2...77.1. ..78.5...75.4.............76.2 ..09......69.1...68.5...68.0...69.8...72.5...68.7. ..68.9...68.0...71.3...68.4...70.1....72.1...67.8. ..71.4...70.0.............69.6 ..10......59.4...60.0...58.4...58.5...60.0...58.6. ..59.6...58.3...57.5...59.3...60.3....59.9...57.4. ..62.9...58.4.............59.2 ..11......50.7...45.6...44.8...45.6...50.4...52.0. ..44.7...52.9...46.4...49.9...49.7....50.2...49.9. ..48.5...47.7.............48.6 ..12......42.7...37.9...40.7...39.2...42.1...40.9. ..31.9...42.9...39.4...39.8...39.5....37.1...43.4. ..40.5...38.8.............39.8 Year.....57.5...57.3...56.2...56.5...59.0...58.1.. .57.1...57.7...57.7...56.9...57.3....57.9...58.7.. .58.3...57.2.............57.6 ========Daily Injection (Withdrawal) Days========= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/17/09.....5.9.....5.8.....5.9.....5.9.....5.6.....4.8 .....5.5 07/24/09.....6.9.....7.5.....7.8.....8.0.....7.8.....7.5 .....7.4 07/31/09.....6.8.....6.1.....6.1.....5.7.....5.4.....6.1 .....7.0 08/07/09.....7.0.....7.0.....6.5.....5.6.....5.3.....6.3 .....7.2 08/14/09.....6.6.....4.8.....3.5.....3.9.....5.4.....7.1 .....7.3 08/21/09.....6.5.....5.5.....4.7 ===========Daily Demand-Days Model=========== ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.9.....9.8.....9.7.....9.5.....9.5.....9.8 ...10.1 07/17/09...10.4...10.5...10.5...10.4...10.6...11.0...10. 6 07/24/09.....9.9.....9.6.....9.5.....9.4.....9.4.....9.6 .....9.7 07/31/09.....9.9...10.3...10.3...10.5...10.7...10.3..... 9.9 08/07/09.....9.9.....9.9...10.2...10.7...10.9...10.3.... .9.8 08/14/09...10.2...11.1...11.8...11.7...10.8.....9.9..... 9.8 08/21/09...10.2...10.8...11.2 =======Old Degree-Days Model (HDD+CDD)======= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.3.....9.0.....9.6.....9.3.....9.0.....8.9 ...10.3 07/17/09...11.1...11.8...10.5...10.3...11.4...12.8...11. 0 07/24/09.....9.4.....8.7.....8.8.....8.6.....9.7...10.2. ..10.4 07/31/09...11.7...12.6...12.4...12.8...12.1...11.6...10. 9 08/07/09...10.8...10.4...12.2...12.6...12.3.....9.6..... 9.6 08/14/09...11.4...13.8...14.6...13.1...11.3...10.2...11. 4 08/21/09...12.4...13.0...13.4 ==============================Monthly.US.Dry-Gas.Supply.Models.(BCF/Day)============================= ......................Net.US.Supply............... ...............Production.......................Dr y-Gas.Imports........LNG.Imports.(Revaporized) _____ 2006__2007__2008__2009___ 2006__2007__2008__2009__ 2006_2007_2008_2009__ 2006_2007_2008_2009 01......59.55...58.40...65.95...72.28......49.82.. .48.07...57.25...64.27.....8.46...8.64...7.88....6 .97.....1.27...1.70...0.82....1.04 02......59.04...63.56...66.76...70.94......49.35.. .52.38...58.45...63.36.....8.29...9.58...7.67....6 .75.....1.40...1.60...0.64....0.83 03......59.41...61.61...67.37...69.93......49.91.. .51.71...59.50...62.91.....8.42...7.20...7.22....6 .12.....1.08...2.70...0.65....0.90 04......61.12...63.93...67.00...70.44......50.92.. .52.85...58.71...63.45*...8.36...7.76...7.50....5. 66......1.84...3.32...0.79....1.33 05......60.74...65.14...65.06...67.35......50.73.. .54.66...58.06...61.39.....7.81...7.14...6.23....4 .50.....2.20...3.34...0.78....1.46 06......60.49...65.85...67.04...67.39......50.34.. .55.29...59.91...60.65.....7.86...7.51...6.34....5 .57.....2.29...3.04...0.79....1.17 07......62.11...66.09...68.93...66.51......51.48.. .55.27...60.96...58.91.....8.71...7.73...7.00....6 .74.....1.92...3.09...0.96....0.86 08......62.17...67.36...69.45...66.33i.....51.25.. .55.78...61.58...58.52i....9.12...8.68...7.10....7 .23i.....1.80...2.90...0.77....0.58i 09......60.41...65.70...64.78..................51. 23...56.04...56.83.................8.03...8.23...7 .15................1.15...1.43...0.80 10......61.05...64.64...66.82..................51. 96...56.12...59.18.................7.97...7.80...6 .85................1.12...0.73...0.78 11......59.30...65.22...68.57..................51. 50...57.76...61.35.................6.63...6.73...6 .54................1.18...0.72...0.68 12......59.85...65.81...69.15..................50. 61...57.12...61.55.................7.72...8.01...6 .85................1.52...0.68...0.74 *...Major new pipeline (TXG Fayetteville lateral @ Lula, MS.) began scheduling flows 04/03/09. =====================================Monthly US Dry-Gas Import/Export Models (BCF/Day)===================================== .........Net US Dry-Gas Imports.................Canadian Imports...................Canadian.Exports........ .........Mexican Imports*..............Mexican Exports* ____ 2006_2007_2008_2009____ 2006__2007__2008__2009___2006_2007_2008_2009___200 6_2007_2008_2009__ 2006_2007_2008_2009 01......8.46...8.64...7.88...6.97........11.78...1 1.89...11.94...11.10.......2.31...2.20...2.62....3 .16......0.00...0.23...0.01...0.04......1.01...1.2 8...1.45...1.01 02......8.29...9.58...7.67...6.75........11.98...1 2.47...11.75...11.23.......2.53...1.89...2.58....3 .47......0.03...0.15...0.00...0.00......1.19...1.1 4...1.51...1.01 03......8.42...7.20...7.22...6.12........11.97...1 0.79...11.56...10.08.......2.41...2.68...2.96....3 .01......0.01...0.16...0.00...0.00......1.14...1.0 6...1.38...0.94 04......8.36...7.76...7.50...5.66........10.94...1 0.85...10.93.....9.20.......1.60...2.49...2.43.... 2.77......0.00...0.31...0.14...0.06......0.98...0. 91...1.14...0.83 05......7.81...7.14...6.23...4.50........10.96...1 0.83.....9.84.....8.19.......1.92...2.40...2.43... .2.64......0.00...0.03...0.00...0.00......1.23...1 .33...1.18...1.05 06......7.86...7.51...6.34...5.57........11.30...1 1.27.....9.91.....9.02.......2.00...2.25...2.15... .2.37......0.00...0.00...0.00...0.00......1.44...1 .51...1.42...1.08 07......8.71...7.73...7.00...6.74........11.99...1 1.57...10.80.....9.93.......1.77...2.37...2.22.... 1.98......0.00...0.11...0.00...0.00......1.52...1. 58...1.57...1.22 08......9.12...8.68...7.10...7.23i.......12.26...1 2.23...10.70...10.42i......1.68...2.01...2.08....1 .97i......0.00...0.01...0.00...0.00i.....1.47...1. 55...1.52...1.22i 09......8.03...8.23...7.15..................11.34. ..11.84...10.71...................2.00...2.24...2. 12.................0.00...0.09...0.00............. ...1.31...1.46...1.44 10......7.97...7.80...6.85..................11.28. ..11.20...10.67...................2.00...2.04...2. 31.................0.00...0.00...0.00............. ...1.32...1.36...1.51 11......6.63...6.73...6.54..................10.32. ..10.73...10.35...................2.58...2.64...2. 51.................0.03...0.00...0.14............. ...1.15...1.35...1.44 12......7.72...8.01...6.85..................11.29. ..12.26...10.88...................2.51...2.96...2. 70.................0.18...0.07...0.10............. ...1.24...1.35...1.43 ......* = Experimental Model ===============Daily Net US Supply Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24....67.07....467.13 08/21/09....66.51....................................... .............................................66.51 i __________________________Year_Ago________________ __________ 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 09/12/08....65.18....65.57....67.31....66.38....66.74... .64.90....64.07....460.13 ===============Daily US Production Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....60.87....60.43....61.17....60.52....61.10... .61.23....61.28....426.61 06/26/09....60.72....60.55....60.54....61.63....61.22... .61.26....60.35....426.27 07/03/09....61.24....61.19....61.37....61.55....58.30... .58.31....58.20....420.15 07/10/09....58.79....58.55....59.31....58.06....59.13... .58.49....58.43....410.75 07/17/09....58.41....58.65....59.44....58.91....60.37... .57.76....57.91....411.46 07/24/09....58.85....58.95....59.33....58.69....59.72... .59.25....59.25....414.05 07/31/09....58.90....58.99....59.44....59.32....59.26... .59.47....59.84....415.22 08/07/09....58.79....58.57....59.17....58.27....57.47... .57.01....56.98....406.25 08/14/09....57.71....57.47....58.59....59.62....59.38... .59.26....59.23....411.27 08/21/09....58.84....................................... .............................................58.84 i __________________________Year_Ago________________ __________ 08/15/08....62.09....62.23....62.60....63.13....62.04... .62.07....62.42....436.58 08/22/08....61.20....61.23....61.88....61.95....63.00... .62.22....62.33....433.80 08/29/08....61.64....61.44....62.16....62.81....62.89... .62.70....61.78....435.42 09/05/08....57.33....54.97....52.78....53.39....55.61... .57.63....57.64....389.34 09/12/08....57.04....57.45....59.10....58.48....58.21... .56.37....55.34....401.99 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 08/21/09......7.13...................................... ................................................7. 13i __________________________Year_Ago________________ __________ 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 09/12/08......7.23......7.23......7.22......7.04......7. 64......7.70......7.94......52.00 ==========Daily US LNG Imports (As Revaporized, BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.70......0.72......0.75......1.07......1. 25......1.21......1.31........7.01 06/26/09......0.82......0.74......0.88......1.14......1. 21......1.19......1.23........7.22 07/03/09......0.84......0.74......0.96......0.91......1. 31......1.02......0.66........6.45 07/10/09......0.66......0.73......0.90......1.20......1. 18......1.43......0.69........6.78 07/17/09......0.63......0.68......0.71......1.26......0. 90......1.09......0.87........6.14 07/24/09......0.55......0.46......0.70......0.78......0. 95......0.80......0.73........4.97 07/31/09......0.86......0.86......0.85......0.91......1. 00......0.77......0.63........5.88 08/07/09......0.47......0.43......0.61......0.64......0. 89......0.62......0.49........4.15 08/14/09......0.48......0.44......0.56......0.58......0. 61......0.52......0.59........3.78 08/21/09......0.53...................................... ................................................0. 53i __________________________Year_Ago________________ __________ 08/15/08......0.66......0.67......0.70......0.55......0. 60......0.58......0.62........4.38 08/22/08......0.54......0.58......0.66......0.71......0. 66......0.77......0.73........4.67 08/29/08......0.74......0.73......0.78......0.97......0. 84......0.86......0.88........5.79 09/05/08......1.12......1.22......1.20......1.34......0. 99......1.07......1.24........8.18 09/12/08......0.91......0.88......0.99......0.85......0. 89......0.83......0.78........6.14 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 08/21/09......7.13...................................... ................................................7. 13i __________________________Year_Ago________________ __________ 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 09/12/08......7.23......7.23......7.22......7.04......7. 64......7.70......7.94......52.00 =============Daily US Imports From Canada (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......8.34......8.37......8.53......9.33......9. 51......9.25......9.07......62.39 06/26/09......8.79......8.91......9.18......9.76....10.1 7....10.58....10.04......67.42 07/03/09......8.86......8.74......9.21......9.52......9. 88......9.59....10.27......66.07 07/10/09......9.97....10.11......9.95......9.39......9.3 5....10.07......9.91......68.75 07/17/09......9.41......9.57......9.99......9.82......9. 93......9.67......9.71......68.11 07/24/09......9.66......9.61......9.74......9.96....10.0 6......9.92......9.70......68.64 07/31/09....10.07......9.98....10.36....10.87....10.97.. ..10.51......9.98......72.74 08/07/09......9.90......9.75......9.97....10.23....10.44 ....10.37....10.09......70.75 08/14/09....10.31....10.40....10.74....11.02....10.95... .10.80....10.39......74.61 08/21/09....10.25....................................... .............................................10.25 i __________________________Year_Ago________________ __________ 08/15/08....10.26....10.21....10.61....10.70....10.84... .10.89....10.71......74.22 08/22/08....10.23....10.39....10.56....10.84....10.45... .10.35....10.02......72.85 08/29/08....10.22....10.23....10.55....10.80....10.75... .10.74....10.83......74.13 09/05/08....10.59....10.61....10.84....10.83....11.10... .11.25....11.31......76.53 09/12/08....10.77....10.76....10.84....10.90....10.89... .10.79....10.92......75.85 ==============Daily US Exports To Canada (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......2.34......2.35......2.29......2.24......2. 35......2.30......2.40......16.26 06/26/09......2.37......2.21......2.21......2.22......2. 13......2.32......2.25......15.70 07/03/09......2.23......2.32......2.54......2.42......2. 08......2.16......2.44......16.19 07/10/09......1.95......2.05......1.83......1.65......1. 89......1.91......2.15......13.43 07/17/09......1.97......1.95......1.90......1.79......1. 76......1.69......1.85......12.91 07/24/09......1.90......1.96......2.01......1.91......2. 13......2.15......1.98......14.04 07/31/09......2.14......1.95......2.08......2.05......2. 17......1.91......1.98......14.29 08/07/09......1.79......1.84......1.77......1.84......1. 95......2.12......1.95......13.27 08/14/09......2.07......1.96......1.93......1.99......2. 06......2.09......1.89......13.98 08/21/09......1.99...................................... ................................................1. 99i __________________________Year_Ago________________ __________ 08/15/08......1.79......1.83......1.96......1.95......2. 34......2.14......2.11......14.11 08/22/08......2.18......2.12......2.12......2.22......2. 44......2.51......2.27......15.86 08/29/08......2.19......2.10......2.10......2.05......2. 26......1.97......2.09......14.74 09/05/08......1.82......1.84......1.82......2.29......2. 20......2.21......2.27......14.45 09/12/08......2.08......2.07......2.14......2.38......1. 81......1.70......1.69......13.86 =============Daily US Imports From Mexico (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 06/26/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/03/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/10/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/17/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/24/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/31/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/07/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/14/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/21/09......0.00...................................... ................................................0. 00i __________________________Year_Ago________________ __________ 08/15/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/22/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/29/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/05/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/12/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 ==============Daily US Exports To Mexico (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.99......1.02......1.04......1.11......1. 22......1.22......1.22........7.83 06/26/09......0.97......1.03......0.97......1.09......1. 15......1.13......1.07........7.41 07/03/09......1.04......1.04......1.13......1.28......1. 22......1.23......1.14........8.08 07/10/09......1.14......1.14......1.14......1.14......1. 19......1.16......1.16........8.07 07/17/09......1.07......1.10......1.10......1.29......1. 35......1.34......1.33........8.59 07/24/09......1.23......1.25......1.24......1.31......1. 31......1.28......1.30........8.91 07/31/09......1.23......1.21......1.20......1.26......1. 24......1.24......1.25........8.64 08/07/09......1.22......1.22......1.25......1.26......1. 29......1.26......1.25........8.74 08/14/09......1.15......1.18......1.20......1.24......1. 28......1.24......1.25........8.54 08/21/09......1.13...................................... ................................................1. 13i __________________________Year_Ago________________ __________ 08/15/08......1.53......1.49......1.51......1.58......1. 57......1.56......1.61......10.86 08/22/08......1.42......1.43......1.46......1.40......1. 52......1.51......1.47......10.20 08/29/08......1.43......1.37......1.42......1.48......1. 55......1.53......1.47......10.27 09/05/08......1.26......1.37......1.42......1.43......1. 39......1.26......1.32........9.45 09/12/08......1.46......1.46......1.48......1.48......1. 44......1.39......1.28......10.00 ============================================Monthl y.US.Dry-Gas.Demand.Models.(BCF/Day)============================================ .................................................. ...................Residential.and ..................Net.US.Demand................... ..Commercial.Demand.................Generation.Dem and..................Industrial.Demand............ ............Storage.Demand ____ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009___ 2006__ 2007__2008__2009 01....59.55...58.40...65.95...72.28....38.14...42. 22...49.18...56.67....10.89...15.45...18.72..16.96 ....19.12...22.60...24.42...21.55.......-8.60..-21.86..-26.37..-22.90 02....59.04...63.56...66.76...70.94....44.12...50. 85...46.15...45.61....13.30...16.05...16.51..16.96 ....18.86...22.99...24.65...21.59.....-17.24..-26.33..-20.54..-13.21 03....59.41...61.61...67.37...69.93....34.44...26. 88...34.62...35.95....13.15...13.63...15.24..16.03 ....18.33...22.86...24.64...21.38.......-6.52....-1.76....-7.14....-3.43 04....61.12...63.93...67.00...70.44....19.86...19. 89...18.88...25.18....13.82...15.87...18.11..16.22 ....18.86...23.87...23.69...20.51........8.59..... .4.30.....6.32.....8.53 05....60.74...65.14...65.06...67.35....13.20.....9 .99...11.32...15.23....15.61...17.88...16.92..17.6 3....20.03...22.50...23.77...19.32......11.90....1 4.78...13.06...15.17 06....60.49...65.85...67.04...67.39....10.76.....9 .84...10.85...13.63....20.28...21.11...21.43..20.3 2....19.22...22.00...23.42...20.29......10.23....1 2.90...11.34...13.14 07....62.11...66.09...68.93...66.51....10.67.....7 .99.....9.81...10.11....26.71...24.75...24.91..24. 67....19.23...23.10...23.11...21.22........5.50... .10.25...11.11...10.52 08....62.17...67.36...69.45...66.19i.....9.24...11 .40...10.26...10.14i....26.01...29.51...24.97..26. 36i...21.11...22.47...22.74...21.27i.......5.81... ...3.98...11.48.....8.42i 09....60.41...65.70...64.78..................7.97. ....9.91.....9.47................19.44...22.64...2 1.42...............21.04...23.12...24.08.......... ........11.96....10.03.....9.81 10....61.05...64.64...66.82................16.56.. .12.07...18.12................18.71...20.55...18.8 8...............21.36...23.78...22.13............. .......4.41......8.25.....7.69 11....59.30...65.22...68.57................25.52.. .28.20...32.21................14.61...16.34...15.6 0...............20.86...24.29...22.30............. ......-1.69.....-3.61....-1.53 12....59.85...65.81...69.15................34.27.. .41.59...45.98................14.75...18.01...17.3 3...............22.15...24.66...22.18............. ....-11.32...-18.46..-16.35 ================Daily Net US Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24....67.07....467.13 08/21/09....66.51....................................... .............................................66.51 i __________________________Year_Ago________________ __________ 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 09/12/08....65.18....65.57....67.31....66.38....66.74... .64.90....64.07....460.13 =======Daily US Residential & Commercial Demand Model (BCF)======== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....14.14....13.59....12.84....13.21....13.73... .12.45....14.16......94.11 06/26/09....15.15....15.18....12.38....13.25....12.79... .13.21....13.96......95.92 07/03/09....13.81....12.23....12.91....13.19....11.39... .10.61....13.72......87.85 07/10/09....10.84......9.50....10.03......9.66....11.09. ...11.47....10.27......72.85 07/17/09....12.71....10.56......9.35......6.92....10.34. .....7.22......9.69......66.79 07/24/09....12.62......8.39......9.53......9.09......9.3 0......7.49......9.21......65.63 07/31/09....10.70......9.46......7.75......9.70....11.30 ....11.36....12.18......72.45 08/07/09....12.27......9.93......9.74......8.58......9.8 7......9.87......9.49......69.76 08/14/09....10.21......8.21......8.67....11.29....10.99. ...11.46....10.17......71.01 08/21/09....11.37....................................... .............................................11.37 i __________________________Year_Ago________________ __________ 08/15/08....12.46....11.63......9.53....12.85....10.00.. ..10.83....12.55......79.85 08/22/08......8.38......6.11......6.02......7.90......9. 42....10.31......7.71......55.85 08/29/08....11.32......9.73....10.41....10.33....10.83.. ....8.33......7.70......68.65 09/05/08......6.67......6.57......9.11......0.69......8. 80....10.16....11.63......53.62 09/12/08......7.95......8.30......7.68....11.62....12.20 ....10.67....10.97......69.39 =============Daily US Generation Demand Model (BCF)============= _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....18.06....17.78....19.47....21.55....21.93... .22.98....22.49....144.27 06/26/09....19.80....19.84....23.27....25.65....26.19... .27.67....26.28....168.69 07/03/09....23.14....23.32....24.12....22.90....23.18... .22.77....20.14....159.58 07/10/09....20.23....19.87....21.74....23.34....23.97... .23.88....23.34....156.38 07/17/09....22.51....23.01....26.07....28.69....28.29... .28.73....27.30....184.60 07/24/09....24.27....24.18....25.51....24.81....25.89... .26.53....25.56....176.75 07/31/09....25.02....25.57....26.47....26.92....26.65... .25.71....24.45....180.80 08/07/09....22.80....22.91....25.02....26.88....27.79... .26.61....25.09....177.09 08/14/09....24.06....25.49....29.37....28.84....28.80... .28.44....27.49....192.48 08/21/09....25.76....25.98....27.89..................... .....................................79.63i __________________________Year_Ago________________ __________ 08/15/08....22.68....22.52....24.89....24.34....24.33... .24.53....24.24....167.53 08/22/08....21.77....22.44....24.31....24.73....24.34... .23.70....24.81....166.10 08/29/08....22.85....22.93....24.60....25.45....25.48... .26.26....25.49....173.06 09/05/08....22.43....22.30....23.18....25.44....25.25... .26.30....24.49....169.39 09/12/08....21.97....21.25....22.92....21.60....21.67... .21.08....22.05....152.54 =============Daily US Industrial Demand Model (BCF)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....20.07....19.79....20.05....19.41....19.84... .20.16....20.21....139.53 06/26/09....20.00....19.99....20.24....20.76....21.51... .20.48....20.22....143.20 07/03/09....20.52....20.22....21.31....21.62....20.91... .20.67....20.72....145.97 07/10/09....20.92....20.92....20.94....21.05....20.82... .20.78....20.14....145.56 07/17/09....20.62....20.57....21.19....20.77....21.20... .21.58....20.89....146.81 07/24/09....20.69....20.74....21.13....21.79....22.40... .22.42....22.16....151.33 07/31/09....21.74....21.48....21.98....21.59....21.59... .21.68....21.62....151.67 08/07/09....21.41....21.16....21.00....21.12....21.26... .21.56....21.77....149.29 08/14/09....21.12....21.04....21.14....21.37....21.13... .21.47....21.26....148.53 08/21/09....21.20....21.11....20.97..................... .....................................63.29i __________________________Year_Ago________________ __________ 08/15/08....22.57....22.48....22.96....21.62....21.93... .21.91....21.95....155.42 08/22/08....23.00....23.08....23.15....24.01....23.36... .22.44....22.87....161.91 08/29/08....22.26....22.35....22.58....22.57....22.73... .23.41....23.31....159.21 09/05/08....23.61....22.71....24.21....24.45....24.60... .25.27....24.53....169.38 09/12/08....24.92....24.91....25.06....24.53....24.41... .23.64....23.84....171.30 =============Daily US Storage Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....14.30....14.99....14.76....13.40....12.79... .12.58....11.18......94.00 06/26/09....12.04....11.95....11.52......9.57......8.83. .....8.23......7.85......70.00 07/03/09....10.19....11.55......9.53....10.57....10.72.. ..11.47....10.97......75.00 07/10/09....14.33....15.91....14.49....11.81....10.69... .10.79....11.98......90.00 07/17/09......9.57....11.72....10.52....10.53......8.26. .....7.95......7.44......66.00 07/24/09......8.34....12.49....10.36....10.54......9.71. ...10.10......9.46......71.00 07/31/09......9.00....10.14....11.17......9.59......8.29 ......8.85......8.96......66.00 08/07/09......9.67....11.69....10.96......9.46......6.64 ......6.59......8.00......63.00 08/14/09......9.90....10.44......7.58......6.48......6.6 9......5.87......8.15......55.12 08/21/09......8.18...................................... ................................................8. 18i __________________________Year_Ago________________ __________ 08/15/08....11.99....13.16....13.06....12.04....13.31... .12.57....11.29......87.41 08/22/08....15.23....17.03....16.05....13.25....13.03... .12.88....13.95....101.41 08/29/08....12.54....13.92....12.38....12.70....11.63... .12.79....13.44......89.41 09/05/08....13.25....12.02......5.08....11.25......5.46. .....4.76......5.93......57.76 09/12/08....10.35....11.11....11.65......8.63......8.45. .....9.51......7.21......66.90 ===================================Monthly.Demand. Samplings.(BCF/Day)====================================== .......................Generation................. ...................Industrial..................... ...............Paper.............................. ..Paperboard* ..........2006....2007....2008....2009.......2006. ...2007....2008....2009.......2006..2007..2008..20 09.......2006....2007....2008....2009 .........=====..=====..=====..=====.....=====..=== ==..=====..=====......====..====..====..====...... =====..=====..=====..===== 01......2.857...4.054...4.912...4.451......1.420.. .1.678...1.814...1.600...... .055.. .064.. .085.. .059...... .0222.. .0283.. .0284.. .0214 02......3.491...4.211...4.332...4.450......1.401.. .1.708...1.831...1.603...... .054.. .064.. .080.. .056...... .0248.. .0271.. .0254.. .0235 03......3.452...3.578...4.000...4.207......1.362.. .1.698...1.830...1.587...... .054.. .059.. .083.. .060...... .0233.. .0220.. .0236.. .0227 04......3.627...4.164...4.752...4.257......1.401.. .1.773...1.760...1.523...... .049.. .063.. .076.. .054...... .0203.. .0211.. .0218.. .0217 05......4.097...4.691...4.441...4.626......1.488.. .1.671...1.765...1.435...... .053.. .056.. .066.. .055...... .0192.. .0204.. .0210.. .0225 06......5.323...5.539...5.624...5.333......1.428.. .1.634...1.740...1.506...... .057.. .058.. .060.. .060...... .0186.. .0197.. .0188.. .0236 07......7.010...6.495...6.536...6.472......1.428.. .1.716...1.716...1.575...... .056.. .062.. .058.. .060...... .0194.. .0203.. .0174.. .0234 08......6.826...7.745...6.554...6.934i.....1.568.. .1.669...1.689...1.577i..... .055.. .054.. .058.. .057i...... .0188.. .0209.. .0216.. .0227i 09......5.102...5.942...5.621..................1.5 63...1.717...1.788.................. .049.. .062.. .067.. ............. .0193.. .0174.. .0198.. .......... 10......4.911...5.392...4.954..................1.5 87...1.766...1.644.................. .062.. .064.. .058.. ............. .0225.. .0204.. .0154.. .......... 11......3.835...4.289...4.093..................1.5 49...1.804...1.656.................. .053.. .074.. .056.. ............. .0246.. .0262.. .0214.. .......... 12......3.871...4.726...4.549..................1.6 45...1.832r..1.647.................. .060.. .078.. .061.. ............. .0270.. .0282.. .0188.. .......... .................Chemical (All)..............Chemical (Fertilizer)*.....................Refining*....... ........................LNG Frac* .........2006..2007..2008..2009....2006..2007..200 8..2009.....2006..2007..2008..2009......2006....20 07....2008....2009 .........====..====..====..====....====..====..=== =..====.....====..====..====..====.....=====..==== =..=====..===== 01..... .239.. .347.. .303.. .294.... .175.. .236.. .202.. .184..... .248.. .268.. .313.. .322..... .0205.. .0412.. .0706.. .0589 02..... .227.. .328.. .340.. .302.... .160.. .215.. .233.. .197..... .253.. .275.. .297.. .298..... .0211.. .0639.. .0656.. .0644 03..... .252.. .353.. .324.. .341.... .168.. .226.. .241.. .220..... .215.. .258.. .309.. .294..... .0231.. .0692.. .0685.. .0602 04..... .264.. .346.. .329.. .339.... .198.. .237.. .241.. .223..... .226.. .310.. .319.. .294..... .0227.. .0687.. .0571.. .0621 05..... .275.. .315.. .340.. .313.... .192.. .204.. .241.. .213..... .265.. .248.. .345.. .243..... .0238.. .0688.. .0208.. .0625 06..... .220.. .328.. .340.. .322.... .121.. .210.. .241.. .202..... .273.. .267.. .317.. .252..... .0228.. .0561.. .0581.. .0565 07..... .227.. .326.. .334.. .321.... .125.. .209.. .235.. .200..... .267.. .304.. .291.. .258..... .0191.. .0723.. .0591.. .0458 08..... .317.. .318.. .320.. .309i... .196.. .218.. .216.. .211i..... .286.. .301.. .294.. .258i.... .0195.. .0405.. .0612.. .0612i 09..... .301.. .303.. .359.. ........... .208.. .201.. .233.. ............ .267.. .316.. .301.. ............ .0204.. .0746.. .0616.. .......... 10..... .324.. .308.. .311.. ........... .203.. .208.. .213.. ............ .276.. .339.. .309.. ............ .0184.. .0769.. .0603.. .......... 11..... .317.. .341.. .317.. ........... .203.. .230.. .232.. ............ .264.. .331.. .321.. ............ .0174.. .0766.. .0626.. .......... 12..... .350.. .348.. .302.. ........... .234.. .244.. .200.. ............ .250.. .324.. .331.. ............ .0663.. .0720.. .0571.. .......... .......................Ethanol.................... ................Auto*............................. ...............Glass*............................. ...Mining & Minerals* .........2006..2007..2008..2009......2006....2007. ...2008....2009.......2006....2007....2008....2009 .......2006....2007....2008....2009 .........====..====..====..====....=====..=====..= ====..=====.....=====..=====..=====..=====.....=== ==..=====..=====..===== 01..... .070.. .101.. .139.. .188......0075.. .0115.. .0117.. .0087..... .0157.. .0147.. .0114.. .0144..... .0697.. .0811.. .0719.. .0586 02..... .072.. .102.. .142.. .192......0078.. .0132.. .0127.. .0082..... .0159.. .0152.. .0145.. .0144..... .0671.. .0737.. .0713.. .0617 03..... .073.. .104.. .145.. .187......0087.. .0110.. .0087.. .0067..... .0157.. .0150.. .0151.. .0136..... .0697.. .0661.. .0767.. .0613 04..... .074.. .108.. .140.. .188......0058.. .0067.. .0026.. .0055..... .0153.. .0151.. .0146.. .0130..... .0713.. .0774.. .0692.. .0461 05..... .075.. .117.. .147.. .209......0057.. .0051.. .0050.. .0034..... .0148.. .0145.. .0143.. .0128..... .0712.. .0726.. .0662.. .0477 06..... .084.. .120.. .147.. .228......0050.. .0052.. .0038.. .0024..... .0148.. .0144.. .0141.. .0120..... .0710.. .0742.. .0685.. .0446 07..... .074.. .119.. .146.. .235......0035.. .0039.. .0034.. .0030..... .0133.. .0145.. .0145.. .0122..... .0712.. .0757.. .0679.. .0499 08..... .088.. .124.. .159.. .224i.....0049.. .0050.. .0030.. .0031i.... .0146.. .0147.. .0142.. .0125i..... .0668.. .0728.. .0656.. .0501i 09..... .091.. .129.. .171.. .............0050.. .0048.. .0044.. .............. .0149.. .0150.. .0140.. .............. .0768.. .0738.. .0624.. .......... 10..... .091.. .123.. .165.. .............0071.. .0055.. .0052.. .............. .0146.. .0148.. .0144.. .............. .0876.. .0731.. .0639.. .......... 11..... .091.. .126.. .173.. .............0077.. .0073.. .0058.. .............. .0157.. .0132.. .0145.. .............. .0714.. .0719.. .0614.. .......... 12..... .098.. .136.. .186.. .............0053.. .0087.. .0077.. .............. .0148.. .0108.. .0136.. .............. .0667.. .0714.. .0669.. .......... ....................Metals (All).................Metals (Aluminum).....................Metals (Copper).......................Metals (Steel) .........2006..2007..2008..2009....2007..2007..200 8..2009......2006....2007....2008....2009......200 6..2007..2008..2009 .........====..====..====..====....====..====..=== =..====.....=====..=====..=====..=====.....====..= ===..====..==== 01..... .272.. .283.. .310.. .179......015.. .032.. .015.. .012..... .0304.. .0310.. .0290.. .0286..... .220.. .215.. .262.. .135 02..... .250.. .292.. .311.. .169......015.. .031.. .014.. .010..... .0294.. .0336.. .0310.. .0265..... .199.. .221.. .262.. .128 03..... .237.. .283.. .308.. .142......015.. .029.. .014.. .008..... .0296.. .0301.. .0315.. .0216..... .185.. .217.. .258.. .109 04..... .240.. .298.. .270.. .091......033.. .033.. .013.. .011..... .0237.. .0293.. .0299.. .0230..... .178.. .231.. .222.. .054 05..... .251.. .288.. .268.. .084......033.. .031.. .013.. .011..... .0244.. .0268.. .0348.. .0233..... .187.. .226.. .216.. .047 06..... .246.. .272.. .256.. .099......031.. .016.. .013.. .011..... .0226.. .0225.. .0310.. .0201..... .187.. .228.. .208.. .065 07..... .246.. .260.. .257.. .139......032.. .017.. .013.. .009..... .0226.. .0289.. .0279.. .0233..... .187.. .211.. .212.. .104 08..... .251.. .270.. .271.. .156i.....036.. .017.. .016.. .008i.... .0226.. .0352.. .0337.. .0236i..... .189.. .213.. .217.. .122i 09..... .261.. .271.. .291.. .............033.. .018.. .051.. ............ .0273.. .0309.. .0319.. .............. .196.. .218.. .204.. ........ 10..... .243.. .280.. .209.. .............031.. .018.. .012.. ............ .0284.. .0272.. .0360.. .............. .179.. .230.. .157.. ........ 11..... .265.. .265.. .190.. .............038.. .018.. .011.. ............ .0297.. .0255.. .0318.. .............. .193.. .217.. .144.. ........ 12..... .268.. .297.. .204.. .............034.. .018.. .011.. ............ .0325.. .0272.. .0308.. .............. .197.. .248.. .159.. ........ ...............Building Materials (All)................Bldg Mtls (Lumber)................Bldg Mtls (Masonry & Brick)..................Bldg Mtls (Cement) ..........2006....2007....2008....2009......2006.. ..2007....2008....2009.......2006....2007....2008. ...2009.........2006......2007......2008......2009 .........=====..=====..=====..=====....=====..==== =..=====..=====.....=====..=====..=====..=====.... .======..======..======..====== 01..... .0522.. .0481.. .0451.. .0390......0074.. .0071.. .0073.. .0100..... .0085.. .0118.. .0095.. .0066..... .00273.. .00342.. .00218.. .00224 02..... .0534.. .0503.. .0443.. .0367......0082.. .0101.. .0069.. .0111..... .0110.. .0112.. .0081.. .0057..... .00331.. .00285.. .00285.. .00327 03..... .0516.. .0446.. .0487.. .0378......0074.. .0071.. .0128.. .0113..... .0121.. .0097.. .0090.. .0044..... .00231.. .00266.. .00221.. .00696 04..... .0546.. .0456.. .0508.. .0378......0083.. .0073.. .0155.. .0115..... .0127.. .0117.. .0083.. .0058..... .00215.. .00233.. .00241.. .00614 05..... .0555.. .0463.. .0441.. .0368......0092.. .0063.. .0138.. .0112..... .0129.. .0113.. .0081.. .0065..... .00248.. .00307.. .00179.. .00645 06..... .0542.. .0473.. .0427.. .0328......0086.. .0069.. .0128.. .0106..... .0129.. .0098.. .0083.. .0068..... .00264.. .00283.. .00194.. .00287 07..... .0507.. .0472.. .0465.. .0313......0072.. .0084.. .0136.. .0100..... .0131.. .0099.. .0081.. .0058..... .00226.. .00279.. .00330.. .00262 08..... .0479.. .0479.. .0440.. .0341i.....0069.. .0073.. .0123.. .0101i.... .0121.. .0102.. .0089.. .0051i..... .00189.. .00218.. .00236.. .00259i 09..... .0488.. .0465.. .0455.. ...............0079.. .0065.. .0120.. .............. .0124.. .0096.. .0082.. .............. .00222.. .00233.. .00303.. ............ 10..... .0471.. .0464.. .0465.. ...............0076.. .0069.. .0133.. .............. .0120.. .0094.. .0085.. .............. .00162.. .00222.. .00198.. ............ 11..... .0484.. .0465.. .0453.. ...............0080.. .0068.. .0133.. .............. .0114.. .0092.. .0087.. .............. .00234.. .00207.. .00274.. ............ 12..... .0462.. .0430.. .0425.. ...............0070.. .0070.. .0113.. .............. .0111.. .0084.. .0086.. .............. .00303.. .00251.. .00223.. ............ .....................Bldg Mtls (Asphalt)...................................Food.. ..........................Agriculture & Livestock*........................Agricultural Irrigation* ............2006......2007......2008......2009.... ..2006....2007....2008....2009.......2006....2007. ...2008....2009.........2006........2007........20 08........2009 .........======..======..======..======....=====.. =====..=====..=====.....=====..=====..=====..===== .....=======..=======..=======..======= 01..... .00041.. .00052.. .00063.. .00045......0427.. .0460.. .0470.. .0568..... .0113.. .0132.. .0090.. .0136..... .000077.. .000092.. .000078.. .000070 02..... .00032.. .00047.. .00080.. .00055......0440.. .0467.. .0458.. .0560..... .0113.. .0121.. .0094.. .0120..... .000286.. .000083.. .000040.. .000066 03..... .00036.. .00025.. .00112.. .00077......0428.. .0421.. .0435.. .0510..... .0116.. .0096.. .0087.. .0118..... .000079.. .000066.. .000081.. .000072 04..... .00065.. .00064.. .00113.. .00090......0424.. .0429.. .0423.. .0489..... .0100.. .0113.. .0084.. .0106..... .000073.. .000106.. .000057.. .000087 05..... .00050.. .00052.. .00126.. .00081......0430.. .0406.. .0404.. .0479..... .0107.. .0099.. .0085.. .0095..... .000092.. .000142.. .000021.. .000047 06..... .00087.. .00053.. .00084.. .00090......0400.. .0348.. .0399.. .0471..... .0110.. .0102.. .0077.. .0089..... .000142.. .000168.. .000065.. .000074 07..... .00095.. .00049.. .00087.. .00107......0319.. .0329.. .0350.. .0400..... .0115.. .0102.. .0056.. .0072..... .000255.. .000224.. .000076.. .000199 08..... .00091.. .00096.. .00073.. .00107i.....0329.. .0333.. .0366.. .0400i.... .0087.. .0074.. .0050.. .0086i..... .000171.. .000136.. .000084.. .000074i 09..... .00089.. .00116.. .00067.. .................0350.. .0283.. .0385.. .............. .0099.. .0085.. .0081.. .............. .000100.. .000076.. .000111.. .............. 10..... .00089.. .00103.. .00107.. .................0375.. .0337.. .0402.. .............. .0161.. .0097.. .0100.. .............. .005659.. .000087.. .000084.. .............. 11..... .00102.. .00084.. .00072.. .................0380.. .0350.. .0440.. .............. .0107.. .0090.. .0116.. .............. .000137.. .000065.. .000059.. .............. 12..... .00036.. .00073.. .00061.. .................0464.. .0434.. .0520.. .............. .0127.. .0096.. .0137.. .............. .000119.. .000089.. .000074.. .............. ......* = Experimental Sampling =============================Crude Oil, NYMEX Light Sweet================================= ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits ....................................(Net Positions, in MBBL's)........................................... .(Millions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.......(Mostly..................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Refiners?)__(E&P's)_ ...2001........................................... .................................................. ..$.-19.......$...60.....$...-2,413.....$...2,372 ...2002........................................... .................................................. ......70..........164...........3,443.........-3,678 ...2003........................................... .................................................. .....-19..........233..............478............-692 ...2004........................................... .................................................. ......12..........716...........4,396.........-5,125 ...2005........................................... .................................................. ...-309..........441...........8,627.........-8,759 ...2006........................................... .................................................. .....-35.........-520.........-2.313...........2,867 ...2007........................................... .................................................. ...-429.......2,134.........31,474.......-33,179 ...2008........................................... .................................................. .....190......2,113........-19,681........17,379 2001-08................................................ ..............................................-539.......5,341.........24,011.......-28,815 10/28/08........-14,731......-8,406.....582,536.....-559,399.......................82.......1,863...... ...-8,892...........6,946 11/04/08........-23,746....-10,543.....589,839.....-555,550......................-67.......1,789.........-4,320...........2,598 11/11/08...........5,506....-52,984.....615,996.....-568,518.......................94.......2,058...... .-11,019...........8,866 11/18/08..........-7,931.....10,985.....573,044.....-576,098.......................98.......2,175...... .-13,965.........11,692 11/25/08..............212.......2,790.....591,490.....-594,492.....................120.......2,139.......-16,645.........14,386 12/02/08..........-4,471.......2,249.....598,755.....-596,533.....................144.......2,134.......-18,345.........16,067 12/09/08...........2,182.....10,807.....584,622.....-597,611.....................153.......2,107.......-21,247.........18,986 12/16/08..........-3,353.....64,120.....566,896.....-627,663.....................165.......2,048.......-20,327.........18,115 12/23/08..........-1,881.....72,570.....550,623.....-621,312.....................194.......1,415.......-25,749.........24,141 12/30/08..............283.....64,548.....571,995.....-636,786.....................194.......1,746.......-22,876.........20,936 01/06/09........-10,102.....76,658.....588,650.....-655,186......................-24..........286..........2,316..........-2,578 01/13/09.............-789.....53,294.....621,835.....-674,340.......................54.........-462.........-4,154...........4,563 01/20/09..........-7,718.....46,134.....633,949.....-672,365.......................39.........-425.........-3,534...........3,919 01/27/09........-10,878.....51,652.....635,238.....-676,012.......................23.........-303.........-1,735...........2,016 02/03/09..........-2,621.....29,276.....638,532.....-665,187.......................27.........-333.........-2,245...........2,551 02/10/09..............447.....16,578.....623,432.....-640,457.......................28.........-395.........-4,269...........4,637 02/17/09..........-9,325.....45,016.....629,554.....-665,245.......................39.........-476.........-5,910...........6,347 02/24/09...........1,795.....28,749.....588,487.....-619,031.......................18.........-318.........-3,433...........3,733 03/03/09..........-3,269.........-532.....613,910.....-610,109.......................27.........-213.........-1,873...........2,059 03/10/09.........12,919......-6,015.....641,564.....-648,468.......................25.........-219.............637.............-443 03/17/09...........2,883.....13,507.....660,645.....-677,035.......................38.........-179..........2,909..........-2,768 03/24/09...........5,084.....17,637.....639,673.....-662,394.......................56.........-111..........5,712..........-5,657 03/31/09...........4,905.......6,546.....647,102.....-658,553.......................37.........-154..........3,252..........-3,135 04/07/09...........6,751.....12,493.....650,424.....-669,668.......................32.........-168..........2,917..........-2,781 04/14/09...........9,146.......4,962.....671,472.....-685,580.......................30.........-155..........3,060..........-2,935 04/21/09.........12,020....-14,605.....635,931.....-633,346........................-2.........-127..........1,190..........-1,060 04/28/09..........-7,397..........308.....650,007.....-642,918.......................21.........-164..........3,371..........-3,229 05/05/09...........6,921....-11,285.....667,069.....-662,705.......................14.........-180..........5,945..........-5,779 05/12/09.........14,062.......3,066.....673,149.....-690,277.......................60.........-214..........9,296..........-9,142 05/19/09.........12,736.....35,237.....578,870.....-626,843.......................69.........-167..........9,703..........-9,605 05/26/09.........15,523.....40,122.....569,025.....-624,670.....................108...........-62........11,311........-11,357 06/02/09.........17,034.....39,687.....597,601.....-654,322.....................207..........182...... ..14,861........-15,250 06/09/09.........18,439.....47,883.....589,809.....-656,131.....................235..........255...... ..15,719........-16,208 06/16/09.........19,911.....26,430.....614,337.....-660,678.....................242..........296...... ..15,968........-16,506 06/23/09.........11,987.....39,370.....572,646.....-624,003.....................215..........240...... ..14,974........-15,430 06/30/09.........12,654.....40,777.....576,502.....-629,933.....................229..........284...... ..15,605........-16,117 07/07/09.........12,523.....15,357.....620,812.....-648,692.....................141............94..... ...11,427........-11,663 07/14/09.........12,313.....16,157.....641,755.....-670,225.......................99............41.... ......9,295..........-9,435 ================================Natural Gas, NYMEX===================================== ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits .............................(Net Positions, in 10,000 MMBTU's)......................................(Mil lions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.....(Utilities &................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Industrial)__(E&P's)_ ...2001........................................... ..................................................-1,231..........632........-26,832........27,431 ...2002........................................... .................................................. ....399............22...........7,130.........-7,551 ...2003........................................... .................................................. ....146..........193...........3,671.........-4,010 ...2004........................................... .................................................. ....106..........746..............308.........-1,160 ...2005........................................... .................................................. .1,665...........-14...........6,974.........-8,625 ...2006........................................... ..................................................-1,621.......1,113........-11,570........12,078 ...2007........................................... .................................................. ....302.........-110...........5,825.........-6,017 ...2008........................................... .................................................. ...-842.......4,707..........-1,779.........-2,086 2001-08................................................ ...........................................-1,076.......7,289........-16,273........10,060 10/28/08..........37,238..-166,058.....331,080.....-202,260...................-550.......3,526..............428.........-3,403 11/04/08..........39,506..-160,321.....319,263.....-198,448...................-399.......2,894...........1,686.........-4,181 11/11/08..........37,502..-160,351.....315,522.....-192,673...................-310.......2,525...........2,416.........-4,631 11/18/08..........38,523..-166,340.....315,943.....-188,126...................-413.......2,963...........1,533.........-4,083 11/25/08..........34,981..-151,705.....296,707.....-179,983...................-424.......3,010...........1,441.........-4,028 12/02/08..........41,031..-153,739.....293,148.....-180,440...................-423.......3,051...........1,347.........-3,975 12/09/08..........38,823..-158,811.....299,191.....-179,203...................-865.......4,788..........-1,944.........-1,980 12/16/08..........39,797..-162,844.....301,419.....-178,382...................-795.......4,501..........-1,404.........-2,302 12/23/08..........34,748..-154,613.....295,732.....-175,867...................-934.......5,100..........-2,536.........-1,630 12/30/08..........36,152..-144,814.....284,297.....-175,635...................-813.......4,596..........-1,556.........-2,227 01/06/09..........38,441..-147,301.....292,777.....-183,917...................-180.........-691...........1,372............-861 01/13/09..........36,711..-141,903.....297,339.....-192,147......................27.........-107..............197............-118 01/20/09..........34,250..-145,821.....299,812.....-188,241...................-271.......1,100..........-2,310..........1,481 01/27/09..........37,353..-145,473.....288,370.....-180,250...................-309.......1,260..........-2,639..........1,688 02/03/09..........34,292..-144,779.....286,695.....-176,208...................-210..........841..........-1,808..........1,178 02/10/09..........38,436..-142,682.....285,959.....-181,713...................-283.......1,144..........-2,410..........1,548 02/17/09..........38,712..-140,524.....297,237.....-195,425...................-468.......1,823..........-3,815..........2,460 02/24/09..........51,943..-148,904.....269,423.....-172,462...................-535.......2,028..........-4,205..........2,712 03/03/09..........38,538..-127,734.....265,809.....-176,613...................-451.......1,749..........-3,621..........2,323 03/10/09..........35,964..-114,064.....254,721.....-176,621...................-658.......2,424..........-5,061..........3,295 03/17/09..........38,340..-115,187.....257,737.....-180,890...................-696.......2,539..........-5,318..........3,475 03/24/09..........49,874..-121,018.....253,059.....-181,915...................-536.......2,123..........-4,426..........2,839 03/31/09..........41,097..-122,458.....253,851.....-172,490...................-783.......2,793..........-5,821..........3,810 04/07/09..........44,552..-126,205.....256,406.....-174,753...................-776.......2,771..........-5,771..........3,776 04/14/09..........45,555..-126,609.....264,604.....-183,550...................-780,......2,783..........-5,793..........3,790 04/21/09..........41,919..-127,987.....264,739.....-178,671...................-849.......2,987..........-6,217..........4,079 04/28/09..........39,679..-128,979.....261,319.....-172,019...................-906.......3,167..........-6,585..........4,324 05/05/09..........38,765..-130,850.....265,773.....-173,688...................-777.......2,737..........-5,712..........3,752 05/12/09..........43,212..-131,737.....267,829.....-179,304...................-453.......1,700..........-3,604..........2,358 05/19/09..........43,789..-135,210.....278,551.....-187,130...................-636.......2,259..........-4,747..........3,124 05/26/09..........47,412..-131,563.....265,703.....-181,552...................-925.......3,115..........-6,497..........4,307 06/02/09..........43,805..-138,759.....275,375.....-180,421...................-606.......2,169..........-4,603..........3,041 06/09/09..........45,796..-139,653.....277,029.....-183,172...................-836.......2,892..........-6,038..........3,982 06/16/09..........48,411..-153,363.....294,883.....-189,931...................-534.......1,942..........-4,201..........2,793 06/23/09..........45,640..-153,808.....295,530.....-187,362...................-651.......2,326..........-4,940..........3,265 06/30/09..........40,625..-153,269.....299,819.....-187,175...................-732.......2,618..........-5,506..........3,621 07/07/09..........39,473..-160,481.....314,386.....-193,378...................-901.......3,273..........-6,790..........4,417 07/14/09..........52,790..-164,682.....305,396.....-193,504...................-901.......3,289..........-6,824..........4,436
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Please feel free to contact me anytime with any feedback or questions about the First Enercast Financial services. Thanks for your loyal support! Ben Smith First Enercast Financial email: ben <at> firstenercastfinancial <dot> com phone: 303.860.7494
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============US Gas Flow Models (US storage injections, in BCF, as of 9AM)=============
...Week.....------------------Composite.Model----------------------------....--Weekly.Models--....Baseline _Ending__Sat___Sun__ Mon__Tue__Wed___Thr___Fri__Total__2005__2007__EIA_ _(Neutral) 05/15/09...14.7.....16.1....13.2....13.4....14.5......15 .8....14.4.....102.......90........94.....102..... ....91 05/22/09...15.4.....14.4....14.1....14.4....15.1......16 .5....16.2.....106.....111......112.....106....... ..93 05/29/09...17.7.....19.5....20.9....19.3....15.1......16 .1....15.4.....124.....124......125.....124....... 104 06/05/09...15.0.....16.0....15.9....10.6....18.0......14 .0....16.5.....106.....108......107.....106....... 100 06/12/09...18.6.....19.5....17.0....15.6....14.5......14 .8....13.8.....114.....110......112.....114....... ..98 06/19/09...14.5.....15.1....14.6....13.6....12.4......12 .6....11.2.......94.......93........97.......94... ......82 06/26/09...12.1.....12.0....11.4......9.5......8.8...... ..8.2......7.9.......70.......74........77.......7 0.........53 07/03/09...10.1.....11.4......9.4....10.5....10.9......1 1.6....11.2.......75.......72........78.......75.. .......71 07/10/09...14.4.....16.0....14.5....11.8....10.7......10 .8....12.0.......90.......85........94.......90... ......90 07/17/09.....9.6.....11.7....10.5....10.5......8.3...... ..7.9......7.4.......66.......61........68.......6 6.........62 07/24/09.....8.3.....12.5....10.4....10.5......9.7...... 10.1......9.5.......71.......63........70.......71 .........71 07/31/09.....9.0.....10.1....11.2......9.6......8.3..... ...8.9......9.0.......66.......63........68....... 66.........56 08/07/09.....9.7.....11.7....11.0......9.5......6.6..... ...6.6......8.0.......63.......62........70....... 63.........59 08/14/09r....9.9.....10.4......7.6......6.5......6.7.... ....5.9......8.1.......55.......48........55...... ..............50 08/21/09r....8.0.....10.1......9.4i.....7.5i.....5.2i... .....4.5i.....3.0i......48i......44i........48i Estimated EIA-Weekly based storage (As of 08/19/09).......3255 BCF .................................................. .........(As of 08/19/08).......2730 BCF...(+525 BCF YOY Surplus) ====Estimate of Operationally Available Working Gas Storage Capacity (in BCF)==== ..................(Prepared from information for gas week ended 08/07/09) ___________Data Sample___________________Capacity___Inventory__%Fu ll___ Publicly available data.............................................. ..1410.............1182.........83.8 EIA-Reported data (100% of US Storage)..................3760(e).........3152.... .....83.8(e) ......(e).Estimate of Capacity calculated as 3152 / (1182/1410) = 3760 ===========================================Past.We ekly.Runs========================================= == _Week____Est.______Week____Est.______Week____Est._ _____Week____Est.______Week____Est.______Week____E st._______Week____Est.__ .................................................. .................................................. .................................................. .................................................. ...............03/20/09.....4479 .................................................. ......................03/30/07.....4052....................................... .................................................. ...........................03/27/09.....4566 04/07/06.......n/a..............................................04/06/07.....4067....................................... .................................................. ...........................04/03/09.....4498 04/14/06.......n/a..............................................04/13/07.....4134....................................... ......04/11/08.....3949....................................... .....04/10/09.....4478 04/21/06.......n/a..............................................04/20/07.....4190....................................... ......04/18/08.....3931....................................... .....04/17/09.....4441 04/28/06.......n/a..........10/27/06.....3680.........04/27/07.....4086....................................... ......04/25/08.....3852....................................... .....04/24/09.....4321 05/05/06.......n/a..........11/03/06.....3697.........05/04/07.....3998....................................... ......05/02/08.....3827....................................... .....05/01/09.....4231 05/12/06.......n/a..........11/10/06.....3711.........05/11/07.....3920.........11/09/07.....3771.........05/09/08.....3815....................................... .....05/08/09.....4185 05/19/06.......n/a..........11/17/06.....3690.........05/18/07.....3844.........11/16/07.....3766.........05/16/08.....3746....................................... .....05/15/09.....4129 05/26/06.......n/a..........11/24/06.....3706.........05/25/07.....3783.........11/23/07.....3768.........05/23/08.....3726.........11/21/08.....3747........05/22/09.....4068 06/02/06.......n/a..........12/01/06.....3686.........06/01/07.....3762.........11/30/07.....3768.........05/30/08.....3702.........11/28/08.....3773........05/29/09.....4019 06/09/06.......n/a..........12/08/06.....3669.........06/08/07.....3714.........12/07/07.....3789.........06/06/08.....3714.........12/05/08.....3786........06/05/09.....3964 06/16/06.......n/a..........12/15/06.....3649.........06/15/07.....3650.........12/14/07.....3785.........06/13/08.....3737.........12/12/08.....3773........06/12/09.....3940 06/23/06.......n/a..........12/22/06.....3611.........06/22/07.....3649.........12/21/07.....3798.........06/20/08.....3688.........12/19/08.....3743........06/19/09.....3917 06/30/06.......n/a..........12/29/06.....3593.........06/29/07.....3640.........12/28/07.....3794.........06/27/08.....3649.........12/26/08.....3740........06/26/09.....3890 07/07/06.....3436.........01/05/07.....3582.........07/06/07.....3625.........01/04/08.....3783.........07/04/08.....3617.........01/02/09.....3724........07/03/09.....3850 07/14/06.....3448.........01/12/07.....3572.........07/13/07.....3607.........01/11/08.....3751.........07/11/08.....3607.........01/09/09.....3740........07/10/09.....3839 07/21/06.....3442.........01/19/07.......n/a..........07/20/07.....3598.........01/18/08.....3764.........07/18/08.....3602.........01/16/09.....3798........07/17/09.....3815 07/28/06.....3435.........01/26/07.....3575.........07/27/07.....3581.........01/25/08.......n/a..........07/25/08.....3584.........01/23/09.....3873........07/24/09.....3792 08/04/06.....3436.........02/02/07.....3612.........08/03/07.....3561.........02/01/08.....3801.........08/01/08.....3562.........01/30/09.....3928........07/31/09.....3774 08/11/06.....3433.........02/09/07.....3677.........08/10/07.....3581.........02/08/08.....3737.........08/08/08.....3540.........02/06/09.....4017........08/07/09.....3760 08/18/06.....3437.........02/16/07.....3767.........08/17/07.....3567.........02/15/08.....3794.........08/15/08.....3510.........02/13/09.....4044 08/25/06.....3442.........02/23/07.....3855.........08/24/07.....3561.........02/22/08.....3822.........08/22/08.....3513.........02/20/09.....4118 09/01/06.....3450.........03/02/07.....3908.........08/31/07.....3548.........02/29/08.....3904.........08/29/08.....3508.........02/27/09.....4286 09/08/06.....3469.........03/09/07.......n/a..........09/07/07.......n/a..........03/07/08.....3928.........09/05/08.....3536.........03/06/09.....4474 09/15/06.......n/a..........03/16/07.....4054.........09/14/07.....3576.........03/14/08.....3975.........09/12/08.....3565.........03/13/09.....4436 09/22/06.....3529.........03/23/07.....4122.........09/21/07.....3592.........03/21/08.....3957.........09/19/08.....3599.................................... 09/29/06.....3554....................................... ......09/28/07.....3608.........03/28/08.....3960.........09/26/08.....3614.................................... 10/06/06.....3582....................................... ......10/05/07.....3628.........04/04/08.....3986.........10/03/08.....3623.................................... 10/13/06.....3609....................................... ......10/12/07.....3643....................................... ......10/10/08.....3639.................................... 10/20/06.....3635.(Best 2006 Estimate)...........10/19/07.....3666....................................... ......10/17/08.....3645.................................... .................................................. ......................10/26/07.....3696....................................... ......10/24/08.....3678.................................... .................................................. ......................11/02/07.....3736.(Best 2007 Estimate)...........10/31/08.....3707.................................... .................................................. .................................................. ............................................11/07/08.....3718.................................... .................................................. .................................................. ............................................11/14/08.....3729.(Best 2008 Estimate). Weekly Models: EIA = Weekly EIA report less reclassifications & revisions. ..........................2003 & 2005 = Forward estimators of the EIA weekly data, attempting to ..........................duplicate the respective methadologies employed by the EIA beginning in ..........................2003 & 2005 respectively. Composite Model: A compilation of all available models, derived from the Daily, 2005 Weekly, .............................EIA Weekly & Monthly, and the old AGA & Derived EIA weeklies. .............................Initially, the 2005 model projections (Interpolated by the daily model) are .............................presented, then the EIA weekly (Interpolated by the daily model), then the .............................EIA monthly data (Interpolated successively by way of the EIA weekly, .............................then by the daily model), with implied non-metered reclassifications and .............................adjustments removed. Baseline: An estimate of the weekly injection/withdrawal required for a dead-neutral report ..............(Neither bullish or bearish), reflecting any given weeks temperatures, temporary ..............hurricane shut-ins, Holidays, and a broad range of seasonal factors. ====Past Weekly Runs vs EIA (Best Model Bracketed)===== ................For Week.....Weekly.Models......Wkly...Interpolated __Run____Ending____2003___2005____EIA__EIA.Monthly 10/19/05..(10/14/05)........57........{67}.........75............78 10/26/05..(10/21/05)........54........{63}.........77............80 11/02/05..(10/28/05)..........4........{23}.........29............3 2 11/09/05..(11/04/05)........38........{45}.........51..(A).....52 11/16/05..(11/11/05).......{51}........38..........53............52 11/23/05..(11/18/05)........{-7}......-15...........-8.............-9 11/30/05..(11/25/05)........-47......{-51}.......-49...........-50 12/07/05..(12/02/05).......{-63}......-79........-59...........-60 12/14/05..(12/09/05)......-184....{-197}.....-202.........-201 12/21/05..(12/16/05)....{-158}.....-146......-162.........-161 12/28/05..(12/23/05)...{-.157}.....-156......-162.........-161 01/04/06..(12/30/05)........-21........(-8}..........1..............2 01/11/06..(01/06/06)........-37......{-25}.......-20...........-22 01/18/06..(01/13/06)........-45......(-45}.......-46...........-49 01/21/06..(01/20/06).......{-73}......-68........-81*.........-84 02/10/06..(01/20/06).......{-71}......-67........-81**........-84 02/10/06..(01/27/06).......{-75}......-70........-88**........-91 02/10/06..(02/03/06).......{-41}......-45........-38**........-41 02/15/06..(02/10/05).....{-111}....-121......-102.........-106 02/22/06..(02/17/06).....{-124}....-147......-123.........-127 03/01/06..(02/24/06)......-159....{-180}.....-171.........-175 03/08/06..(03/03/06)........-98......{-96}.......-85...........-85 03/15/06..(03/10/06)........-70......{-70}.......-55...........-50 03/22/06..(03/17/06)........-39......{-37}.......-23...........-18 03/29/06..(03/24/06).....{-109}....-115......-104...........-99 04/05/06..(03/31/06)........-30......{-12}.......-10.............-5 04/12/06..(04/07/06).........28........{27}........19............25 04/19/06..(04/14/06).........49........{61}........57(R).......63 04/26/06..(04/21/06).........81(R)...{85}(R)...80............86 05/03/06..(04/28/06).........55........{58}.........53...........59 05/10/06..(05/05/06)........{81}........78..........85...........86 05/17/06..(05/12/06)........{85}........78..........91...........90 05/24/06..(05/19/06).........85........{83}.........83...........82 05/31/06..(05/26/06)........{82}........87..........80...........79 06/08/06..(06/02/06).........88........{83}.........77...........76 06/15/06..(06/09/06)........{90}........95..........77...........75 06/22/06..(06/16/06).........93........{84}.........79...........77 06/28/06..(06/23/06).........73........{65}.........66...........64 07/05/06..(06/30/06).........83........{71}.........73...........71 07/12/06..(07/07/06)........{92}........83..........89...........91 07/19/06..(07/14/06)..........71.......{58}.........59...........61 07/26/06..(07/21/06)............7.......{..0}..........-7...........-5 08/02/06..(07/28/06)..........24.......{18}.........19...........21 08/09/06..(08/04/06)..........17........{-2}........-12.........-12 08/16/06..(08/11/06).........{42}.......27...........37..........35 08/23/06..(08/18/06)..........67.......{62}..........57..........55 08/30/06..(08/25/06).........{60}.......62...........48..........46 09/06/06..(09/01/06).........{73}.......67...........71..........69 09/13/06..(09/08/06).........{98}.......85.........108........105 09/20/06..(09/15/06).........{85}......{75}..........93..........90 09/27/06..(09/22/06).........{77}.......74...........77..........74 10/04/06..(09/29/06).........{67}.......64...........73..........70 10/11/06..(10/06/06)..........58.......{59}..........62..........68 10/18/06..(10/13/06).........{51}.......43...........53..........60 10/25/06..(10/20/06).........{18}.......16...........19..........26 11/01/06..(10/27/06).........-19......{-19}..........-9...........-2 11/08/06..(11/03/06)..........{-1}........-1...........-7...........-6 11/15/06..(11/10/06)..........{-3}........-3............5...........-3 11/21/06..(11/17/06)...........-7........{-6}..........-1...........-9 11/28/06..(11/24/06)........{-33}......-27.........-32.........-40 12/06/06..(12/01/06)........{-15}......-16.........-11.........-17 12/13/06..(12/08/06)........-158....{-167}.....-168.......-164 12/20/06..(12/15/06).........{-73}.....-64.........-71.........-67 12/28/06..(12/22/06)..........-57.....{-53}........-46.........-42 01/03/07..(12/29/06)..........-60.....{-50}........-47.........-42 01/10/07..(01/05/07)..........-61.....{-57}........-49.........-54 01/17/07..(01/12/07)..........-93.....{-87}........-89.........-98 01/20/07..(01/19/07)........-163....{-174}.....-179*.....-188 02/06/07..(01/19/07).......{-171}....-189......-179**....-188 02/06/07..(01/26/07).......{-193}....-200......-186**....-195 02/07/07..(02/02/07).......{-210}....-207......-224.......-228 02/14/07..(02/09/07).......{-250}....-275......-259.......-252 02/21/07..(02/16/07).......{-219}....-233......-223.......-216 02/28/07..(02/23/07)........-143....{-142}.....-132.......-125 03/07/07..(03/02/07).......{-105}......-92......-102.........-95 03/14/07..(03/09/07)........-109....{-111}.....-115.......-110 03/21/07..(03/16/07).............5.......{14}.........17.........-22 03/28/07..(03/23/07)..........-32......{-16}.......-22.........-17 04/04/07..(03/30/07)..........{48}.......70..........58..........63 04/11/07..(04/06/07)...........14........{21}........23..........25 04/18/07..(04/13/07)..........-47......{-45}.......-46.........-44 04/25/07..(04/20/07)............-1.........{9}.........18..........20 05/02/07..(04/27/07)...........79........{87}........87..........89 05/09/07..(05/04/07)...........84........{93}........96..........97 05/16/07..(05/11/07)...........86......{101}........95..........96 05/23/07..(05/18/07)...........93........{97}......104........105 05/30/07..(05/25/07)........{108}......111.......107........108 06/06/07..(06/01/07).........109......{111}......110........111 06/13/07..(06/08/07)........{102}......105.........92..........92 06/20/07..(06/15/07)........{104}......105.........89..........89 06/27/07..(06/22/07)..........{95}........89.........99..........99 07/04/07..(06/29/07)..........{75}........68.........78..........78 07/11/07..(07/06/07)..........102.......{99}........96..(B)...95 07/18/07..(07/13/07)............70.......{68}........65..........64 07/25/07..(07/20/07)............73.......{69}........64..(C)...63 08/01/07..(07/27/07)............84.......{79}........77..........76 08/08/07..(08/03/07)............58.......{49}........42..........41 08/15/07..(08/10/07)...........{21}.......15.........21..........19 08/22/07..(08/17/07)............32.......{21}........23..........21 08/29/07..(08/24/07)............45.......{43}........43..........41 09/05/07..(08/31/07)............43.......{41}........36..........34 09/12/07..(09/07/07)............71.......{68}........64..........68 09/19/07..(09/14/07)............69.......{69}........63..........67 09/26/07..(09/21/07)............69.......{73}........74..........78 10/03/07..(09/28/07)...........{60}.......63.........57..........61 10/10/07..(10/05/07)............68.......{74}........73..........75 10/17/07..(10/12/07)...........{40}.......45.........39..........41 10/24/07..(10/19/07)............55.......{61}........68..........70 10/31/07..(10/26/07)............59.......{61}........66..........68 11/07/07..(11/02/07)...........{31}.......29.........36..........36 11/14/07..(11/09/07)...........-21......{-17}........-9.........-12 11/21/07..(11/16/07).............{2}.........9...........4......... ...1 11/28/07..(11/23/07)...........-23......{-20}......-12.........-15 12/05/07..(11/30/07)..........{-90}......-91.......-88.........-91 12/12/07..(12/07/07)........{-144}....-139.....-146.......-146 12/19/07..(12/14/07).........-130....{-129}....-121.......-121 12/26/07..(12/21/07).........-171....{-169}....-165.......-165 01/03/08..(12/28/07).........-109....{-104}......-87.........-87 01/10/08..(01/04/08).........-175....{-173}....-171.......-177 01/15/08..(01/11/08)...........-67......{-53}......-59.........-69 01/19/08..(01/18/08)........{-138}....-130.....-155*......-165 02/11/08..(01/18/08)........{-150}....-147.....-155**....-165 02/11/08..(01/25/08).........-263....{-266}....-274**....-284 02/11/08..(02/01/08).........-198....{-201}....-200**....-208 02/13/08..(02/08/08)........{-110}....-108......120.......-116 02/20/08..(02/15/08)........{-169}....-168.....-172.......-168 02/27/08..(02/22/08)........{-150}....-146.....-151.......-147 03/05/08..(02/29/08).........-154....{-151}....-135.......-131 03/12/08..(03/07/08)..........{-87}......-76.......-86.........-79 03/19/08..(03/14/08)...........-90......{-87}......-85.........-78 03/26/08..(03/21/08)...........-46......{-37}......-36.........-29 04/02/08..(03/28/08)...........-39......{-31}......-29.........-22 04/09/08..(04/04/08)...........-33......{-23}......-14.........-10 04/16/08..(04/11/08)............21........{24}.......27..........29 04/23/08..(04/18/08)............14........{26}.......24..........26 04/30/08..(04/25/08)............72........{86}.......86..........88 05/07/08..(05/02/08)............48........{59}.......65..........66 05/14/08..(05/09/08)............73........{82}.......93..........92 05/21/08..(05/16/08)............74........{87}.......85..........84 05/28/08..(05/23/08)............72........{86}.......87..........88 .5 06/04/08..(05/30/08)...........{99}......113......105........106.5 06/11/08..(06/06/08)...........{84}........92........80..........81 .9 06/18/08..(06/13/08)............62........{58}.......57..........58 .9 06/25/08..(06/20/08)...........{98}........99........90..........91 .9 07/02/08..(06/27/08)...........{99}.......103.......85..........86. 9 07/09/08..(07/04/08).........{102}.......105.......90..........88.4 07/16/08..(07/11/08).........{104}.......107.....104..........99.7 07/23/08..(07/18/08)............89.........{82}......84..........79 .7 07/30/08..(07/25/08)............73.........{67}......65..........60 .7 08/06/08..(08/01/08)............66.........{65}......56..........52 .3 08/13/08..(08/08/08)............64.........{59}......50..........49 .5 08/20/08..(08/15/08)..........104.......{100}......88..........87.5 09/01/08..(08/22/08)............98.........{92}....102***....101.5 ................For Week.........Weekly.Models..Wkly...Interpolated __Run____Ending______2005___2007__EIA__ EIA.Monthly 09/03/08..(08/29/08)...........{92}.........87.......90..........89 .5 09/10/08..(09/05/08).............57........{58}......58..........57 .8 09/17/08..(09/12/08)............{65}........57.......67..........66 .9 09/24/08..(09/19/08)............{52}........43.......51..........50 .9 10/01/08..(09/26/08)............{87}........79.......87..........86 .9 10/08/08..(10/03/08).............82.........{88}.....88..........87 .4 10/15/08..(10/10/08)............{75}.......{85}.....79..........77. 8 10/22/08..(10/17/08)............{72}........76.......70..........68 .8 10/29/08..(10/24/08).............31........{39}......46..........44 .8 11/05/08..(10/31/08)...............7........{13}......19..........1 7.8 11/12/08..(11/07/08).............42........{50}......60..........62 .5 11/19/08..(11/14/08)...............1..........{8}......16.......... 18.5 11/25/08..(11/21/08)...........{-65}.......-52......-66........-63.5 12/03/08..(11/28/08)............-73.......{-61}.....-64........-61.5 12/10/08..(12/05/08)............-80.......{-72}.....-67........-68.5 12/17/08..(12/12/08).........{-126}.....-119....-124......-127.1 12/23/08..(12/19/08)..........-154.....{-152}...-147......-150.1 12/30/08..(12/26/08)..........-165.....{-153}...-143......-146.1 01/07/09..(01/02/09)............-69.......{-58}.....-47........-49.3 01/14/09..(01/09/09)..........-125.....{-112}.....-94........-94.2 01/22/09..(01/16/09)..........-191.....{-187}...-176......-176.2 01/29/09..(01/23/09)..........-198.....{-186}...-186......-186.2 02/04/09..(01/30/09)..........-216.....{-206}...-195......-195.2 02/11/09..(02/06/09)..........-187.....{-177}...-159......-158.7 02/18/09..(02/13/09)............-60.......{-52}.....-24........-23.6 02/25/09..(02/20/09)..........-138.....{-120}...-101......-100.6 03/04/09..(02/27/09)..........-133.....{-107}...-102......-101.6 03/11/09..(03/06/09)..........-135.....{-113}...-112......-109.9 03/18/09..(03/13/09)...........{-32}.......-22......-30........-27.6 03/25/09..(03/20/09).............-13.........{5}........3............5.4 04/01/09..(03/27/09).............-20.......{13}........9 (D)....11.4 04/08/09..(04/03/09)...............-1.......{14}......20..........22.2 04/15/09..(04/10/09)...............-1.......{16}......21..........23.1 04/22/09..(04/17/09)..............26.......{46}......46..........48 .1 04/29/09..(04/24/09)..............71.......{84}......82..........84 .1 05/06/09..(05/01/09)..............84.......{88}......95 05/13/09..(05/08/09).............{92}.....101.......95 05/20/09..(05/15/09)..............90.......{95}....103 05/27/09..(05/22/09)...........{113}.....116.....106 06/03/09..(05/29/09)...........{125}.....126.....124 06/10/09..(06/05/09)............109.....{107}....106 06/17/09..(06/12/09)............111.....{113}....114 06/24/09..(06/19/09).............{94}.......97.......94 07/01/09..(06/26/09).............{74}.......78.......70 07/08/09..(07/03/09).............{73}.......78.......75 07/15/09..(07/10/09).............{86}.......94.......90 07/22/09..(07/17/09)..............62.......{68}......66 07/29/09..(07/24/09)..............64.......{70}......71 08/05/09..(07/31/09)..............63.......{68}......66 08/12/09..(08/07/09).............{62}.......70.......63 08/19/09..(08/14/09).............47.9.....55.1....??? * Special Saturday-night "Pre-Vacation" run, generated without the benefit of Monday/Tuesday night "Weekly" data. ** Final estimates of the models (Generated upon return from vacation), from special model runs before EIA actuals were applied, and before the models were allowed to self-adjust to those EIA actuals. (A) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 61 BCF injection estimate. (B) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 106 BCF injection estimate. (C) For purposes of analysis, the 7 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 71 BCF injection estimate. (D) For purposes of analysis, the 9 BCF reclassification (of working gas to base gas) plus corrections has been re-added to the EIA's origionally-reported 0 BCF injection estimate. =====Canadian Storage Sampling (Injections, in BCF)===== ...Week.....-----------Daily Model------------ _Ending__Sat__Sun_ Mon_ Tue_Wed__Thur___Fri__Total 02/20/09...-3.0...-2.9...-2.6....-2.7...-2.7...-3.0......-3.2....-20.1 02/27/09...-2.4...-2.5...-2.4....-3.5...-3.5...-3.3......-3.6....-21.1 03/06/09...-3.8...-3.7...-2.6....-2.8...-3.3...-2.1......-1.4....-19.7 03/13/09...-1.3...-1.5...-1.3....-2.8...-4.5...-4.8......-3.6....-19.8 03/20/09...-2.2...-0.5...-0.6....-0.6...-0.4...-0.8.......0.6......-4.5 03/27/09....0.5....0.8.....1.2.....0.9....0.7...-1.1.......0.5........3.5 04/03/09....1.0....1.0.....1.3.....2.1....0.4....0.6.... ...1.4........7.9 04/10/09....2.0....1.8.....1.8.....1.6....1.1....1.9.... ...1.9......12.2 04/17/09....2.7....2.9.....3.2.....3.5....2.4....2.0.... ...2.7......19.5 04/24/09....3.2....3.3.....3.0.....2.4....3.0....2.4.... ...2.3......19.6 05/01/09....2.4....3.3.....3.7.....3.4....2.2....2.0.... ...2.9......19.8 05/08/09....3.1....3.4.....3.2.....3.2....2.6....2.9.... ...2.5......20.9 05/15/09....3.3....3.1.....3.1.....3.0....2.4....2.2.... ...2.4......19.4 05/22/09....2.8....2.8.....2.9.....1.8....2.0....2.0.... ...2.2......16.4 05/29/09....3.0....3.3.....3.2.....3.2....3.2....2.4.... ...2.5......20.5 06/05/09....3.0....2.9.....2.9.....2.9....2.4....2.3.... ...2.4......18.8 06/12/09....3.0....2.8.....2.7.....2.0....2.3....2.4.... ...2.5......17.6 06/19/09....2.1....2.1.....2.0.....2.1....2.0....1.4.... ...1.5......13.3 06/26/06....2.4....2.5.....2.2.....2.3....1.5....1.7.... ...1.3......13.8 07/03/09....2.1....1.9.....1.8.....2.3....2.0....1.7.... ...1.6......13.3 07/10/09....1.8....1.4.....1.5.....1.2....0.8....2.1.... ...1.2......10.0 07/17/09....1.8....1.4.....1.5.....1.7....1.6....0.8.... ...1.8......10.5 07/24/09....1.5....1.6.....1.6.....1.6....1.5....1.2.... ...1.0........9.9 07/31/09....1.2....1.0.....1.0.....1.1...-0.1....0.1.......0.9........5.3 08/07/09....1.7....1.8.....1.6.....1.6....1.6....1.3.... ...1.4......11.0 08/14/09....1.5....1.2.....1.5.....1.3....0.9....0.8.... ...0.5........7.7 08/21/09....1.0....1.1.....1.1.....1.1.................. ....................4.3i ........................Canadian Production Model .........2002.....2003.....2004.....2005.....2006. ....2007.....2008.....2009 ........=====...=====...=====...=====...=====...== ===...=====...===== 01.....17.45....16.68....16.44....16.93....17.38.. ..17.34....16.49....15.82. 02.....17.96....16.86....16.78....17.20....17.45.. ..17.15....16.12....16.19 03.....17.76....16.96....17.19....17.57....17.63.. ..17.35....16.56....16.08 04.....18.06....17.28....17.59....17.76....17.90.. ..17.62....16.97....16.20 05.....18.06....16.57....17.47....17.22....17.73.. ..17.28....16.60....15.54 06.....17.99....16.65....17.07....16.62....17.16.. ..16.69....15.58....15.37 07.....17.73....16.77....17.07....17.12....17.25.. ..16.96....16.69....15.47 08.....17.16....17.02....17.17....17.40....17.92.. ..17.13....16.60....15.12i 09.....17.26....16.77....16.83....17.11....17.20.. ..16.87....16.44 10.....17.27....16.81....16.90....17.12....17.40.. ..16.86....16.25 11.....17.28....16.75....17.10....17.26....16.86.. ..16.57....16.21 12.....17.28....16.87....17.10....17.60....17.50.. ..16.79....15.76 ....Estimated sample size: 77% ===============US Longer-Term Model=================== 2009 Spring..1651 BCF*...Fall..4058 BCF 2010 Spring..2117 BCF.....Fall..4459 BCF 2011 Spring..2504 BCF.....Fall..4859 BCF ......*=Actual for week ended 03/13/09 ____Run___F-07_S-08____Run___S-08_F-08____Run___F-08_S-09_____Run___S-09_F-09____Run___F-09_S-10 ....09/24/07..3498..1142....11/21/07..1292..3210....04/17/08..3469..1150....11/20/08..1639..4233....03/26/09..4674..3082 ....09/27/07..3497..1167....11/28/07..1404..3432....04/24/08....n/a.....n/a.....11/27/08..1630..4273....04/03/09..4556..2906 ....10/04/07..3491..1268....12/06/07..1432..3530....05/04/08..3613..1208....12/04/08..1688..4479 ....10/11/07..3502..1284....12/13/07..1333..3421....05/08/08..3617..1215....12/11/08..1770..4738 ....10/18/07..3464..1051....12/20/07..1359..3514....05/15/08..3630..1228....12/18/08..1708..4699....04/23/09..4479..2807 ....10/25/07..3489..1110....12/27/07..1314..3429....05/22/08..3678..1304....12/25/08..1697..4652....04/30/09..4420..2706 ....11/01/07..3526..1092....01/04/07..1410..3609....06/01/08..3635..1262....01/04/09..1788..4916....05/07/09..4362..2606 ....11/08/07..3545..1035....01/11/07..1372..3519....06/05/08..3651..1285....01/08/09..1827..5036....05/14/09..4320..2538 ....11/15/07..3545..1159....01/17/07..1456..3560....06/13/08..3614..1239....01/15/09..1863..5333....05/21/09..4311..2523 ..........................................02/12/08..1341..3303....06/20/08..3668..1391....01/25/09..1805..5223....05/28/09..4297..2507 ..........................................02/14/08..1297..3141....06/27/08..3670..1402....01/29/09..1755..5143....06/04/09..4292..2499 ..........................................02/21/08..1273..3185....07/03/08..3691..1446....02/05/09..1714..5029....06/11/09..4212..2373 ..........................................02/28/08..1256..3323....07/10/08..3720..1504....02/12/09..1660..4894....06/18/09..4223..2386 ..........................................03/06/08..1240..3428....07/17/08..3812..1678....02/19/09..1744..5041....06/25/09..4207..2358 ..........................................03/13/08..1249..3457....07/24/08..3867..1796....02/26/09..1721..4984....07/02/09..4153..2278 ..........................................03/20/08..1237..3424....07/31/08..3929..1954....03/05/09..1685..4996....07/09/09..4107..2205 ..........................................03/27/08..1251..3468....08/07/08..3914..1949....03/12/09..1621..4890....07/16/09..4077..2151 ..........................................03/27/08..1251..3468....08/14/08..3892..1940....03/19/09..1629..4759....07/23/09..4084..2180 ..........................................04/03/08..1248..3621....08/21/08..3833..1802.................................... ......07/30/09..4071..2148 ..........................................04/10/08..1234..3540....09/02/08..3816..1768.................................... ......08/06/09..4067..2136 .................................................. ..............................09/04/08..3815..1758.................................... ......08/13/09..4058..2117 .................................................. ..............................09/11/08..3731..1615 .................................................. ..............................09/18/08..3667..1514 .................................................. ..............................09/25/08..3564..1308 .................................................. ..............................10/02/08..3538..1281 .................................................. ..............................10/09/08..3507..1288 .................................................. ..............................10/16/08..3487..1228 .................................................. ..............................10/23/08..3452..1464 .................................................. ..............................10/30/08..3438..1518 .................................................. ..............................11/06/08..3424..1464 .................................................. ..............................11/14/08..3479..1594 ======Longer-Term Model Storage Projections:====== ...Week.........Normal.......Projected Storage _Ending____D-Days__Change___Inventory 08/07/09.........73.2........63 BCF.....3152 BCF 08/14/09.........72.1........65 BCF.....3217 BCF 08/21/09.........70.0........70 BCF.....3287 BCF 08/28/09.........68.7........69 BCF.....3357 BCF 09/04/09.........66.5........79 BCF.....3436 BCF 09/11/09.........63.2........92 BCF.....3529 BCF 09/18/09.........62.1........89 BCF.....3618 BCF 09/25/09.........62.1........81 BCF.....3699 BCF 10/02/09.........64.3........82 BCF.....3782 BCF 10/09/09.........67.6........76 BCF.....3858 BCF 10/16/09.........72.1........75 BCF.....3934 BCF 10/23/09.........80.0........57 BCF.....3991 BCF 10/30/09.........88.7........45 BCF.....4036 BCF 11/06/09.........99.8........21 BCF.....4058 BCF 11/13/09.......111.0.........-1 BCF.....4057 BCF 11/20/09.......124.3.......-22 BCF.....4035 BCF 11/27/09.......137.6.......-31 BCF.....4003 BCF 12/04/09.......148.7.......-67 BCF.....3935 BCF 12/11/09.......161.0.......-99 BCF.....3835 BCF 12/18/09.......174.3.....-120 BCF.....3715 BCF 12/25/09.......185.4.....-125 BCF.....3590 BCF 01/01/10.......190.0.....-120 BCF.....3469 BCF 01/08/10.......191.0.....-146 BCF.....3323 BCF 01/15/10.......194.3.....-160 BCF.....3162 BCF 01/22/10.......199.8.....-164 BCF.....2998 BCF 01/29/10.......198.7.....-167 BCF.....2830 BCF 02/05/10.......193.2.....-156 BCF.....2674 BCF 02/12/10.......182.1.....-138 BCF.....2535 BCF 02/19/10.......172.1.....-113 BCF.....2422 BCF 02/26/10.......164.3.......-90 BCF.....2331 BCF 03/05/10.......158.7.......-80 BCF.....2250 BCF 03/12/10.......151.0.......-69 BCF.....2181 BCF 03/19/10.......139.8.......-49 BCF.....2132 BCF 03/26/10.......125.4.......-14 BCF.....2117 BCF 04/02/10.......113.2........12 BCF.....2130 BCF 04/09/10.......103.2........28 BCF.....2158 BCF 04/16/10.........95.4........36 BCF.....2195 BCF 04/23/10.........86.5........61 BCF.....2256 BCF 04/30/10.........79.8........73 BCF.....2330 BCF Note- US Longer-Term Model projections are not "Predictions", but are extrapolations carried forward (based upon the previous 10 weeks estimated supply/demand balance & energy pricing) to either a reasonable or unreasonable conclusion. As this model is intended for the long-term, MMS/hurricane curtailments are projected on a fully-restored basis. ==========Daily Model Baseline Score========== ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/12/09.....-3.7...-3.8...-2.3....-2.9....-1.9....-1.7...-0.9 06/19/09.....-1.5...-0.7...-0.8....-1.6....-1.8....-3.4...-2.3 06/26/09.....-2.6...-1.9...-2.2....-2.8....-3.5....-2.9...-0.9 07/03/09.....-2.8...-2.7....1.0......0.0.....0.1.....0.0....1.0 07/10/09......0.0....1.1....0.9......1.3.....0.1....-0.9...-2.2 07/17/09.....-0.6...-1.4....0.3.....-1.0.....0.2....-1.6....0.4 07/24/09r.....1.4...-1.0....1.5.....-0.2....-0.5....-1.3...-0.3 07/31/09r....-0.3...-1.4...-2.1....-2.5....-2.1....-1.6...-0.1 08/07/09r....-0.3...-1.0...-0.9....-2.6....-1.1.....0.6....1.2 08/14/09r....-1.3...-3.3...-2.2....-1.7....-0.8.....2.7....1.1 08/21/09r.....0.8...-1.6...-1.9....-0.9i ======Physicals Daily Model Baseline Score======= ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/12/09.....-6.0...-5.5...-3.5....-4.2....-3.7....-3.5...-2.6 06/19/09.....-2.8...-2.4...-2.2....-2.7....-2.7....-3.5...-1.3 06/26/09.....-0.9....0.3....0.7.....0.6.....-0.2.....0.5....1.8 07/03/09.....-0.4...-0.2....2.3....-0.5....-1.3....-1.3....0.0 07/10/09.....-1.0...-0.2...-0.8...-1.0.....-2.2....-2.5...-2.9 07/17/09.....-0.6...-1.4....0.1...-1.5.....-0.6....-1.2...-0.3 07/24/09r....-1.6...-4.9...-2.8...-4.7.....-4.6....-4.9...-3.6 07/31/09r....-2.7...-2.6...-3.3...-3.1.....-2.4....-3.1...-2.8 08/07/09r....-3.4...-4.3...-3.4...-3.6.....-1.6....-1.1...-1.6 08/14/09r....-3.1...-2.3....0.5.....0.6.....-0.6.....0.5...-1.4 08/21/09r....-0.6...-1.4...-0.2.....0.7i =================Fair-Value Model================== .................----10 Week Average----- __Date__BL.Score_H.Hub_Oil/Gas________Signal________ 08/03/09.....-1.19......3.58....18.68.....Fair-Value Much < 3.58 08/04/09.....-1.18......3.58....18.71.....Fair-Value Much < 3.58 08/05/09.....-1.16......3.58....18.73.....Fair-Value Much < 3.58 08/06/09.....-1.09......3.59....18.74.....Fair-Value Much < 3.59 08/07/09.....-1.06......3.58....18.79.....Fair-Value Much < 3.58 08/08/09.....-1.08......3.58....18.83.....Fair-Value Much < 3.58 08/09/09.....-1.12......3.57....18.87.....Fair-Value Much < 3.57 08/10/09.....-1.15......3.57....18.91.....Fair-Value Much < 3.57 08/11/09.....-1.21......3.56....18.95.....Fair-Value Much < 3.56 08/12/09.....-1.15......3.55....19.00.....Fair-Value Much < 3.55 08/13/09.....-1.10......3.55....19.03.....Fair-Value Much < 3.55 08/14/09.....-1.06......3.55....19.06.....Fair-Value Much < 3.55 08/15/09.....-0.99r.....3.54....19.09.....Fair-Value Much < 3.54 08/16/09.....-0.96r.....3.54....19.13.....Fair-Value Much < 3.54 08/17/09.....-0.96......3.53....19.16.....Fair-Value Much < 3.53 08/18/09.....-0.93......3.52....19.18.....Fair-Value Much < 3.52 Fair Value Crossings (From 08/21/08 Model Run) ..................--10 Week Average-- ____Date____H.Hub__Oil/Gas___Comments__ .....03/09/03......6.49........5.33.....(on $34.60 oil) .....03/24/04......5.50........6.44.....(on $35.42 oil) .....05/31/04......5.90........6.45.....(on $38.09 oil) .....12/15/04......6.16........7.99.....(on $49.21 oil) .....04/01/05......6.53........7.79.....(on $50.90 oil) .....05/11/05......6.99........7.62.....(on $53.29 oil) .....05/18/06......6.91........9.82.....(on $67.85 oil) .....12/09/06......6.71........8.89.....(on $59.63 oil) .....07/27/07......6.96........9.95.....(on $69.28 oil) .....04/04/08......8.90......11.21.....(on $99.71 oil) .....05/16/08....10.08......11.16.....(on $112.57 oil) .....06/10/08....10.96......11.07.....(on $121.24 oil) =============Fundamentals Assessment=============== E&P's............................................. .................................Neutral Natgas Futures (Cash Through Nov09).........................Bearish Natgas Futures (Dec09 Through End of Strip)...............Neutral *** Fundamentals Assessment confidence somewhat lower until Longer-term model work is completed. ========================Monthly Accumulated Injection (Withdrawal) Days========================= Month....94......95......96......97......98....... 99......00......01......02......03.......04......0 5......06.......07.......08.......09 ..01.....-660...-435...-561...-554...-347...-481...-497...-545...-378...-586...-610...-476...-241r..-442r..-481....-591 ..02.....-458...-392...-413...-297...-232...-273...-268...-364...-292...-466...-422...-297...-366r..-517r..-382....-320 ..03.....-151...-104...-296...-118...-188...-210.....-40...-239...-204...-145.....-62...-215...-171r....-74r..-171....-139 ..04......138.......68......56......40....115..... 106......98....104....101.......64....117....143.. ..170r.....53r....115.......95 ..05......256.....264....215....237....281.....277 ....264....274....219.....251....260....240....259 r...279r....247.....277 ..06......229.....262....256....268....212.....249 ....251....248....243.....269....262....228....247 r...243r....203.....226 ..07......215.....197....233....221....183.....162 ....228....209....170.....201....228....159....157 r...217r....187.....208 ..08......250.....189....248....245....205.....206 ....214....194....187.....197....252....165....165 r...141r....219.....100i ..09......284.....250....276....268....253.....269 ....234....270....262.....277....271....246....274 r...248.....269 ..10......213.....214....181....138....217.....178 ....199....176....126.....178....204....188....141 r...226r....167 ..11.......-23...-178...-212...-169.....-28......40...-188.......61..-131......-45.....-35.....-29....-16r....-79r.....-92 ..12.....-285...-478...-341...-393...-309...-342...-635...-265...-405....-367...-392...-464..-250r..-385r...-418 Sum of all months (Gives annual Injection/Withdrawal days over (under) average): ................7...-142...-359...-115....361.....182...-141.....123..-102....-173......74....-113...351 =================Monthly Average Temperature (Unweighted Average of 274 US Stations)================== Month....94......95......96......97......98....... 99.....00......01......02......03......04.......05 ......06......07......08......09.....Avg ..01......32.9...38.5...34.9...35.5...41.1...38.3. ..37.2...35.4...40.4...34.2...34.2....37.9...44.1. ..38.0...36.6...34.6...37.3 ..02......38.1...39.9...39.7...41.9...43.8...43.7. ..44.0...40.3...41.0...36.8...38.3....42.0...39.4. ..35.8...39.9...41.3...40.3 ..03......48.4...49.1...43.4...49.5...46.8...45.9. ..51.1...44.8...46.0...48.1...50.8....45.8...47.8. ..51.7...47.0...48.6...47.7 ..04......58.2...55.3...54.9...53.1...56.0...57.4. ..55.8...58.1...58.5...56.3...57.0....56.7...59.8. ..55.0...56.7...56.7...56.6 ..05......64.2...64.6...65.5...62.5...67.8...65.0. ..67.2...66.2...63.4...64.8...67.1....63.3...65.8. ..67.1...64.3...66.2...65.2 ..06......74.9...72.4...73.2...71.7...73.3...72.7. ..72.7...72.7...73.9...71.3...72.0....74.2...73.6. ..74.0...74.6...73.6...73.1 ..07......76.7...77.6...75.8...76.3...77.8...78.0. ..75.7...76.4...78.1...76.9...75.7....78.1...78.7. ..76.6...77.3...75.4...77.0 ..08......74.5...78.1...75.1...74.4...76.9...75.9. ..76.1...76.6...76.3...76.9...73.3....77.2...77.1. ..78.5...75.4.............76.2 ..09......69.1...68.5...68.0...69.8...72.5...68.7. ..68.9...68.0...71.3...68.4...70.1....72.1...67.8. ..71.4...70.0.............69.6 ..10......59.4...60.0...58.4...58.5...60.0...58.6. ..59.6...58.3...57.5...59.3...60.3....59.9...57.4. ..62.9...58.4.............59.2 ..11......50.7...45.6...44.8...45.6...50.4...52.0. ..44.7...52.9...46.4...49.9...49.7....50.2...49.9. ..48.5...47.7.............48.6 ..12......42.7...37.9...40.7...39.2...42.1...40.9. ..31.9...42.9...39.4...39.8...39.5....37.1...43.4. ..40.5...38.8.............39.8 Year.....57.5...57.3...56.2...56.5...59.0...58.1.. .57.1...57.7...57.7...56.9...57.3....57.9...58.7.. .58.3...57.2.............57.6 ========Daily Injection (Withdrawal) Days========= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/17/09.....5.9.....5.8.....5.9.....5.9.....5.6.....4.8 .....5.5 07/24/09.....6.9.....7.5.....7.8.....8.0.....7.8.....7.5 .....7.4 07/31/09.....6.8.....6.1.....6.1.....5.7.....5.4.....6.1 .....7.0 08/07/09.....7.0.....7.0.....6.5.....5.6.....5.3.....6.3 .....7.2 08/14/09.....6.6.....4.8.....3.5.....3.9.....5.4.....7.1 .....7.3 08/21/09.....6.5.....5.5.....4.7.....4.8 ===========Daily Demand-Days Model=========== ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.9.....9.8.....9.7.....9.5.....9.5.....9.8 ...10.1 07/17/09...10.4...10.5...10.5...10.4...10.6...11.0...10. 6 07/24/09.....9.9.....9.6.....9.5.....9.4.....9.4.....9.6 .....9.7 07/31/09.....9.9...10.3...10.3...10.5...10.7...10.3..... 9.9 08/07/09.....9.9.....9.9...10.2...10.7...10.9...10.3.... .9.8 08/14/09...10.2...11.1...11.8...11.7...10.8.....9.9..... 9.8 08/21/09...10.2...10.8...11.2...11.1 =======Old Degree-Days Model (HDD+CDD)======= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.3.....9.0.....9.6.....9.3.....9.0.....8.9 ...10.3 07/17/09...11.1...11.8...10.5...10.3...11.4...12.8...11. 0 07/24/09.....9.4.....8.7.....8.8.....8.6.....9.7...10.2. ..10.4 07/31/09...11.7...12.6...12.4...12.8...12.1...11.6...10. 9 08/07/09...10.8...10.4...12.2...12.6...12.3.....9.6..... 9.6 08/14/09...11.4...13.8...14.6...13.1...11.3...10.2...11. 4 08/21/09...12.4...13.0...13.4...12.9 ==============================Monthly.US.Dry-Gas.Supply.Models.(BCF/Day)============================= ......................Net.US.Supply............... ...............Production.......................Dr y-Gas.Imports........LNG.Imports.(Revaporized) _____ 2006__2007__2008__2009___ 2006__2007__2008__2009__ 2006_2007_2008_2009__ 2006_2007_2008_2009 01......59.55...58.40...65.95...72.28......49.82.. .48.07...57.25...64.27.....8.46...8.64...7.88....6 .97.....1.27...1.70...0.82....1.04 02......59.04...63.56...66.76...70.94......49.35.. .52.38...58.45...63.36.....8.29...9.58...7.67....6 .75.....1.40...1.60...0.64....0.83 03......59.41...61.61...67.37...69.93......49.91.. .51.71...59.50...62.91.....8.42...7.20...7.22....6 .12.....1.08...2.70...0.65....0.90 04......61.12...63.93...67.00...70.44......50.92.. .52.85...58.71...63.45*...8.36...7.76...7.50....5. 66......1.84...3.32...0.79....1.33 05......60.74...65.14...65.06...67.35......50.73.. .54.66...58.06...61.39.....7.81...7.14...6.23....4 .50.....2.20...3.34...0.78....1.46 06......60.49...65.85...67.04...67.39......50.34.. .55.29...59.91...60.65.....7.86...7.51...6.34....5 .57.....2.29...3.04...0.79....1.17 07......62.11...66.09...68.93...66.51......51.48.. .55.27...60.96...58.91.....8.71...7.73...7.00....6 .74.....1.92...3.09...0.96....0.86 08......62.17...67.36...69.45...66.41i.....51.25.. .55.78...61.58...58.56i....9.12...8.68...7.10....7 .28i.....1.80...2.90...0.77....0.57i 09......60.41...65.70...64.78..................51. 23...56.04...56.83.................8.03...8.23...7 .15................1.15...1.43...0.80 10......61.05...64.64...66.82..................51. 96...56.12...59.18.................7.97...7.80...6 .85................1.12...0.73...0.78 11......59.30...65.22...68.57..................51. 50...57.76...61.35.................6.63...6.73...6 .54................1.18...0.72...0.68 12......59.85...65.81...69.15..................50. 61...57.12...61.55.................7.72...8.01...6 .85................1.52...0.68...0.74 *...Major new pipeline (TXG Fayetteville lateral @ Lula, MS.) began scheduling flows 04/03/09. =====================================Monthly US Dry-Gas Import/Export Models (BCF/Day)===================================== .........Net US Dry-Gas Imports.................Canadian Imports...................Canadian.Exports........ .........Mexican Imports*..............Mexican Exports* ____ 2006_2007_2008_2009____ 2006__2007__2008__2009___2006_2007_2008_2009___200 6_2007_2008_2009__ 2006_2007_2008_2009 01......8.46...8.64...7.88...6.97........11.78...1 1.89...11.94...11.10.......2.31...2.20...2.62....3 .16......0.00...0.23...0.01...0.04......1.01...1.2 8...1.45...1.01 02......8.29...9.58...7.67...6.75........11.98...1 2.47...11.75...11.23.......2.53...1.89...2.58....3 .47......0.03...0.15...0.00...0.00......1.19...1.1 4...1.51...1.01 03......8.42...7.20...7.22...6.12........11.97...1 0.79...11.56...10.08.......2.41...2.68...2.96....3 .01......0.01...0.16...0.00...0.00......1.14...1.0 6...1.38...0.94 04......8.36...7.76...7.50...5.66........10.94...1 0.85...10.93.....9.20.......1.60...2.49...2.43.... 2.77......0.00...0.31...0.14...0.06......0.98...0. 91...1.14...0.83 05......7.81...7.14...6.23...4.50........10.96...1 0.83.....9.84.....8.19.......1.92...2.40...2.43... .2.64......0.00...0.03...0.00...0.00......1.23...1 .33...1.18...1.05 06......7.86...7.51...6.34...5.57........11.30...1 1.27.....9.91.....9.02.......2.00...2.25...2.15... .2.37......0.00...0.00...0.00...0.00......1.44...1 .51...1.42...1.08 07......8.71...7.73...7.00...6.74........11.99...1 1.57...10.80.....9.93.......1.77...2.37...2.22.... 1.98......0.00...0.11...0.00...0.00......1.52...1. 58...1.57...1.22 08......9.12...8.68...7.10...7.28i.......12.26...1 2.23...10.70...10.47i......1.68...2.01...2.08....1 .98i......0.00...0.01...0.00...0.00i.....1.47...1. 55...1.52...1.22i 09......8.03...8.23...7.15..................11.34. ..11.84...10.71...................2.00...2.24...2. 12.................0.00...0.09...0.00............. ...1.31...1.46...1.44 10......7.97...7.80...6.85..................11.28. ..11.20...10.67...................2.00...2.04...2. 31.................0.00...0.00...0.00............. ...1.32...1.36...1.51 11......6.63...6.73...6.54..................10.32. ..10.73...10.35...................2.58...2.64...2. 51.................0.03...0.00...0.14............. ...1.15...1.35...1.44 12......7.72...8.01...6.85..................11.29. ..12.26...10.88...................2.51...2.96...2. 70.................0.18...0.07...0.10............. ...1.24...1.35...1.43 ......* = Experimental Model ===============Daily Net US Supply Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24....67.07....467.13 08/21/09....66.51....66.77.............................. .......................................133.28i __________________________Year_Ago________________ __________ 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 09/12/08....65.18....65.57....67.31....66.38....66.74... .64.90....64.07....460.13 ===============Daily US Production Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....60.87....60.43....61.17....60.52....61.10... .61.23....61.28....426.61 06/26/09....60.72....60.55....60.54....61.63....61.22... .61.26....60.35....426.27 07/03/09....61.24....61.19....61.37....61.55....58.30... .58.31....58.20....420.15 07/10/09....58.79....58.55....59.31....58.06....59.13... .58.49....58.43....410.75 07/17/09....58.41....58.65....59.44....58.91....60.37... .57.76....57.91....411.46 07/24/09....58.85....58.95....59.33....58.69....59.72... .59.25....59.25....414.05 07/31/09....58.90....58.99....59.44....59.32....59.26... .59.47....59.84....415.22 08/07/09....58.79....58.57....59.17....58.27....57.47... .57.01....56.98....406.25 08/14/09....57.71....57.47....58.59....59.62....59.38... .59.26....59.23....411.27 08/21/09....58.84....59.01.............................. .......................................117.85i __________________________Year_Ago________________ __________ 08/15/08....62.09....62.23....62.60....63.13....62.04... .62.07....62.42....436.58 08/22/08....61.20....61.23....61.88....61.95....63.00... .62.22....62.33....433.80 08/29/08....61.64....61.44....62.16....62.81....62.89... .62.70....61.78....435.42 09/05/08....57.33....54.97....52.78....53.39....55.61... .57.63....57.64....389.34 09/12/08....57.04....57.45....59.10....58.48....58.21... .56.37....55.34....401.99 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 08/21/09......7.13......7.18............................ ...........................................14.32i __________________________Year_Ago________________ __________ 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 09/12/08......7.23......7.23......7.22......7.04......7. 64......7.70......7.94......52.00 ==========Daily US LNG Imports (As Revaporized, BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.70......0.72......0.75......1.07......1. 25......1.21......1.31........7.01 06/26/09......0.82......0.74......0.88......1.14......1. 21......1.19......1.23........7.22 07/03/09......0.84......0.74......0.96......0.91......1. 31......1.02......0.66........6.45 07/10/09......0.66......0.73......0.90......1.20......1. 18......1.43......0.69........6.78 07/17/09......0.63......0.68......0.71......1.26......0. 90......1.09......0.87........6.14 07/24/09......0.55......0.46......0.70......0.78......0. 95......0.80......0.73........4.97 07/31/09......0.86......0.86......0.85......0.91......1. 00......0.77......0.63........5.88 08/07/09......0.47......0.43......0.61......0.64......0. 89......0.62......0.49........4.15 08/14/09......0.48......0.44......0.56......0.58......0. 61......0.52......0.59........3.78 08/21/09......0.53......0.58............................ .............................................1.11i __________________________Year_Ago________________ __________ 08/15/08......0.66......0.67......0.70......0.55......0. 60......0.58......0.62........4.38 08/22/08......0.54......0.58......0.66......0.71......0. 66......0.77......0.73........4.67 08/29/08......0.74......0.73......0.78......0.97......0. 84......0.86......0.88........5.79 09/05/08......1.12......1.22......1.20......1.34......0. 99......1.07......1.24........8.18 09/12/08......0.91......0.88......0.99......0.85......0. 89......0.83......0.78........6.14 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 08/21/09......7.13......7.18............................ ...........................................14.32i __________________________Year_Ago________________ __________ 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 09/12/08......7.23......7.23......7.22......7.04......7. 64......7.70......7.94......52.00 =============Daily US Imports From Canada (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......8.34......8.37......8.53......9.33......9. 51......9.25......9.07......62.39 06/26/09......8.79......8.91......9.18......9.76....10.1 7....10.58....10.04......67.42 07/03/09......8.86......8.74......9.21......9.52......9. 88......9.59....10.27......66.07 07/10/09......9.97....10.11......9.95......9.39......9.3 5....10.07......9.91......68.75 07/17/09......9.41......9.57......9.99......9.82......9. 93......9.67......9.71......68.11 07/24/09......9.66......9.61......9.74......9.96....10.0 6......9.92......9.70......68.64 07/31/09....10.07......9.98....10.36....10.87....10.97.. ..10.51......9.98......72.74 08/07/09......9.90......9.75......9.97....10.23....10.44 ....10.37....10.09......70.75 08/14/09....10.31....10.40....10.74....11.02....10.95... .10.80....10.39......74.61 08/21/09....10.25....10.35.............................. .........................................20.60i __________________________Year_Ago________________ __________ 08/15/08....10.26....10.21....10.61....10.70....10.84... .10.89....10.71......74.22 08/22/08....10.23....10.39....10.56....10.84....10.45... .10.35....10.02......72.85 08/29/08....10.22....10.23....10.55....10.80....10.75... .10.74....10.83......74.13 09/05/08....10.59....10.61....10.84....10.83....11.10... .11.25....11.31......76.53 09/12/08....10.77....10.76....10.84....10.90....10.89... .10.79....10.92......75.85 ==============Daily US Exports To Canada (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......2.34......2.35......2.29......2.24......2. 35......2.30......2.40......16.26 06/26/09......2.37......2.21......2.21......2.22......2. 13......2.32......2.25......15.70 07/03/09......2.23......2.32......2.54......2.42......2. 08......2.16......2.44......16.19 07/10/09......1.95......2.05......1.83......1.65......1. 89......1.91......2.15......13.43 07/17/09......1.97......1.95......1.90......1.79......1. 76......1.69......1.85......12.91 07/24/09......1.90......1.96......2.01......1.91......2. 13......2.15......1.98......14.04 07/31/09......2.14......1.95......2.08......2.05......2. 17......1.91......1.98......14.29 08/07/09......1.79......1.84......1.77......1.84......1. 95......2.12......1.95......13.27 08/14/09......2.07......1.96......1.93......1.99......2. 06......2.09......1.89......13.98 08/21/09......1.99......2.01............................ .............................................4.00i __________________________Year_Ago________________ __________ 08/15/08......1.79......1.83......1.96......1.95......2. 34......2.14......2.11......14.11 08/22/08......2.18......2.12......2.12......2.22......2. 44......2.51......2.27......15.86 08/29/08......2.19......2.10......2.10......2.05......2. 26......1.97......2.09......14.74 09/05/08......1.82......1.84......1.82......2.29......2. 20......2.21......2.27......14.45 09/12/08......2.08......2.07......2.14......2.38......1. 81......1.70......1.69......13.86 =============Daily US Imports From Mexico (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 06/26/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/03/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/10/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/17/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/24/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/31/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/07/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/14/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/21/09......0.00......0.00............................ .............................................0.00i __________________________Year_Ago________________ __________ 08/15/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/22/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/29/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/05/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/12/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 ==============Daily US Exports To Mexico (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.99......1.02......1.04......1.11......1. 22......1.22......1.22........7.83 06/26/09......0.97......1.03......0.97......1.09......1. 15......1.13......1.07........7.41 07/03/09......1.04......1.04......1.13......1.28......1. 22......1.23......1.14........8.08 07/10/09......1.14......1.14......1.14......1.14......1. 19......1.16......1.16........8.07 07/17/09......1.07......1.10......1.10......1.29......1. 35......1.34......1.33........8.59 07/24/09......1.23......1.25......1.24......1.31......1. 31......1.28......1.30........8.91 07/31/09......1.23......1.21......1.20......1.26......1. 24......1.24......1.25........8.64 08/07/09......1.22......1.22......1.25......1.26......1. 29......1.26......1.25........8.74 08/14/09......1.15......1.18......1.20......1.24......1. 28......1.24......1.25........8.54 08/21/09......1.13......1.16............................ .............................................2.29i __________________________Year_Ago________________ __________ 08/15/08......1.53......1.49......1.51......1.58......1. 57......1.56......1.61......10.86 08/22/08......1.42......1.43......1.46......1.40......1. 52......1.51......1.47......10.20 08/29/08......1.43......1.37......1.42......1.48......1. 55......1.53......1.47......10.27 09/05/08......1.26......1.37......1.42......1.43......1. 39......1.26......1.32........9.45 09/12/08......1.46......1.46......1.48......1.48......1. 44......1.39......1.28......10.00 ============================================Monthl y.US.Dry-Gas.Demand.Models.(BCF/Day)============================================ .................................................. ...................Residential.and ..................Net.US.Demand................... ..Commercial.Demand.................Generation.Dem and..................Industrial.Demand............ ............Storage.Demand ____ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009___ 2006__ 2007__2008__2009 01....59.55...58.40...65.95...72.28....38.14...42. 22...49.18...56.67....10.89...15.45...18.72..16.96 ....19.12...22.60...24.42...21.55.......-8.60..-21.86..-26.37..-22.90 02....59.04...63.56...66.76...70.94....44.12...50. 85...46.15...45.61....13.30...16.05...16.51..16.96 ....18.86...22.99...24.65...21.59.....-17.24..-26.33..-20.54..-13.21 03....59.41...61.61...67.37...69.93....34.44...26. 88...34.62...35.95....13.15...13.63...15.24..16.03 ....18.33...22.86...24.64...21.38.......-6.52....-1.76....-7.14....-3.43 04....61.12...63.93...67.00...70.44....19.86...19. 89...18.88...25.18....13.82...15.87...18.11..16.22 ....18.86...23.87...23.69...20.51........8.59..... .4.30.....6.32.....8.53 05....60.74...65.14...65.06...67.35....13.20.....9 .99...11.32...15.23....15.61...17.88...16.92..17.6 3....20.03...22.50...23.77...19.32......11.90....1 4.78...13.06...15.17 06....60.49...65.85...67.04...67.39....10.76.....9 .84...10.85...13.63....20.28...21.11...21.43..20.3 2....19.22...22.00...23.42...20.29......10.23....1 2.90...11.34...13.14 07....62.11...66.09...68.93...66.51....10.67.....7 .99.....9.81...10.11....26.71...24.75...24.91..24. 67....19.23...23.10...23.11...21.22........5.50... .10.25...11.11...10.52 08....62.17...67.36...69.45...66.22i.....9.24...11 .40...10.26...10.12i....26.01...29.51...24.97..26. 34i...21.11...22.47...22.74...21.26i.......5.81... ...3.98...11.48.....8.51i 09....60.41...65.70...64.78..................7.97. ....9.91.....9.47................19.44...22.64...2 1.42...............21.04...23.12...24.08.......... ........11.96....10.03.....9.81 10....61.05...64.64...66.82................16.56.. .12.07...18.12................18.71...20.55...18.8 8...............21.36...23.78...22.13............. .......4.41......8.25.....7.69 11....59.30...65.22...68.57................25.52.. .28.20...32.21................14.61...16.34...15.6 0...............20.86...24.29...22.30............. ......-1.69.....-3.61....-1.53 12....59.85...65.81...69.15................34.27.. .41.59...45.98................14.75...18.01...17.3 3...............22.15...24.66...22.18............. ....-11.32...-18.46..-16.35 ================Daily Net US Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24....67.07....467.13 08/21/09....66.51....66.77.............................. .......................................133.28i __________________________Year_Ago________________ __________ 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 09/12/08....65.18....65.57....67.31....66.38....66.74... .64.90....64.07....460.13 =======Daily US Residential & Commercial Demand Model (BCF)======== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....14.14....13.59....12.84....13.21....13.73... .12.45....14.16......94.11 06/26/09....15.15....15.18....12.38....13.25....12.79... .13.21....13.96......95.92 07/03/09....13.81....12.23....12.91....13.19....11.39... .10.61....13.72......87.85 07/10/09....10.84......9.50....10.03......9.66....11.09. ...11.47....10.27......72.85 07/17/09....12.71....10.56......9.35......6.92....10.34. .....7.22......9.69......66.79 07/24/09....12.62......8.39......9.53......9.09......9.3 0......7.49......9.21......65.63 07/31/09....10.70......9.46......7.75......9.70....11.30 ....11.36....12.18......72.45 08/07/09....12.27......9.93......9.74......8.58......9.8 7......9.87......9.49......69.76 08/14/09....10.21......8.21......8.68....11.29....11.00. ...11.46....10.20......71.05 08/21/09....11.53......9.50............................. ..........................................21.04i __________________________Year_Ago________________ __________ 08/15/08....12.46....11.63......9.53....12.85....10.00.. ..10.83....12.55......79.85 08/22/08......8.38......6.11......6.02......7.90......9. 42....10.31......7.71......55.85 08/29/08....11.32......9.73....10.41....10.33....10.83.. ....8.33......7.70......68.65 09/05/08......6.67......6.57......9.11......0.69......8. 80....10.16....11.63......53.62 09/12/08......7.95......8.30......7.68....11.62....12.20 ....10.67....10.97......69.39 =============Daily US Generation Demand Model (BCF)============= _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....18.06....17.78....19.47....21.55....21.93... .22.98....22.49....144.27 06/26/09....19.80....19.84....23.27....25.65....26.19... .27.67....26.28....168.69 07/03/09....23.14....23.32....24.12....22.90....23.18... .22.77....20.14....159.58 07/10/09....20.23....19.87....21.74....23.34....23.97... .23.88....23.34....156.38 07/17/09....22.51....23.01....26.07....28.69....28.29... .28.73....27.30....184.60 07/24/09....24.27....24.18....25.51....24.81....25.89... .26.53....25.56....176.75 07/31/09....25.02....25.57....26.47....26.92....26.65... .25.71....24.45....180.80 08/07/09....22.80....22.91....25.02....26.88....27.79... .26.61....25.09....177.09 08/14/09....24.06....25.49....29.37....28.84....28.80... .28.44....27.49....192.48 08/21/09....25.76....26.05....27.82....26.30............ ...............................105.93i __________________________Year_Ago________________ __________ 08/15/08....22.68....22.52....24.89....24.34....24.33... .24.53....24.24....167.53 08/22/08....21.77....22.44....24.31....24.73....24.34... .23.70....24.81....166.10 08/29/08....22.85....22.93....24.60....25.45....25.48... .26.26....25.49....173.06 09/05/08....22.43....22.30....23.18....25.44....25.25... .26.30....24.49....169.39 09/12/08....21.97....21.25....22.92....21.60....21.67... .21.08....22.05....152.54 =============Daily US Industrial Demand Model (BCF)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....20.07....19.79....20.05....19.41....19.84... .20.16....20.21....139.53 06/26/09....20.00....19.99....20.24....20.76....21.51... .20.48....20.22....143.20 07/03/09....20.52....20.22....21.31....21.62....20.91... .20.67....20.72....145.97 07/10/09....20.92....20.92....20.94....21.05....20.82... .20.78....20.14....145.56 07/17/09....20.62....20.57....21.19....20.77....21.20... .21.58....20.89....146.81 07/24/09....20.69....20.74....21.13....21.79....22.40... .22.42....22.16....151.33 07/31/09....21.74....21.48....21.98....21.59....21.59... .21.68....21.62....151.67 08/07/09....21.41....21.16....21.00....21.12....21.26... .21.56....21.77....149.29 08/14/09....21.12....21.04....21.14....21.37....21.13... .21.47....21.26....148.53 08/21/09....21.20....21.13....21.33....20.40............ .................................84.06i __________________________Year_Ago________________ __________ 08/15/08....22.57....22.48....22.96....21.62....21.93... .21.91....21.95....155.42 08/22/08....23.00....23.08....23.15....24.01....23.36... .22.44....22.87....161.91 08/29/08....22.26....22.35....22.58....22.57....22.73... .23.41....23.31....159.21 09/05/08....23.61....22.71....24.21....24.45....24.60... .25.27....24.53....169.38 09/12/08....24.92....24.91....25.06....24.53....24.41... .23.64....23.84....171.30 =============Daily US Storage Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....14.30....14.99....14.76....13.40....12.79... .12.58....11.18......94.00 06/26/09....12.04....11.95....11.52......9.57......8.83. .....8.23......7.85......70.00 07/03/09....10.19....11.55......9.53....10.57....10.72.. ..11.47....10.97......75.00 07/10/09....14.33....15.91....14.49....11.81....10.69... .10.79....11.98......90.00 07/17/09......9.57....11.72....10.52....10.53......8.26. .....7.95......7.44......66.00 07/24/09......8.34....12.49....10.36....10.54......9.71. ...10.10......9.46......71.00 07/31/09......9.00....10.14....11.17......9.59......8.29 ......8.85......8.96......66.00 08/07/09......9.67....11.69....10.96......9.46......6.64 ......6.59......8.00......63.00 08/14/09......9.90....10.44......7.58......6.48......6.6 9......5.87......8.12......55.08 08/21/09......8.01....10.09............................. ..........................................18.10i __________________________Year_Ago________________ __________ 08/15/08....11.99....13.16....13.06....12.04....13.31... .12.57....11.29......87.41 08/22/08....15.23....17.03....16.05....13.25....13.03... .12.88....13.95....101.41 08/29/08....12.54....13.92....12.38....12.70....11.63... .12.79....13.44......89.41 09/05/08....13.25....12.02......5.08....11.25......5.46. .....4.76......5.93......57.76 09/12/08....10.35....11.11....11.65......8.63......8.45. .....9.51......7.21......66.90 ===================================Monthly.Demand. Samplings.(BCF/Day)====================================== .......................Generation................. ...................Industrial..................... ...............Paper.............................. ..Paperboard* ..........2006....2007....2008....2009.......2006. ...2007....2008....2009.......2006..2007..2008..20 09.......2006....2007....2008....2009 .........=====..=====..=====..=====.....=====..=== ==..=====..=====......====..====..====..====...... =====..=====..=====..===== 01......2.857...4.054...4.912...4.451......1.420.. .1.678...1.814...1.600...... .055.. .064.. .085.. .059...... .0222.. .0283.. .0284.. .0214 02......3.491...4.211...4.332...4.450......1.401.. .1.708...1.831...1.603...... .054.. .064.. .080.. .056...... .0248.. .0271.. .0254.. .0235 03......3.452...3.578...4.000...4.207......1.362.. .1.698...1.830...1.587...... .054.. .059.. .083.. .060...... .0233.. .0220.. .0236.. .0227 04......3.627...4.164...4.752...4.257......1.401.. .1.773...1.760...1.523...... .049.. .063.. .076.. .054...... .0203.. .0211.. .0218.. .0217 05......4.097...4.691...4.441...4.626......1.488.. .1.671...1.765...1.435...... .053.. .056.. .066.. .055...... .0192.. .0204.. .0210.. .0225 06......5.323...5.539...5.624...5.333......1.428.. .1.634...1.740...1.506...... .057.. .058.. .060.. .060...... .0186.. .0197.. .0188.. .0236 07......7.010...6.495...6.536...6.472......1.428.. .1.716...1.716...1.575...... .056.. .062.. .058.. .060...... .0194.. .0203.. .0174.. .0234 08......6.826...7.745...6.554...6.932i.....1.568.. .1.669...1.689...1.575i..... .055.. .054.. .058.. .057i...... .0188.. .0209.. .0216.. .0232i 09......5.102...5.942...5.621..................1.5 63...1.717...1.788.................. .049.. .062.. .067.. ............. .0193.. .0174.. .0198.. .......... 10......4.911...5.392...4.954..................1.5 87...1.766...1.644.................. .062.. .064.. .058.. ............. .0225.. .0204.. .0154.. .......... 11......3.835...4.289...4.093..................1.5 49...1.804...1.656.................. .053.. .074.. .056.. ............. .0246.. .0262.. .0214.. .......... 12......3.871...4.726...4.549..................1.6 45...1.832r..1.647.................. .060.. .078.. .061.. ............. .0270.. .0282.. .0188.. .......... .................Chemical (All)..............Chemical (Fertilizer)*.....................Refining*....... ........................LNG Frac* .........2006..2007..2008..2009....2006..2007..200 8..2009.....2006..2007..2008..2009......2006....20 07....2008....2009 .........====..====..====..====....====..====..=== =..====.....====..====..====..====.....=====..==== =..=====..===== 01..... .239.. .347.. .303.. .294.... .175.. .236.. .202.. .184..... .248.. .268.. .313.. .322..... .0205.. .0412.. .0706.. .0589 02..... .227.. .328.. .340.. .302.... .160.. .215.. .233.. .197..... .253.. .275.. .297.. .298..... .0211.. .0639.. .0656.. .0644 03..... .252.. .353.. .324.. .341.... .168.. .226.. .241.. .220..... .215.. .258.. .309.. .294..... .0231.. .0692.. .0685.. .0602 04..... .264.. .346.. .329.. .339.... .198.. .237.. .241.. .223..... .226.. .310.. .319.. .294..... .0227.. .0687.. .0571.. .0621 05..... .275.. .315.. .340.. .313.... .192.. .204.. .241.. .213..... .265.. .248.. .345.. .243..... .0238.. .0688.. .0208.. .0625 06..... .220.. .328.. .340.. .322.... .121.. .210.. .241.. .202..... .273.. .267.. .317.. .252..... .0228.. .0561.. .0581.. .0565 07..... .227.. .326.. .334.. .321.... .125.. .209.. .235.. .200..... .267.. .304.. .291.. .258..... .0191.. .0723.. .0591.. .0458 08..... .317.. .318.. .320.. .310i... .196.. .218.. .216.. .211i..... .286.. .301.. .294.. .256i.... .0195.. .0405.. .0612.. .0611i 09..... .301.. .303.. .359.. ........... .208.. .201.. .233.. ............ .267.. .316.. .301.. ............ .0204.. .0746.. .0616.. .......... 10..... .324.. .308.. .311.. ........... .203.. .208.. .213.. ............ .276.. .339.. .309.. ............ .0184.. .0769.. .0603.. .......... 11..... .317.. .341.. .317.. ........... .203.. .230.. .232.. ............ .264.. .331.. .321.. ............ .0174.. .0766.. .0626.. .......... 12..... .350.. .348.. .302.. ........... .234.. .244.. .200.. ............ .250.. .324.. .331.. ............ .0663.. .0720.. .0571.. .......... .......................Ethanol.................... ................Auto*............................. ...............Glass*............................. ...Mining & Minerals* .........2006..2007..2008..2009......2006....2007. ...2008....2009.......2006....2007....2008....2009 .......2006....2007....2008....2009 .........====..====..====..====....=====..=====..= ====..=====.....=====..=====..=====..=====.....=== ==..=====..=====..===== 01..... .070.. .101.. .139.. .188......0075.. .0115.. .0117.. .0087..... .0157.. .0147.. .0114.. .0144..... .0697.. .0811.. .0719.. .0586 02..... .072.. .102.. .142.. .192......0078.. .0132.. .0127.. .0082..... .0159.. .0152.. .0145.. .0144..... .0671.. .0737.. .0713.. .0617 03..... .073.. .104.. .145.. .187......0087.. .0110.. .0087.. .0067..... .0157.. .0150.. .0151.. .0136..... .0697.. .0661.. .0767.. .0613 04..... .074.. .108.. .140.. .188......0058.. .0067.. .0026.. .0055..... .0153.. .0151.. .0146.. .0130..... .0713.. .0774.. .0692.. .0461 05..... .075.. .117.. .147.. .209......0057.. .0051.. .0050.. .0034..... .0148.. .0145.. .0143.. .0128..... .0712.. .0726.. .0662.. .0477 06..... .084.. .120.. .147.. .228......0050.. .0052.. .0038.. .0024..... .0148.. .0144.. .0141.. .0120..... .0710.. .0742.. .0685.. .0446 07..... .074.. .119.. .146.. .235......0035.. .0039.. .0034.. .0030..... .0133.. .0145.. .0145.. .0122..... .0712.. .0757.. .0679.. .0499 08..... .088.. .124.. .159.. .223i.....0049.. .0050.. .0030.. .0030i.... .0146.. .0147.. .0142.. .0124i..... .0668.. .0728.. .0656.. .0506i 09..... .091.. .129.. .171.. .............0050.. .0048.. .0044.. .............. .0149.. .0150.. .0140.. .............. .0768.. .0738.. .0624.. .......... 10..... .091.. .123.. .165.. .............0071.. .0055.. .0052.. .............. .0146.. .0148.. .0144.. .............. .0876.. .0731.. .0639.. .......... 11..... .091.. .126.. .173.. .............0077.. .0073.. .0058.. .............. .0157.. .0132.. .0145.. .............. .0714.. .0719.. .0614.. .......... 12..... .098.. .136.. .186.. .............0053.. .0087.. .0077.. .............. .0148.. .0108.. .0136.. .............. .0667.. .0714.. .0669.. .......... ....................Metals (All).................Metals (Aluminum).....................Metals (Copper).......................Metals (Steel) .........2006..2007..2008..2009....2007..2007..200 8..2009......2006....2007....2008....2009......200 6..2007..2008..2009 .........====..====..====..====....====..====..=== =..====.....=====..=====..=====..=====.....====..= ===..====..==== 01..... .272.. .283.. .310.. .179......015.. .032.. .015.. .012..... .0304.. .0310.. .0290.. .0286..... .220.. .215.. .262.. .135 02..... .250.. .292.. .311.. .169......015.. .031.. .014.. .010..... .0294.. .0336.. .0310.. .0265..... .199.. .221.. .262.. .128 03..... .237.. .283.. .308.. .142......015.. .029.. .014.. .008..... .0296.. .0301.. .0315.. .0216..... .185.. .217.. .258.. .109 04..... .240.. .298.. .270.. .091......033.. .033.. .013.. .011..... .0237.. .0293.. .0299.. .0230..... .178.. .231.. .222.. .054 05..... .251.. .288.. .268.. .084......033.. .031.. .013.. .011..... .0244.. .0268.. .0348.. .0233..... .187.. .226.. .216.. .047 06..... .246.. .272.. .256.. .099......031.. .016.. .013.. .011..... .0226.. .0225.. .0310.. .0201..... .187.. .228.. .208.. .065 07..... .246.. .260.. .257.. .139......032.. .017.. .013.. .009..... .0226.. .0289.. .0279.. .0233..... .187.. .211.. .212.. .104 08..... .251.. .270.. .271.. .156i.....036.. .017.. .016.. .008i.... .0226.. .0352.. .0337.. .0238i..... .189.. .213.. .217.. .122i 09..... .261.. .271.. .291.. .............033.. .018.. .051.. ............ .0273.. .0309.. .0319.. .............. .196.. .218.. .204.. ........ 10..... .243.. .280.. .209.. .............031.. .018.. .012.. ............ .0284.. .0272.. .0360.. .............. .179.. .230.. .157.. ........ 11..... .265.. .265.. .190.. .............038.. .018.. .011.. ............ .0297.. .0255.. .0318.. .............. .193.. .217.. .144.. ........ 12..... .268.. .297.. .204.. .............034.. .018.. .011.. ............ .0325.. .0272.. .0308.. .............. .197.. .248.. .159.. ........ ...............Building Materials (All)................Bldg Mtls (Lumber)................Bldg Mtls (Masonry & Brick)..................Bldg Mtls (Cement) ..........2006....2007....2008....2009......2006.. ..2007....2008....2009.......2006....2007....2008. ...2009.........2006......2007......2008......2009 .........=====..=====..=====..=====....=====..==== =..=====..=====.....=====..=====..=====..=====.... .======..======..======..====== 01..... .0522.. .0481.. .0451.. .0390......0074.. .0071.. .0073.. .0100..... .0085.. .0118.. .0095.. .0066..... .00273.. .00342.. .00218.. .00224 02..... .0534.. .0503.. .0443.. .0367......0082.. .0101.. .0069.. .0111..... .0110.. .0112.. .0081.. .0057..... .00331.. .00285.. .00285.. .00327 03..... .0516.. .0446.. .0487.. .0378......0074.. .0071.. .0128.. .0113..... .0121.. .0097.. .0090.. .0044..... .00231.. .00266.. .00221.. .00696 04..... .0546.. .0456.. .0508.. .0378......0083.. .0073.. .0155.. .0115..... .0127.. .0117.. .0083.. .0058..... .00215.. .00233.. .00241.. .00614 05..... .0555.. .0463.. .0441.. .0368......0092.. .0063.. .0138.. .0112..... .0129.. .0113.. .0081.. .0065..... .00248.. .00307.. .00179.. .00645 06..... .0542.. .0473.. .0427.. .0328......0086.. .0069.. .0128.. .0106..... .0129.. .0098.. .0083.. .0068..... .00264.. .00283.. .00194.. .00287 07..... .0507.. .0472.. .0465.. .0313......0072.. .0084.. .0136.. .0100..... .0131.. .0099.. .0081.. .0058..... .00226.. .00279.. .00330.. .00262 08..... .0479.. .0479.. .0440.. .0337i.....0069.. .0073.. .0123.. .0101i.... .0121.. .0102.. .0089.. .0051i..... .00189.. .00218.. .00236.. .00261i 09..... .0488.. .0465.. .0455.. ...............0079.. .0065.. .0120.. .............. .0124.. .0096.. .0082.. .............. .00222.. .00233.. .00303.. ............ 10..... .0471.. .0464.. .0465.. ...............0076.. .0069.. .0133.. .............. .0120.. .0094.. .0085.. .............. .00162.. .00222.. .00198.. ............ 11..... .0484.. .0465.. .0453.. ...............0080.. .0068.. .0133.. .............. .0114.. .0092.. .0087.. .............. .00234.. .00207.. .00274.. ............ 12..... .0462.. .0430.. .0425.. ...............0070.. .0070.. .0113.. .............. .0111.. .0084.. .0086.. .............. .00303.. .00251.. .00223.. ............ .....................Bldg Mtls (Asphalt)...................................Food.. ..........................Agriculture & Livestock*........................Agricultural Irrigation* ............2006......2007......2008......2009.... ..2006....2007....2008....2009.......2006....2007. ...2008....2009.........2006........2007........20 08........2009 .........======..======..======..======....=====.. =====..=====..=====.....=====..=====..=====..===== .....=======..=======..=======..======= 01..... .00041.. .00052.. .00063.. .00045......0427.. .0460.. .0470.. .0568..... .0113.. .0132.. .0090.. .0136..... .000077.. .000092.. .000078.. .000070 02..... .00032.. .00047.. .00080.. .00055......0440.. .0467.. .0458.. .0560..... .0113.. .0121.. .0094.. .0120..... .000286.. .000083.. .000040.. .000066 03..... .00036.. .00025.. .00112.. .00077......0428.. .0421.. .0435.. .0510..... .0116.. .0096.. .0087.. .0118..... .000079.. .000066.. .000081.. .000072 04..... .00065.. .00064.. .00113.. .00090......0424.. .0429.. .0423.. .0489..... .0100.. .0113.. .0084.. .0106..... .000073.. .000106.. .000057.. .000087 05..... .00050.. .00052.. .00126.. .00081......0430.. .0406.. .0404.. .0479..... .0107.. .0099.. .0085.. .0095..... .000092.. .000142.. .000021.. .000047 06..... .00087.. .00053.. .00084.. .00090......0400.. .0348.. .0399.. .0471..... .0110.. .0102.. .0077.. .0089..... .000142.. .000168.. .000065.. .000074 07..... .00095.. .00049.. .00087.. .00107......0319.. .0329.. .0350.. .0400..... .0115.. .0102.. .0056.. .0072..... .000255.. .000224.. .000076.. .000199 08..... .00091.. .00096.. .00073.. .00106i.....0329.. .0333.. .0366.. .0399i.... .0087.. .0074.. .0050.. .0085i..... .000171.. .000136.. .000084.. .000074i 09..... .00089.. .00116.. .00067.. .................0350.. .0283.. .0385.. .............. .0099.. .0085.. .0081.. .............. .000100.. .000076.. .000111.. .............. 10..... .00089.. .00103.. .00107.. .................0375.. .0337.. .0402.. .............. .0161.. .0097.. .0100.. .............. .005659.. .000087.. .000084.. .............. 11..... .00102.. .00084.. .00072.. .................0380.. .0350.. .0440.. .............. .0107.. .0090.. .0116.. .............. .000137.. .000065.. .000059.. .............. 12..... .00036.. .00073.. .00061.. .................0464.. .0434.. .0520.. .............. .0127.. .0096.. .0137.. .............. .000119.. .000089.. .000074.. .............. ......* = Experimental Sampling =============================Crude Oil, NYMEX Light Sweet================================= ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits ....................................(Net Positions, in MBBL's)........................................... .(Millions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.......(Mostly..................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Refiners?)__(E&P's)_ ...2001........................................... .................................................. ..$.-19.......$...60.....$...-2,413.....$...2,372 ...2002........................................... .................................................. ......70..........164...........3,443.........-3,678 ...2003........................................... .................................................. .....-19..........233..............478............-692 ...2004........................................... .................................................. ......12..........716...........4,396.........-5,125 ...2005........................................... .................................................. ...-309..........441...........8,627.........-8,759 ...2006........................................... .................................................. .....-35.........-520.........-2.313...........2,867 ...2007........................................... .................................................. ...-429.......2,134.........31,474.......-33,179 ...2008........................................... .................................................. .....190......2,113........-19,681........17,379 2001-08................................................ ..............................................-539.......5,341.........24,011.......-28,815 10/28/08........-14,731......-8,406.....582,536.....-559,399.......................82.......1,863...... ...-8,892...........6,946 11/04/08........-23,746....-10,543.....589,839.....-555,550......................-67.......1,789.........-4,320...........2,598 11/11/08...........5,506....-52,984.....615,996.....-568,518.......................94.......2,058...... .-11,019...........8,866 11/18/08..........-7,931.....10,985.....573,044.....-576,098.......................98.......2,175...... .-13,965.........11,692 11/25/08..............212.......2,790.....591,490.....-594,492.....................120.......2,139.......-16,645.........14,386 12/02/08..........-4,471.......2,249.....598,755.....-596,533.....................144.......2,134.......-18,345.........16,067 12/09/08...........2,182.....10,807.....584,622.....-597,611.....................153.......2,107.......-21,247.........18,986 12/16/08..........-3,353.....64,120.....566,896.....-627,663.....................165.......2,048.......-20,327.........18,115 12/23/08..........-1,881.....72,570.....550,623.....-621,312.....................194.......1,415.......-25,749.........24,141 12/30/08..............283.....64,548.....571,995.....-636,786.....................194.......1,746.......-22,876.........20,936 01/06/09........-10,102.....76,658.....588,650.....-655,186......................-24..........286..........2,316..........-2,578 01/13/09.............-789.....53,294.....621,835.....-674,340.......................54.........-462.........-4,154...........4,563 01/20/09..........-7,718.....46,134.....633,949.....-672,365.......................39.........-425.........-3,534...........3,919 01/27/09........-10,878.....51,652.....635,238.....-676,012.......................23.........-303.........-1,735...........2,016 02/03/09..........-2,621.....29,276.....638,532.....-665,187.......................27.........-333.........-2,245...........2,551 02/10/09..............447.....16,578.....623,432.....-640,457.......................28.........-395.........-4,269...........4,637 02/17/09..........-9,325.....45,016.....629,554.....-665,245.......................39.........-476.........-5,910...........6,347 02/24/09...........1,795.....28,749.....588,487.....-619,031.......................18.........-318.........-3,433...........3,733 03/03/09..........-3,269.........-532.....613,910.....-610,109.......................27.........-213.........-1,873...........2,059 03/10/09.........12,919......-6,015.....641,564.....-648,468.......................25.........-219.............637.............-443 03/17/09...........2,883.....13,507.....660,645.....-677,035.......................38.........-179..........2,909..........-2,768 03/24/09...........5,084.....17,637.....639,673.....-662,394.......................56.........-111..........5,712..........-5,657 03/31/09...........4,905.......6,546.....647,102.....-658,553.......................37.........-154..........3,252..........-3,135 04/07/09...........6,751.....12,493.....650,424.....-669,668.......................32.........-168..........2,917..........-2,781 04/14/09...........9,146.......4,962.....671,472.....-685,580.......................30.........-155..........3,060..........-2,935 04/21/09.........12,020....-14,605.....635,931.....-633,346........................-2.........-127..........1,190..........-1,060 04/28/09..........-7,397..........308.....650,007.....-642,918.......................21.........-164..........3,371..........-3,229 05/05/09...........6,921....-11,285.....667,069.....-662,705.......................14.........-180..........5,945..........-5,779 05/12/09.........14,062.......3,066.....673,149.....-690,277.......................60.........-214..........9,296..........-9,142 05/19/09.........12,736.....35,237.....578,870.....-626,843.......................69.........-167..........9,703..........-9,605 05/26/09.........15,523.....40,122.....569,025.....-624,670.....................108...........-62........11,311........-11,357 06/02/09.........17,034.....39,687.....597,601.....-654,322.....................207..........182...... ..14,861........-15,250 06/09/09.........18,439.....47,883.....589,809.....-656,131.....................235..........255...... ..15,719........-16,208 06/16/09.........19,911.....26,430.....614,337.....-660,678.....................242..........296...... ..15,968........-16,506 06/23/09.........11,987.....39,370.....572,646.....-624,003.....................215..........240...... ..14,974........-15,430 06/30/09.........12,654.....40,777.....576,502.....-629,933.....................229..........284...... ..15,605........-16,117 07/07/09.........12,523.....15,357.....620,812.....-648,692.....................141............94..... ...11,427........-11,663 07/14/09.........12,313.....16,157.....641,755.....-670,225.......................99............41.... ......9,295..........-9,435 ================================Natural Gas, NYMEX===================================== ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits .............................(Net Positions, in 10,000 MMBTU's)......................................(Mil lions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.....(Utilities &................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Industrial)__(E&P's)_ ...2001........................................... ..................................................-1,231..........632........-26,832........27,431 ...2002........................................... .................................................. ....399............22...........7,130.........-7,551 ...2003........................................... .................................................. ....146..........193...........3,671.........-4,010 ...2004........................................... .................................................. ....106..........746..............308.........-1,160 ...2005........................................... .................................................. .1,665...........-14...........6,974.........-8,625 ...2006........................................... ..................................................-1,621.......1,113........-11,570........12,078 ...2007........................................... .................................................. ....302.........-110...........5,825.........-6,017 ...2008........................................... .................................................. ...-842.......4,707..........-1,779.........-2,086 2001-08................................................ ...........................................-1,076.......7,289........-16,273........10,060 10/28/08..........37,238..-166,058.....331,080.....-202,260...................-550.......3,526..............428.........-3,403 11/04/08..........39,506..-160,321.....319,263.....-198,448...................-399.......2,894...........1,686.........-4,181 11/11/08..........37,502..-160,351.....315,522.....-192,673...................-310.......2,525...........2,416.........-4,631 11/18/08..........38,523..-166,340.....315,943.....-188,126...................-413.......2,963...........1,533.........-4,083 11/25/08..........34,981..-151,705.....296,707.....-179,983...................-424.......3,010...........1,441.........-4,028 12/02/08..........41,031..-153,739.....293,148.....-180,440...................-423.......3,051...........1,347.........-3,975 12/09/08..........38,823..-158,811.....299,191.....-179,203...................-865.......4,788..........-1,944.........-1,980 12/16/08..........39,797..-162,844.....301,419.....-178,382...................-795.......4,501..........-1,404.........-2,302 12/23/08..........34,748..-154,613.....295,732.....-175,867...................-934.......5,100..........-2,536.........-1,630 12/30/08..........36,152..-144,814.....284,297.....-175,635...................-813.......4,596..........-1,556.........-2,227 01/06/09..........38,441..-147,301.....292,777.....-183,917...................-180.........-691...........1,372............-861 01/13/09..........36,711..-141,903.....297,339.....-192,147......................27.........-107..............197............-118 01/20/09..........34,250..-145,821.....299,812.....-188,241...................-271.......1,100..........-2,310..........1,481 01/27/09..........37,353..-145,473.....288,370.....-180,250...................-309.......1,260..........-2,639..........1,688 02/03/09..........34,292..-144,779.....286,695.....-176,208...................-210..........841..........-1,808..........1,178 02/10/09..........38,436..-142,682.....285,959.....-181,713...................-283.......1,144..........-2,410..........1,548 02/17/09..........38,712..-140,524.....297,237.....-195,425...................-468.......1,823..........-3,815..........2,460 02/24/09..........51,943..-148,904.....269,423.....-172,462...................-535.......2,028..........-4,205..........2,712 03/03/09..........38,538..-127,734.....265,809.....-176,613...................-451.......1,749..........-3,621..........2,323 03/10/09..........35,964..-114,064.....254,721.....-176,621...................-658.......2,424..........-5,061..........3,295 03/17/09..........38,340..-115,187.....257,737.....-180,890...................-696.......2,539..........-5,318..........3,475 03/24/09..........49,874..-121,018.....253,059.....-181,915...................-536.......2,123..........-4,426..........2,839 03/31/09..........41,097..-122,458.....253,851.....-172,490...................-783.......2,793..........-5,821..........3,810 04/07/09..........44,552..-126,205.....256,406.....-174,753...................-776.......2,771..........-5,771..........3,776 04/14/09..........45,555..-126,609.....264,604.....-183,550...................-780,......2,783..........-5,793..........3,790 04/21/09..........41,919..-127,987.....264,739.....-178,671...................-849.......2,987..........-6,217..........4,079 04/28/09..........39,679..-128,979.....261,319.....-172,019...................-906.......3,167..........-6,585..........4,324 05/05/09..........38,765..-130,850.....265,773.....-173,688...................-777.......2,737..........-5,712..........3,752 05/12/09..........43,212..-131,737.....267,829.....-179,304...................-453.......1,700..........-3,604..........2,358 05/19/09..........43,789..-135,210.....278,551.....-187,130...................-636.......2,259..........-4,747..........3,124 05/26/09..........47,412..-131,563.....265,703.....-181,552...................-925.......3,115..........-6,497..........4,307 06/02/09..........43,805..-138,759.....275,375.....-180,421...................-606.......2,169..........-4,603..........3,041 06/09/09..........45,796..-139,653.....277,029.....-183,172...................-836.......2,892..........-6,038..........3,982 06/16/09..........48,411..-153,363.....294,883.....-189,931...................-534.......1,942..........-4,201..........2,793 06/23/09..........45,640..-153,808.....295,530.....-187,362...................-651.......2,326..........-4,940..........3,265 06/30/09..........40,625..-153,269.....299,819.....-187,175...................-732.......2,618..........-5,506..........3,621 07/07/09..........39,473..-160,481.....314,386.....-193,378...................-901.......3,273..........-6,790..........4,417 07/14/09..........52,790..-164,682.....305,396.....-193,504...................-901.......3,289..........-6,824..........4,436
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Please feel free to contact me anytime with any feedback or questions about the First Enercast Financial services. Thanks for your loyal support! Ben Smith First Enercast Financial email: ben <at> firstenercastfinancial <dot> com phone: 303.860.7494
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============US Gas Flow Models (US storage injections, in BCF, as of 9AM)=============
...Week.....------------------Composite.Model----------------------------....--Weekly.Models--....Baseline _Ending__Sat___Sun__ Mon__Tue__Wed___Thr___Fri__Total__2005__2007__EIA_ _(Neutral) 05/22/09...15.4.....14.4....14.1....14.4....15.1......16 .5....16.2.....106.....111......112.....106....... ..93 05/29/09...17.7.....19.5....20.9....19.3....15.1......16 .1....15.4.....124.....124......125.....124....... 104 06/05/09...15.0.....16.0....15.9....10.6....18.0......14 .0....16.5.....106.....108......107.....106....... 100 06/12/09...18.6.....19.5....17.0....15.6....14.5......14 .8....13.8.....114.....110......112.....114....... ..98 06/19/09...14.5.....15.1....14.6....13.6....12.4......12 .6....11.2.......94.......93........97.......94... ......82 06/26/09...12.1.....12.0....11.4......9.5......8.8...... ..8.2......7.9.......70.......74........77.......7 0.........53 07/03/09...10.1.....11.4......9.4....10.5....10.9......1 1.6....11.2.......75.......72........77r......75.. .......71 07/10/09...14.4.....16.0....14.5....11.8....10.7......10 .8....12.0.......90.......85........93r......90... ......90 07/17/09.....9.6.....11.7....10.5....10.5......8.3...... ..7.9......7.4.......66.......61........68.......6 6.........62 07/24/09.....8.3.....12.5....10.4....10.5......9.7...... 10.1......9.5.......71.......63........70.......71 .........71 07/31/09.....9.0.....10.1....11.2......9.6......8.3..... ...8.9......9.0.......66.......63........67r...... 66.........56 08/07/09.....9.7.....11.7....11.0......9.5......6.6..... ...6.6......8.0.......63.......62........69r...... 63.........59 08/14/09r....9.5.....10.0......7.1......6.0......6.3.... ....5.4......7.7.......52r......48........55...... .52.........50 08/21/09r....7.8.......9.9......9.3......7.4i.....5.7i.. ......6.4i.....6.0i......53i......47i........53i 08/28/09r....3.4i......0.0i.....0.1i....-0.1i....-1.0i.......-0.1i....-0.1i........3i........5i..........3i Estimated EIA-Weekly based storage (As of 08/19/09).......3260 BCF .................................................. .........(As of 08/19/08).......2742 BCF...(+518 BCF YOY Surplus) ====Estimate of Operationally Available Working Gas Storage Capacity (in BCF)==== ..................(Prepared from information for gas week ended 08/14/09) ___________Data Sample___________________Capacity___Inventory__%Fu ll___ Publicly available data.............................................. ..1411.............1202.........85.2 EIA-Reported data (100% of US Storage)..................3761(e).........3204.... .....85.2(e) ......(e).Estimate of Capacity calculated as 3204 / (1202/1411) = 3761 ===========================================Past.We ekly.Runs========================================= == _Week____Est.______Week____Est.______Week____Est._ _____Week____Est.______Week____Est.______Week____E st._______Week____Est.__ .................................................. .................................................. .................................................. .................................................. ...............03/20/09.....4479 .................................................. ......................03/30/07.....4052....................................... .................................................. ...........................03/27/09.....4566 04/07/06.......n/a..............................................04/06/07.....4067....................................... .................................................. ...........................04/03/09.....4498 04/14/06.......n/a..............................................04/13/07.....4134....................................... ......04/11/08.....3949....................................... .....04/10/09.....4478 04/21/06.......n/a..............................................04/20/07.....4190....................................... ......04/18/08.....3931....................................... .....04/17/09.....4441 04/28/06.......n/a..........10/27/06.....3680.........04/27/07.....4086....................................... ......04/25/08.....3852....................................... .....04/24/09.....4321 05/05/06.......n/a..........11/03/06.....3697.........05/04/07.....3998....................................... ......05/02/08.....3827....................................... .....05/01/09.....4231 05/12/06.......n/a..........11/10/06.....3711.........05/11/07.....3920.........11/09/07.....3771.........05/09/08.....3815....................................... .....05/08/09.....4185 05/19/06.......n/a..........11/17/06.....3690.........05/18/07.....3844.........11/16/07.....3766.........05/16/08.....3746....................................... .....05/15/09.....4129 05/26/06.......n/a..........11/24/06.....3706.........05/25/07.....3783.........11/23/07.....3768.........05/23/08.....3726.........11/21/08.....3747........05/22/09.....4068 06/02/06.......n/a..........12/01/06.....3686.........06/01/07.....3762.........11/30/07.....3768.........05/30/08.....3702.........11/28/08.....3773........05/29/09.....4019 06/09/06.......n/a..........12/08/06.....3669.........06/08/07.....3714.........12/07/07.....3789.........06/06/08.....3714.........12/05/08.....3786........06/05/09.....3964 06/16/06.......n/a..........12/15/06.....3649.........06/15/07.....3650.........12/14/07.....3785.........06/13/08.....3737.........12/12/08.....3773........06/12/09.....3940 06/23/06.......n/a..........12/22/06.....3611.........06/22/07.....3649.........12/21/07.....3798.........06/20/08.....3688.........12/19/08.....3743........06/19/09.....3917 06/30/06.......n/a..........12/29/06.....3593.........06/29/07.....3640.........12/28/07.....3794.........06/27/08.....3649.........12/26/08.....3740........06/26/09.....3890 07/07/06.....3436.........01/05/07.....3582.........07/06/07.....3625.........01/04/08.....3783.........07/04/08.....3617.........01/02/09.....3724........07/03/09.....3850 07/14/06.....3448.........01/12/07.....3572.........07/13/07.....3607.........01/11/08.....3751.........07/11/08.....3607.........01/09/09.....3740........07/10/09.....3839 07/21/06.....3442.........01/19/07.......n/a..........07/20/07.....3598.........01/18/08.....3764.........07/18/08.....3602.........01/16/09.....3798........07/17/09.....3815 07/28/06.....3435.........01/26/07.....3575.........07/27/07.....3581.........01/25/08.......n/a..........07/25/08.....3584.........01/23/09.....3873........07/24/09.....3792 08/04/06.....3436.........02/02/07.....3612.........08/03/07.....3561.........02/01/08.....3801.........08/01/08.....3562.........01/30/09.....3928........07/31/09.....3774 08/11/06.....3433.........02/09/07.....3677.........08/10/07.....3581.........02/08/08.....3737.........08/08/08.....3540.........02/06/09.....4017........08/07/09.....3760 08/18/06.....3437.........02/16/07.....3767.........08/17/07.....3567.........02/15/08.....3794.........08/15/08.....3510.........02/13/09.....4044........08/14/09.....3761 08/25/06.....3442.........02/23/07.....3855.........08/24/07.....3561.........02/22/08.....3822.........08/22/08.....3513.........02/20/09.....4118 09/01/06.....3450.........03/02/07.....3908.........08/31/07.....3548.........02/29/08.....3904.........08/29/08.....3508.........02/27/09.....4286 09/08/06.....3469.........03/09/07.......n/a..........09/07/07.......n/a..........03/07/08.....3928.........09/05/08.....3536.........03/06/09.....4474 09/15/06.......n/a..........03/16/07.....4054.........09/14/07.....3576.........03/14/08.....3975.........09/12/08.....3565.........03/13/09.....4436 09/22/06.....3529.........03/23/07.....4122.........09/21/07.....3592.........03/21/08.....3957.........09/19/08.....3599.................................... 09/29/06.....3554....................................... ......09/28/07.....3608.........03/28/08.....3960.........09/26/08.....3614.................................... 10/06/06.....3582....................................... ......10/05/07.....3628.........04/04/08.....3986.........10/03/08.....3623.................................... 10/13/06.....3609....................................... ......10/12/07.....3643....................................... ......10/10/08.....3639.................................... 10/20/06.....3635.(Best 2006 Estimate)...........10/19/07.....3666....................................... ......10/17/08.....3645.................................... .................................................. ......................10/26/07.....3696....................................... ......10/24/08.....3678.................................... .................................................. ......................11/02/07.....3736.(Best 2007 Estimate)...........10/31/08.....3707.................................... .................................................. .................................................. ............................................11/07/08.....3718.................................... .................................................. .................................................. ............................................11/14/08.....3729.(Best 2008 Estimate). Weekly Models: EIA = Weekly EIA report less reclassifications & revisions. ..........................2003 & 2005 = Forward estimators of the EIA weekly data, attempting to ..........................duplicate the respective methadologies employed by the EIA beginning in ..........................2003 & 2005 respectively. Composite Model: A compilation of all available models, derived from the Daily, 2005 Weekly, .............................EIA Weekly & Monthly, and the old AGA & Derived EIA weeklies. .............................Initially, the 2005 model projections (Interpolated by the daily model) are .............................presented, then the EIA weekly (Interpolated by the daily model), then the .............................EIA monthly data (Interpolated successively by way of the EIA weekly, .............................then by the daily model), with implied non-metered reclassifications and .............................adjustments removed. Baseline: An estimate of the weekly injection/withdrawal required for a dead-neutral report ..............(Neither bullish or bearish), reflecting any given weeks temperatures, temporary ..............hurricane shut-ins, Holidays, and a broad range of seasonal factors. ====Past Weekly Runs vs EIA (Best Model Bracketed)===== ................For Week.....Weekly.Models......Wkly...Interpolated __Run____Ending____2003___2005____EIA__EIA.Monthly 10/19/05..(10/14/05)........57........{67}.........75............78 10/26/05..(10/21/05)........54........{63}.........77............80 11/02/05..(10/28/05)..........4........{23}.........29............3 2 11/09/05..(11/04/05)........38........{45}.........51..(A).....52 11/16/05..(11/11/05).......{51}........38..........53............52 11/23/05..(11/18/05)........{-7}......-15...........-8.............-9 11/30/05..(11/25/05)........-47......{-51}.......-49...........-50 12/07/05..(12/02/05).......{-63}......-79........-59...........-60 12/14/05..(12/09/05)......-184....{-197}.....-202.........-201 12/21/05..(12/16/05)....{-158}.....-146......-162.........-161 12/28/05..(12/23/05)...{-.157}.....-156......-162.........-161 01/04/06..(12/30/05)........-21........(-8}..........1..............2 01/11/06..(01/06/06)........-37......{-25}.......-20...........-22 01/18/06..(01/13/06)........-45......(-45}.......-46...........-49 01/21/06..(01/20/06).......{-73}......-68........-81*.........-84 02/10/06..(01/20/06).......{-71}......-67........-81**........-84 02/10/06..(01/27/06).......{-75}......-70........-88**........-91 02/10/06..(02/03/06).......{-41}......-45........-38**........-41 02/15/06..(02/10/05).....{-111}....-121......-102.........-106 02/22/06..(02/17/06).....{-124}....-147......-123.........-127 03/01/06..(02/24/06)......-159....{-180}.....-171.........-175 03/08/06..(03/03/06)........-98......{-96}.......-85...........-85 03/15/06..(03/10/06)........-70......{-70}.......-55...........-50 03/22/06..(03/17/06)........-39......{-37}.......-23...........-18 03/29/06..(03/24/06).....{-109}....-115......-104...........-99 04/05/06..(03/31/06)........-30......{-12}.......-10.............-5 04/12/06..(04/07/06).........28........{27}........19............25 04/19/06..(04/14/06).........49........{61}........57(R).......63 04/26/06..(04/21/06).........81(R)...{85}(R)...80............86 05/03/06..(04/28/06).........55........{58}.........53...........59 05/10/06..(05/05/06)........{81}........78..........85...........86 05/17/06..(05/12/06)........{85}........78..........91...........90 05/24/06..(05/19/06).........85........{83}.........83...........82 05/31/06..(05/26/06)........{82}........87..........80...........79 06/08/06..(06/02/06).........88........{83}.........77...........76 06/15/06..(06/09/06)........{90}........95..........77...........75 06/22/06..(06/16/06).........93........{84}.........79...........77 06/28/06..(06/23/06).........73........{65}.........66...........64 07/05/06..(06/30/06).........83........{71}.........73...........71 07/12/06..(07/07/06)........{92}........83..........89...........91 07/19/06..(07/14/06)..........71.......{58}.........59...........61 07/26/06..(07/21/06)............7.......{..0}..........-7...........-5 08/02/06..(07/28/06)..........24.......{18}.........19...........21 08/09/06..(08/04/06)..........17........{-2}........-12.........-12 08/16/06..(08/11/06).........{42}.......27...........37..........35 08/23/06..(08/18/06)..........67.......{62}..........57..........55 08/30/06..(08/25/06).........{60}.......62...........48..........46 09/06/06..(09/01/06).........{73}.......67...........71..........69 09/13/06..(09/08/06).........{98}.......85.........108........105 09/20/06..(09/15/06).........{85}......{75}..........93..........90 09/27/06..(09/22/06).........{77}.......74...........77..........74 10/04/06..(09/29/06).........{67}.......64...........73..........70 10/11/06..(10/06/06)..........58.......{59}..........62..........68 10/18/06..(10/13/06).........{51}.......43...........53..........60 10/25/06..(10/20/06).........{18}.......16...........19..........26 11/01/06..(10/27/06).........-19......{-19}..........-9...........-2 11/08/06..(11/03/06)..........{-1}........-1...........-7...........-6 11/15/06..(11/10/06)..........{-3}........-3............5...........-3 11/21/06..(11/17/06)...........-7........{-6}..........-1...........-9 11/28/06..(11/24/06)........{-33}......-27.........-32.........-40 12/06/06..(12/01/06)........{-15}......-16.........-11.........-17 12/13/06..(12/08/06)........-158....{-167}.....-168.......-164 12/20/06..(12/15/06).........{-73}.....-64.........-71.........-67 12/28/06..(12/22/06)..........-57.....{-53}........-46.........-42 01/03/07..(12/29/06)..........-60.....{-50}........-47.........-42 01/10/07..(01/05/07)..........-61.....{-57}........-49.........-54 01/17/07..(01/12/07)..........-93.....{-87}........-89.........-98 01/20/07..(01/19/07)........-163....{-174}.....-179*.....-188 02/06/07..(01/19/07).......{-171}....-189......-179**....-188 02/06/07..(01/26/07).......{-193}....-200......-186**....-195 02/07/07..(02/02/07).......{-210}....-207......-224.......-228 02/14/07..(02/09/07).......{-250}....-275......-259.......-252 02/21/07..(02/16/07).......{-219}....-233......-223.......-216 02/28/07..(02/23/07)........-143....{-142}.....-132.......-125 03/07/07..(03/02/07).......{-105}......-92......-102.........-95 03/14/07..(03/09/07)........-109....{-111}.....-115.......-110 03/21/07..(03/16/07).............5.......{14}.........17.........-22 03/28/07..(03/23/07)..........-32......{-16}.......-22.........-17 04/04/07..(03/30/07)..........{48}.......70..........58..........63 04/11/07..(04/06/07)...........14........{21}........23..........25 04/18/07..(04/13/07)..........-47......{-45}.......-46.........-44 04/25/07..(04/20/07)............-1.........{9}.........18..........20 05/02/07..(04/27/07)...........79........{87}........87..........89 05/09/07..(05/04/07)...........84........{93}........96..........97 05/16/07..(05/11/07)...........86......{101}........95..........96 05/23/07..(05/18/07)...........93........{97}......104........105 05/30/07..(05/25/07)........{108}......111.......107........108 06/06/07..(06/01/07).........109......{111}......110........111 06/13/07..(06/08/07)........{102}......105.........92..........92 06/20/07..(06/15/07)........{104}......105.........89..........89 06/27/07..(06/22/07)..........{95}........89.........99..........99 07/04/07..(06/29/07)..........{75}........68.........78..........78 07/11/07..(07/06/07)..........102.......{99}........96..(B)...95 07/18/07..(07/13/07)............70.......{68}........65..........64 07/25/07..(07/20/07)............73.......{69}........64..(C)...63 08/01/07..(07/27/07)............84.......{79}........77..........76 08/08/07..(08/03/07)............58.......{49}........42..........41 08/15/07..(08/10/07)...........{21}.......15.........21..........19 08/22/07..(08/17/07)............32.......{21}........23..........21 08/29/07..(08/24/07)............45.......{43}........43..........41 09/05/07..(08/31/07)............43.......{41}........36..........34 09/12/07..(09/07/07)............71.......{68}........64..........68 09/19/07..(09/14/07)............69.......{69}........63..........67 09/26/07..(09/21/07)............69.......{73}........74..........78 10/03/07..(09/28/07)...........{60}.......63.........57..........61 10/10/07..(10/05/07)............68.......{74}........73..........75 10/17/07..(10/12/07)...........{40}.......45.........39..........41 10/24/07..(10/19/07)............55.......{61}........68..........70 10/31/07..(10/26/07)............59.......{61}........66..........68 11/07/07..(11/02/07)...........{31}.......29.........36..........36 11/14/07..(11/09/07)...........-21......{-17}........-9.........-12 11/21/07..(11/16/07).............{2}.........9...........4......... ...1 11/28/07..(11/23/07)...........-23......{-20}......-12.........-15 12/05/07..(11/30/07)..........{-90}......-91.......-88.........-91 12/12/07..(12/07/07)........{-144}....-139.....-146.......-146 12/19/07..(12/14/07).........-130....{-129}....-121.......-121 12/26/07..(12/21/07).........-171....{-169}....-165.......-165 01/03/08..(12/28/07).........-109....{-104}......-87.........-87 01/10/08..(01/04/08).........-175....{-173}....-171.......-177 01/15/08..(01/11/08)...........-67......{-53}......-59.........-69 01/19/08..(01/18/08)........{-138}....-130.....-155*......-165 02/11/08..(01/18/08)........{-150}....-147.....-155**....-165 02/11/08..(01/25/08).........-263....{-266}....-274**....-284 02/11/08..(02/01/08).........-198....{-201}....-200**....-208 02/13/08..(02/08/08)........{-110}....-108......120.......-116 02/20/08..(02/15/08)........{-169}....-168.....-172.......-168 02/27/08..(02/22/08)........{-150}....-146.....-151.......-147 03/05/08..(02/29/08).........-154....{-151}....-135.......-131 03/12/08..(03/07/08)..........{-87}......-76.......-86.........-79 03/19/08..(03/14/08)...........-90......{-87}......-85.........-78 03/26/08..(03/21/08)...........-46......{-37}......-36.........-29 04/02/08..(03/28/08)...........-39......{-31}......-29.........-22 04/09/08..(04/04/08)...........-33......{-23}......-14.........-10 04/16/08..(04/11/08)............21........{24}.......27..........29 04/23/08..(04/18/08)............14........{26}.......24..........26 04/30/08..(04/25/08)............72........{86}.......86..........88 05/07/08..(05/02/08)............48........{59}.......65..........66 05/14/08..(05/09/08)............73........{82}.......93..........92 05/21/08..(05/16/08)............74........{87}.......85..........84 05/28/08..(05/23/08)............72........{86}.......87..........88 .5 06/04/08..(05/30/08)...........{99}......113......105........106.5 06/11/08..(06/06/08)...........{84}........92........80..........81 .9 06/18/08..(06/13/08)............62........{58}.......57..........58 .9 06/25/08..(06/20/08)...........{98}........99........90..........91 .9 07/02/08..(06/27/08)...........{99}.......103.......85..........86. 9 07/09/08..(07/04/08).........{102}.......105.......90..........88.4 07/16/08..(07/11/08).........{104}.......107.....104..........99.7 07/23/08..(07/18/08)............89.........{82}......84..........79 .7 07/30/08..(07/25/08)............73.........{67}......65..........60 .7 08/06/08..(08/01/08)............66.........{65}......56..........52 .3 08/13/08..(08/08/08)............64.........{59}......50..........49 .5 08/20/08..(08/15/08)..........104.......{100}......88..........87.5 09/01/08..(08/22/08)............98.........{92}....102***....101.5 ................For Week.........Weekly.Models..Wkly...Interpolated __Run____Ending______2005___2007__EIA__ EIA.Monthly 09/03/08..(08/29/08)...........{92}.........87.......90..........89 .5 09/10/08..(09/05/08).............57........{58}......58..........57 .8 09/17/08..(09/12/08)............{65}........57.......67..........66 .9 09/24/08..(09/19/08)............{52}........43.......51..........50 .9 10/01/08..(09/26/08)............{87}........79.......87..........86 .9 10/08/08..(10/03/08).............82.........{88}.....88..........87 .4 10/15/08..(10/10/08)............{75}.......{85}.....79..........77. 8 10/22/08..(10/17/08)............{72}........76.......70..........68 .8 10/29/08..(10/24/08).............31........{39}......46..........44 .8 11/05/08..(10/31/08)...............7........{13}......19..........1 7.8 11/12/08..(11/07/08).............42........{50}......60..........62 .5 11/19/08..(11/14/08)...............1..........{8}......16.......... 18.5 11/25/08..(11/21/08)...........{-65}.......-52......-66........-63.5 12/03/08..(11/28/08)............-73.......{-61}.....-64........-61.5 12/10/08..(12/05/08)............-80.......{-72}.....-67........-68.5 12/17/08..(12/12/08).........{-126}.....-119....-124......-127.1 12/23/08..(12/19/08)..........-154.....{-152}...-147......-150.1 12/30/08..(12/26/08)..........-165.....{-153}...-143......-146.1 01/07/09..(01/02/09)............-69.......{-58}.....-47........-49.3 01/14/09..(01/09/09)..........-125.....{-112}.....-94........-94.2 01/22/09..(01/16/09)..........-191.....{-187}...-176......-176.2 01/29/09..(01/23/09)..........-198.....{-186}...-186......-186.2 02/04/09..(01/30/09)..........-216.....{-206}...-195......-195.2 02/11/09..(02/06/09)..........-187.....{-177}...-159......-158.7 02/18/09..(02/13/09)............-60.......{-52}.....-24........-23.6 02/25/09..(02/20/09)..........-138.....{-120}...-101......-100.6 03/04/09..(02/27/09)..........-133.....{-107}...-102......-101.6 03/11/09..(03/06/09)..........-135.....{-113}...-112......-109.9 03/18/09..(03/13/09)...........{-32}.......-22......-30........-27.6 03/25/09..(03/20/09).............-13.........{5}........3............5.4 04/01/09..(03/27/09).............-20.......{13}........9 (D)....11.4 04/08/09..(04/03/09)...............-1.......{14}......20..........22.2 04/15/09..(04/10/09)...............-1.......{16}......21..........23.1 04/22/09..(04/17/09)..............26.......{46}......46..........48 .1 04/29/09..(04/24/09)..............71.......{84}......82..........84 .1 05/06/09..(05/01/09)..............84.......{88}......95 05/13/09..(05/08/09).............{92}.....101.......95 05/20/09..(05/15/09)..............90.......{95}....103 05/27/09..(05/22/09)...........{113}.....116.....106 06/03/09..(05/29/09)...........{125}.....126.....124 06/10/09..(06/05/09)............109.....{107}....106 06/17/09..(06/12/09)............111.....{113}....114 06/24/09..(06/19/09).............{94}.......97.......94 07/01/09..(06/26/09).............{74}.......78.......70 07/08/09..(07/03/09).............{73}.......78.......75 07/15/09..(07/10/09).............{86}.......94.......90 07/22/09..(07/17/09)..............62.......{68}......66 07/29/09..(07/24/09)..............64.......{70}......71 08/05/09..(07/31/09)..............63.......{68}......66 08/12/09..(08/07/09).............{62}.......70.......63 08/19/09..(08/14/09)..............48.......{55}......52 * Special Saturday-night "Pre-Vacation" run, generated without the benefit of Monday/Tuesday night "Weekly" data. ** Final estimates of the models (Generated upon return from vacation), from special model runs before EIA actuals were applied, and before the models were allowed to self-adjust to those EIA actuals. (A) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 61 BCF injection estimate. (B) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 106 BCF injection estimate. (C) For purposes of analysis, the 7 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 71 BCF injection estimate. (D) For purposes of analysis, the 9 BCF reclassification (of working gas to base gas) plus corrections has been re-added to the EIA's origionally-reported 0 BCF injection estimate. =====Canadian Storage Sampling (Injections, in BCF)===== ...Week.....-----------Daily Model------------ _Ending__Sat__Sun_ Mon_ Tue_Wed__Thur___Fri__Total 02/20/09...-3.0...-2.9...-2.6....-2.7...-2.7...-3.0......-3.2....-20.1 02/27/09...-2.4...-2.5...-2.4....-3.5...-3.5...-3.3......-3.6....-21.1 03/06/09...-3.8...-3.7...-2.6....-2.8...-3.3...-2.1......-1.4....-19.7 03/13/09...-1.3...-1.5...-1.3....-2.8...-4.5...-4.8......-3.6....-19.8 03/20/09...-2.2...-0.5...-0.6....-0.6...-0.4...-0.8.......0.6......-4.5 03/27/09....0.5....0.8.....1.2.....0.9....0.7...-1.1.......0.5........3.5 04/03/09....1.0....1.0.....1.3.....2.1....0.4....0.6.... ...1.4........7.9 04/10/09....2.0....1.8.....1.8.....1.6....1.1....1.9.... ...1.9......12.2 04/17/09....2.7....2.9.....3.2.....3.5....2.4....2.0.... ...2.7......19.5 04/24/09....3.2....3.3.....3.0.....2.4....3.0....2.4.... ...2.3......19.6 05/01/09....2.4....3.3.....3.7.....3.4....2.2....2.0.... ...2.9......19.8 05/08/09....3.1....3.4.....3.2.....3.2....2.6....2.9.... ...2.5......20.9 05/15/09....3.3....3.1.....3.1.....3.0....2.4....2.2.... ...2.4......19.4 05/22/09....2.8....2.8.....2.9.....1.8....2.0....2.0.... ...2.2......16.4 05/29/09....3.0....3.3.....3.2.....3.2....3.2....2.4.... ...2.5......20.5 06/05/09....3.0....2.9.....2.9.....2.9....2.4....2.3.... ...2.4......18.8 06/12/09....3.0....2.8.....2.7.....2.0....2.3....2.4.... ...2.5......17.6 06/19/09....2.1....2.1.....2.0.....2.1....2.0....1.4.... ...1.5......13.3 06/26/06....2.4....2.5.....2.2.....2.3....1.5....1.7.... ...1.3......13.8 07/03/09....2.1....1.9.....1.8.....2.3....2.0....1.7.... ...1.6......13.3 07/10/09....1.8....1.4.....1.5.....1.2....0.8....2.1.... ...1.2......10.0 07/17/09....1.8....1.4.....1.5.....1.7....1.6....0.8.... ...1.8......10.5 07/24/09....1.5....1.6.....1.6.....1.6....1.5....1.2.... ...1.0........9.9 07/31/09....1.2....1.0.....1.0.....1.1...-0.1....0.1.......0.9........5.3 08/07/09....1.7....1.8.....1.6.....1.6....1.6....1.3.... ...1.4......11.0 08/14/09....1.5....1.2.....1.5.....1.3....0.9....0.8.... ...0.5........7.7 08/21/09....1.0....1.1.....1.1.....1.1....0.3........... ..................4.6i ........................Canadian Production Model .........2002.....2003.....2004.....2005.....2006. ....2007.....2008.....2009 ........=====...=====...=====...=====...=====...== ===...=====...===== 01.....17.45....16.68....16.44....16.93....17.38.. ..17.34....16.49....15.82. 02.....17.96....16.86....16.78....17.20....17.45.. ..17.15....16.12....16.19 03.....17.76....16.96....17.19....17.57....17.63.. ..17.35....16.56....16.08 04.....18.06....17.28....17.59....17.76....17.90.. ..17.62....16.97....16.20 05.....18.06....16.57....17.47....17.22....17.73.. ..17.28....16.60....15.54 06.....17.99....16.65....17.07....16.62....17.16.. ..16.69....15.58....15.37 07.....17.73....16.77....17.07....17.12....17.25.. ..16.96....16.69....15.47 08.....17.16....17.02....17.17....17.40....17.92.. ..17.13....16.60....15.11i 09.....17.26....16.77....16.83....17.11....17.20.. ..16.87....16.44 10.....17.27....16.81....16.90....17.12....17.40.. ..16.86....16.25 11.....17.28....16.75....17.10....17.26....16.86.. ..16.57....16.21 12.....17.28....16.87....17.10....17.60....17.50.. ..16.79....15.76 ....Estimated sample size: 77% ===============US Longer-Term Model=================== 2009 Spring..1651 BCF*...Fall..4042 BCF 2010 Spring..2097 BCF.....Fall..4429 BCF 2011 Spring..2470 BCF.....Fall..4816 BCF ......*=Actual for week ended 03/13/09 ____Run___F-07_S-08____Run___S-08_F-08____Run___F-08_S-09_____Run___S-09_F-09____Run___F-09_S-10 ....09/24/07..3498..1142....11/21/07..1292..3210....04/17/08..3469..1150....11/20/08..1639..4233....03/26/09..4674..3082 ....09/27/07..3497..1167....11/28/07..1404..3432....04/24/08....n/a.....n/a.....11/27/08..1630..4273....04/03/09..4556..2906 ....10/04/07..3491..1268....12/06/07..1432..3530....05/04/08..3613..1208....12/04/08..1688..4479 ....10/11/07..3502..1284....12/13/07..1333..3421....05/08/08..3617..1215....12/11/08..1770..4738 ....10/18/07..3464..1051....12/20/07..1359..3514....05/15/08..3630..1228....12/18/08..1708..4699....04/23/09..4479..2807 ....10/25/07..3489..1110....12/27/07..1314..3429....05/22/08..3678..1304....12/25/08..1697..4652....04/30/09..4420..2706 ....11/01/07..3526..1092....01/04/07..1410..3609....06/01/08..3635..1262....01/04/09..1788..4916....05/07/09..4362..2606 ....11/08/07..3545..1035....01/11/07..1372..3519....06/05/08..3651..1285....01/08/09..1827..5036....05/14/09..4320..2538 ....11/15/07..3545..1159....01/17/07..1456..3560....06/13/08..3614..1239....01/15/09..1863..5333....05/21/09..4311..2523 ..........................................02/12/08..1341..3303....06/20/08..3668..1391....01/25/09..1805..5223....05/28/09..4297..2507 ..........................................02/14/08..1297..3141....06/27/08..3670..1402....01/29/09..1755..5143....06/04/09..4292..2499 ..........................................02/21/08..1273..3185....07/03/08..3691..1446....02/05/09..1714..5029....06/11/09..4212..2373 ..........................................02/28/08..1256..3323....07/10/08..3720..1504....02/12/09..1660..4894....06/18/09..4223..2386 ..........................................03/06/08..1240..3428....07/17/08..3812..1678....02/19/09..1744..5041....06/25/09..4207..2358 ..........................................03/13/08..1249..3457....07/24/08..3867..1796....02/26/09..1721..4984....07/02/09..4153..2278 ..........................................03/20/08..1237..3424....07/31/08..3929..1954....03/05/09..1685..4996....07/09/09..4107..2205 ..........................................03/27/08..1251..3468....08/07/08..3914..1949....03/12/09..1621..4890....07/16/09..4077..2151 ..........................................03/27/08..1251..3468....08/14/08..3892..1940....03/19/09..1629..4759....07/23/09..4084..2180 ..........................................04/03/08..1248..3621....08/21/08..3833..1802.................................... ......07/30/09..4071..2148 ..........................................04/10/08..1234..3540....09/02/08..3816..1768.................................... ......08/06/09..4067..2136 .................................................. ..............................09/04/08..3815..1758.................................... ......08/13/09..4058..2117 .................................................. ..............................09/11/08..3731..1615.................................... ......08/20/09..4042..2097 .................................................. ..............................09/18/08..3667..1514 .................................................. ..............................09/25/08..3564..1308 .................................................. ..............................10/02/08..3538..1281 .................................................. ..............................10/09/08..3507..1288 .................................................. ..............................10/16/08..3487..1228 .................................................. ..............................10/23/08..3452..1464 .................................................. ..............................10/30/08..3438..1518 .................................................. ..............................11/06/08..3424..1464 .................................................. ..............................11/14/08..3479..1594 ======Longer-Term Model Storage Projections:====== ...Week.........Normal.......Projected Storage _Ending____D-Days__Change___Inventory 08/14/09.........72.1........52 BCF.....3204 BCF 08/21/09.........70.0........69 BCF.....3273 BCF 08/28/09.........68.7........69 BCF.....3343 BCF 09/04/09.........66.5........78 BCF.....3421 BCF 09/11/09.........63.2........92 BCF.....3514 BCF 09/18/09.........62.1........89 BCF.....3603 BCF 09/25/09.........62.1........80 BCF.....3684 BCF 10/02/09.........64.3........82 BCF.....3767 BCF 10/09/09.........67.6........76 BCF.....3843 BCF 10/16/09.........72.1........74 BCF.....3918 BCF 10/23/09.........80.0........57 BCF.....3975 BCF 10/30/09.........88.7........45 BCF.....4020 BCF 11/06/09.........99.8........21 BCF.....4042 BCF 11/13/09.......111.0.........-1 BCF.....4040 BCF 11/20/09.......124.3.......-22 BCF.....4018 BCF 11/27/09.......137.6.......-32 BCF.....3986 BCF 12/04/09.......148.7.......-67 BCF.....3918 BCF 12/11/09.......161.0.....-100 BCF.....3818 BCF 12/18/09.......174.3.....-120 BCF.....3697 BCF 12/25/09.......185.4.....-125 BCF.....3572 BCF 01/01/10.......190.0.....-120 BCF.....3451 BCF 01/08/10.......191.0.....-146 BCF.....3304 BCF 01/15/10.......194.3.....-161 BCF.....3143 BCF 01/22/10.......199.8.....-164 BCF.....2979 BCF 01/29/10.......198.7.....-168 BCF.....2811 BCF 02/05/10.......193.2.....-156 BCF.....2655 BCF 02/12/10.......182.1.....-139 BCF.....2516 BCF 02/19/10.......172.1.....-114 BCF.....2402 BCF 02/26/10.......164.3.......-90 BCF.....2311 BCF 03/05/10.......158.7.......-80 BCF.....2230 BCF 03/12/10.......151.0.......-69 BCF.....2161 BCF 03/19/10.......139.8.......-49 BCF.....2111 BCF 03/26/10.......125.4.......-14 BCF.....2097 BCF 04/02/10.......113.2........12 BCF.....2109 BCF 04/09/10.......103.2........28 BCF.....2137 BCF 04/16/10.........95.4........36 BCF.....2174 BCF 04/23/10.........86.5........61 BCF.....2235 BCF 04/30/10.........79.8........73 BCF.....2308 BCF Note- US Longer-Term Model projections are not "Predictions", but are extrapolations carried forward (based upon the previous 10 weeks estimated supply/demand balance & energy pricing) to either a reasonable or unreasonable conclusion. As this model is intended for the long-term, MMS/hurricane curtailments are projected on a fully-restored basis. ==========Daily Model Baseline Score========== ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/12/09.....-3.7...-3.8...-2.3....-2.9....-1.9....-1.7...-0.9 06/19/09.....-1.5...-0.7...-0.8....-1.6....-1.8....-3.4...-2.3 06/26/09.....-2.6...-1.9...-2.2....-2.8....-3.5....-2.9...-0.9 07/03/09.....-2.8...-2.7....1.0......0.0.....0.1.....0.0....1.0 07/10/09......0.0....1.1....0.9......1.3.....0.1....-0.9...-2.2 07/17/09.....-0.6...-1.4....0.3.....-1.0.....0.2....-1.6....0.4 07/24/09......1.4...-1.0....1.5.....-0.2....-0.5....-1.3...-0.3 07/31/09.....-0.3...-1.4...-2.1....-2.5....-2.1....-1.6...-0.1 08/07/09.....-0.3...-1.0...-0.9....-2.6....-1.1.....0.6....1.2 08/14/09r....-0.9...-2.8...-1.8....-1.3....-0.4.....3.1....1.6 08/21/09r.....1.0...-1.4...-1.8....-0.8....-0.1i ======Physicals Daily Model Baseline Score======= ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/12/09.....-6.0...-5.5...-3.5....-4.2....-3.7....-3.5...-2.6 06/19/09.....-2.8...-2.4...-2.2....-2.7....-2.7....-3.5...-1.3 06/26/09.....-0.9....0.3....0.7.....0.6.....-0.2.....0.5....1.8 07/03/09.....-0.4...-0.2....2.3....-0.5....-1.3....-1.3....0.0 07/10/09.....-1.0...-0.2...-0.8...-1.0.....-2.2....-2.5...-2.9 07/17/09.....-0.6...-1.4....0.1...-1.5.....-0.6....-1.2...-0.3 07/24/09.....-1.6...-4.9...-2.8...-4.7.....-4.6....-4.9...-3.6 07/31/09.....-2.7...-2.6...-3.3...-3.1.....-2.4....-3.1...-2.8 08/07/09.....-3.4...-4.3...-3.4...-3.6.....-1.6....-1.1...-1.6 08/14/09r....-2.7...-2.0....0.9.....0.9.....-0.2.....0.9...-1.0 08/21/09r....-0.4...-1.2...-0.1.....0.8......1.1i =================Fair-Value Model================== .................----10 Week Average----- __Date__BL.Score_H.Hub_Oil/Gas________Signal________ 08/04/09.....-1.19r.....3.58....18.71.....Fair-Value Much < 3.58 08/05/09.....-1.17r.....3.58....18.73.....Fair-Value Much < 3.58 08/06/09.....-1.10r.....3.59....18.74.....Fair-Value Much < 3.59 08/07/09.....-1.07r.....3.58....18.79.....Fair-Value Much < 3.58 08/08/09.....-1.08......3.58....18.83.....Fair-Value Much < 3.58 08/09/09.....-1.12......3.57....18.87.....Fair-Value Much < 3.57 08/10/09.....-1.14r.....3.57....18.91.....Fair-Value Much < 3.57 08/11/09.....-1.20r.....3.56....18.95.....Fair-Value Much < 3.56 08/12/09.....-1.12r.....3.55....19.00.....Fair-Value Much < 3.55 08/13/09.....-1.07r.....3.55....19.03.....Fair-Value Much < 3.55 08/14/09.....-1.02r.....3.55....19.06.....Fair-Value Much < 3.55 08/15/09.....-0.96r.....3.54....19.09.....Fair-Value Much < 3.54 08/16/09.....-0.92r.....3.54....19.13.....Fair-Value Much < 3.54 08/17/09.....-0.92r.....3.53....19.16.....Fair-Value Much < 3.53 08/18/09.....-0.88r.....3.52....19.18.....Fair-Value Much < 3.52 08/19/09.....-0.86......3.52....19.19.....Fair-Value Much < 3.52 Fair Value Crossings (From 08/21/08 Model Run) ..................--10 Week Average-- ____Date____H.Hub__Oil/Gas___Comments__ .....03/09/03......6.49........5.33.....(on $34.60 oil) .....03/24/04......5.50........6.44.....(on $35.42 oil) .....05/31/04......5.90........6.45.....(on $38.09 oil) .....12/15/04......6.16........7.99.....(on $49.21 oil) .....04/01/05......6.53........7.79.....(on $50.90 oil) .....05/11/05......6.99........7.62.....(on $53.29 oil) .....05/18/06......6.91........9.82.....(on $67.85 oil) .....12/09/06......6.71........8.89.....(on $59.63 oil) .....07/27/07......6.96........9.95.....(on $69.28 oil) .....04/04/08......8.90......11.21.....(on $99.71 oil) .....05/16/08....10.08......11.16.....(on $112.57 oil) .....06/10/08....10.96......11.07.....(on $121.24 oil) =============Fundamentals Assessment=============== E&P's............................................. .................................Neutral Natgas Futures (Cash Through Nov09).........................Bearish Natgas Futures (Dec09 Through End of Strip)...............Neutral *** Fundamentals Assessment confidence somewhat lower until Longer-term model work is completed. ========================Monthly Accumulated Injection (Withdrawal) Days========================= Month....94......95......96......97......98....... 99......00......01......02......03.......04......0 5......06.......07.......08.......09 ..01.....-660...-435...-561...-554...-347...-481...-497...-545...-378...-586...-610...-476...-241r..-442r..-481....-591 ..02.....-458...-392...-413...-297...-232...-273...-268...-364...-292...-466...-422...-297...-366r..-517r..-382....-320 ..03.....-151...-104...-296...-118...-188...-210.....-40...-239...-204...-145.....-62...-215...-171r....-74r..-171....-139 ..04......138.......68......56......40....115..... 106......98....104....101.......64....117....143.. ..170r.....53r....115.......95 ..05......256.....264....215....237....281.....277 ....264....274....219.....251....260....240....259 r...279r....247.....277 ..06......229.....262....256....268....212.....249 ....251....248....243.....269....262....228....247 r...243r....203.....226 ..07......215.....197....233....221....183.....162 ....228....209....170.....201....228....159....157 r...217r....187.....208 ..08......250.....189....248....245....205.....206 ....214....194....187.....197....252....165....165 r...141r....219.....110i ..09......284.....250....276....268....253.....269 ....234....270....262.....277....271....246....274 r...248.....269 ..10......213.....214....181....138....217.....178 ....199....176....126.....178....204....188....141 r...226r....167 ..11.......-23...-178...-212...-169.....-28......40...-188.......61..-131......-45.....-35.....-29....-16r....-79r.....-92 ..12.....-285...-478...-341...-393...-309...-342...-635...-265...-405....-367...-392...-464..-250r..-385r...-418 Sum of all months (Gives annual Injection/Withdrawal days over (under) average): ................7...-142...-359...-115....361.....182...-141.....123..-102....-173......74....-113...351 =================Monthly Average Temperature (Unweighted Average of 274 US Stations)================== Month....94......95......96......97......98....... 99.....00......01......02......03......04.......05 ......06......07......08......09.....Avg ..01......32.9...38.5...34.9...35.5...41.1...38.3. ..37.2...35.4...40.4...34.2...34.2....37.9...44.1. ..38.0...36.6...34.6...37.3 ..02......38.1...39.9...39.7...41.9...43.8...43.7. ..44.0...40.3...41.0...36.8...38.3....42.0...39.4. ..35.8...39.9...41.3...40.3 ..03......48.4...49.1...43.4...49.5...46.8...45.9. ..51.1...44.8...46.0...48.1...50.8....45.8...47.8. ..51.7...47.0...48.6...47.7 ..04......58.2...55.3...54.9...53.1...56.0...57.4. ..55.8...58.1...58.5...56.3...57.0....56.7...59.8. ..55.0...56.7...56.7...56.6 ..05......64.2...64.6...65.5...62.5...67.8...65.0. ..67.2...66.2...63.4...64.8...67.1....63.3...65.8. ..67.1...64.3...66.2...65.2 ..06......74.9...72.4...73.2...71.7...73.3...72.7. ..72.7...72.7...73.9...71.3...72.0....74.2...73.6. ..74.0...74.6...73.6...73.1 ..07......76.7...77.6...75.8...76.3...77.8...78.0. ..75.7...76.4...78.1...76.9...75.7....78.1...78.7. ..76.6...77.3...75.4...77.0 ..08......74.5...78.1...75.1...74.4...76.9...75.9. ..76.1...76.6...76.3...76.9...73.3....77.2...77.1. ..78.5...75.4.............76.2 ..09......69.1...68.5...68.0...69.8...72.5...68.7. ..68.9...68.0...71.3...68.4...70.1....72.1...67.8. ..71.4...70.0.............69.6 ..10......59.4...60.0...58.4...58.5...60.0...58.6. ..59.6...58.3...57.5...59.3...60.3....59.9...57.4. ..62.9...58.4.............59.2 ..11......50.7...45.6...44.8...45.6...50.4...52.0. ..44.7...52.9...46.4...49.9...49.7....50.2...49.9. ..48.5...47.7.............48.6 ..12......42.7...37.9...40.7...39.2...42.1...40.9. ..31.9...42.9...39.4...39.8...39.5....37.1...43.4. ..40.5...38.8.............39.8 Year.....57.5...57.3...56.2...56.5...59.0...58.1.. .57.1...57.7...57.7...56.9...57.3....57.9...58.7.. .58.3...57.2.............57.6 ========Daily Injection (Withdrawal) Days========= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/17/09.....5.9.....5.8.....5.9.....5.9.....5.6.....4.8 .....5.5 07/24/09.....6.9.....7.5.....7.8.....8.0.....7.8.....7.5 .....7.4 07/31/09.....6.8.....6.1.....6.1.....5.7.....5.4.....6.1 .....7.0 08/07/09.....7.0.....7.0.....6.5.....5.6.....5.3.....6.3 .....7.2 08/14/09.....6.6.....4.8.....3.5.....3.9.....5.4.....7.1 .....7.3 08/21/09.....6.5.....5.5.....4.6.....4.8.....5.2 ===========Daily Demand-Days Model=========== ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.9.....9.8.....9.7.....9.5.....9.5.....9.8 ...10.1 07/17/09...10.4...10.5...10.5...10.4...10.6...11.0...10. 6 07/24/09.....9.9.....9.6.....9.5.....9.4.....9.4.....9.6 .....9.7 07/31/09.....9.9...10.3...10.3...10.5...10.7...10.3..... 9.9 08/07/09.....9.9.....9.9...10.2...10.7...10.9...10.3.... .9.8 08/14/09...10.2...11.1...11.8...11.7...10.8.....9.9..... 9.8 08/21/09...10.2...10.8...11.2...11.1...10.9 =======Old Degree-Days Model (HDD+CDD)======= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.3.....9.0.....9.6.....9.3.....9.0.....8.9 ...10.3 07/17/09...11.1...11.8...10.5...10.3...11.4...12.8...11. 0 07/24/09.....9.4.....8.7.....8.8.....8.6.....9.7...10.2. ..10.4 07/31/09...11.7...12.6...12.4...12.8...12.1...11.6...10. 9 08/07/09...10.8...10.4...12.2...12.6...12.3.....9.6..... 9.6 08/14/09...11.4...13.8...14.6...13.1...11.3...10.2...11. 4 08/21/09...12.4...13.0...13.4...12.9...12.8 .................................................. .................................................. .................................................. .................................................. ........ ========================Monthly Accumulated Injection (Withdrawal) Days========================= Month....94......95......96......97......98....... 99......00......01......02......03.......04......0 5......06.......07.......08.......09 ..01.....-660...-435...-561...-554...-347...-481...-497...-545...-378...-586...-610...-476...-241r..-442r..-481....-591 ..02.....-458...-392...-413...-297...-232...-273...-268...-364...-292...-466...-422...-297...-366r..-517r..-382....-320 ..03.....-151...-104...-296...-118...-188...-210.....-40...-239...-204...-145.....-62...-215...-171r....-74r..-171....-139 ..04......138.......68......56......40....115..... 106......98....104....101.......64....117....143.. ..170r.....53r....115.......95 ..05......256.....264....215....237....281.....277 ....264....274....219.....251....260....240....259 r...279r....247.....277 ..06......229.....262....256....268....212.....249 ....251....248....243.....269....262....228....247 r...243r....203.....226 ..07......215.....197....233....221....183.....162 ....228....209....170.....201....228....159....157 r...217r....187.....208 ..08......250.....189....248....245....205.....206 ....214....194....187.....197....252....165....165 r...141r....219.....110i ..09......284.....250....276....268....253.....269 ....234....270....262.....277....271....246....274 r...248.....269 ..10......213.....214....181....138....217.....178 ....199....176....126.....178....204....188....141 r...226r....167 ..11.......-23...-178...-212...-169.....-28......40...-188.......61..-131......-45.....-35.....-29....-16r....-79r.....-92 ..12.....-285...-478...-341...-393...-309...-342...-635...-265...-405....-367...-392...-464..-250r..-385r...-418 Sum of all months (Gives annual Injection/Withdrawal days over (under) average): ................7...-142...-359...-115....361.....182...-141.....123..-102....-173......74....-113...351 =================Monthly Average Temperature (Unweighted Average of 274 US Stations)================== Month....94......95......96......97......98....... 99.....00......01......02......03......04.......05 ......06......07......08......09.....Avg ..01......32.9...38.5...34.9...35.5...41.1...38.3. ..37.2...35.4...40.4...34.2...34.2....37.9...44.1. ..38.0...36.6...34.6...37.3 ..02......38.1...39.9...39.7...41.9...43.8...43.7. ..44.0...40.3...41.0...36.8...38.3....42.0...39.4. ..35.8...39.9...41.3...40.3 ..03......48.4...49.1...43.4...49.5...46.8...45.9. ..51.1...44.8...46.0...48.1...50.8....45.8...47.8. ..51.7...47.0...48.6...47.7 ..04......58.2...55.3...54.9...53.1...56.0...57.4. ..55.8...58.1...58.5...56.3...57.0....56.7...59.8. ..55.0...56.7...56.7...56.6 ..05......64.2...64.6...65.5...62.5...67.8...65.0. ..67.2...66.2...63.4...64.8...67.1....63.3...65.8. ..67.1...64.3...66.2...65.2 ..06......74.9...72.4...73.2...71.7...73.3...72.7. ..72.7...72.7...73.9...71.3...72.0....74.2...73.6. ..74.0...74.6...73.6...73.1 ..07......76.7...77.6...75.8...76.3...77.8...78.0. ..75.7...76.4...78.1...76.9...75.7....78.1...78.7. ..76.6...77.3...75.4...77.0 ..08......74.5...78.1...75.1...74.4...76.9...75.9. ..76.1...76.6...76.3...76.9...73.3....77.2...77.1. ..78.5...75.4.............76.2 ..09......69.1...68.5...68.0...69.8...72.5...68.7. ..68.9...68.0...71.3...68.4...70.1....72.1...67.8. ..71.4...70.0.............69.6 ..10......59.4...60.0...58.4...58.5...60.0...58.6. ..59.6...58.3...57.5...59.3...60.3....59.9...57.4. ..62.9...58.4.............59.2 ..11......50.7...45.6...44.8...45.6...50.4...52.0. ..44.7...52.9...46.4...49.9...49.7....50.2...49.9. ..48.5...47.7.............48.6 ..12......42.7...37.9...40.7...39.2...42.1...40.9. ..31.9...42.9...39.4...39.8...39.5....37.1...43.4. ..40.5...38.8.............39.8 Year.....57.5...57.3...56.2...56.5...59.0...58.1.. .57.1...57.7...57.7...56.9...57.3....57.9...58.7.. .58.3...57.2.............57.6 ========Daily Injection (Withdrawal) Days========= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/17/09.....5.9.....5.8.....5.9.....5.9.....5.6.....4.8 .....5.5 07/24/09.....6.9.....7.5.....7.8.....8.0.....7.8.....7.5 .....7.4 07/31/09.....6.8.....6.1.....6.1.....5.7.....5.4.....6.1 .....7.0 08/07/09.....7.0.....7.0.....6.5.....5.6.....5.3.....6.3 .....7.2 08/14/09.....6.6.....4.8.....3.5.....3.9.....5.4.....7.1 .....7.3 08/21/09.....6.5.....5.5.....4.6.....4.8.....5.2 ===========Daily Demand-Days Model=========== ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.9.....9.8.....9.7.....9.5.....9.5.....9.8 ...10.1 07/17/09...10.4...10.5...10.5...10.4...10.6...11.0...10. 6 07/24/09.....9.9.....9.6.....9.5.....9.4.....9.4.....9.6 .....9.7 07/31/09.....9.9...10.3...10.3...10.5...10.7...10.3..... 9.9 08/07/09.....9.9.....9.9...10.2...10.7...10.9...10.3.... .9.8 08/14/09...10.2...11.1...11.8...11.7...10.8.....9.9..... 9.8 08/21/09...10.2...10.8...11.2...11.1...10.9 =======Old Degree-Days Model (HDD+CDD)======= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.3.....9.0.....9.6.....9.3.....9.0.....8.9 ...10.3 07/17/09...11.1...11.8...10.5...10.3...11.4...12.8...11. 0 07/24/09.....9.4.....8.7.....8.8.....8.6.....9.7...10.2. ..10.4 07/31/09...11.7...12.6...12.4...12.8...12.1...11.6...10. 9 08/07/09...10.8...10.4...12.2...12.6...12.3.....9.6..... 9.6 08/14/09...11.4...13.8...14.6...13.1...11.3...10.2...11. 4 08/21/09...12.4...13.0...13.4...12.9...12.8 ==============================Monthly.US.Dry-Gas.Supply.Models.(BCF/Day)============================= ......................Net.US.Supply............... ...............Production.......................Dr y-Gas.Imports........LNG.Imports.(Revaporized) _____ 2006__2007__2008__2009___ 2006__2007__2008__2009__ 2006_2007_2008_2009__ 2006_2007_2008_2009 01......59.55...58.40...65.95...72.28......49.82.. .48.07...57.25...64.27.....8.46...8.64...7.88....6 .97.....1.27...1.70...0.82....1.04 02......59.04...63.56...66.76...70.94......49.35.. .52.38...58.45...63.36.....8.29...9.58...7.67....6 .75.....1.40...1.60...0.64....0.83 03......59.41...61.61...67.37...69.93......49.91.. .51.71...59.50...62.91.....8.42...7.20...7.22....6 .12.....1.08...2.70...0.65....0.90 04......61.12...63.93...67.00...70.44......50.92.. .52.85...58.71...63.45*...8.36...7.76...7.50....5. 66......1.84...3.32...0.79....1.33 05......60.74...65.14...65.06...67.35......50.73.. .54.66...58.06...61.39.....7.81...7.14...6.23....4 .50.....2.20...3.34...0.78....1.46 06......60.49...65.85...67.04...67.39......50.34.. .55.29...59.91...60.65.....7.86...7.51...6.34....5 .57.....2.29...3.04...0.79....1.17 07......62.11...66.09...68.93...66.51......51.48.. .55.27...60.96...58.91.....8.71...7.73...7.00....6 .74.....1.92...3.09...0.96....0.86 08......62.17...67.36...69.45...66.41i.....51.25.. .55.78...61.58...58.56i....9.12...8.68...7.10....7 .27i.....1.80...2.90...0.77....0.58i 09......60.41...65.70...64.78..................51. 23...56.04...56.83.................8.03...8.23...7 .15................1.15...1.43...0.80 10......61.05...64.64...66.82..................51. 96...56.12...59.18.................7.97...7.80...6 .85................1.12...0.73...0.78 11......59.30...65.22...68.57..................51. 50...57.76...61.35.................6.63...6.73...6 .54................1.18...0.72...0.68 12......59.85...65.81...69.15..................50. 61...57.12...61.55.................7.72...8.01...6 .85................1.52...0.68...0.74 *...Major new pipeline (TXG Fayetteville lateral @ Lula, MS.) began scheduling flows 04/03/09. =====================================Monthly US Dry-Gas Import/Export Models (BCF/Day)===================================== .........Net US Dry-Gas Imports.................Canadian Imports...................Canadian.Exports........ .........Mexican Imports*..............Mexican Exports* ____ 2006_2007_2008_2009____ 2006__2007__2008__2009___2006_2007_2008_2009___200 6_2007_2008_2009__ 2006_2007_2008_2009 01......8.46...8.64...7.88...6.97........11.78...1 1.89...11.94...11.10.......2.31...2.20...2.62....3 .16......0.00...0.23...0.01...0.04......1.01...1.2 8...1.45...1.01 02......8.29...9.58...7.67...6.75........11.98...1 2.47...11.75...11.23.......2.53...1.89...2.58....3 .47......0.03...0.15...0.00...0.00......1.19...1.1 4...1.51...1.01 03......8.42...7.20...7.22...6.12........11.97...1 0.79...11.56...10.08.......2.41...2.68...2.96....3 .01......0.01...0.16...0.00...0.00......1.14...1.0 6...1.38...0.94 04......8.36...7.76...7.50...5.66........10.94...1 0.85...10.93.....9.20.......1.60...2.49...2.43.... 2.77......0.00...0.31...0.14...0.06......0.98...0. 91...1.14...0.83 05......7.81...7.14...6.23...4.50........10.96...1 0.83.....9.84.....8.19.......1.92...2.40...2.43... .2.64......0.00...0.03...0.00...0.00......1.23...1 .33...1.18...1.05 06......7.86...7.51...6.34...5.57........11.30...1 1.27.....9.91.....9.02.......2.00...2.25...2.15... .2.37......0.00...0.00...0.00...0.00......1.44...1 .51...1.42...1.08 07......8.71...7.73...7.00...6.74........11.99...1 1.57...10.80.....9.93.......1.77...2.37...2.22.... 1.98......0.00...0.11...0.00...0.00......1.52...1. 58...1.57...1.22 08......9.12...8.68...7.10...7.27i.......12.26...1 2.23...10.70...10.47i......1.68...2.01...2.08....1 .98i......0.00...0.01...0.00...0.00i.....1.47...1. 55...1.52...1.22i 09......8.03...8.23...7.15..................11.34. ..11.84...10.71...................2.00...2.24...2. 12.................0.00...0.09...0.00............. ...1.31...1.46...1.44 10......7.97...7.80...6.85..................11.28. ..11.20...10.67...................2.00...2.04...2. 31.................0.00...0.00...0.00............. ...1.32...1.36...1.51 11......6.63...6.73...6.54..................10.32. ..10.73...10.35...................2.58...2.64...2. 51.................0.03...0.00...0.14............. ...1.15...1.35...1.44 12......7.72...8.01...6.85..................11.29. ..12.26...10.88...................2.51...2.96...2. 70.................0.18...0.07...0.10............. ...1.24...1.35...1.43 ......* = Experimental Model ===============Daily Net US Supply Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24....67.07....467.13 08/21/09....66.51....66.77....67.97..................... ...................................201.25i __________________________Year_Ago________________ __________ 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 09/12/08....65.18....65.57....67.31....66.38....66.74... .64.90....64.07....460.13 ===============Daily US Production Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....60.87....60.43....61.17....60.52....61.10... .61.23....61.28....426.61 06/26/09....60.72....60.55....60.54....61.63....61.22... .61.26....60.35....426.27 07/03/09....61.24....61.19....61.37....61.55....58.30... .58.31....58.20....420.15 07/10/09....58.79....58.55....59.31....58.06....59.13... .58.49....58.43....410.75 07/17/09....58.41....58.65....59.44....58.91....60.37... .57.76....57.91....411.46 07/24/09....58.85....58.95....59.33....58.69....59.72... .59.25....59.25....414.05 07/31/09....58.90....58.99....59.44....59.32....59.26... .59.47....59.84....415.22 08/07/09....58.79....58.57....59.17....58.27....57.47... .57.01....56.98....406.25 08/14/09....57.71....57.47....58.59....59.62....59.38... .59.26....59.23....411.27 08/21/09....58.84....59.01....59.46..................... ...................................177.31i __________________________Year_Ago________________ __________ 08/15/08....62.09....62.23....62.60....63.13....62.04... .62.07....62.42....436.58 08/22/08....61.20....61.23....61.88....61.95....63.00... .62.22....62.33....433.80 08/29/08....61.64....61.44....62.16....62.81....62.89... .62.70....61.78....435.42 09/05/08....57.33....54.97....52.78....53.39....55.61... .57.63....57.64....389.34 09/12/08....57.04....57.45....59.10....58.48....58.21... .56.37....55.34....401.99 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 08/21/09......7.13......7.18......7.74.................. ........................................22.06i __________________________Year_Ago________________ __________ 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 09/12/08......7.23......7.23......7.22......7.04......7. 64......7.70......7.94......52.00 ==========Daily US LNG Imports (As Revaporized, BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.70......0.72......0.75......1.07......1. 25......1.21......1.31........7.01 06/26/09......0.82......0.74......0.88......1.14......1. 21......1.19......1.23........7.22 07/03/09......0.84......0.74......0.96......0.91......1. 31......1.02......0.66........6.45 07/10/09......0.66......0.73......0.90......1.20......1. 18......1.43......0.69........6.78 07/17/09......0.63......0.68......0.71......1.26......0. 90......1.09......0.87........6.14 07/24/09......0.55......0.46......0.70......0.78......0. 95......0.80......0.73........4.97 07/31/09......0.86......0.86......0.85......0.91......1. 00......0.77......0.63........5.88 08/07/09......0.47......0.43......0.61......0.64......0. 89......0.62......0.49........4.15 08/14/09......0.48......0.44......0.56......0.58......0. 61......0.52......0.59........3.78 08/21/09......0.53......0.58......0.77.................. ..........................................1.88i __________________________Year_Ago________________ __________ 08/15/08......0.66......0.67......0.70......0.55......0. 60......0.58......0.62........4.38 08/22/08......0.54......0.58......0.66......0.71......0. 66......0.77......0.73........4.67 08/29/08......0.74......0.73......0.78......0.97......0. 84......0.86......0.88........5.79 09/05/08......1.12......1.22......1.20......1.34......0. 99......1.07......1.24........8.18 09/12/08......0.91......0.88......0.99......0.85......0. 89......0.83......0.78........6.14 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 08/21/09......7.13......7.18......7.74.................. ........................................22.06i __________________________Year_Ago________________ __________ 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 09/12/08......7.23......7.23......7.22......7.04......7. 64......7.70......7.94......52.00 =============Daily US Imports From Canada (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......8.34......8.37......8.53......9.33......9. 51......9.25......9.07......62.39 06/26/09......8.79......8.91......9.18......9.76....10.1 7....10.58....10.04......67.42 07/03/09......8.86......8.74......9.21......9.52......9. 88......9.59....10.27......66.07 07/10/09......9.97....10.11......9.95......9.39......9.3 5....10.07......9.91......68.75 07/17/09......9.41......9.57......9.99......9.82......9. 93......9.67......9.71......68.11 07/24/09......9.66......9.61......9.74......9.96....10.0 6......9.92......9.70......68.64 07/31/09....10.07......9.98....10.36....10.87....10.97.. ..10.51......9.98......72.74 08/07/09......9.90......9.75......9.97....10.23....10.44 ....10.37....10.09......70.75 08/14/09....10.31....10.40....10.74....11.02....10.95... .10.80....10.39......74.61 08/21/09....10.25....10.35....11.12..................... .....................................31.72i __________________________Year_Ago________________ __________ 08/15/08....10.26....10.21....10.61....10.70....10.84... .10.89....10.71......74.22 08/22/08....10.23....10.39....10.56....10.84....10.45... .10.35....10.02......72.85 08/29/08....10.22....10.23....10.55....10.80....10.75... .10.74....10.83......74.13 09/05/08....10.59....10.61....10.84....10.83....11.10... .11.25....11.31......76.53 09/12/08....10.77....10.76....10.84....10.90....10.89... .10.79....10.92......75.85 ==============Daily US Exports To Canada (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......2.34......2.35......2.29......2.24......2. 35......2.30......2.40......16.26 06/26/09......2.37......2.21......2.21......2.22......2. 13......2.32......2.25......15.70 07/03/09......2.23......2.32......2.54......2.42......2. 08......2.16......2.44......16.19 07/10/09......1.95......2.05......1.83......1.65......1. 89......1.91......2.15......13.43 07/17/09......1.97......1.95......1.90......1.79......1. 76......1.69......1.85......12.91 07/24/09......1.90......1.96......2.01......1.91......2. 13......2.15......1.98......14.04 07/31/09......2.14......1.95......2.08......2.05......2. 17......1.91......1.98......14.29 08/07/09......1.79......1.84......1.77......1.84......1. 95......2.12......1.95......13.27 08/14/09......2.07......1.96......1.93......1.99......2. 06......2.09......1.89......13.98 08/21/09......1.99......2.01......2.22.................. ..........................................6.21i __________________________Year_Ago________________ __________ 08/15/08......1.79......1.83......1.96......1.95......2. 34......2.14......2.11......14.11 08/22/08......2.18......2.12......2.12......2.22......2. 44......2.51......2.27......15.86 08/29/08......2.19......2.10......2.10......2.05......2. 26......1.97......2.09......14.74 09/05/08......1.82......1.84......1.82......2.29......2. 20......2.21......2.27......14.45 09/12/08......2.08......2.07......2.14......2.38......1. 81......1.70......1.69......13.86 =============Daily US Imports From Mexico (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 06/26/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/03/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/10/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/17/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/24/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/31/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/07/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/14/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/21/09......0.00......0.00......0.00.................. ..........................................0.00i __________________________Year_Ago________________ __________ 08/15/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/22/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/29/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/05/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/12/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 ==============Daily US Exports To Mexico (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.99......1.02......1.04......1.11......1. 22......1.22......1.22........7.83 06/26/09......0.97......1.03......0.97......1.09......1. 15......1.13......1.07........7.41 07/03/09......1.04......1.04......1.13......1.28......1. 22......1.23......1.14........8.08 07/10/09......1.14......1.14......1.14......1.14......1. 19......1.16......1.16........8.07 07/17/09......1.07......1.10......1.10......1.29......1. 35......1.34......1.33........8.59 07/24/09......1.23......1.25......1.24......1.31......1. 31......1.28......1.30........8.91 07/31/09......1.23......1.21......1.20......1.26......1. 24......1.24......1.25........8.64 08/07/09......1.22......1.22......1.25......1.26......1. 29......1.26......1.25........8.74 08/14/09......1.15......1.18......1.20......1.24......1. 28......1.24......1.25........8.54 08/21/09......1.13......1.16......1.16.................. ..........................................3.44i __________________________Year_Ago________________ __________ 08/15/08......1.53......1.49......1.51......1.58......1. 57......1.56......1.61......10.86 08/22/08......1.42......1.43......1.46......1.40......1. 52......1.51......1.47......10.20 08/29/08......1.43......1.37......1.42......1.48......1. 55......1.53......1.47......10.27 09/05/08......1.26......1.37......1.42......1.43......1. 39......1.26......1.32........9.45 09/12/08......1.46......1.46......1.48......1.48......1. 44......1.39......1.28......10.00 ============================================Monthl y.US.Dry-Gas.Demand.Models.(BCF/Day)============================================ .................................................. ...................Residential.and ..................Net.US.Demand................... ..Commercial.Demand.................Generation.Dem and..................Industrial.Demand............ ............Storage.Demand ____ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009___ 2006__ 2007__2008__2009 01....59.55...58.40...65.95...72.28....38.14...42. 22...49.18...56.67....10.89...15.45...18.72..16.96 ....19.12...22.60...24.42...21.55.......-8.60..-21.86..-26.37..-22.90 02....59.04...63.56...66.76...70.94....44.12...50. 85...46.15...45.61....13.30...16.05...16.51..16.96 ....18.86...22.99...24.65...21.59.....-17.24..-26.33..-20.54..-13.21 03....59.41...61.61...67.37...69.93....34.44...26. 88...34.62...35.95....13.15...13.63...15.24..16.03 ....18.33...22.86...24.64...21.38.......-6.52....-1.76....-7.14....-3.43 04....61.12...63.93...67.00...70.44....19.86...19. 89...18.88...25.18....13.82...15.87...18.11..16.22 ....18.86...23.87...23.69...20.51........8.59..... .4.30.....6.32.....8.53 05....60.74...65.14...65.06...67.35....13.20.....9 .99...11.32...15.23....15.61...17.88...16.92..17.6 3....20.03...22.50...23.77...19.32......11.90....1 4.78...13.06...15.17 06....60.49...65.85...67.04...67.39....10.76.....9 .84...10.85...13.63....20.28...21.11...21.43..20.3 2....19.22...22.00...23.42...20.29......10.23....1 2.90...11.34...13.14 07....62.11...66.09...68.93...66.51....10.67.....7 .99.....9.81...10.11....26.71...24.75...24.91..24. 67....19.23...23.10...23.11...21.22........5.50... .10.25...11.11...10.52 08....62.17...67.36...69.45...66.33i.....9.24...11 .40...10.26...10.29i....26.01...29.51...24.97..26. 42i...21.11...22.47...22.74...21.26i.......5.81... ...3.98...11.48.....8.36i 09....60.41...65.70...64.78..................7.97. ....9.91.....9.47................19.44...22.64...2 1.42...............21.04...23.12...24.08.......... ........11.96....10.03.....9.81 10....61.05...64.64...66.82................16.56.. .12.07...18.12................18.71...20.55...18.8 8...............21.36...23.78...22.13............. .......4.41......8.25.....7.69 11....59.30...65.22...68.57................25.52.. .28.20...32.21................14.61...16.34...15.6 0...............20.86...24.29...22.30............. ......-1.69.....-3.61....-1.53 12....59.85...65.81...69.15................34.27.. .41.59...45.98................14.75...18.01...17.3 3...............22.15...24.66...22.18............. ....-11.32...-18.46..-16.35 ================Daily Net US Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24....67.07....467.13 08/21/09....66.51....66.77....67.97..................... ...................................201.25i __________________________Year_Ago________________ __________ 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 09/12/08....65.18....65.57....67.31....66.38....66.74... .64.90....64.07....460.13 =======Daily US Residential & Commercial Demand Model (BCF)======== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....14.14....13.59....12.84....13.21....13.73... .12.45....14.16......94.11 06/26/09....15.15....15.18....12.38....13.25....12.79... .13.21....13.96......95.92 07/03/09....13.81....12.23....12.91....13.19....11.39... .10.61....13.72......87.85 07/10/09....10.84......9.49....10.03......9.66....11.09. ...11.47....10.27......72.85 07/17/09....12.71....10.55......9.35......6.92....10.34. .....7.22......9.69......66.79 07/24/09....12.62......8.39......9.53......9.09......9.3 0......7.49......9.21......65.63 07/31/09....10.70......9.46......7.75......9.70....11.30 ....11.37....12.18......72.45 08/07/09....12.27......9.93......9.74......8.58......9.8 7......9.88......9.49......69.76 08/14/09....10.65......8.65......9.12....11.74....11.44. ...11.90....10.62......74.10 08/21/09....11.74......9.69......9.66................... .......................................31.10i __________________________Year_Ago________________ __________ 08/15/08....12.46....11.63......9.53....12.85......9.99. ...10.83....12.55......79.85 08/22/08......8.38......6.11......6.02......7.90......9. 42....10.31......7.71......55.85 08/29/08....11.32......9.73....10.41....10.33....10.83.. ....8.33......7.70......68.65 09/05/08......6.67......6.57......9.11......0.69......8. 80....10.16....11.63......53.62 09/12/08......7.95......8.30......7.68....11.62....12.20 ....10.67....10.97......69.39 =============Daily US Generation Demand Model (BCF)============= _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....18.06....17.78....19.47....21.55....21.93... .22.98....22.49....144.27 06/26/09....19.80....19.84....23.27....25.65....26.19... .27.67....26.28....168.69 07/03/09....23.14....23.32....24.12....22.90....23.18... .22.77....20.14....159.58 07/10/09....20.23....19.87....21.74....23.34....23.97... .23.88....23.34....156.38 07/17/09....22.51....23.01....26.07....28.69....28.29... .28.73....27.30....184.60 07/24/09....24.27....24.18....25.51....24.81....25.89... .26.53....25.56....176.75 07/31/09....25.02....25.57....26.47....26.92....26.65... .25.71....24.45....180.80 08/07/09....22.80....22.91....25.02....26.88....27.79... .26.61....25.09....177.09 08/14/09....24.06....25.49....29.37....28.84....28.80... .28.44....27.51....192.50 08/21/09....25.76....26.05....27.65....28.62....28.22... ...........................136.31i __________________________Year_Ago________________ __________ 08/15/08....22.68....22.52....24.89....24.34....24.33... .24.53....24.24....167.53 08/22/08....21.77....22.44....24.31....24.73....24.34... .23.70....24.81....166.10 08/29/08....22.85....22.93....24.60....25.45....25.48... .26.26....25.49....173.06 09/05/08....22.43....22.30....23.18....25.44....25.25... .26.30....24.49....169.39 09/12/08....21.97....21.25....22.92....21.60....21.67... .21.08....22.05....152.54 =============Daily US Industrial Demand Model (BCF)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....20.07....19.79....20.05....19.41....19.84... .20.16....20.21....139.53 06/26/09....20.00....19.99....20.24....20.76....21.51... .20.48....20.22....143.20 07/03/09....20.52....20.22....21.31....21.62....20.91... .20.67....20.72....145.97 07/10/09....20.92....20.92....20.94....21.05....20.82... .20.78....20.14....145.56 07/17/09....20.62....20.57....21.19....20.77....21.20... .21.58....20.89....146.81 07/24/09....20.69....20.74....21.13....21.79....22.40... .22.42....22.16....151.33 07/31/09....21.74....21.48....21.98....21.59....21.59... .21.68....21.62....151.67 08/07/09....21.41....21.16....21.00....21.12....21.26... .21.56....21.77....149.29 08/14/09....21.12....21.04....21.14....21.37....21.13... .21.47....21.26....148.53 08/21/09....21.20....21.13....21.32....21.33....20.81... ...........................105.80i __________________________Year_Ago________________ __________ 08/15/08....22.57....22.48....22.96....21.62....21.93... .21.91....21.95....155.42 08/22/08....23.00....23.08....23.15....24.01....23.36... .22.44....22.87....161.91 08/29/08....22.26....22.35....22.58....22.57....22.73... .23.41....23.31....159.21 09/05/08....23.61....22.71....24.21....24.45....24.60... .25.27....24.53....169.38 09/12/08....24.92....24.91....25.06....24.53....24.41... .23.64....23.84....171.30 =============Daily US Storage Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....14.30....14.99....14.76....13.40....12.79... .12.58....11.18......94.00 06/26/09....12.04....11.96....11.52......9.57......8.83. .....8.23......7.85......70.00 07/03/09....10.19....11.55......9.53....10.57....10.72.. ..11.47....10.97......75.00 07/10/09....14.33....15.91....14.49....11.81....10.69... .10.79....11.98......90.00 07/17/09......9.57....11.72....10.52....10.53......8.26. .....7.95......7.44......66.00 07/24/09......8.34....12.49....10.36....10.54......9.71. ...10.10......9.46......71.00 07/31/09......9.00....10.14....11.17......9.59......8.29 ......8.85......8.96......66.00 08/07/09......9.67....11.69....10.96......9.46......6.64 ......6.59......8.00......63.00 08/14/09......9.46....10.00......7.14......6.04......6.2 5......5.43......7.68......52.00 08/21/09......7.81......9.90......9.33.................. ........................................27.04i __________________________Year_Ago________________ __________ 08/15/08....11.99....13.16....13.06....12.04....13.31... .12.57....11.29......87.41 08/22/08....15.23....17.03....16.05....13.25....13.03... .12.88....13.95....101.41 08/29/08....12.54....13.92....12.38....12.70....11.63... .12.79....13.44......89.41 09/05/08....13.25....12.02......5.08....11.25......5.46. .....4.76......5.93......57.76 09/12/08....10.35....11.11....11.65......8.63......8.45. .....9.51......7.21......66.90 ===================================Monthly.Demand. Samplings.(BCF/Day)====================================== .......................Generation................. ...................Industrial..................... ...............Paper.............................. ..Paperboard* ..........2006....2007....2008....2009.......2006. ...2007....2008....2009.......2006..2007..2008..20 09.......2006....2007....2008....2009 .........=====..=====..=====..=====.....=====..=== ==..=====..=====......====..====..====..====...... =====..=====..=====..===== 01......2.857...4.054...4.912...4.451......1.420.. .1.678...1.814...1.600...... .055.. .064.. .085.. .059...... .0222.. .0283.. .0284.. .0214 02......3.491...4.211...4.332...4.450......1.401.. .1.708...1.831...1.603...... .054.. .064.. .080.. .056...... .0248.. .0271.. .0254.. .0235 03......3.452...3.578...4.000...4.207......1.362.. .1.698...1.830...1.587...... .054.. .059.. .083.. .060...... .0233.. .0220.. .0236.. .0227 04......3.627...4.164...4.752...4.257......1.401.. .1.773...1.760...1.523...... .049.. .063.. .076.. .054...... .0203.. .0211.. .0218.. .0217 05......4.097...4.691...4.441...4.626......1.488.. .1.671...1.765...1.435...... .053.. .056.. .066.. .055...... .0192.. .0204.. .0210.. .0225 06......5.323...5.539...5.624...5.333......1.428.. .1.634...1.740...1.506...... .057.. .058.. .060.. .060...... .0186.. .0197.. .0188.. .0236 07......7.010...6.495...6.536...6.472......1.428.. .1.716...1.716...1.575...... .056.. .062.. .058.. .060...... .0194.. .0203.. .0174.. .0234 08......6.826...7.745...6.554...6.987i.....1.568.. .1.669...1.689...1.577i..... .055.. .054.. .058.. .057i...... .0188.. .0209.. .0216.. .0231i 09......5.102...5.942...5.621..................1.5 63...1.717...1.788.................. .049.. .062.. .067.. ............. .0193.. .0174.. .0198.. .......... 10......4.911...5.392...4.954..................1.5 87...1.766...1.644.................. .062.. .064.. .058.. ............. .0225.. .0204.. .0154.. .......... 11......3.835...4.289...4.093..................1.5 49...1.804...1.656.................. .053.. .074.. .056.. ............. .0246.. .0262.. .0214.. .......... 12......3.871...4.726...4.549..................1.6 45...1.832r..1.647.................. .060.. .078.. .061.. ............. .0270.. .0282.. .0188.. .......... .................Chemical (All)..............Chemical (Fertilizer)*.....................Refining*....... ........................LNG Frac* .........2006..2007..2008..2009....2006..2007..200 8..2009.....2006..2007..2008..2009......2006....20 07....2008....2009 .........====..====..====..====....====..====..=== =..====.....====..====..====..====.....=====..==== =..=====..===== 01..... .239.. .347.. .303.. .294.... .175.. .236.. .202.. .184..... .248.. .268.. .313.. .322..... .0205.. .0412.. .0706.. .0589 02..... .227.. .328.. .340.. .302.... .160.. .215.. .233.. .197..... .253.. .275.. .297.. .298..... .0211.. .0639.. .0656.. .0644 03..... .252.. .353.. .324.. .341.... .168.. .226.. .241.. .220..... .215.. .258.. .309.. .294..... .0231.. .0692.. .0685.. .0602 04..... .264.. .346.. .329.. .339.... .198.. .237.. .241.. .223..... .226.. .310.. .319.. .294..... .0227.. .0687.. .0571.. .0621 05..... .275.. .315.. .340.. .313.... .192.. .204.. .241.. .213..... .265.. .248.. .345.. .243..... .0238.. .0688.. .0208.. .0625 06..... .220.. .328.. .340.. .322.... .121.. .210.. .241.. .202..... .273.. .267.. .317.. .252..... .0228.. .0561.. .0581.. .0565 07..... .227.. .326.. .334.. .321.... .125.. .209.. .235.. .200..... .267.. .304.. .291.. .258..... .0191.. .0723.. .0591.. .0458 08..... .317.. .318.. .320.. .311i... .196.. .218.. .216.. .212i..... .286.. .301.. .294.. .259i.... .0195.. .0405.. .0612.. .0601i 09..... .301.. .303.. .359.. ........... .208.. .201.. .233.. ............ .267.. .316.. .301.. ............ .0204.. .0746.. .0616.. .......... 10..... .324.. .308.. .311.. ........... .203.. .208.. .213.. ............ .276.. .339.. .309.. ............ .0184.. .0769.. .0603.. .......... 11..... .317.. .341.. .317.. ........... .203.. .230.. .232.. ............ .264.. .331.. .321.. ............ .0174.. .0766.. .0626.. .......... 12..... .350.. .348.. .302.. ........... .234.. .244.. .200.. ............ .250.. .324.. .331.. ............ .0663.. .0720.. .0571.. .......... .......................Ethanol.................... ................Auto*............................. ...............Glass*............................. ...Mining & Minerals* .........2006..2007..2008..2009......2006....2007. ...2008....2009.......2006....2007....2008....2009 .......2006....2007....2008....2009 .........====..====..====..====....=====..=====..= ====..=====.....=====..=====..=====..=====.....=== ==..=====..=====..===== 01..... .070.. .101.. .139.. .188......0075.. .0115.. .0117.. .0087..... .0157.. .0147.. .0114.. .0144..... .0697.. .0811.. .0719.. .0586 02..... .072.. .102.. .142.. .192......0078.. .0132.. .0127.. .0082..... .0159.. .0152.. .0145.. .0144..... .0671.. .0737.. .0713.. .0617 03..... .073.. .104.. .145.. .187......0087.. .0110.. .0087.. .0067..... .0157.. .0150.. .0151.. .0136..... .0697.. .0661.. .0767.. .0613 04..... .074.. .108.. .140.. .188......0058.. .0067.. .0026.. .0055..... .0153.. .0151.. .0146.. .0130..... .0713.. .0774.. .0692.. .0461 05..... .075.. .117.. .147.. .209......0057.. .0051.. .0050.. .0034..... .0148.. .0145.. .0143.. .0128..... .0712.. .0726.. .0662.. .0477 06..... .084.. .120.. .147.. .228......0050.. .0052.. .0038.. .0024..... .0148.. .0144.. .0141.. .0120..... .0710.. .0742.. .0685.. .0446 07..... .074.. .119.. .146.. .235......0035.. .0039.. .0034.. .0030..... .0133.. .0145.. .0145.. .0122..... .0712.. .0757.. .0679.. .0499 08..... .088.. .124.. .159.. .223i.....0049.. .0050.. .0030.. .0030i.... .0146.. .0147.. .0142.. .0124i..... .0668.. .0728.. .0656.. .0509i 09..... .091.. .129.. .171.. .............0050.. .0048.. .0044.. .............. .0149.. .0150.. .0140.. .............. .0768.. .0738.. .0624.. .......... 10..... .091.. .123.. .165.. .............0071.. .0055.. .0052.. .............. .0146.. .0148.. .0144.. .............. .0876.. .0731.. .0639.. .......... 11..... .091.. .126.. .173.. .............0077.. .0073.. .0058.. .............. .0157.. .0132.. .0145.. .............. .0714.. .0719.. .0614.. .......... 12..... .098.. .136.. .186.. .............0053.. .0087.. .0077.. .............. .0148.. .0108.. .0136.. .............. .0667.. .0714.. .0669.. .......... ....................Metals (All).................Metals (Aluminum).....................Metals (Copper).......................Metals (Steel) .........2006..2007..2008..2009....2007..2007..200 8..2009......2006....2007....2008....2009......200 6..2007..2008..2009 .........====..====..====..====....====..====..=== =..====.....=====..=====..=====..=====.....====..= ===..====..==== 01..... .272.. .283.. .310.. .179......015.. .032.. .015.. .012..... .0304.. .0310.. .0290.. .0286..... .220.. .215.. .262.. .135 02..... .250.. .292.. .311.. .169......015.. .031.. .014.. .010..... .0294.. .0336.. .0310.. .0265..... .199.. .221.. .262.. .128 03..... .237.. .283.. .308.. .142......015.. .029.. .014.. .008..... .0296.. .0301.. .0315.. .0216..... .185.. .217.. .258.. .109 04..... .240.. .298.. .270.. .091......033.. .033.. .013.. .011..... .0237.. .0293.. .0299.. .0230..... .178.. .231.. .222.. .054 05..... .251.. .288.. .268.. .084......033.. .031.. .013.. .011..... .0244.. .0268.. .0348.. .0233..... .187.. .226.. .216.. .047 06..... .246.. .272.. .256.. .099......031.. .016.. .013.. .011..... .0226.. .0225.. .0310.. .0201..... .187.. .228.. .208.. .065 07..... .246.. .260.. .257.. .139......032.. .017.. .013.. .009..... .0226.. .0289.. .0279.. .0233..... .187.. .211.. .212.. .104 08..... .251.. .270.. .271.. .156i.....036.. .017.. .016.. .008i.... .0226.. .0352.. .0337.. .0239i..... .189.. .213.. .217.. .122i 09..... .261.. .271.. .291.. .............033.. .018.. .051.. ............ .0273.. .0309.. .0319.. .............. .196.. .218.. .204.. ........ 10..... .243.. .280.. .209.. .............031.. .018.. .012.. ............ .0284.. .0272.. .0360.. .............. .179.. .230.. .157.. ........ 11..... .265.. .265.. .190.. .............038.. .018.. .011.. ............ .0297.. .0255.. .0318.. .............. .193.. .217.. .144.. ........ 12..... .268.. .297.. .204.. .............034.. .018.. .011.. ............ .0325.. .0272.. .0308.. .............. .197.. .248.. .159.. ........ ...............Building Materials (All)................Bldg Mtls (Lumber)................Bldg Mtls (Masonry & Brick)..................Bldg Mtls (Cement) ..........2006....2007....2008....2009......2006.. ..2007....2008....2009.......2006....2007....2008. ...2009.........2006......2007......2008......2009 .........=====..=====..=====..=====....=====..==== =..=====..=====.....=====..=====..=====..=====.... .======..======..======..====== 01..... .0522.. .0481.. .0451.. .0390......0074.. .0071.. .0073.. .0100..... .0085.. .0118.. .0095.. .0066..... .00273.. .00342.. .00218.. .00224 02..... .0534.. .0503.. .0443.. .0367......0082.. .0101.. .0069.. .0111..... .0110.. .0112.. .0081.. .0057..... .00331.. .00285.. .00285.. .00327 03..... .0516.. .0446.. .0487.. .0378......0074.. .0071.. .0128.. .0113..... .0121.. .0097.. .0090.. .0044..... .00231.. .00266.. .00221.. .00696 04..... .0546.. .0456.. .0508.. .0378......0083.. .0073.. .0155.. .0115..... .0127.. .0117.. .0083.. .0058..... .00215.. .00233.. .00241.. .00614 05..... .0555.. .0463.. .0441.. .0368......0092.. .0063.. .0138.. .0112..... .0129.. .0113.. .0081.. .0065..... .00248.. .00307.. .00179.. .00645 06..... .0542.. .0473.. .0427.. .0328......0086.. .0069.. .0128.. .0106..... .0129.. .0098.. .0083.. .0068..... .00264.. .00283.. .00194.. .00287 07..... .0507.. .0472.. .0465.. .0313......0072.. .0084.. .0136.. .0100..... .0131.. .0099.. .0081.. .0058..... .00226.. .00279.. .00330.. .00262 08..... .0479.. .0479.. .0440.. .0339i.....0069.. .0073.. .0123.. .0102i.... .0121.. .0102.. .0089.. .0051i..... .00189.. .00218.. .00236.. .00262i 09..... .0488.. .0465.. .0455.. ...............0079.. .0065.. .0120.. .............. .0124.. .0096.. .0082.. .............. .00222.. .00233.. .00303.. ............ 10..... .0471.. .0464.. .0465.. ...............0076.. .0069.. .0133.. .............. .0120.. .0094.. .0085.. .............. .00162.. .00222.. .00198.. ............ 11..... .0484.. .0465.. .0453.. ...............0080.. .0068.. .0133.. .............. .0114.. .0092.. .0087.. .............. .00234.. .00207.. .00274.. ............ 12..... .0462.. .0430.. .0425.. ...............0070.. .0070.. .0113.. .............. .0111.. .0084.. .0086.. .............. .00303.. .00251.. .00223.. ............ .....................Bldg Mtls (Asphalt)...................................Food.. ..........................Agriculture & Livestock*........................Agricultural Irrigation* ............2006......2007......2008......2009.... ..2006....2007....2008....2009.......2006....2007. ...2008....2009.........2006........2007........20 08........2009 .........======..======..======..======....=====.. =====..=====..=====.....=====..=====..=====..===== .....=======..=======..=======..======= 01..... .00041.. .00052.. .00063.. .00045......0427.. .0460.. .0470.. .0568..... .0113.. .0132.. .0090.. .0136..... .000077.. .000092.. .000078.. .000070 02..... .00032.. .00047.. .00080.. .00055......0440.. .0467.. .0458.. .0560..... .0113.. .0121.. .0094.. .0120..... .000286.. .000083.. .000040.. .000066 03..... .00036.. .00025.. .00112.. .00077......0428.. .0421.. .0435.. .0510..... .0116.. .0096.. .0087.. .0118..... .000079.. .000066.. .000081.. .000072 04..... .00065.. .00064.. .00113.. .00090......0424.. .0429.. .0423.. .0489..... .0100.. .0113.. .0084.. .0106..... .000073.. .000106.. .000057.. .000087 05..... .00050.. .00052.. .00126.. .00081......0430.. .0406.. .0404.. .0479..... .0107.. .0099.. .0085.. .0095..... .000092.. .000142.. .000021.. .000047 06..... .00087.. .00053.. .00084.. .00090......0400.. .0348.. .0399.. .0471..... .0110.. .0102.. .0077.. .0089..... .000142.. .000168.. .000065.. .000074 07..... .00095.. .00049.. .00087.. .00107......0319.. .0329.. .0350.. .0400..... .0115.. .0102.. .0056.. .0072..... .000255.. .000224.. .000076.. .000199 08..... .00091.. .00096.. .00073.. .00105i.....0329.. .0333.. .0366.. .0401i.... .0087.. .0074.. .0050.. .0085i..... .000171.. .000136.. .000084.. .000074i 09..... .00089.. .00116.. .00067.. .................0350.. .0283.. .0385.. .............. .0099.. .0085.. .0081.. .............. .000100.. .000076.. .000111.. .............. 10..... .00089.. .00103.. .00107.. .................0375.. .0337.. .0402.. .............. .0161.. .0097.. .0100.. .............. .005659.. .000087.. .000084.. .............. 11..... .00102.. .00084.. .00072.. .................0380.. .0350.. .0440.. .............. .0107.. .0090.. .0116.. .............. .000137.. .000065.. .000059.. .............. 12..... .00036.. .00073.. .00061.. .................0464.. .0434.. .0520.. .............. .0127.. .0096.. .0137.. .............. .000119.. .000089.. .000074.. .............. ......* = Experimental Sampling =============================Crude Oil, NYMEX Light Sweet================================= ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits ....................................(Net Positions, in MBBL's)........................................... .(Millions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.......(Mostly..................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Refiners?)__(E&P's)_ ...2001........................................... .................................................. ..$.-19.......$...60.....$...-2,413.....$...2,372 ...2002........................................... .................................................. ......70..........164...........3,443.........-3,678 ...2003........................................... .................................................. .....-19..........233..............478............-692 ...2004........................................... .................................................. ......12..........716...........4,396.........-5,125 ...2005........................................... .................................................. ...-309..........441...........8,627.........-8,759 ...2006........................................... .................................................. .....-35.........-520.........-2.313...........2,867 ...2007........................................... .................................................. ...-429.......2,134.........31,474.......-33,179 ...2008........................................... .................................................. .....190......2,113........-19,681........17,379 2001-08................................................ ..............................................-539.......5,341.........24,011.......-28,815 10/28/08........-14,731......-8,406.....582,536.....-559,399.......................82.......1,863...... ...-8,892...........6,946 11/04/08........-23,746....-10,543.....589,839.....-555,550......................-67.......1,789.........-4,320...........2,598 11/11/08...........5,506....-52,984.....615,996.....-568,518.......................94.......2,058...... .-11,019...........8,866 11/18/08..........-7,931.....10,985.....573,044.....-576,098.......................98.......2,175...... .-13,965.........11,692 11/25/08..............212.......2,790.....591,490.....-594,492.....................120.......2,139.......-16,645.........14,386 12/02/08..........-4,471.......2,249.....598,755.....-596,533.....................144.......2,134.......-18,345.........16,067 12/09/08...........2,182.....10,807.....584,622.....-597,611.....................153.......2,107.......-21,247.........18,986 12/16/08..........-3,353.....64,120.....566,896.....-627,663.....................165.......2,048.......-20,327.........18,115 12/23/08..........-1,881.....72,570.....550,623.....-621,312.....................194.......1,415.......-25,749.........24,141 12/30/08..............283.....64,548.....571,995.....-636,786.....................194.......1,746.......-22,876.........20,936 01/06/09........-10,102.....76,658.....588,650.....-655,186......................-24..........286..........2,316..........-2,578 01/13/09.............-789.....53,294.....621,835.....-674,340.......................54.........-462.........-4,154...........4,563 01/20/09..........-7,718.....46,134.....633,949.....-672,365.......................39.........-425.........-3,534...........3,919 01/27/09........-10,878.....51,652.....635,238.....-676,012.......................23.........-303.........-1,735...........2,016 02/03/09..........-2,621.....29,276.....638,532.....-665,187.......................27.........-333.........-2,245...........2,551 02/10/09..............447.....16,578.....623,432.....-640,457.......................28.........-395.........-4,269...........4,637 02/17/09..........-9,325.....45,016.....629,554.....-665,245.......................39.........-476.........-5,910...........6,347 02/24/09...........1,795.....28,749.....588,487.....-619,031.......................18.........-318.........-3,433...........3,733 03/03/09..........-3,269.........-532.....613,910.....-610,109.......................27.........-213.........-1,873...........2,059 03/10/09.........12,919......-6,015.....641,564.....-648,468.......................25.........-219.............637.............-443 03/17/09...........2,883.....13,507.....660,645.....-677,035.......................38.........-179..........2,909..........-2,768 03/24/09...........5,084.....17,637.....639,673.....-662,394.......................56.........-111..........5,712..........-5,657 03/31/09...........4,905.......6,546.....647,102.....-658,553.......................37.........-154..........3,252..........-3,135 04/07/09...........6,751.....12,493.....650,424.....-669,668.......................32.........-168..........2,917..........-2,781 04/14/09...........9,146.......4,962.....671,472.....-685,580.......................30.........-155..........3,060..........-2,935 04/21/09.........12,020....-14,605.....635,931.....-633,346........................-2.........-127..........1,190..........-1,060 04/28/09..........-7,397..........308.....650,007.....-642,918.......................21.........-164..........3,371..........-3,229 05/05/09...........6,921....-11,285.....667,069.....-662,705.......................14.........-180..........5,945..........-5,779 05/12/09.........14,062.......3,066.....673,149.....-690,277.......................60.........-214..........9,296..........-9,142 05/19/09.........12,736.....35,237.....578,870.....-626,843.......................69.........-167..........9,703..........-9,605 05/26/09.........15,523.....40,122.....569,025.....-624,670.....................108...........-62........11,311........-11,357 06/02/09.........17,034.....39,687.....597,601.....-654,322.....................207..........182...... ..14,861........-15,250 06/09/09.........18,439.....47,883.....589,809.....-656,131.....................235..........255...... ..15,719........-16,208 06/16/09.........19,911.....26,430.....614,337.....-660,678.....................242..........296...... ..15,968........-16,506 06/23/09.........11,987.....39,370.....572,646.....-624,003.....................215..........240...... ..14,974........-15,430 06/30/09.........12,654.....40,777.....576,502.....-629,933.....................229..........284...... ..15,605........-16,117 07/07/09.........12,523.....15,357.....620,812.....-648,692.....................141............94..... ...11,427........-11,663 07/14/09.........12,313.....16,157.....641,755.....-670,225.......................99............41.... ......9,295..........-9,435 ================================Natural Gas, NYMEX===================================== ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits .............................(Net Positions, in 10,000 MMBTU's)......................................(Mil lions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.....(Utilities &................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Industrial)__(E&P's)_ ...2001........................................... ..................................................-1,231..........632........-26,832........27,431 ...2002........................................... .................................................. ....399............22...........7,130.........-7,551 ...2003........................................... .................................................. ....146..........193...........3,671.........-4,010 ...2004........................................... .................................................. ....106..........746..............308.........-1,160 ...2005........................................... .................................................. .1,665...........-14...........6,974.........-8,625 ...2006........................................... ..................................................-1,621.......1,113........-11,570........12,078 ...2007........................................... .................................................. ....302.........-110...........5,825.........-6,017 ...2008........................................... .................................................. ...-842.......4,707..........-1,779.........-2,086 2001-08................................................ ...........................................-1,076.......7,289........-16,273........10,060 10/28/08..........37,238..-166,058.....331,080.....-202,260...................-550.......3,526..............428.........-3,403 11/04/08..........39,506..-160,321.....319,263.....-198,448...................-399.......2,894...........1,686.........-4,181 11/11/08..........37,502..-160,351.....315,522.....-192,673...................-310.......2,525...........2,416.........-4,631 11/18/08..........38,523..-166,340.....315,943.....-188,126...................-413.......2,963...........1,533.........-4,083 11/25/08..........34,981..-151,705.....296,707.....-179,983...................-424.......3,010...........1,441.........-4,028 12/02/08..........41,031..-153,739.....293,148.....-180,440...................-423.......3,051...........1,347.........-3,975 12/09/08..........38,823..-158,811.....299,191.....-179,203...................-865.......4,788..........-1,944.........-1,980 12/16/08..........39,797..-162,844.....301,419.....-178,382...................-795.......4,501..........-1,404.........-2,302 12/23/08..........34,748..-154,613.....295,732.....-175,867...................-934.......5,100..........-2,536.........-1,630 12/30/08..........36,152..-144,814.....284,297.....-175,635...................-813.......4,596..........-1,556.........-2,227 01/06/09..........38,441..-147,301.....292,777.....-183,917...................-180.........-691...........1,372............-861 01/13/09..........36,711..-141,903.....297,339.....-192,147......................27.........-107..............197............-118 01/20/09..........34,250..-145,821.....299,812.....-188,241...................-271.......1,100..........-2,310..........1,481 01/27/09..........37,353..-145,473.....288,370.....-180,250...................-309.......1,260..........-2,639..........1,688 02/03/09..........34,292..-144,779.....286,695.....-176,208...................-210..........841..........-1,808..........1,178 02/10/09..........38,436..-142,682.....285,959.....-181,713...................-283.......1,144..........-2,410..........1,548 02/17/09..........38,712..-140,524.....297,237.....-195,425...................-468.......1,823..........-3,815..........2,460 02/24/09..........51,943..-148,904.....269,423.....-172,462...................-535.......2,028..........-4,205..........2,712 03/03/09..........38,538..-127,734.....265,809.....-176,613...................-451.......1,749..........-3,621..........2,323 03/10/09..........35,964..-114,064.....254,721.....-176,621...................-658.......2,424..........-5,061..........3,295 03/17/09..........38,340..-115,187.....257,737.....-180,890...................-696.......2,539..........-5,318..........3,475 03/24/09..........49,874..-121,018.....253,059.....-181,915...................-536.......2,123..........-4,426..........2,839 03/31/09..........41,097..-122,458.....253,851.....-172,490...................-783.......2,793..........-5,821..........3,810 04/07/09..........44,552..-126,205.....256,406.....-174,753...................-776.......2,771..........-5,771..........3,776 04/14/09..........45,555..-126,609.....264,604.....-183,550...................-780,......2,783..........-5,793..........3,790 04/21/09..........41,919..-127,987.....264,739.....-178,671...................-849.......2,987..........-6,217..........4,079 04/28/09..........39,679..-128,979.....261,319.....-172,019...................-906.......3,167..........-6,585..........4,324 05/05/09..........38,765..-130,850.....265,773.....-173,688...................-777.......2,737..........-5,712..........3,752 05/12/09..........43,212..-131,737.....267,829.....-179,304...................-453.......1,700..........-3,604..........2,358 05/19/09..........43,789..-135,210.....278,551.....-187,130...................-636.......2,259..........-4,747..........3,124 05/26/09..........47,412..-131,563.....265,703.....-181,552...................-925.......3,115..........-6,497..........4,307 06/02/09..........43,805..-138,759.....275,375.....-180,421...................-606.......2,169..........-4,603..........3,041 06/09/09..........45,796..-139,653.....277,029.....-183,172...................-836.......2,892..........-6,038..........3,982 06/16/09..........48,411..-153,363.....294,883.....-189,931...................-534.......1,942..........-4,201..........2,793 06/23/09..........45,640..-153,808.....295,530.....-187,362...................-651.......2,326..........-4,940..........3,265 06/30/09..........40,625..-153,269.....299,819.....-187,175...................-732.......2,618..........-5,506..........3,621 07/07/09..........39,473..-160,481.....314,386.....-193,378...................-901.......3,273..........-6,790..........4,417 07/14/09..........52,790..-164,682.....305,396.....-193,504...................-901.......3,289..........-6,824..........4,436
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Please feel free to contact me anytime with any feedback or questions about the First Enercast Financial services. Thanks for your loyal support! Ben Smith First Enercast Financial email: ben <at> firstenercastfinancial <dot> com phone: 303.860.7494
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August 24th, 2009, 07:05 AM
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============US Gas Flow Models (US storage injections, in BCF, as of 9AM)=============
...Week.....------------------Composite.Model----------------------------....--Weekly.Models--....Baseline _Ending__Sat___Sun__ Mon__Tue__Wed___Thr___Fri__Total__2005__2007__EIA_ _(Neutral) 05/22/09...15.4.....14.4....14.1....14.4....15.1......16 .5....16.2.....106.....111......112.....106....... ..93 05/29/09...17.7.....19.5....20.9....19.3....15.1......16 .1....15.4.....124.....124......125.....124....... 104 06/05/09...15.0.....16.0....15.9....10.6....18.0......14 .0....16.5.....106.....108......107.....106....... 100 06/12/09...18.6.....19.5....17.0....15.6....14.5......14 .8....13.8.....114.....110......112.....114....... ..98 06/19/09...14.5.....15.1....14.6....13.6....12.4......12 .6....11.2.......94.......93........97.......94... ......82 06/26/09...12.1.....12.0....11.4......9.5......8.8...... ..8.2......7.9.......70.......74........77.......7 0.........53 07/03/09...10.1.....11.4......9.4....10.5....10.9......1 1.6....11.2.......75.......72........77r......75.. .......71 07/10/09...14.4.....16.0....14.5....11.8....10.7......10 .8....12.0.......90.......85........93r......90... ......90 07/17/09.....9.6.....11.7....10.5....10.5......8.3...... ..7.9......7.4.......66.......61........68.......6 6.........62 07/24/09.....8.3.....12.5....10.4....10.5......9.7...... 10.1......9.5.......71.......63........70.......71 .........71 07/31/09.....9.0.....10.1....11.2......9.6......8.3..... ...8.9......9.0.......66.......63........67r...... 66.........56 08/07/09.....9.7.....11.7....11.0......9.5......6.6..... ...6.6......8.0.......63.......62........69r...... 63.........59 08/14/09.....9.5.....10.0......7.1......6.0......6.3.... ....5.4......7.7.......52r......48........55...... .52.........50 08/21/09r....8.0.....10.1......9.5......7.5......6.0.... ....7.7......7.2i......56i......46i........56i.... ...............49 08/28/09r....8.9i......8.4i.....6.9i......3.1i...-1.7i.......-1.7i....-1.6i......22i......24i........22i Estimated EIA-Weekly based storage (As of 08/24/09).......3287 BCF .................................................. .........(As of 08/24/08).......2783 BCF...(+504 BCF YOY Surplus) ====Estimate of Operationally Available Working Gas Storage Capacity (in BCF)==== ..................(Prepared from information for gas week ended 08/14/09) ___________Data Sample___________________Capacity___Inventory__%Fu ll___ Publicly available data.............................................. ..1411.............1202.........85.2 EIA-Reported data (100% of US Storage)..................3761(e).........3204.... .....85.2(e) ......(e).Estimate of Capacity calculated as 3204 / (1202/1411) = 3761 ===========================================Past.We ekly.Runs========================================= == _Week____Est.______Week____Est.______Week____Est._ _____Week____Est.______Week____Est.______Week____E st._______Week____Est.__ .................................................. .................................................. .................................................. .................................................. ...............03/20/09.....4479 .................................................. ......................03/30/07.....4052....................................... .................................................. ...........................03/27/09.....4566 04/07/06.......n/a..............................................04/06/07.....4067....................................... .................................................. ...........................04/03/09.....4498 04/14/06.......n/a..............................................04/13/07.....4134....................................... ......04/11/08.....3949....................................... .....04/10/09.....4478 04/21/06.......n/a..............................................04/20/07.....4190....................................... ......04/18/08.....3931....................................... .....04/17/09.....4441 04/28/06.......n/a..........10/27/06.....3680.........04/27/07.....4086....................................... ......04/25/08.....3852....................................... .....04/24/09.....4321 05/05/06.......n/a..........11/03/06.....3697.........05/04/07.....3998....................................... ......05/02/08.....3827....................................... .....05/01/09.....4231 05/12/06.......n/a..........11/10/06.....3711.........05/11/07.....3920.........11/09/07.....3771.........05/09/08.....3815....................................... .....05/08/09.....4185 05/19/06.......n/a..........11/17/06.....3690.........05/18/07.....3844.........11/16/07.....3766.........05/16/08.....3746....................................... .....05/15/09.....4129 05/26/06.......n/a..........11/24/06.....3706.........05/25/07.....3783.........11/23/07.....3768.........05/23/08.....3726.........11/21/08.....3747........05/22/09.....4068 06/02/06.......n/a..........12/01/06.....3686.........06/01/07.....3762.........11/30/07.....3768.........05/30/08.....3702.........11/28/08.....3773........05/29/09.....4019 06/09/06.......n/a..........12/08/06.....3669.........06/08/07.....3714.........12/07/07.....3789.........06/06/08.....3714.........12/05/08.....3786........06/05/09.....3964 06/16/06.......n/a..........12/15/06.....3649.........06/15/07.....3650.........12/14/07.....3785.........06/13/08.....3737.........12/12/08.....3773........06/12/09.....3940 06/23/06.......n/a..........12/22/06.....3611.........06/22/07.....3649.........12/21/07.....3798.........06/20/08.....3688.........12/19/08.....3743........06/19/09.....3917 06/30/06.......n/a..........12/29/06.....3593.........06/29/07.....3640.........12/28/07.....3794.........06/27/08.....3649.........12/26/08.....3740........06/26/09.....3890 07/07/06.....3436.........01/05/07.....3582.........07/06/07.....3625.........01/04/08.....3783.........07/04/08.....3617.........01/02/09.....3724........07/03/09.....3850 07/14/06.....3448.........01/12/07.....3572.........07/13/07.....3607.........01/11/08.....3751.........07/11/08.....3607.........01/09/09.....3740........07/10/09.....3839 07/21/06.....3442.........01/19/07.......n/a..........07/20/07.....3598.........01/18/08.....3764.........07/18/08.....3602.........01/16/09.....3798........07/17/09.....3815 07/28/06.....3435.........01/26/07.....3575.........07/27/07.....3581.........01/25/08.......n/a..........07/25/08.....3584.........01/23/09.....3873........07/24/09.....3792 08/04/06.....3436.........02/02/07.....3612.........08/03/07.....3561.........02/01/08.....3801.........08/01/08.....3562.........01/30/09.....3928........07/31/09.....3774 08/11/06.....3433.........02/09/07.....3677.........08/10/07.....3581.........02/08/08.....3737.........08/08/08.....3540.........02/06/09.....4017........08/07/09.....3760 08/18/06.....3437.........02/16/07.....3767.........08/17/07.....3567.........02/15/08.....3794.........08/15/08.....3510.........02/13/09.....4044........08/14/09.....3761 08/25/06.....3442.........02/23/07.....3855.........08/24/07.....3561.........02/22/08.....3822.........08/22/08.....3513.........02/20/09.....4118 09/01/06.....3450.........03/02/07.....3908.........08/31/07.....3548.........02/29/08.....3904.........08/29/08.....3508.........02/27/09.....4286 09/08/06.....3469.........03/09/07.......n/a..........09/07/07.......n/a..........03/07/08.....3928.........09/05/08.....3536.........03/06/09.....4474 09/15/06.......n/a..........03/16/07.....4054.........09/14/07.....3576.........03/14/08.....3975.........09/12/08.....3565.........03/13/09.....4436 09/22/06.....3529.........03/23/07.....4122.........09/21/07.....3592.........03/21/08.....3957.........09/19/08.....3599.................................... 09/29/06.....3554....................................... ......09/28/07.....3608.........03/28/08.....3960.........09/26/08.....3614.................................... 10/06/06.....3582....................................... ......10/05/07.....3628.........04/04/08.....3986.........10/03/08.....3623.................................... 10/13/06.....3609....................................... ......10/12/07.....3643....................................... ......10/10/08.....3639.................................... 10/20/06.....3635.(Best 2006 Estimate)...........10/19/07.....3666....................................... ......10/17/08.....3645.................................... .................................................. ......................10/26/07.....3696....................................... ......10/24/08.....3678.................................... .................................................. ......................11/02/07.....3736.(Best 2007 Estimate)...........10/31/08.....3707.................................... .................................................. .................................................. ............................................11/07/08.....3718.................................... .................................................. .................................................. ............................................11/14/08.....3729.(Best 2008 Estimate). Weekly Models: EIA = Weekly EIA report less reclassifications & revisions. ..........................2003 & 2005 = Forward estimators of the EIA weekly data, attempting to ..........................duplicate the respective methadologies employed by the EIA beginning in ..........................2003 & 2005 respectively. Composite Model: A compilation of all available models, derived from the Daily, 2005 Weekly, .............................EIA Weekly & Monthly, and the old AGA & Derived EIA weeklies. .............................Initially, the 2005 model projections (Interpolated by the daily model) are .............................presented, then the EIA weekly (Interpolated by the daily model), then the .............................EIA monthly data (Interpolated successively by way of the EIA weekly, .............................then by the daily model), with implied non-metered reclassifications and .............................adjustments removed. Baseline: An estimate of the weekly injection/withdrawal required for a dead-neutral report ..............(Neither bullish or bearish), reflecting any given weeks temperatures, temporary ..............hurricane shut-ins, Holidays, and a broad range of seasonal factors. ====Past Weekly Runs vs EIA (Best Model Bracketed)===== ................For Week.....Weekly.Models......Wkly...Interpolated __Run____Ending____2003___2005____EIA__EIA.Monthly 10/19/05..(10/14/05)........57........{67}.........75............78 10/26/05..(10/21/05)........54........{63}.........77............80 11/02/05..(10/28/05)..........4........{23}.........29............3 2 11/09/05..(11/04/05)........38........{45}.........51..(A).....52 11/16/05..(11/11/05).......{51}........38..........53............52 11/23/05..(11/18/05)........{-7}......-15...........-8.............-9 11/30/05..(11/25/05)........-47......{-51}.......-49...........-50 12/07/05..(12/02/05).......{-63}......-79........-59...........-60 12/14/05..(12/09/05)......-184....{-197}.....-202.........-201 12/21/05..(12/16/05)....{-158}.....-146......-162.........-161 12/28/05..(12/23/05)...{-.157}.....-156......-162.........-161 01/04/06..(12/30/05)........-21........(-8}..........1..............2 01/11/06..(01/06/06)........-37......{-25}.......-20...........-22 01/18/06..(01/13/06)........-45......(-45}.......-46...........-49 01/21/06..(01/20/06).......{-73}......-68........-81*.........-84 02/10/06..(01/20/06).......{-71}......-67........-81**........-84 02/10/06..(01/27/06).......{-75}......-70........-88**........-91 02/10/06..(02/03/06).......{-41}......-45........-38**........-41 02/15/06..(02/10/05).....{-111}....-121......-102.........-106 02/22/06..(02/17/06).....{-124}....-147......-123.........-127 03/01/06..(02/24/06)......-159....{-180}.....-171.........-175 03/08/06..(03/03/06)........-98......{-96}.......-85...........-85 03/15/06..(03/10/06)........-70......{-70}.......-55...........-50 03/22/06..(03/17/06)........-39......{-37}.......-23...........-18 03/29/06..(03/24/06).....{-109}....-115......-104...........-99 04/05/06..(03/31/06)........-30......{-12}.......-10.............-5 04/12/06..(04/07/06).........28........{27}........19............25 04/19/06..(04/14/06).........49........{61}........57(R).......63 04/26/06..(04/21/06).........81(R)...{85}(R)...80............86 05/03/06..(04/28/06).........55........{58}.........53...........59 05/10/06..(05/05/06)........{81}........78..........85...........86 05/17/06..(05/12/06)........{85}........78..........91...........90 05/24/06..(05/19/06).........85........{83}.........83...........82 05/31/06..(05/26/06)........{82}........87..........80...........79 06/08/06..(06/02/06).........88........{83}.........77...........76 06/15/06..(06/09/06)........{90}........95..........77...........75 06/22/06..(06/16/06).........93........{84}.........79...........77 06/28/06..(06/23/06).........73........{65}.........66...........64 07/05/06..(06/30/06).........83........{71}.........73...........71 07/12/06..(07/07/06)........{92}........83..........89...........91 07/19/06..(07/14/06)..........71.......{58}.........59...........61 07/26/06..(07/21/06)............7.......{..0}..........-7...........-5 08/02/06..(07/28/06)..........24.......{18}.........19...........21 08/09/06..(08/04/06)..........17........{-2}........-12.........-12 08/16/06..(08/11/06).........{42}.......27...........37..........35 08/23/06..(08/18/06)..........67.......{62}..........57..........55 08/30/06..(08/25/06).........{60}.......62...........48..........46 09/06/06..(09/01/06).........{73}.......67...........71..........69 09/13/06..(09/08/06).........{98}.......85.........108........105 09/20/06..(09/15/06).........{85}......{75}..........93..........90 09/27/06..(09/22/06).........{77}.......74...........77..........74 10/04/06..(09/29/06).........{67}.......64...........73..........70 10/11/06..(10/06/06)..........58.......{59}..........62..........68 10/18/06..(10/13/06).........{51}.......43...........53..........60 10/25/06..(10/20/06).........{18}.......16...........19..........26 11/01/06..(10/27/06).........-19......{-19}..........-9...........-2 11/08/06..(11/03/06)..........{-1}........-1...........-7...........-6 11/15/06..(11/10/06)..........{-3}........-3............5...........-3 11/21/06..(11/17/06)...........-7........{-6}..........-1...........-9 11/28/06..(11/24/06)........{-33}......-27.........-32.........-40 12/06/06..(12/01/06)........{-15}......-16.........-11.........-17 12/13/06..(12/08/06)........-158....{-167}.....-168.......-164 12/20/06..(12/15/06).........{-73}.....-64.........-71.........-67 12/28/06..(12/22/06)..........-57.....{-53}........-46.........-42 01/03/07..(12/29/06)..........-60.....{-50}........-47.........-42 01/10/07..(01/05/07)..........-61.....{-57}........-49.........-54 01/17/07..(01/12/07)..........-93.....{-87}........-89.........-98 01/20/07..(01/19/07)........-163....{-174}.....-179*.....-188 02/06/07..(01/19/07).......{-171}....-189......-179**....-188 02/06/07..(01/26/07).......{-193}....-200......-186**....-195 02/07/07..(02/02/07).......{-210}....-207......-224.......-228 02/14/07..(02/09/07).......{-250}....-275......-259.......-252 02/21/07..(02/16/07).......{-219}....-233......-223.......-216 02/28/07..(02/23/07)........-143....{-142}.....-132.......-125 03/07/07..(03/02/07).......{-105}......-92......-102.........-95 03/14/07..(03/09/07)........-109....{-111}.....-115.......-110 03/21/07..(03/16/07).............5.......{14}.........17.........-22 03/28/07..(03/23/07)..........-32......{-16}.......-22.........-17 04/04/07..(03/30/07)..........{48}.......70..........58..........63 04/11/07..(04/06/07)...........14........{21}........23..........25 04/18/07..(04/13/07)..........-47......{-45}.......-46.........-44 04/25/07..(04/20/07)............-1.........{9}.........18..........20 05/02/07..(04/27/07)...........79........{87}........87..........89 05/09/07..(05/04/07)...........84........{93}........96..........97 05/16/07..(05/11/07)...........86......{101}........95..........96 05/23/07..(05/18/07)...........93........{97}......104........105 05/30/07..(05/25/07)........{108}......111.......107........108 06/06/07..(06/01/07).........109......{111}......110........111 06/13/07..(06/08/07)........{102}......105.........92..........92 06/20/07..(06/15/07)........{104}......105.........89..........89 06/27/07..(06/22/07)..........{95}........89.........99..........99 07/04/07..(06/29/07)..........{75}........68.........78..........78 07/11/07..(07/06/07)..........102.......{99}........96..(B)...95 07/18/07..(07/13/07)............70.......{68}........65..........64 07/25/07..(07/20/07)............73.......{69}........64..(C)...63 08/01/07..(07/27/07)............84.......{79}........77..........76 08/08/07..(08/03/07)............58.......{49}........42..........41 08/15/07..(08/10/07)...........{21}.......15.........21..........19 08/22/07..(08/17/07)............32.......{21}........23..........21 08/29/07..(08/24/07)............45.......{43}........43..........41 09/05/07..(08/31/07)............43.......{41}........36..........34 09/12/07..(09/07/07)............71.......{68}........64..........68 09/19/07..(09/14/07)............69.......{69}........63..........67 09/26/07..(09/21/07)............69.......{73}........74..........78 10/03/07..(09/28/07)...........{60}.......63.........57..........61 10/10/07..(10/05/07)............68.......{74}........73..........75 10/17/07..(10/12/07)...........{40}.......45.........39..........41 10/24/07..(10/19/07)............55.......{61}........68..........70 10/31/07..(10/26/07)............59.......{61}........66..........68 11/07/07..(11/02/07)...........{31}.......29.........36..........36 11/14/07..(11/09/07)...........-21......{-17}........-9.........-12 11/21/07..(11/16/07).............{2}.........9...........4......... ...1 11/28/07..(11/23/07)...........-23......{-20}......-12.........-15 12/05/07..(11/30/07)..........{-90}......-91.......-88.........-91 12/12/07..(12/07/07)........{-144}....-139.....-146.......-146 12/19/07..(12/14/07).........-130....{-129}....-121.......-121 12/26/07..(12/21/07).........-171....{-169}....-165.......-165 01/03/08..(12/28/07).........-109....{-104}......-87.........-87 01/10/08..(01/04/08).........-175....{-173}....-171.......-177 01/15/08..(01/11/08)...........-67......{-53}......-59.........-69 01/19/08..(01/18/08)........{-138}....-130.....-155*......-165 02/11/08..(01/18/08)........{-150}....-147.....-155**....-165 02/11/08..(01/25/08).........-263....{-266}....-274**....-284 02/11/08..(02/01/08).........-198....{-201}....-200**....-208 02/13/08..(02/08/08)........{-110}....-108......120.......-116 02/20/08..(02/15/08)........{-169}....-168.....-172.......-168 02/27/08..(02/22/08)........{-150}....-146.....-151.......-147 03/05/08..(02/29/08).........-154....{-151}....-135.......-131 03/12/08..(03/07/08)..........{-87}......-76.......-86.........-79 03/19/08..(03/14/08)...........-90......{-87}......-85.........-78 03/26/08..(03/21/08)...........-46......{-37}......-36.........-29 04/02/08..(03/28/08)...........-39......{-31}......-29.........-22 04/09/08..(04/04/08)...........-33......{-23}......-14.........-10 04/16/08..(04/11/08)............21........{24}.......27..........29 04/23/08..(04/18/08)............14........{26}.......24..........26 04/30/08..(04/25/08)............72........{86}.......86..........88 05/07/08..(05/02/08)............48........{59}.......65..........66 05/14/08..(05/09/08)............73........{82}.......93..........92 05/21/08..(05/16/08)............74........{87}.......85..........84 05/28/08..(05/23/08)............72........{86}.......87..........88 .5 06/04/08..(05/30/08)...........{99}......113......105........106.5 06/11/08..(06/06/08)...........{84}........92........80..........81 .9 06/18/08..(06/13/08)............62........{58}.......57..........58 .9 06/25/08..(06/20/08)...........{98}........99........90..........91 .9 07/02/08..(06/27/08)...........{99}.......103.......85..........86. 9 07/09/08..(07/04/08).........{102}.......105.......90..........88.4 07/16/08..(07/11/08).........{104}.......107.....104..........99.7 07/23/08..(07/18/08)............89.........{82}......84..........79 .7 07/30/08..(07/25/08)............73.........{67}......65..........60 .7 08/06/08..(08/01/08)............66.........{65}......56..........52 .3 08/13/08..(08/08/08)............64.........{59}......50..........49 .5 08/20/08..(08/15/08)..........104.......{100}......88..........87.5 09/01/08..(08/22/08)............98.........{92}....102***....101.5 ................For Week.........Weekly.Models..Wkly...Interpolated __Run____Ending______2005___2007__EIA__ EIA.Monthly 09/03/08..(08/29/08)...........{92}.........87.......90..........89 .5 09/10/08..(09/05/08).............57........{58}......58..........57 .8 09/17/08..(09/12/08)............{65}........57.......67..........66 .9 09/24/08..(09/19/08)............{52}........43.......51..........50 .9 10/01/08..(09/26/08)............{87}........79.......87..........86 .9 10/08/08..(10/03/08).............82.........{88}.....88..........87 .4 10/15/08..(10/10/08)............{75}.......{85}.....79..........77. 8 10/22/08..(10/17/08)............{72}........76.......70..........68 .8 10/29/08..(10/24/08).............31........{39}......46..........44 .8 11/05/08..(10/31/08)...............7........{13}......19..........1 7.8 11/12/08..(11/07/08).............42........{50}......60..........62 .5 11/19/08..(11/14/08)...............1..........{8}......16.......... 18.5 11/25/08..(11/21/08)...........{-65}.......-52......-66........-63.5 12/03/08..(11/28/08)............-73.......{-61}.....-64........-61.5 12/10/08..(12/05/08)............-80.......{-72}.....-67........-68.5 12/17/08..(12/12/08).........{-126}.....-119....-124......-127.1 12/23/08..(12/19/08)..........-154.....{-152}...-147......-150.1 12/30/08..(12/26/08)..........-165.....{-153}...-143......-146.1 01/07/09..(01/02/09)............-69.......{-58}.....-47........-49.3 01/14/09..(01/09/09)..........-125.....{-112}.....-94........-94.2 01/22/09..(01/16/09)..........-191.....{-187}...-176......-176.2 01/29/09..(01/23/09)..........-198.....{-186}...-186......-186.2 02/04/09..(01/30/09)..........-216.....{-206}...-195......-195.2 02/11/09..(02/06/09)..........-187.....{-177}...-159......-158.7 02/18/09..(02/13/09)............-60.......{-52}.....-24........-23.6 02/25/09..(02/20/09)..........-138.....{-120}...-101......-100.6 03/04/09..(02/27/09)..........-133.....{-107}...-102......-101.6 03/11/09..(03/06/09)..........-135.....{-113}...-112......-109.9 03/18/09..(03/13/09)...........{-32}.......-22......-30........-27.6 03/25/09..(03/20/09).............-13.........{5}........3............5.4 04/01/09..(03/27/09).............-20.......{13}........9 (D)....11.4 04/08/09..(04/03/09)...............-1.......{14}......20..........22.2 04/15/09..(04/10/09)...............-1.......{16}......21..........23.1 04/22/09..(04/17/09)..............26.......{46}......46..........48 .1 04/29/09..(04/24/09)..............71.......{84}......82..........84 .1 05/06/09..(05/01/09)..............84.......{88}......95 05/13/09..(05/08/09).............{92}.....101.......95 05/20/09..(05/15/09)..............90.......{95}....103 05/27/09..(05/22/09)...........{113}.....116.....106 06/03/09..(05/29/09)...........{125}.....126.....124 06/10/09..(06/05/09)............109.....{107}....106 06/17/09..(06/12/09)............111.....{113}....114 06/24/09..(06/19/09).............{94}.......97.......94 07/01/09..(06/26/09).............{74}.......78.......70 07/08/09..(07/03/09).............{73}.......78.......75 07/15/09..(07/10/09).............{86}.......94.......90 07/22/09..(07/17/09)..............62.......{68}......66 07/29/09..(07/24/09)..............64.......{70}......71 08/05/09..(07/31/09)..............63.......{68}......66 08/12/09..(08/07/09).............{62}.......70.......63 08/19/09..(08/14/09)..............48.......{55}......52 * Special Saturday-night "Pre-Vacation" run, generated without the benefit of Monday/Tuesday night "Weekly" data. ** Final estimates of the models (Generated upon return from vacation), from special model runs before EIA actuals were applied, and before the models were allowed to self-adjust to those EIA actuals. (A) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 61 BCF injection estimate. (B) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 106 BCF injection estimate. (C) For purposes of analysis, the 7 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 71 BCF injection estimate. (D) For purposes of analysis, the 9 BCF reclassification (of working gas to base gas) plus corrections has been re-added to the EIA's origionally-reported 0 BCF injection estimate. =====Canadian Storage Sampling (Injections, in BCF)===== ...Week.....-----------Daily Model------------ _Ending__Sat__Sun_ Mon_ Tue_Wed__Thur___Fri__Total 02/20/09...-3.0...-2.9...-2.6....-2.7...-2.7...-3.0......-3.2....-20.1 02/27/09...-2.4...-2.5...-2.4....-3.5...-3.5...-3.3......-3.6....-21.1 03/06/09...-3.8...-3.7...-2.6....-2.8...-3.3...-2.1......-1.4....-19.7 03/13/09...-1.3...-1.5...-1.3....-2.8...-4.5...-4.8......-3.6....-19.8 03/20/09...-2.2...-0.5...-0.6....-0.6...-0.4...-0.8.......0.6......-4.5 03/27/09....0.5....0.8.....1.2.....0.9....0.7...-1.1.......0.5........3.5 04/03/09....1.0....1.0.....1.3.....2.1....0.4....0.6.... ...1.4........7.9 04/10/09....2.0....1.8.....1.8.....1.6....1.1....1.9.... ...1.9......12.2 04/17/09....2.7....2.9.....3.2.....3.5....2.4....2.0.... ...2.7......19.5 04/24/09....3.2....3.3.....3.0.....2.4....3.0....2.4.... ...2.3......19.6 05/01/09....2.4....3.3.....3.7.....3.4....2.2....2.0.... ...2.9......19.8 05/08/09....3.1....3.4.....3.2.....3.2....2.6....2.9.... ...2.5......20.9 05/15/09....3.3....3.1.....3.1.....3.0....2.4....2.2.... ...2.4......19.4 05/22/09....2.8....2.8.....2.9.....1.8....2.0....2.0.... ...2.2......16.4 05/29/09....3.0....3.3.....3.2.....3.2....3.2....2.4.... ...2.5......20.5 06/05/09....3.0....2.9.....2.9.....2.9....2.4....2.3.... ...2.4......18.8 06/12/09....3.0....2.8.....2.7.....2.0....2.3....2.4.... ...2.5......17.6 06/19/09....2.1....2.1.....2.0.....2.1....2.0....1.4.... ...1.5......13.3 06/26/06....2.4....2.5.....2.2.....2.3....1.5....1.7.... ...1.3......13.8 07/03/09....2.1....1.9.....1.8.....2.3....2.0....1.7.... ...1.6......13.3 07/10/09....1.8....1.4.....1.5.....1.2....0.8....2.1.... ...1.2......10.0 07/17/09....1.8....1.4.....1.5.....1.7....1.6....0.8.... ...1.8......10.5 07/24/09....1.5....1.6.....1.6.....1.6....1.5....1.2.... ...1.0........9.9 07/31/09....1.2....1.0.....1.0.....1.1...-0.1....0.1.......0.9........5.3 08/07/09....1.7....1.8.....1.6.....1.6....1.6....1.3.... ...1.4......11.0 08/14/09....1.5....1.2.....1.5.....1.3....0.9....0.8.... ...0.5........7.7 08/21/09....1.0....1.1.....1.1.....1.1....0.3....0.6.... ...0.8........5.9 08/28/09....1.5i ........................Canadian Production Model .........2002.....2003.....2004.....2005.....2006. ....2007.....2008.....2009 ........=====...=====...=====...=====...=====...== ===...=====...===== 01.....17.45....16.68....16.44....16.93....17.38.. ..17.34....16.49....15.82. 02.....17.96....16.86....16.78....17.20....17.45.. ..17.15....16.12....16.19 03.....17.76....16.96....17.19....17.57....17.63.. ..17.35....16.56....16.08 04.....18.06....17.28....17.59....17.76....17.90.. ..17.62....16.97....16.20 05.....18.06....16.57....17.47....17.22....17.73.. ..17.28....16.60....15.54 06.....17.99....16.65....17.07....16.62....17.16.. ..16.69....15.58....15.37 07.....17.73....16.77....17.07....17.12....17.25.. ..16.96....16.69....15.47 08.....17.16....17.02....17.17....17.40....17.92.. ..17.13....16.60....15.08i 09.....17.26....16.77....16.83....17.11....17.20.. ..16.87....16.44 10.....17.27....16.81....16.90....17.12....17.40.. ..16.86....16.25 11.....17.28....16.75....17.10....17.26....16.86.. ..16.57....16.21 12.....17.28....16.87....17.10....17.60....17.50.. ..16.79....15.76 ....Estimated sample size: 77% ===============US Longer-Term Model=================== 2009 Spring..1651 BCF*...Fall..4042 BCF 2010 Spring..2097 BCF.....Fall..4429 BCF 2011 Spring..2470 BCF.....Fall..4816 BCF ......*=Actual for week ended 03/13/09 ____Run___F-07_S-08____Run___S-08_F-08____Run___F-08_S-09_____Run___S-09_F-09____Run___F-09_S-10 ....09/24/07..3498..1142....11/21/07..1292..3210....04/17/08..3469..1150....11/20/08..1639..4233....03/26/09..4674..3082 ....09/27/07..3497..1167....11/28/07..1404..3432....04/24/08....n/a.....n/a.....11/27/08..1630..4273....04/03/09..4556..2906 ....10/04/07..3491..1268....12/06/07..1432..3530....05/04/08..3613..1208....12/04/08..1688..4479 ....10/11/07..3502..1284....12/13/07..1333..3421....05/08/08..3617..1215....12/11/08..1770..4738 ....10/18/07..3464..1051....12/20/07..1359..3514....05/15/08..3630..1228....12/18/08..1708..4699....04/23/09..4479..2807 ....10/25/07..3489..1110....12/27/07..1314..3429....05/22/08..3678..1304....12/25/08..1697..4652....04/30/09..4420..2706 ....11/01/07..3526..1092....01/04/07..1410..3609....06/01/08..3635..1262....01/04/09..1788..4916....05/07/09..4362..2606 ....11/08/07..3545..1035....01/11/07..1372..3519....06/05/08..3651..1285....01/08/09..1827..5036....05/14/09..4320..2538 ....11/15/07..3545..1159....01/17/07..1456..3560....06/13/08..3614..1239....01/15/09..1863..5333....05/21/09..4311..2523 ..........................................02/12/08..1341..3303....06/20/08..3668..1391....01/25/09..1805..5223....05/28/09..4297..2507 ..........................................02/14/08..1297..3141....06/27/08..3670..1402....01/29/09..1755..5143....06/04/09..4292..2499 ..........................................02/21/08..1273..3185....07/03/08..3691..1446....02/05/09..1714..5029....06/11/09..4212..2373 ..........................................02/28/08..1256..3323....07/10/08..3720..1504....02/12/09..1660..4894....06/18/09..4223..2386 ..........................................03/06/08..1240..3428....07/17/08..3812..1678....02/19/09..1744..5041....06/25/09..4207..2358 ..........................................03/13/08..1249..3457....07/24/08..3867..1796....02/26/09..1721..4984....07/02/09..4153..2278 ..........................................03/20/08..1237..3424....07/31/08..3929..1954....03/05/09..1685..4996....07/09/09..4107..2205 ..........................................03/27/08..1251..3468....08/07/08..3914..1949....03/12/09..1621..4890....07/16/09..4077..2151 ..........................................03/27/08..1251..3468....08/14/08..3892..1940....03/19/09..1629..4759....07/23/09..4084..2180 ..........................................04/03/08..1248..3621....08/21/08..3833..1802.................................... ......07/30/09..4071..2148 ..........................................04/10/08..1234..3540....09/02/08..3816..1768.................................... ......08/06/09..4067..2136 .................................................. ..............................09/04/08..3815..1758.................................... ......08/13/09..4058..2117 .................................................. ..............................09/11/08..3731..1615.................................... ......08/20/09..4042..2097 .................................................. ..............................09/18/08..3667..1514 .................................................. ..............................09/25/08..3564..1308 .................................................. ..............................10/02/08..3538..1281 .................................................. ..............................10/09/08..3507..1288 .................................................. ..............................10/16/08..3487..1228 .................................................. ..............................10/23/08..3452..1464 .................................................. ..............................10/30/08..3438..1518 .................................................. ..............................11/06/08..3424..1464 .................................................. ..............................11/14/08..3479..1594 ======Longer-Term Model Storage Projections:====== ...Week.........Normal.......Projected Storage _Ending____D-Days__Change___Inventory 08/14/09.........72.1........52 BCF.....3204 BCF 08/21/09.........70.0........69 BCF.....3273 BCF 08/28/09.........68.7........69 BCF.....3343 BCF 09/04/09.........66.5........78 BCF.....3421 BCF 09/11/09.........63.2........92 BCF.....3514 BCF 09/18/09.........62.1........89 BCF.....3603 BCF 09/25/09.........62.1........80 BCF.....3684 BCF 10/02/09.........64.3........82 BCF.....3767 BCF 10/09/09.........67.6........76 BCF.....3843 BCF 10/16/09.........72.1........74 BCF.....3918 BCF 10/23/09.........80.0........57 BCF.....3975 BCF 10/30/09.........88.7........45 BCF.....4020 BCF 11/06/09.........99.8........21 BCF.....4042 BCF 11/13/09.......111.0.........-1 BCF.....4040 BCF 11/20/09.......124.3.......-22 BCF.....4018 BCF 11/27/09.......137.6.......-32 BCF.....3986 BCF 12/04/09.......148.7.......-67 BCF.....3918 BCF 12/11/09.......161.0.....-100 BCF.....3818 BCF 12/18/09.......174.3.....-120 BCF.....3697 BCF 12/25/09.......185.4.....-125 BCF.....3572 BCF 01/01/10.......190.0.....-120 BCF.....3451 BCF 01/08/10.......191.0.....-146 BCF.....3304 BCF 01/15/10.......194.3.....-161 BCF.....3143 BCF 01/22/10.......199.8.....-164 BCF.....2979 BCF 01/29/10.......198.7.....-168 BCF.....2811 BCF 02/05/10.......193.2.....-156 BCF.....2655 BCF 02/12/10.......182.1.....-139 BCF.....2516 BCF 02/19/10.......172.1.....-114 BCF.....2402 BCF 02/26/10.......164.3.......-90 BCF.....2311 BCF 03/05/10.......158.7.......-80 BCF.....2230 BCF 03/12/10.......151.0.......-69 BCF.....2161 BCF 03/19/10.......139.8.......-49 BCF.....2111 BCF 03/26/10.......125.4.......-14 BCF.....2097 BCF 04/02/10.......113.2........12 BCF.....2109 BCF 04/09/10.......103.2........28 BCF.....2137 BCF 04/16/10.........95.4........36 BCF.....2174 BCF 04/23/10.........86.5........61 BCF.....2235 BCF 04/30/10.........79.8........73 BCF.....2308 BCF Note- US Longer-Term Model projections are not "Predictions", but are extrapolations carried forward (based upon the previous 10 weeks estimated supply/demand balance & energy pricing) to either a reasonable or unreasonable conclusion. As this model is intended for the long-term, MMS/hurricane curtailments are projected on a fully-restored basis. ==========Daily Model Baseline Score========== ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/19/09.....-1.5...-0.7...-0.8....-1.6....-1.8....-3.4...-2.3 06/26/09.....-2.6...-1.9...-2.2....-2.8....-3.5....-2.9...-0.9 07/03/09.....-2.8...-2.7....1.0......0.0.....0.1.....0.0....1.0 07/10/09......0.0....1.1....0.9......1.3.....0.1....-0.9...-2.2 07/17/09.....-0.6...-1.4....0.3.....-1.0.....0.2....-1.6....0.4 07/24/09......1.4...-1.0....1.5.....-0.2....-0.5....-1.3...-0.3 07/31/09.....-0.3...-1.4...-2.1....-2.5....-2.1....-1.6...-0.1 08/07/09.....-0.3...-1.0...-0.9....-2.6....-1.1.....0.6....1.2 08/14/09.....-0.9...-2.8...-1.8....-1.3....-0.4.....3.1....1.6 08/21/09r.....0.8...-1.5...-1.9....-0.9....-0.4....-2.0...-1.0 08/28/09r.....0.2i ======Physicals Daily Model Baseline Score======= ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/19/09.....-2.8...-2.4...-2.2....-2.7....-2.7....-3.5...-1.3 06/26/09.....-0.9....0.3....0.7.....0.6.....-0.2.....0.5....1.8 07/03/09.....-0.4...-0.2....2.3....-0.5....-1.3....-1.3....0.0 07/10/09.....-1.0...-0.2...-0.8...-1.0.....-2.2....-2.5...-2.9 07/17/09.....-0.6...-1.4....0.1...-1.5.....-0.6....-1.2...-0.3 07/24/09.....-1.6...-4.9...-2.8...-4.7.....-4.6....-4.9...-3.6 07/31/09.....-2.7...-2.6...-3.3...-3.1.....-2.4....-3.1...-2.8 08/07/09.....-3.4...-4.3...-3.4...-3.6.....-1.6....-1.1...-1.6 08/14/09.....-2.7...-2.0....0.9.....0.9.....-0.2.....0.9...-1.0 08/21/09r....-0.5...-1.3...-0.2.....0.7......0.7....-0.3....0.4 08/28/09r....-0.8i =================Fair-Value Model================== .................----10 Week Average----- __Date__BL.Score_H.Hub_Oil/Gas________Signal________ 08/07/09.....-1.07......3.58....18.79.....Fair-Value Much < 3.58 08/08/09.....-1.08......3.58....18.83.....Fair-Value Much < 3.58 08/09/09.....-1.12......3.57....18.88r....Fair-Value Much < 3.57 08/10/09.....-1.14......3.57....18.91.....Fair-Value Much < 3.57 08/11/09.....-1.20......3.56....18.95.....Fair-Value Much < 3.56 08/12/09.....-1.12......3.55....19.00.....Fair-Value Much < 3.55 08/13/09.....-1.07......3.55....19.03.....Fair-Value Much < 3.55 08/14/09.....-1.02......3.55....19.05r....Fair-Value Much < 3.55 08/15/09.....-0.96......3.54....19.07r....Fair-Value Much < 3.54 08/16/09.....-0.93r.....3.54....19.09r....Fair-Value Much < 3.54 08/17/09.....-0.92......3.53....19.12r....Fair-Value Much < 3.53 08/18/09.....-0.89r.....3.52....19.15r....Fair-Value Much < 3.52 08/19/09.....-0.87r.....3.52....19.19.....Fair-Value Much < 3.52 08/20/09.....-0.88......3.51....19.23.....Fair-Value Much < 3.51 08/21/09.....-0.88......3.50....19.29.....Fair-Value Much < 3.50 08/22/09.....-0.85......3.49....19.36.....Fair-Value Much < 3.49 Fair Value Crossings (From 08/21/08 Model Run) ..................--10 Week Average-- ____Date____H.Hub__Oil/Gas___Comments__ .....03/09/03......6.49........5.33.....(on $34.60 oil) .....03/24/04......5.50........6.44.....(on $35.42 oil) .....05/31/04......5.90........6.45.....(on $38.09 oil) .....12/15/04......6.16........7.99.....(on $49.21 oil) .....04/01/05......6.53........7.79.....(on $50.90 oil) .....05/11/05......6.99........7.62.....(on $53.29 oil) .....05/18/06......6.91........9.82.....(on $67.85 oil) .....12/09/06......6.71........8.89.....(on $59.63 oil) .....07/27/07......6.96........9.95.....(on $69.28 oil) .....04/04/08......8.90......11.21.....(on $99.71 oil) .....05/16/08....10.08......11.16.....(on $112.57 oil) .....06/10/08....10.96......11.07.....(on $121.24 oil) =============Fundamentals Assessment=============== E&P's............................................. .................................Neutral Natgas Futures (Cash Through Nov09).........................Bearish Natgas Futures (Dec09 Through End of Strip)...............Neutral *** Fundamentals Assessment confidence somewhat lower until Longer-term model work is completed. ========================Monthly Accumulated Injection (Withdrawal) Days========================= Month....94......95......96......97......98....... 99......00......01......02......03.......04......0 5......06.......07.......08.......09 ..01.....-660...-435...-561...-554...-347...-481...-497...-545...-378...-586...-610...-476...-241r..-442r..-481....-591 ..02.....-458...-392...-413...-297...-232...-273...-268...-364...-292...-466...-422...-297...-366r..-517r..-382....-320 ..03.....-151...-104...-296...-118...-188...-210.....-40...-239...-204...-145.....-62...-215...-171r....-74r..-171....-139 ..04......138.......68......56......40....115..... 106......98....104....101.......64....117....143.. ..170r.....53r....115.......95 ..05......256.....264....215....237....281.....277 ....264....274....219.....251....260....240....259 r...279r....247.....277 ..06......229.....262....256....268....212.....249 ....251....248....243.....269....262....228....247 r...243r....203.....226 ..07......215.....197....233....221....183.....162 ....228....209....170.....201....228....159....157 r...217r....187.....208 ..08......250.....189....248....245....205.....206 ....214....194....187.....197....252....165....165 r...141r....219.....127i ..09......284.....250....276....268....253.....269 ....234....270....262.....277....271....246....274 r...248.....269 ..10......213.....214....181....138....217.....178 ....199....176....126.....178....204....188....141 r...226r....167 ..11.......-23...-178...-212...-169.....-28......40...-188.......61..-131......-45.....-35.....-29....-16r....-79r.....-92 ..12.....-285...-478...-341...-393...-309...-342...-635...-265...-405....-367...-392...-464..-250r..-385r...-418 Sum of all months (Gives annual Injection/Withdrawal days over (under) average): ................7...-142...-359...-115....361.....182...-141.....123..-102....-173......74....-113...351 =================Monthly Average Temperature (Unweighted Average of 274 US Stations)================== Month....94......95......96......97......98....... 99.....00......01......02......03......04.......05 ......06......07......08......09.....Avg ..01......32.9...38.5...34.9...35.5...41.1...38.3. ..37.2...35.4...40.4...34.2...34.2....37.9...44.1. ..38.0...36.6...34.6...37.3 ..02......38.1...39.9...39.7...41.9...43.8...43.7. ..44.0...40.3...41.0...36.8...38.3....42.0...39.4. ..35.8...39.9...41.3...40.3 ..03......48.4...49.1...43.4...49.5...46.8...45.9. ..51.1...44.8...46.0...48.1...50.8....45.8...47.8. ..51.7...47.0...48.6...47.7 ..04......58.2...55.3...54.9...53.1...56.0...57.4. ..55.8...58.1...58.5...56.3...57.0....56.7...59.8. ..55.0...56.7...56.7...56.6 ..05......64.2...64.6...65.5...62.5...67.8...65.0. ..67.2...66.2...63.4...64.8...67.1....63.3...65.8. ..67.1...64.3...66.2...65.2 ..06......74.9...72.4...73.2...71.7...73.3...72.7. ..72.7...72.7...73.9...71.3...72.0....74.2...73.6. ..74.0...74.6...73.6...73.1 ..07......76.7...77.6...75.8...76.3...77.8...78.0. ..75.7...76.4...78.1...76.9...75.7....78.1...78.7. ..76.6...77.3...75.4...77.0 ..08......74.5...78.1...75.1...74.4...76.9...75.9. ..76.1...76.6...76.3...76.9...73.3....77.2...77.1. ..78.5...75.4.............76.2 ..09......69.1...68.5...68.0...69.8...72.5...68.7. ..68.9...68.0...71.3...68.4...70.1....72.1...67.8. ..71.4...70.0.............69.6 ..10......59.4...60.0...58.4...58.5...60.0...58.6. ..59.6...58.3...57.5...59.3...60.3....59.9...57.4. ..62.9...58.4.............59.2 ..11......50.7...45.6...44.8...45.6...50.4...52.0. ..44.7...52.9...46.4...49.9...49.7....50.2...49.9. ..48.5...47.7.............48.6 ..12......42.7...37.9...40.7...39.2...42.1...40.9. ..31.9...42.9...39.4...39.8...39.5....37.1...43.4. ..40.5...38.8.............39.8 Year.....57.5...57.3...56.2...56.5...59.0...58.1.. .57.1...57.7...57.7...56.9...57.3....57.9...58.7.. .58.3...57.2.............57.6 ========Daily Injection (Withdrawal) Days========= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/17/09.....5.9.....5.8.....5.9.....5.9.....5.6.....4.8 .....5.5 07/24/09.....6.9.....7.5.....7.8.....8.0.....7.8.....7.5 .....7.4 07/31/09.....6.8.....6.1.....6.1.....5.7.....5.4.....6.1 .....7.0 08/07/09.....7.0.....7.0.....6.5.....5.6.....5.3.....6.3 .....7.2 08/14/09.....6.6.....4.8.....3.5.....3.9.....5.4.....7.1 .....7.3 08/21/09.....6.5.....5.5.....4.6.....4.8.....5.2.....5.0 .....5.2 08/28/09.....7.1 ===========Daily Demand-Days Model=========== ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.9.....9.8.....9.7.....9.5.....9.5.....9.8 ...10.1 07/17/09...10.4...10.5...10.5...10.4...10.6...11.0...10. 6 07/24/09.....9.9.....9.6.....9.5.....9.4.....9.4.....9.6 .....9.7 07/31/09.....9.9...10.3...10.3...10.5...10.7...10.3..... 9.9 08/07/09.....9.9.....9.9...10.2...10.7...10.9...10.3.... .9.8 08/14/09...10.2...11.1...11.8...11.7...10.8.....9.9..... 9.8 08/21/09...10.2...10.8...11.2...11.1...10.9...11.0...10. 9 08/28/09.....9.9 =======Old Degree-Days Model (HDD+CDD)======= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.3.....9.0.....9.6.....9.3.....9.0.....8.9 ...10.3 07/17/09...11.1...11.8...10.5...10.3...11.4...12.8...11. 0 07/24/09.....9.4.....8.7.....8.8.....8.6.....9.7...10.2. ..10.4 07/31/09...11.7...12.6...12.4...12.8...12.1...11.6...10. 9 08/07/09...10.8...10.4...12.2...12.6...12.3.....9.6..... 9.6 08/14/09...11.4...13.8...14.6...13.1...11.3...10.2...11. 4 08/21/09...12.4...13.0...13.4...12.9...12.8...12.5...11. 6 08/28/09...10.1 ==============================Monthly.US.Dry-Gas.Supply.Models.(BCF/Day)============================= ......................Net.US.Supply............... ...............Production.......................Dr y-Gas.Imports........LNG.Imports.(Revaporized) _____ 2006__2007__2008__2009___ 2006__2007__2008__2009__ 2006_2007_2008_2009__ 2006_2007_2008_2009 01......59.55...58.40...65.95...72.28......49.82.. .48.07...57.25...64.27.....8.46...8.64...7.88....6 .97.....1.27...1.70...0.82....1.04 02......59.04...63.56...66.76...70.94......49.35.. .52.38...58.45...63.36.....8.29...9.58...7.67....6 .75.....1.40...1.60...0.64....0.83 03......59.41...61.61...67.37...69.93......49.91.. .51.71...59.50...62.91.....8.42...7.20...7.22....6 .12.....1.08...2.70...0.65....0.90 04......61.12...63.93...67.00...70.44......50.92.. .52.85...58.71...63.45*...8.36...7.76...7.50....5. 66......1.84...3.32...0.79....1.33 05......60.74...65.14...65.06...67.35......50.73.. .54.66...58.06...61.39.....7.81...7.14...6.23....4 .50.....2.20...3.34...0.78....1.46 06......60.49...65.85...67.04...67.39......50.34.. .55.29...59.91...60.65.....7.86...7.51...6.34....5 .57.....2.29...3.04...0.79....1.17 07......62.11...66.09...68.93...66.51......51.48.. .55.27...60.96...58.91.....8.71...7.73...7.00....6 .74.....1.92...3.09...0.96....0.86 08......62.17...67.36...69.45...66.45i.....51.25.. .55.78...61.58...58.58i....9.12...8.68...7.10....7 .28i.....1.80...2.90...0.77....0.59i 09......60.41...65.70...64.78..................51. 23...56.04...56.83.................8.03...8.23...7 .15................1.15...1.43...0.80 10......61.05...64.64...66.82..................51. 96...56.12...59.18.................7.97...7.80...6 .85................1.12...0.73...0.78 11......59.30...65.22...68.57..................51. 50...57.76...61.35.................6.63...6.73...6 .54................1.18...0.72...0.68 12......59.85...65.81...69.15..................50. 61...57.12...61.55.................7.72...8.01...6 .85................1.52...0.68...0.74 *...Major new pipeline (TXG Fayetteville lateral @ Lula, MS.) began scheduling flows 04/03/09. =====================================Monthly US Dry-Gas Import/Export Models (BCF/Day)===================================== .........Net US Dry-Gas Imports.................Canadian Imports...................Canadian.Exports........ .........Mexican Imports*..............Mexican Exports* ____ 2006_2007_2008_2009____ 2006__2007__2008__2009___2006_2007_2008_2009___200 6_2007_2008_2009__ 2006_2007_2008_2009 01......8.46...8.64...7.88...6.97........11.78...1 1.89...11.94...11.10.......2.31...2.20...2.62....3 .16......0.00...0.23...0.01...0.04......1.01...1.2 8...1.45...1.01 02......8.29...9.58...7.67...6.75........11.98...1 2.47...11.75...11.23.......2.53...1.89...2.58....3 .47......0.03...0.15...0.00...0.00......1.19...1.1 4...1.51...1.01 03......8.42...7.20...7.22...6.12........11.97...1 0.79...11.56...10.08.......2.41...2.68...2.96....3 .01......0.01...0.16...0.00...0.00......1.14...1.0 6...1.38...0.94 04......8.36...7.76...7.50...5.66........10.94...1 0.85...10.93.....9.20.......1.60...2.49...2.43.... 2.77......0.00...0.31...0.14...0.06......0.98...0. 91...1.14...0.83 05......7.81...7.14...6.23...4.50........10.96...1 0.83.....9.84.....8.19.......1.92...2.40...2.43... .2.64......0.00...0.03...0.00...0.00......1.23...1 .33...1.18...1.05 06......7.86...7.51...6.34...5.57........11.30...1 1.27.....9.91.....9.02.......2.00...2.25...2.15... .2.37......0.00...0.00...0.00...0.00......1.44...1 .51...1.42...1.08 07......8.71...7.73...7.00...6.74........11.99...1 1.57...10.80.....9.93.......1.77...2.37...2.22.... 1.98......0.00...0.11...0.00...0.00......1.52...1. 58...1.57...1.22 08......9.12...8.68...7.10...7.28i.......12.26...1 2.23...10.70...10.55i......1.68...2.01...2.08....2 .06i......0.00...0.01...0.00...0.00i.....1.47...1. 55...1.52...1.22i 09......8.03...8.23...7.15..................11.34. ..11.84...10.71...................2.00...2.24...2. 12.................0.00...0.09...0.00............. ...1.31...1.46...1.44 10......7.97...7.80...6.85..................11.28. ..11.20...10.67...................2.00...2.04...2. 31.................0.00...0.00...0.00............. ...1.32...1.36...1.51 11......6.63...6.73...6.54..................10.32. ..10.73...10.35...................2.58...2.64...2. 51.................0.03...0.00...0.14............. ...1.15...1.35...1.44 12......7.72...8.01...6.85..................11.29. ..12.26...10.88...................2.51...2.96...2. 70.................0.18...0.07...0.10............. ...1.24...1.35...1.43 ......* = Experimental Model ===============Daily Net US Supply Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24....67.07....467.13 08/21/09....66.51....66.77....67.97....67.91....66.87... .67.59.................403.62i __________________________Year_Ago________________ __________ 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 09/12/08....65.18....65.57....67.31....66.38....66.74... .64.90....64.07....460.13 ===============Daily US Production Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....60.87....60.43....61.17....60.52....61.10... .61.23....61.28....426.61 06/26/09....60.72....60.55....60.54....61.63....61.22... .61.26....60.35....426.27 07/03/09....61.24....61.19....61.37....61.55....58.30... .58.31....58.20....420.15 07/10/09....58.79....58.55....59.31....58.06....59.13... .58.49....58.43....410.75 07/17/09....58.41....58.65....59.44....58.91....60.37... .57.76....57.91....411.46 07/24/09....58.85....58.95....59.33....58.69....59.72... .59.25....59.25....414.05 07/31/09....58.90....58.99....59.44....59.32....59.26... .59.47....59.84....415.22 08/07/09....58.79....58.57....59.17....58.27....57.47... .57.01....56.98....406.25 08/14/09....57.71....57.47....58.59....59.62....59.38... .59.26....59.23....411.27 08/21/09....58.84....59.01....59.46....59.27....58.83... .59.20.................354.61i __________________________Year_Ago________________ __________ 08/15/08....62.09....62.23....62.60....63.13....62.04... .62.07....62.42....436.58 08/22/08....61.20....61.23....61.88....61.95....63.00... .62.22....62.33....433.80 08/29/08....61.64....61.44....62.16....62.81....62.89... .62.70....61.78....435.42 09/05/08....57.33....54.97....52.78....53.39....55.61... .57.63....57.64....389.34 09/12/08....57.04....57.45....59.10....58.48....58.21... .56.37....55.34....401.99 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 08/21/09......7.13......7.18......7.74......8.04......7. 60......7.47...................45.17i __________________________Year_Ago________________ __________ 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 09/12/08......7.23......7.23......7.22......7.04......7. 64......7.70......7.94......52.00 ==========Daily US LNG Imports (As Revaporized, BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.70......0.72......0.75......1.07......1. 25......1.21......1.31........7.01 06/26/09......0.82......0.74......0.88......1.14......1. 21......1.19......1.23........7.22 07/03/09......0.84......0.74......0.96......0.91......1. 31......1.02......0.66........6.45 07/10/09......0.66......0.73......0.90......1.20......1. 18......1.43......0.69........6.78 07/17/09......0.63......0.68......0.71......1.26......0. 90......1.09......0.87........6.14 07/24/09......0.55......0.46......0.70......0.78......0. 95......0.80......0.73........4.97 07/31/09......0.86......0.86......0.85......0.91......1. 00......0.77......0.63........5.88 08/07/09......0.47......0.43......0.61......0.64......0. 89......0.62......0.49........4.15 08/14/09......0.48......0.44......0.56......0.58......0. 61......0.52......0.59........3.78 08/21/09......0.53......0.58......0.77......0.60......0. 43......0.93.....................3.84i __________________________Year_Ago________________ __________ 08/15/08......0.66......0.67......0.70......0.55......0. 60......0.58......0.62........4.38 08/22/08......0.54......0.58......0.66......0.71......0. 66......0.77......0.73........4.67 08/29/08......0.74......0.73......0.78......0.97......0. 84......0.86......0.88........5.79 09/05/08......1.12......1.22......1.20......1.34......0. 99......1.07......1.24........8.18 09/12/08......0.91......0.88......0.99......0.85......0. 89......0.83......0.78........6.14 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 08/21/09......7.13......7.18......7.74......8.04......7. 60......7.47...................45.17i __________________________Year_Ago________________ __________ 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 09/12/08......7.23......7.23......7.22......7.04......7. 64......7.70......7.94......52.00 =============Daily US Imports From Canada (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......8.34......8.37......8.53......9.33......9. 51......9.25......9.07......62.39 06/26/09......8.79......8.91......9.18......9.76....10.1 7....10.58....10.04......67.42 07/03/09......8.86......8.74......9.21......9.52......9. 88......9.59....10.27......66.07 07/10/09......9.97....10.11......9.95......9.39......9.3 5....10.07......9.91......68.75 07/17/09......9.41......9.57......9.99......9.82......9. 93......9.67......9.71......68.11 07/24/09......9.66......9.61......9.74......9.96....10.0 6......9.92......9.70......68.64 07/31/09....10.07......9.98....10.36....10.87....10.97.. ..10.51......9.98......72.74 08/07/09......9.90......9.75......9.97....10.23....10.44 ....10.37....10.09......70.75 08/14/09....10.31....10.40....10.74....11.02....10.95... .10.80....10.39......74.61 08/21/09....10.25....10.35....11.12....11.46....10.94... .11.13...................65.25i __________________________Year_Ago________________ __________ 08/15/08....10.26....10.21....10.61....10.70....10.84... .10.89....10.71......74.22 08/22/08....10.23....10.39....10.56....10.84....10.45... .10.35....10.02......72.85 08/29/08....10.22....10.23....10.55....10.80....10.75... .10.74....10.83......74.13 09/05/08....10.59....10.61....10.84....10.83....11.10... .11.25....11.31......76.53 09/12/08....10.77....10.76....10.84....10.90....10.89... .10.79....10.92......75.85 ==============Daily US Exports To Canada (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......2.34......2.35......2.29......2.24......2. 35......2.30......2.40......16.26 06/26/09......2.37......2.21......2.21......2.22......2. 13......2.32......2.25......15.70 07/03/09......2.23......2.32......2.54......2.42......2. 08......2.16......2.44......16.19 07/10/09......1.95......2.05......1.83......1.65......1. 89......1.91......2.15......13.43 07/17/09......1.97......1.95......1.90......1.79......1. 76......1.69......1.85......12.91 07/24/09......1.90......1.96......2.01......1.91......2. 13......2.15......1.98......14.04 07/31/09......2.14......1.95......2.08......2.05......2. 17......1.91......1.98......14.29 08/07/09......1.79......1.84......1.77......1.84......1. 95......2.12......1.95......13.27 08/14/09......2.07......1.96......1.93......1.99......2. 06......2.09......1.89......13.98 08/21/09......1.99......2.01......2.22......2.21......2. 13......2.44...................12.99i __________________________Year_Ago________________ __________ 08/15/08......1.79......1.83......1.96......1.95......2. 34......2.14......2.11......14.11 08/22/08......2.18......2.12......2.12......2.22......2. 44......2.51......2.27......15.86 08/29/08......2.19......2.10......2.10......2.05......2. 26......1.97......2.09......14.74 09/05/08......1.82......1.84......1.82......2.29......2. 20......2.21......2.27......14.45 09/12/08......2.08......2.07......2.14......2.38......1. 81......1.70......1.69......13.86 =============Daily US Imports From Mexico (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 06/26/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/03/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/10/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/17/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/24/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/31/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/07/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/14/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/21/09......0.00......0.00......0.00......0.00......0. 00......0.00.....................0.00i __________________________Year_Ago________________ __________ 08/15/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/22/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/29/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/05/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/12/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 ==============Daily US Exports To Mexico (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.99......1.02......1.04......1.11......1. 22......1.22......1.22........7.83 06/26/09......0.97......1.03......0.97......1.09......1. 15......1.13......1.07........7.41 07/03/09......1.04......1.04......1.13......1.28......1. 22......1.23......1.14........8.08 07/10/09......1.14......1.14......1.14......1.14......1. 19......1.16......1.16........8.07 07/17/09......1.07......1.10......1.10......1.29......1. 35......1.34......1.33........8.59 07/24/09......1.23......1.25......1.24......1.31......1. 31......1.28......1.30........8.91 07/31/09......1.23......1.21......1.20......1.26......1. 24......1.24......1.25........8.64 08/07/09......1.22......1.22......1.25......1.26......1. 29......1.26......1.25........8.74 08/14/09......1.15......1.18......1.20......1.24......1. 28......1.24......1.25........8.54 08/21/09......1.13......1.16......1.16......1.21......1. 21......1.23.....................7.09i __________________________Year_Ago________________ __________ 08/15/08......1.53......1.49......1.51......1.58......1. 57......1.56......1.61......10.86 08/22/08......1.42......1.43......1.46......1.40......1. 52......1.51......1.47......10.20 08/29/08......1.43......1.37......1.42......1.48......1. 55......1.53......1.47......10.27 09/05/08......1.26......1.37......1.42......1.43......1. 39......1.26......1.32........9.45 09/12/08......1.46......1.46......1.48......1.48......1. 44......1.39......1.28......10.00 ============================================Monthl y.US.Dry-Gas.Demand.Models.(BCF/Day)============================================ .................................................. ...................Residential.and ..................Net.US.Demand................... ..Commercial.Demand.................Generation.Dem and..................Industrial.Demand............ ............Storage.Demand ____ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009___ 2006__ 2007__2008__2009 01....59.55...58.40...65.95...72.28....38.14...42. 22...49.18...56.67....10.89...15.45...18.72..16.96 ....19.12...22.60...24.42...21.55.......-8.60..-21.86..-26.37..-22.90 02....59.04...63.56...66.76...70.94....44.12...50. 85...46.15...45.61....13.30...16.05...16.51..16.96 ....18.86...22.99...24.65...21.59.....-17.24..-26.33..-20.54..-13.21 03....59.41...61.61...67.37...69.93....34.44...26. 88...34.62...35.95....13.15...13.63...15.24..16.03 ....18.33...22.86...24.64...21.38.......-6.52....-1.76....-7.14....-3.43 04....61.12...63.93...67.00...70.44....19.86...19. 89...18.88...25.18....13.82...15.87...18.11..16.22 ....18.86...23.87...23.69...20.51........8.59..... .4.30.....6.32.....8.53 05....60.74...65.14...65.06...67.35....13.20.....9 .99...11.32...15.23....15.61...17.88...16.92..17.6 3....20.03...22.50...23.77...19.32......11.90....1 4.78...13.06...15.17 06....60.49...65.85...67.04...67.39....10.76.....9 .84...10.85...13.63....20.28...21.11...21.43..20.3 2....19.22...22.00...23.42...20.29......10.23....1 2.90...11.34...13.14 07....62.11...66.09...68.93...66.51....10.67.....7 .99.....9.81...10.11....26.71...24.75...24.91..24. 67....19.23...23.10...23.11...21.22........5.50... .10.25...11.11...10.52 08....62.17...67.36...69.45...66.50i.....9.24...11 .40...10.26...10.37i....26.01...29.51...24.97..26. 66i...21.11...22.47...22.74...21.28i.......5.81... ...3.98...11.48.....8.19i 09....60.41...65.70...64.78..................7.97. ....9.91.....9.47................19.44...22.64...2 1.42...............21.04...23.12...24.08.......... ........11.96....10.03.....9.81 10....61.05...64.64...66.82................16.56.. .12.07...18.12................18.71...20.55...18.8 8...............21.36...23.78...22.13............. .......4.41......8.25.....7.69 11....59.30...65.22...68.57................25.52.. .28.20...32.21................14.61...16.34...15.6 0...............20.86...24.29...22.30............. ......-1.69.....-3.61....-1.53 12....59.85...65.81...69.15................34.27.. .41.59...45.98................14.75...18.01...17.3 3...............22.15...24.66...22.18............. ....-11.32...-18.46..-16.35 ================Daily Net US Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24....67.07....467.13 08/21/09....66.51....66.77....67.97....67.91....66.87... .67.59.................403.62i __________________________Year_Ago________________ __________ 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 09/12/08....65.18....65.57....67.31....66.38....66.74... .64.90....64.07....460.13 =======Daily US Residential & Commercial Demand Model (BCF)======== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....14.14....13.59....12.84....13.21....13.73... .12.45....14.16......94.11 06/26/09....15.15....15.18....12.38....13.25....12.79... .13.21....13.96......95.92 07/03/09....13.81....12.23....12.91....13.19....11.39... .10.61....13.72......87.85 07/10/09....10.84......9.49....10.03......9.66....11.09. ...11.47....10.27......72.85 07/17/09....12.71....10.55......9.35......6.92....10.34. .....7.22......9.69......66.79 07/24/09....12.62......8.39......9.53......9.09......9.3 0......7.49......9.21......65.63 07/31/09....10.70......9.46......7.75......9.70....11.30 ....11.37....12.18......72.45 08/07/09....12.27......9.93......9.74......8.58......9.8 7......9.88......9.49......69.76 08/14/09....10.65......8.65......9.12....11.74....11.44. ...11.90....10.62......74.10 08/21/09....11.59......9.53......9.50....10.04....11.44. ...11.37...................63.47i __________________________Year_Ago________________ __________ 08/15/08....12.46....11.63......9.53....12.85......9.99. ...10.83....12.55......79.85 08/22/08......8.38......6.11......6.02......7.90......9. 42....10.31......7.71......55.85 08/29/08....11.32......9.73....10.41....10.33....10.83.. ....8.33......7.70......68.65 09/05/08......6.67......6.57......9.11......0.69......8. 80....10.16....11.63......53.62 09/12/08......7.95......8.30......7.68....11.62....12.20 ....10.67....10.97......69.39 =============Daily US Generation Demand Model (BCF)============= _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....18.06....17.78....19.47....21.55....21.93... .22.98....22.49....144.27 06/26/09....19.80....19.84....23.27....25.65....26.19... .27.67....26.28....168.69 07/03/09....23.14....23.32....24.12....22.90....23.18... .22.77....20.14....159.58 07/10/09....20.23....19.87....21.74....23.34....23.97... .23.88....23.34....156.38 07/17/09....22.51....23.01....26.07....28.69....28.29... .28.73....27.30....184.60 07/24/09....24.27....24.18....25.51....24.81....25.89... .26.53....25.56....176.75 07/31/09....25.02....25.57....26.47....26.92....26.65... .25.71....24.45....180.80 08/07/09....22.80....22.91....25.02....26.88....27.79... .26.61....25.09....177.09 08/14/09....24.06....25.49....29.37....28.84....28.80... .28.44....27.51....192.50 08/21/09....25.76....26.05....27.65....29.20....27.95... .27.06....26.25....189.92 __________________________Year_Ago________________ __________ 08/15/08....22.68....22.52....24.89....24.34....24.33... .24.53....24.24....167.53 08/22/08....21.77....22.44....24.31....24.73....24.34... .23.70....24.81....166.10 08/29/08....22.85....22.93....24.60....25.45....25.48... .26.26....25.49....173.06 09/05/08....22.43....22.30....23.18....25.44....25.25... .26.30....24.49....169.39 09/12/08....21.97....21.25....22.92....21.60....21.67... .21.08....22.05....152.54 =============Daily US Industrial Demand Model (BCF)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....20.07....19.79....20.05....19.41....19.84... .20.16....20.21....139.53 06/26/09....20.00....19.99....20.24....20.76....21.51... .20.48....20.22....143.20 07/03/09....20.52....20.22....21.31....21.62....20.91... .20.67....20.72....145.97 07/10/09....20.92....20.92....20.94....21.05....20.82... .20.78....20.14....145.56 07/17/09....20.62....20.57....21.19....20.77....21.20... .21.58....20.89....146.81 07/24/09....20.69....20.74....21.13....21.79....22.40... .22.42....22.16....151.33 07/31/09....21.74....21.48....21.98....21.59....21.59... .21.68....21.62....151.67 08/07/09....21.41....21.16....21.00....21.12....21.26... .21.56....21.77....149.29 08/14/09....21.12....21.04....21.14....21.37....21.13... .21.47....21.26....148.53 08/21/09....21.20....21.13....21.32....21.15....21.47... .21.48....21.66....149.42 __________________________Year_Ago________________ __________ 08/15/08....22.57....22.48....22.96....21.62....21.93... .21.91....21.95....155.42 08/22/08....23.00....23.08....23.15....24.01....23.36... .22.44....22.87....161.91 08/29/08....22.26....22.35....22.58....22.57....22.73... .23.41....23.31....159.21 09/05/08....23.61....22.71....24.21....24.45....24.60... .25.27....24.53....169.38 09/12/08....24.92....24.91....25.06....24.53....24.41... .23.64....23.84....171.30 =============Daily US Storage Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....14.30....14.99....14.76....13.40....12.79... .12.58....11.18......94.00 06/26/09....12.04....11.96....11.52......9.57......8.83. .....8.23......7.85......70.00 07/03/09....10.19....11.55......9.53....10.57....10.72.. ..11.47....10.97......75.00 07/10/09....14.33....15.91....14.49....11.81....10.69... .10.79....11.98......90.00 07/17/09......9.57....11.72....10.52....10.53......8.26. .....7.95......7.44......66.00 07/24/09......8.34....12.49....10.36....10.54......9.71. ...10.10......9.46......71.00 07/31/09......9.00....10.14....11.17......9.59......8.29 ......8.85......8.96......66.00 08/07/09......9.67....11.69....10.96......9.46......6.64 ......6.59......8.00......63.00 08/14/09......9.46....10.00......7.14......6.04......6.2 5......5.43......7.68......52.00 08/21/09......7.96....10.06......9.49......7.53......6.0 1......7.68...................48.72i __________________________Year_Ago________________ __________ 08/15/08....11.99....13.16....13.06....12.04....13.31... .12.57....11.29......87.41 08/22/08....15.23....17.03....16.05....13.25....13.03... .12.88....13.95....101.41 08/29/08....12.54....13.92....12.38....12.70....11.63... .12.79....13.44......89.41 09/05/08....13.25....12.02......5.08....11.25......5.46. .....4.76......5.93......57.76 09/12/08....10.35....11.11....11.65......8.63......8.45. .....9.51......7.21......66.90 ===================================Monthly.Demand. Samplings.(BCF/Day)====================================== .......................Generation................. ...................Industrial..................... ...............Paper.............................. ..Paperboard* ..........2006....2007....2008....2009.......2006. ...2007....2008....2009.......2006..2007..2008..20 09.......2006....2007....2008....2009 .........=====..=====..=====..=====.....=====..=== ==..=====..=====......====..====..====..====...... =====..=====..=====..===== 01......2.857...4.054...4.912...4.451......1.420.. .1.678...1.814...1.600...... .055.. .064.. .085.. .059...... .0222.. .0283.. .0284.. .0214 02......3.491...4.211...4.332...4.450......1.401.. .1.708...1.831...1.603...... .054.. .064.. .080.. .056...... .0248.. .0271.. .0254.. .0235 03......3.452...3.578...4.000...4.207......1.362.. .1.698...1.830...1.587...... .054.. .059.. .083.. .060...... .0233.. .0220.. .0236.. .0227 04......3.627...4.164...4.752...4.257......1.401.. .1.773...1.760...1.523...... .049.. .063.. .076.. .054...... .0203.. .0211.. .0218.. .0217 05......4.097...4.691...4.441...4.626......1.488.. .1.671...1.765...1.435...... .053.. .056.. .066.. .055...... .0192.. .0204.. .0210.. .0225 06......5.323...5.539...5.624...5.333......1.428.. .1.634...1.740...1.506...... .057.. .058.. .060.. .060...... .0186.. .0197.. .0188.. .0236 07......7.010...6.495...6.536...6.472......1.428.. .1.716...1.716...1.575...... .056.. .062.. .058.. .060...... .0194.. .0203.. .0174.. .0234 08......6.826...7.745...6.554...6.958i.....1.568.. .1.669...1.689...1.582i..... .055.. .054.. .058.. .057i...... .0188.. .0209.. .0216.. .0232i 09......5.102...5.942...5.621..................1.5 63...1.717...1.788.................. .049.. .062.. .067.. ............. .0193.. .0174.. .0198.. .......... 10......4.911...5.392...4.954..................1.5 87...1.766...1.644.................. .062.. .064.. .058.. ............. .0225.. .0204.. .0154.. .......... 11......3.835...4.289...4.093..................1.5 49...1.804...1.656.................. .053.. .074.. .056.. ............. .0246.. .0262.. .0214.. .......... 12......3.871...4.726...4.549..................1.6 45...1.832r..1.647.................. .060.. .078.. .061.. ............. .0270.. .0282.. .0188.. .......... .................Chemical (All)..............Chemical (Fertilizer)*.....................Refining*....... ........................LNG Frac* .........2006..2007..2008..2009....2006..2007..200 8..2009.....2006..2007..2008..2009......2006....20 07....2008....2009 .........====..====..====..====....====..====..=== =..====.....====..====..====..====.....=====..==== =..=====..===== 01..... .239.. .347.. .303.. .294.... .175.. .236.. .202.. .184..... .248.. .268.. .313.. .322..... .0205.. .0412.. .0706.. .0589 02..... .227.. .328.. .340.. .302.... .160.. .215.. .233.. .197..... .253.. .275.. .297.. .298..... .0211.. .0639.. .0656.. .0644 03..... .252.. .353.. .324.. .341.... .168.. .226.. .241.. .220..... .215.. .258.. .309.. .294..... .0231.. .0692.. .0685.. .0602 04..... .264.. .346.. .329.. .339.... .198.. .237.. .241.. .223..... .226.. .310.. .319.. .294..... .0227.. .0687.. .0571.. .0621 05..... .275.. .315.. .340.. .313.... .192.. .204.. .241.. .213..... .265.. .248.. .345.. .243..... .0238.. .0688.. .0208.. .0625 06..... .220.. .328.. .340.. .322.... .121.. .210.. .241.. .202..... .273.. .267.. .317.. .252..... .0228.. .0561.. .0581.. .0565 07..... .227.. .326.. .334.. .321.... .125.. .209.. .235.. .200..... .267.. .304.. .291.. .258..... .0191.. .0723.. .0591.. .0458 08..... .317.. .318.. .320.. .309i... .196.. .218.. .216.. .209i..... .286.. .301.. .294.. .262i.... .0195.. .0405.. .0612.. .0601i 09..... .301.. .303.. .359.. ........... .208.. .201.. .233.. ............ .267.. .316.. .301.. ............ .0204.. .0746.. .0616.. .......... 10..... .324.. .308.. .311.. ........... .203.. .208.. .213.. ............ .276.. .339.. .309.. ............ .0184.. .0769.. .0603.. .......... 11..... .317.. .341.. .317.. ........... .203.. .230.. .232.. ............ .264.. .331.. .321.. ............ .0174.. .0766.. .0626.. .......... 12..... .350.. .348.. .302.. ........... .234.. .244.. .200.. ............ .250.. .324.. .331.. ............ .0663.. .0720.. .0571.. .......... .......................Ethanol.................... ................Auto*............................. ...............Glass*............................. ...Mining & Minerals* .........2006..2007..2008..2009......2006....2007. ...2008....2009.......2006....2007....2008....2009 .......2006....2007....2008....2009 .........====..====..====..====....=====..=====..= ====..=====.....=====..=====..=====..=====.....=== ==..=====..=====..===== 01..... .070.. .101.. .139.. .188......0075.. .0115.. .0117.. .0087..... .0157.. .0147.. .0114.. .0144..... .0697.. .0811.. .0719.. .0586 02..... .072.. .102.. .142.. .192......0078.. .0132.. .0127.. .0082..... .0159.. .0152.. .0145.. .0144..... .0671.. .0737.. .0713.. .0617 03..... .073.. .104.. .145.. .187......0087.. .0110.. .0087.. .0067..... .0157.. .0150.. .0151.. .0136..... .0697.. .0661.. .0767.. .0613 04..... .074.. .108.. .140.. .188......0058.. .0067.. .0026.. .0055..... .0153.. .0151.. .0146.. .0130..... .0713.. .0774.. .0692.. .0461 05..... .075.. .117.. .147.. .209......0057.. .0051.. .0050.. .0034..... .0148.. .0145.. .0143.. .0128..... .0712.. .0726.. .0662.. .0477 06..... .084.. .120.. .147.. .228......0050.. .0052.. .0038.. .0024..... .0148.. .0144.. .0141.. .0120..... .0710.. .0742.. .0685.. .0446 07..... .074.. .119.. .146.. .235......0035.. .0039.. .0034.. .0030..... .0133.. .0145.. .0145.. .0122..... .0712.. .0757.. .0679.. .0499 08..... .088.. .124.. .159.. .222i.....0049.. .0050.. .0030.. .0032i.... .0146.. .0147.. .0142.. .0125i..... .0668.. .0728.. .0656.. .0507i 09..... .091.. .129.. .171.. .............0050.. .0048.. .0044.. .............. .0149.. .0150.. .0140.. .............. .0768.. .0738.. .0624.. .......... 10..... .091.. .123.. .165.. .............0071.. .0055.. .0052.. .............. .0146.. .0148.. .0144.. .............. .0876.. .0731.. .0639.. .......... 11..... .091.. .126.. .173.. .............0077.. .0073.. .0058.. .............. .0157.. .0132.. .0145.. .............. .0714.. .0719.. .0614.. .......... 12..... .098.. .136.. .186.. .............0053.. .0087.. .0077.. .............. .0148.. .0108.. .0136.. .............. .0667.. .0714.. .0669.. .......... ....................Metals (All).................Metals (Aluminum).....................Metals (Copper).......................Metals (Steel) .........2006..2007..2008..2009....2007..2007..200 8..2009......2006....2007....2008....2009......200 6..2007..2008..2009 .........====..====..====..====....====..====..=== =..====.....=====..=====..=====..=====.....====..= ===..====..==== 01..... .272.. .283.. .310.. .179......015.. .032.. .015.. .012..... .0304.. .0310.. .0290.. .0286..... .220.. .215.. .262.. .135 02..... .250.. .292.. .311.. .169......015.. .031.. .014.. .010..... .0294.. .0336.. .0310.. .0265..... .199.. .221.. .262.. .128 03..... .237.. .283.. .308.. .142......015.. .029.. .014.. .008..... .0296.. .0301.. .0315.. .0216..... .185.. .217.. .258.. .109 04..... .240.. .298.. .270.. .091......033.. .033.. .013.. .011..... .0237.. .0293.. .0299.. .0230..... .178.. .231.. .222.. .054 05..... .251.. .288.. .268.. .084......033.. .031.. .013.. .011..... .0244.. .0268.. .0348.. .0233..... .187.. .226.. .216.. .047 06..... .246.. .272.. .256.. .099......031.. .016.. .013.. .011..... .0226.. .0225.. .0310.. .0201..... .187.. .228.. .208.. .065 07..... .246.. .260.. .257.. .139......032.. .017.. .013.. .009..... .0226.. .0289.. .0279.. .0233..... .187.. .211.. .212.. .104 08..... .251.. .270.. .271.. .159i.....036.. .017.. .016.. .008i.... .0226.. .0352.. .0337.. .0240i..... .189.. .213.. .217.. .124i 09..... .261.. .271.. .291.. .............033.. .018.. .051.. ............ .0273.. .0309.. .0319.. .............. .196.. .218.. .204.. ........ 10..... .243.. .280.. .209.. .............031.. .018.. .012.. ............ .0284.. .0272.. .0360.. .............. .179.. .230.. .157.. ........ 11..... .265.. .265.. .190.. .............038.. .018.. .011.. ............ .0297.. .0255.. .0318.. .............. .193.. .217.. .144.. ........ 12..... .268.. .297.. .204.. .............034.. .018.. .011.. ............ .0325.. .0272.. .0308.. .............. .197.. .248.. .159.. ........ ...............Building Materials (All)................Bldg Mtls (Lumber)................Bldg Mtls (Masonry & Brick)..................Bldg Mtls (Cement) ..........2006....2007....2008....2009......2006.. ..2007....2008....2009.......2006....2007....2008. ...2009.........2006......2007......2008......2009 .........=====..=====..=====..=====....=====..==== =..=====..=====.....=====..=====..=====..=====.... .======..======..======..====== 01..... .0522.. .0481.. .0451.. .0390......0074.. .0071.. .0073.. .0100..... .0085.. .0118.. .0095.. .0066..... .00273.. .00342.. .00218.. .00224 02..... .0534.. .0503.. .0443.. .0367......0082.. .0101.. .0069.. .0111..... .0110.. .0112.. .0081.. .0057..... .00331.. .00285.. .00285.. .00327 03..... .0516.. .0446.. .0487.. .0378......0074.. .0071.. .0128.. .0113..... .0121.. .0097.. .0090.. .0044..... .00231.. .00266.. .00221.. .00696 04..... .0546.. .0456.. .0508.. .0378......0083.. .0073.. .0155.. .0115..... .0127.. .0117.. .0083.. .0058..... .00215.. .00233.. .00241.. .00614 05..... .0555.. .0463.. .0441.. .0368......0092.. .0063.. .0138.. .0112..... .0129.. .0113.. .0081.. .0065..... .00248.. .00307.. .00179.. .00645 06..... .0542.. .0473.. .0427.. .0328......0086.. .0069.. .0128.. .0106..... .0129.. .0098.. .0083.. .0068..... .00264.. .00283.. .00194.. .00287 07..... .0507.. .0472.. .0465.. .0313......0072.. .0084.. .0136.. .0100..... .0131.. .0099.. .0081.. .0058..... .00226.. .00279.. .00330.. .00262 08..... .0479.. .0479.. .0440.. .0335i.....0069.. .0073.. .0123.. .0103i.... .0121.. .0102.. .0089.. .0051i..... .00189.. .00218.. .00236.. .00265i 09..... .0488.. .0465.. .0455.. ...............0079.. .0065.. .0120.. .............. .0124.. .0096.. .0082.. .............. .00222.. .00233.. .00303.. ............ 10..... .0471.. .0464.. .0465.. ...............0076.. .0069.. .0133.. .............. .0120.. .0094.. .0085.. .............. .00162.. .00222.. .00198.. ............ 11..... .0484.. .0465.. .0453.. ...............0080.. .0068.. .0133.. .............. .0114.. .0092.. .0087.. .............. .00234.. .00207.. .00274.. ............ 12..... .0462.. .0430.. .0425.. ...............0070.. .0070.. .0113.. .............. .0111.. .0084.. .0086.. .............. .00303.. .00251.. .00223.. ............ .....................Bldg Mtls (Asphalt)...................................Food.. ..........................Agriculture & Livestock*........................Agricultural Irrigation* ............2006......2007......2008......2009.... ..2006....2007....2008....2009.......2006....2007. ...2008....2009.........2006........2007........20 08........2009 .........======..======..======..======....=====.. =====..=====..=====.....=====..=====..=====..===== .....=======..=======..=======..======= 01..... .00041.. .00052.. .00063.. .00045......0427.. .0460.. .0470.. .0568..... .0113.. .0132.. .0090.. .0136..... .000077.. .000092.. .000078.. .000070 02..... .00032.. .00047.. .00080.. .00055......0440.. .0467.. .0458.. .0560..... .0113.. .0121.. .0094.. .0120..... .000286.. .000083.. .000040.. .000066 03..... .00036.. .00025.. .00112.. .00077......0428.. .0421.. .0435.. .0510..... .0116.. .0096.. .0087.. .0118..... .000079.. .000066.. .000081.. .000072 04..... .00065.. .00064.. .00113.. .00090......0424.. .0429.. .0423.. .0489..... .0100.. .0113.. .0084.. .0106..... .000073.. .000106.. .000057.. .000087 05..... .00050.. .00052.. .00126.. .00081......0430.. .0406.. .0404.. .0479..... .0107.. .0099.. .0085.. .0095..... .000092.. .000142.. .000021.. .000047 06..... .00087.. .00053.. .00084.. .00090......0400.. .0348.. .0399.. .0471..... .0110.. .0102.. .0077.. .0089..... .000142.. .000168.. .000065.. .000074 07..... .00095.. .00049.. .00087.. .00107......0319.. .0329.. .0350.. .0400..... .0115.. .0102.. .0056.. .0072..... .000255.. .000224.. .000076.. .000199 08..... .00091.. .00096.. .00073.. .00107i.....0329.. .0333.. .0366.. .0403i.... .0087.. .0074.. .0050.. .0084i..... .000171.. .000136.. .000084.. .000075i 09..... .00089.. .00116.. .00067.. .................0350.. .0283.. .0385.. .............. .0099.. .0085.. .0081.. .............. .000100.. .000076.. .000111.. .............. 10..... .00089.. .00103.. .00107.. .................0375.. .0337.. .0402.. .............. .0161.. .0097.. .0100.. .............. .005659.. .000087.. .000084.. .............. 11..... .00102.. .00084.. .00072.. .................0380.. .0350.. .0440.. .............. .0107.. .0090.. .0116.. .............. .000137.. .000065.. .000059.. .............. 12..... .00036.. .00073.. .00061.. .................0464.. .0434.. .0520.. .............. .0127.. .0096.. .0137.. .............. .000119.. .000089.. .000074.. .............. ......* = Experimental Sampling =============================Crude Oil, NYMEX Light Sweet================================= ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits ....................................(Net Positions, in MBBL's)........................................... .(Millions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.......(Mostly..................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Refiners?)__(E&P's)_ ...2001........................................... .................................................. ..$.-19.......$...60.....$...-2,413.....$...2,372 ...2002........................................... .................................................. ......70..........164...........3,443.........-3,678 ...2003........................................... .................................................. .....-19..........233..............478............-692 ...2004........................................... .................................................. ......12..........716...........4,396.........-5,125 ...2005........................................... .................................................. ...-309..........441...........8,627.........-8,759 ...2006........................................... .................................................. .....-35.........-520.........-2.313...........2,867 ...2007........................................... .................................................. ...-429.......2,134.........31,474.......-33,179 ...2008........................................... .................................................. .....190......2,113........-19,681........17,379 2001-08................................................ ..............................................-539.......5,341.........24,011.......-28,815 12/02/08..........-4,471.......2,249.....598,755.....-596,533.....................144.......2,134.......-18,345.........16,067 12/09/08...........2,182.....10,807.....584,622.....-597,611.....................153.......2,107.......-21,247.........18,986 12/16/08..........-3,353.....64,120.....566,896.....-627,663.....................165.......2,048.......-20,327.........18,115 12/23/08..........-1,881.....72,570.....550,623.....-621,312.....................194.......1,415.......-25,749.........24,141 12/30/08..............283.....64,548.....571,995.....-636,786.....................194.......1,746.......-22,876.........20,936 01/06/09........-10,102.....76,658.....588,650.....-655,186......................-24..........286..........2,316..........-2,578 01/13/09.............-789.....53,294.....621,835.....-674,340.......................54.........-462.........-4,154...........4,563 01/20/09..........-7,718.....46,134.....633,949.....-672,365.......................39.........-425.........-3,534...........3,919 01/27/09........-10,878.....51,652.....635,238.....-676,012.......................23.........-303.........-1,735...........2,016 02/03/09..........-2,621.....29,276.....638,532.....-665,187.......................27.........-333.........-2,245...........2,551 02/10/09..............447.....16,578.....623,432.....-640,457.......................28.........-395.........-4,269...........4,637 02/17/09..........-9,325.....45,016.....629,554.....-665,245.......................39.........-476.........-5,910...........6,347 02/24/09...........1,795.....28,749.....588,487.....-619,031.......................18.........-318.........-3,433...........3,733 03/03/09..........-3,269.........-532.....613,910.....-610,109.......................27.........-213.........-1,873...........2,059 03/10/09.........12,919......-6,015.....641,564.....-648,468.......................25.........-219.............637.............-443 03/17/09...........2,883.....13,507.....660,645.....-677,035.......................38.........-179..........2,909..........-2,768 03/24/09...........5,084.....17,637.....639,673.....-662,394.......................56.........-111..........5,712..........-5,657 03/31/09...........4,905.......6,546.....647,102.....-658,553.......................37.........-154..........3,252..........-3,135 04/07/09...........6,751.....12,493.....650,424.....-669,668.......................32.........-168..........2,917..........-2,781 04/14/09...........9,146.......4,962.....671,472.....-685,580.......................30.........-155..........3,060..........-2,935 04/21/09.........12,020....-14,605.....635,931.....-633,346........................-2.........-127..........1,190..........-1,060 04/28/09..........-7,397..........308.....650,007.....-642,918.......................21.........-164..........3,371..........-3,229 05/05/09...........6,921....-11,285.....667,069.....-662,705.......................14.........-180..........5,945..........-5,779 05/12/09.........14,062.......3,066.....673,149.....-690,277.......................60.........-214..........9,296..........-9,142 05/19/09.........12,736.....35,237.....578,870.....-626,843.......................69.........-167..........9,703..........-9,605 05/26/09.........15,523.....40,122.....569,025.....-624,670.....................108...........-62........11,311........-11,357 06/02/09.........17,034.....39,687.....597,601.....-654,322.....................207..........182...... ..14,861........-15,250 06/09/09.........18,439.....47,883.....589,809.....-656,131.....................235..........255...... ..15,719........-16,208 06/16/09.........19,911.....26,430.....614,337.....-660,678.....................242..........296...... ..15,968........-16,506 06/23/09.........11,987.....39,370.....572,646.....-624,003.....................215..........240...... ..14,974........-15,430 06/30/09.........12,654.....40,777.....576,502.....-629,933.....................229..........284...... ..15,605........-16,117 07/07/09.........12,523.....15,357.....620,812.....-648,692.....................141............94..... ...11,427........-11,663 07/14/09.........12,313.....16,157.....641,755.....-670,225.......................99............41.... ......9,295..........-9,435 07/21/09...........9,291.......2,218.....633,889.....-645,398.....................156............96..... ...12,616........-12,868 07/28/09...........9,632.......4,576.....640,468.....-654,676.....................180..........105...... ..14,214........-14,499 08/04/09.........12,598.....34,145.....621,573.....-668,316.....................230..........221...... ..16,835........-17,287 08/11/09.........12,701.....27,077.....594,530.....-634,308.....................205..........166...... ..15,657........-16,029 08/18/09.............-752.....22,698.....614,569.....-636,515.....................197..........157...... ..15,510........-15,864 ================================Natural Gas, NYMEX===================================== ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits .............................(Net Positions, in 10,000 MMBTU's)......................................(Mil lions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.....(Utilities &................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Industrial)__(E&P's)_ ...2001........................................... ..................................................-1,231..........632........-26,832........27,431 ...2002........................................... .................................................. ....399............22...........7,130.........-7,551 ...2003........................................... .................................................. ....146..........193...........3,671.........-4,010 ...2004........................................... .................................................. ....106..........746..............308.........-1,160 ...2005........................................... .................................................. .1,665...........-14...........6,974.........-8,625 ...2006........................................... ..................................................-1,621.......1,113........-11,570........12,078 ...2007........................................... .................................................. ....302.........-110...........5,825.........-6,017 ...2008........................................... .................................................. ...-842.......4,707..........-1,779.........-2,086 2001-08................................................ ...........................................-1,076.......7,289........-16,273........10,060 12/02/08..........41,031..-153,739.....293,148.....-180,440...................-423.......3,051...........1,347.........-3,975 12/09/08..........38,823..-158,811.....299,191.....-179,203...................-865.......4,788..........-1,944.........-1,980 12/16/08..........39,797..-162,844.....301,419.....-178,382...................-795.......4,501..........-1,404.........-2,302 12/23/08..........34,748..-154,613.....295,732.....-175,867...................-934.......5,100..........-2,536.........-1,630 12/30/08..........36,152..-144,814.....284,297.....-175,635...................-813.......4,596..........-1,556.........-2,227 01/06/09..........38,441..-147,301.....292,777.....-183,917...................-180.........-691...........1,372............-861 01/13/09..........36,711..-141,903.....297,339.....-192,147......................27.........-107..............197............-118 01/20/09..........34,250..-145,821.....299,812.....-188,241...................-271.......1,100..........-2,310..........1,481 01/27/09..........37,353..-145,473.....288,370.....-180,250...................-309.......1,260..........-2,639..........1,688 02/03/09..........34,292..-144,779.....286,695.....-176,208...................-210..........841..........-1,808..........1,178 02/10/09..........38,436..-142,682.....285,959.....-181,713...................-283.......1,144..........-2,410..........1,548 02/17/09..........38,712..-140,524.....297,237.....-195,425...................-468.......1,823..........-3,815..........2,460 02/24/09..........51,943..-148,904.....269,423.....-172,462...................-535.......2,028..........-4,205..........2,712 03/03/09..........38,538..-127,734.....265,809.....-176,613...................-451.......1,749..........-3,621..........2,323 03/10/09..........35,964..-114,064.....254,721.....-176,621...................-658.......2,424..........-5,061..........3,295 03/17/09..........38,340..-115,187.....257,737.....-180,890...................-696.......2,539..........-5,318..........3,475 03/24/09..........49,874..-121,018.....253,059.....-181,915...................-536.......2,123..........-4,426..........2,839 03/31/09..........41,097..-122,458.....253,851.....-172,490...................-783.......2,793..........-5,821..........3,810 04/07/09..........44,552..-126,205.....256,406.....-174,753...................-776.......2,771..........-5,771..........3,776 04/14/09..........45,555..-126,609.....264,604.....-183,550...................-780,......2,783..........-5,793..........3,790 04/21/09..........41,919..-127,987.....264,739.....-178,671...................-849.......2,987..........-6,217..........4,079 04/28/09..........39,679..-128,979.....261,319.....-172,019...................-906.......3,167..........-6,585..........4,324 05/05/09..........38,765..-130,850.....265,773.....-173,688...................-777.......2,737..........-5,712..........3,752 05/12/09..........43,212..-131,737.....267,829.....-179,304...................-453.......1,700..........-3,604..........2,358 05/19/09..........43,789..-135,210.....278,551.....-187,130...................-636.......2,259..........-4,747..........3,124 05/26/09..........47,412..-131,563.....265,703.....-181,552...................-925.......3,115..........-6,497..........4,307 06/02/09..........43,805..-138,759.....275,375.....-180,421...................-606.......2,169..........-4,603..........3,041 06/09/09..........45,796..-139,653.....277,029.....-183,172...................-836.......2,892..........-6,038..........3,982 06/16/09..........48,411..-153,363.....294,883.....-189,931...................-534.......1,942..........-4,201..........2,793 06/23/09..........45,640..-153,808.....295,530.....-187,362...................-651.......2,326..........-4,940..........3,265 06/30/09..........40,625..-153,269.....299,819.....-187,175...................-732.......2,618..........-5,506..........3,621 07/07/09..........39,473..-160,481.....314,386.....-193,378...................-901.......3,273..........-6,790..........4,417 07/14/09..........52,790..-164,682.....305,396.....-193,504...................-901.......3,289..........-6,824..........4,436 07/21/09..........40,986..-158,436.....321,954.....-204,504...................-813.......2,983..........-6,226..........4,057 07/28/09..........45,127..-160,950.....303,068.....-187,245...................-809.......2,967..........-6,193..........4,036 08/04/09..........46,280..-161,220.....303,977.....-189,037...................-790.......2,902..........-6,071..........3,959 08/11/09..........47,558..-154,020.....294,170.....-187,708...................-786.......2,881..........-6,034..........3,939 08/18/09..........48,430..-175,327.....322,981.....-196,084...................-987.......3,559..........-7,311..........4,739
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Please feel free to contact me anytime with any feedback or questions about the First Enercast Financial services. Thanks for your loyal support! Ben Smith First Enercast Financial email: ben <at> firstenercastfinancial <dot> com phone: 303.860.7494 Last edited by ben2008; August 24th, 2009 at 12:40 PM.
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August 24th, 2009, 07:11 AM
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Following 11 straight weeks of advance, the US Industrial economy appeared to have stalled (at least temporarily) in its advance last week (If pipeline scheduling is correct), continuing a softening pattern (in recent weeks) in its previous-rapid ascent out of recession.
The Production Index (In terms of its 28-day moving average of gas-flow scheduling into US industrial facilities) eased for the first time in 12 weeks (since its May 28th bottom), though still at levels suggesting a better than 50% of it's recession-suggested deficit. In its dailies the week started off soft, but gained strength as the week progressed and closed out the week slightly stronger than the previous week, but below the first week of the featured 28-day average. On a sector-by-sector basis the steel sector (which led the other groups to the downside with a 75% drop in scheduling) continues to lead on the upside and has more than doubled since its worst month ever (June). The auto sector (which also showed a nice pop for the 1st day of August) continued to back-peddle, in spite of the much talked of "Cash for clunkers" activity. Michigan (Robrys home state) remains out of the recession-recovery game. My thoughts on "Cash for clunkers" is it will be found (when history is written) to have been a blunder. Week gas flows to the auto sector suggest opportunistic use of the program by folks that would probably have purchased new cars anyway, with their trade-ins being removed from the "fleet" of cars on the road to be scrapped. Net effect of "Cash for clunkers" will probably be less cars on the road (less older "clunkers"), much less after-market demand for parts ("clunkers" require far more new parts per 1000 miles driven than newer cars), layoffs in the auto after-market industry (which is significant), higher prices on used cars (Less "clunker" supply = higher pricing), and more people in the lower-income strata that won't be able to afford to replace their "clunker" when it dies because of the higher pricing (Always the little guy that takes it on the chin... Always!). Next "blunder hurdle" for the economy will be the expiration of extended unemployment benefits in key states. In a locked-up economy (as we now have) the only way to get idle production is to get spenders to spend, then keep them spending. Unemployment compensation can help to keep them spending. Allowing it to expire in mass will send us back into recession if not depression... and fast. Third "blunder hurdle" will be health-care reform. If consumers get a whiff of any kind of a big tax increase (or insurance-premium increase) to pay for health-care reform... they will likely cut their spending to accommodate it... again sending the economy down hard. We need smart cost-cutting reform for now, not wild-eyed reform in the midst of a wild-eyed recession. The Paperboard-based Consumption Index also pulled off just a bit more from its all-time high of five weeks ago, though still well above year-ago levels. In its dailies, it actually appeared strong for the week, though seasonal factors pulled it down just a tad. I remain leery (based upon Automotive gas-flow scheduling) that the Consumption index is somewhat overestimating the gains in consumption. One handicap of the Consumption Index is (because it is derived from gas-flows into cardboard-box manufacturing) is it doesn't touch merchandise that isn't packed in cardboard boxes (like Automobiles). So with gas-flows suggesting softness in the Auto-Sector (Which the model does not represent) and strength in non-auto (Which the model does represent) the non-auto strength gets imputed into the whole of US consumption by the model. Now this is not to say that the US economy isn't advancing (the gas-flows evidence numerous signs of a rapid ramp in the economy). It is, however, to say that the Consumption Index (and the Inventory Index that makes use of it) look too fast on the consumption ramp-up. (It is also to say that Robry's models need improvement!) The Inventory Index (given the Consumption & Production Indexes) has now given up all of its overhang, and is extending its deficit to year-ago levels... reflecting perhaps the long-term damage done to some industries (especially auto) by the length and severity of the recession, and the ineptitude of the government/feds to address it. Overall, I continue to believe the industrial-recession ended at the May-28th Production-Index bottom, and anticipate a turning in the employment numbers in the month(s) ahead. With the implied inventory overhang now gone, and production lagging consumption by a wide margin, I believe the recovery has (to borrow a term from nuclear physics) reached its point of critical mass. As long as consumption holds at current levels, production should ramp up to meet it. That is not to say that the economy is free of risk. There is always the risk of news events (acts of war/terrorism, natural catastrophes, political events/blunders, etc) that could cause consumers to panic, leading to a "double-dip" type recession. Momentum, however, appears (at least for the time being) on the side of recovery, and until that momentum gets broken, I see the recovery continuing.
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Please feel free to contact me anytime with any feedback or questions about the First Enercast Financial services. Thanks for your loyal support! Ben Smith First Enercast Financial email: ben <at> firstenercastfinancial <dot> com phone: 303.860.7494
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August 25th, 2009, 05:32 AM
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============US Gas Flow Models (US storage injections, in BCF, as of 9AM)=============
...Week.....------------------Composite.Model----------------------------....--Weekly.Models--....Baseline _Ending__Sat___Sun__ Mon__Tue__Wed___Thr___Fri__Total__2005__2007__EIA_ _(Neutral) 05/22/09...15.4.....14.4....14.1....14.4....15.1......16 .5....16.2.....106.....111......112.....106....... ..93 05/29/09...17.7.....19.5....20.9....19.3....15.1......16 .1....15.4.....124.....124......125.....124....... 104 06/05/09...15.0.....16.0....15.9....10.6....18.0......14 .0....16.5.....106.....108......107.....106....... 100 06/12/09...18.6.....19.5....17.0....15.6....14.5......14 .8....13.8.....114.....110......112.....114....... ..98 06/19/09...14.5.....15.1....14.6....13.6....12.4......12 .6....11.2.......94.......93........97.......94... ......82 06/26/09...12.1.....12.0....11.4......9.5......8.8...... ..8.2......7.9.......70.......74........77.......7 0.........53 07/03/09...10.1.....11.4......9.4....10.5....10.9......1 1.6....11.2.......75.......72........77.......75.. .......71 07/10/09...14.4.....16.0....14.5....11.8....10.7......10 .8....12.0.......90.......85........93.......90... ......90 07/17/09.....9.6.....11.7....10.5....10.5......8.3...... ..7.9......7.4.......66.......61........68.......6 6.........62 07/24/09.....8.3.....12.5....10.4....10.5......9.7...... 10.1......9.5.......71.......63........70.......71 .........71 07/31/09.....9.0.....10.1....11.2......9.6......8.3..... ...8.9......9.0.......66.......63........67....... 66.........56 08/07/09.....9.7.....11.7....11.0......9.5......6.6..... ...6.6......8.0.......63.......62........69....... 63.........59 08/14/09.....9.5.....10.0......7.1......6.0......6.3.... ....5.4......7.7.......52.......48........55...... .52.........50 08/21/09r....7.0.......9.1......8.5......6.6......5.0... .....6.7......6.3i......49i......40i........49i... ................49 08/28/09r....9.4i......9.7i.....8.9i......7.2i.....3.6i. .....-0.8i....-0.8i......37i......37i........37i Estimated EIA-Weekly based storage (As of 08/24/09).......3292 BCF .................................................. .........(As of 08/24/08).......2796 BCF...(+496 BCF YOY Surplus) ====Estimate of Operationally Available Working Gas Storage Capacity (in BCF)==== ..................(Prepared from information for gas week ended 08/14/09) ___________Data Sample___________________Capacity___Inventory__%Fu ll___ Publicly available data.............................................. ..1411.............1202.........85.2 EIA-Reported data (100% of US Storage)..................3761(e).........3204.... .....85.2(e) ......(e).Estimate of Capacity calculated as 3204 / (1202/1411) = 3761 ===========================================Past.We ekly.Runs========================================= == _Week____Est.______Week____Est.______Week____Est._ _____Week____Est.______Week____Est.______Week____E st._______Week____Est.__ .................................................. .................................................. .................................................. .................................................. ...............03/20/09.....4479 .................................................. ......................03/30/07.....4052....................................... .................................................. ...........................03/27/09.....4566 04/07/06.......n/a..............................................04/06/07.....4067....................................... .................................................. ...........................04/03/09.....4498 04/14/06.......n/a..............................................04/13/07.....4134....................................... ......04/11/08.....3949....................................... .....04/10/09.....4478 04/21/06.......n/a..............................................04/20/07.....4190....................................... ......04/18/08.....3931....................................... .....04/17/09.....4441 04/28/06.......n/a..........10/27/06.....3680.........04/27/07.....4086....................................... ......04/25/08.....3852....................................... .....04/24/09.....4321 05/05/06.......n/a..........11/03/06.....3697.........05/04/07.....3998....................................... ......05/02/08.....3827....................................... .....05/01/09.....4231 05/12/06.......n/a..........11/10/06.....3711.........05/11/07.....3920.........11/09/07.....3771.........05/09/08.....3815....................................... .....05/08/09.....4185 05/19/06.......n/a..........11/17/06.....3690.........05/18/07.....3844.........11/16/07.....3766.........05/16/08.....3746....................................... .....05/15/09.....4129 05/26/06.......n/a..........11/24/06.....3706.........05/25/07.....3783.........11/23/07.....3768.........05/23/08.....3726.........11/21/08.....3747........05/22/09.....4068 06/02/06.......n/a..........12/01/06.....3686.........06/01/07.....3762.........11/30/07.....3768.........05/30/08.....3702.........11/28/08.....3773........05/29/09.....4019 06/09/06.......n/a..........12/08/06.....3669.........06/08/07.....3714.........12/07/07.....3789.........06/06/08.....3714.........12/05/08.....3786........06/05/09.....3964 06/16/06.......n/a..........12/15/06.....3649.........06/15/07.....3650.........12/14/07.....3785.........06/13/08.....3737.........12/12/08.....3773........06/12/09.....3940 06/23/06.......n/a..........12/22/06.....3611.........06/22/07.....3649.........12/21/07.....3798.........06/20/08.....3688.........12/19/08.....3743........06/19/09.....3917 06/30/06.......n/a..........12/29/06.....3593.........06/29/07.....3640.........12/28/07.....3794.........06/27/08.....3649.........12/26/08.....3740........06/26/09.....3890 07/07/06.....3436.........01/05/07.....3582.........07/06/07.....3625.........01/04/08.....3783.........07/04/08.....3617.........01/02/09.....3724........07/03/09.....3850 07/14/06.....3448.........01/12/07.....3572.........07/13/07.....3607.........01/11/08.....3751.........07/11/08.....3607.........01/09/09.....3740........07/10/09.....3839 07/21/06.....3442.........01/19/07.......n/a..........07/20/07.....3598.........01/18/08.....3764.........07/18/08.....3602.........01/16/09.....3798........07/17/09.....3815 07/28/06.....3435.........01/26/07.....3575.........07/27/07.....3581.........01/25/08.......n/a..........07/25/08.....3584.........01/23/09.....3873........07/24/09.....3792 08/04/06.....3436.........02/02/07.....3612.........08/03/07.....3561.........02/01/08.....3801.........08/01/08.....3562.........01/30/09.....3928........07/31/09.....3774 08/11/06.....3433.........02/09/07.....3677.........08/10/07.....3581.........02/08/08.....3737.........08/08/08.....3540.........02/06/09.....4017........08/07/09.....3760 08/18/06.....3437.........02/16/07.....3767.........08/17/07.....3567.........02/15/08.....3794.........08/15/08.....3510.........02/13/09.....4044........08/14/09.....3761 08/25/06.....3442.........02/23/07.....3855.........08/24/07.....3561.........02/22/08.....3822.........08/22/08.....3513.........02/20/09.....4118 09/01/06.....3450.........03/02/07.....3908.........08/31/07.....3548.........02/29/08.....3904.........08/29/08.....3508.........02/27/09.....4286 09/08/06.....3469.........03/09/07.......n/a..........09/07/07.......n/a..........03/07/08.....3928.........09/05/08.....3536.........03/06/09.....4474 09/15/06.......n/a..........03/16/07.....4054.........09/14/07.....3576.........03/14/08.....3975.........09/12/08.....3565.........03/13/09.....4436 09/22/06.....3529.........03/23/07.....4122.........09/21/07.....3592.........03/21/08.....3957.........09/19/08.....3599.................................... 09/29/06.....3554....................................... ......09/28/07.....3608.........03/28/08.....3960.........09/26/08.....3614.................................... 10/06/06.....3582....................................... ......10/05/07.....3628.........04/04/08.....3986.........10/03/08.....3623.................................... 10/13/06.....3609....................................... ......10/12/07.....3643....................................... ......10/10/08.....3639.................................... 10/20/06.....3635.(Best 2006 Estimate)...........10/19/07.....3666....................................... ......10/17/08.....3645.................................... .................................................. ......................10/26/07.....3696....................................... ......10/24/08.....3678.................................... .................................................. ......................11/02/07.....3736.(Best 2007 Estimate)...........10/31/08.....3707.................................... .................................................. .................................................. ............................................11/07/08.....3718.................................... .................................................. .................................................. ............................................11/14/08.....3729.(Best 2008 Estimate). Weekly Models: EIA = Weekly EIA report less reclassifications & revisions. ..........................2003 & 2005 = Forward estimators of the EIA weekly data, attempting to ..........................duplicate the respective methadologies employed by the EIA beginning in ..........................2003 & 2005 respectively. Composite Model: A compilation of all available models, derived from the Daily, 2005 Weekly, .............................EIA Weekly & Monthly, and the old AGA & Derived EIA weeklies. .............................Initially, the 2005 model projections (Interpolated by the daily model) are .............................presented, then the EIA weekly (Interpolated by the daily model), then the .............................EIA monthly data (Interpolated successively by way of the EIA weekly, .............................then by the daily model), with implied non-metered reclassifications and .............................adjustments removed. Baseline: An estimate of the weekly injection/withdrawal required for a dead-neutral report ..............(Neither bullish or bearish), reflecting any given weeks temperatures, temporary ..............hurricane shut-ins, Holidays, and a broad range of seasonal factors. ====Past Weekly Runs vs EIA (Best Model Bracketed)===== ................For Week.....Weekly.Models......Wkly...Interpolated __Run____Ending____2003___2005____EIA__EIA.Monthly 10/19/05..(10/14/05)........57........{67}.........75............78 10/26/05..(10/21/05)........54........{63}.........77............80 11/02/05..(10/28/05)..........4........{23}.........29............3 2 11/09/05..(11/04/05)........38........{45}.........51..(A).....52 11/16/05..(11/11/05).......{51}........38..........53............52 11/23/05..(11/18/05)........{-7}......-15...........-8.............-9 11/30/05..(11/25/05)........-47......{-51}.......-49...........-50 12/07/05..(12/02/05).......{-63}......-79........-59...........-60 12/14/05..(12/09/05)......-184....{-197}.....-202.........-201 12/21/05..(12/16/05)....{-158}.....-146......-162.........-161 12/28/05..(12/23/05)...{-.157}.....-156......-162.........-161 01/04/06..(12/30/05)........-21........(-8}..........1..............2 01/11/06..(01/06/06)........-37......{-25}.......-20...........-22 01/18/06..(01/13/06)........-45......(-45}.......-46...........-49 01/21/06..(01/20/06).......{-73}......-68........-81*.........-84 02/10/06..(01/20/06).......{-71}......-67........-81**........-84 02/10/06..(01/27/06).......{-75}......-70........-88**........-91 02/10/06..(02/03/06).......{-41}......-45........-38**........-41 02/15/06..(02/10/05).....{-111}....-121......-102.........-106 02/22/06..(02/17/06).....{-124}....-147......-123.........-127 03/01/06..(02/24/06)......-159....{-180}.....-171.........-175 03/08/06..(03/03/06)........-98......{-96}.......-85...........-85 03/15/06..(03/10/06)........-70......{-70}.......-55...........-50 03/22/06..(03/17/06)........-39......{-37}.......-23...........-18 03/29/06..(03/24/06).....{-109}....-115......-104...........-99 04/05/06..(03/31/06)........-30......{-12}.......-10.............-5 04/12/06..(04/07/06).........28........{27}........19............25 04/19/06..(04/14/06).........49........{61}........57(R).......63 04/26/06..(04/21/06).........81(R)...{85}(R)...80............86 05/03/06..(04/28/06).........55........{58}.........53...........59 05/10/06..(05/05/06)........{81}........78..........85...........86 05/17/06..(05/12/06)........{85}........78..........91...........90 05/24/06..(05/19/06).........85........{83}.........83...........82 05/31/06..(05/26/06)........{82}........87..........80...........79 06/08/06..(06/02/06).........88........{83}.........77...........76 06/15/06..(06/09/06)........{90}........95..........77...........75 06/22/06..(06/16/06).........93........{84}.........79...........77 06/28/06..(06/23/06).........73........{65}.........66...........64 07/05/06..(06/30/06).........83........{71}.........73...........71 07/12/06..(07/07/06)........{92}........83..........89...........91 07/19/06..(07/14/06)..........71.......{58}.........59...........61 07/26/06..(07/21/06)............7.......{..0}..........-7...........-5 08/02/06..(07/28/06)..........24.......{18}.........19...........21 08/09/06..(08/04/06)..........17........{-2}........-12.........-12 08/16/06..(08/11/06).........{42}.......27...........37..........35 08/23/06..(08/18/06)..........67.......{62}..........57..........55 08/30/06..(08/25/06).........{60}.......62...........48..........46 09/06/06..(09/01/06).........{73}.......67...........71..........69 09/13/06..(09/08/06).........{98}.......85.........108........105 09/20/06..(09/15/06).........{85}......{75}..........93..........90 09/27/06..(09/22/06).........{77}.......74...........77..........74 10/04/06..(09/29/06).........{67}.......64...........73..........70 10/11/06..(10/06/06)..........58.......{59}..........62..........68 10/18/06..(10/13/06).........{51}.......43...........53..........60 10/25/06..(10/20/06).........{18}.......16...........19..........26 11/01/06..(10/27/06).........-19......{-19}..........-9...........-2 11/08/06..(11/03/06)..........{-1}........-1...........-7...........-6 11/15/06..(11/10/06)..........{-3}........-3............5...........-3 11/21/06..(11/17/06)...........-7........{-6}..........-1...........-9 11/28/06..(11/24/06)........{-33}......-27.........-32.........-40 12/06/06..(12/01/06)........{-15}......-16.........-11.........-17 12/13/06..(12/08/06)........-158....{-167}.....-168.......-164 12/20/06..(12/15/06).........{-73}.....-64.........-71.........-67 12/28/06..(12/22/06)..........-57.....{-53}........-46.........-42 01/03/07..(12/29/06)..........-60.....{-50}........-47.........-42 01/10/07..(01/05/07)..........-61.....{-57}........-49.........-54 01/17/07..(01/12/07)..........-93.....{-87}........-89.........-98 01/20/07..(01/19/07)........-163....{-174}.....-179*.....-188 02/06/07..(01/19/07).......{-171}....-189......-179**....-188 02/06/07..(01/26/07).......{-193}....-200......-186**....-195 02/07/07..(02/02/07).......{-210}....-207......-224.......-228 02/14/07..(02/09/07).......{-250}....-275......-259.......-252 02/21/07..(02/16/07).......{-219}....-233......-223.......-216 02/28/07..(02/23/07)........-143....{-142}.....-132.......-125 03/07/07..(03/02/07).......{-105}......-92......-102.........-95 03/14/07..(03/09/07)........-109....{-111}.....-115.......-110 03/21/07..(03/16/07).............5.......{14}.........17.........-22 03/28/07..(03/23/07)..........-32......{-16}.......-22.........-17 04/04/07..(03/30/07)..........{48}.......70..........58..........63 04/11/07..(04/06/07)...........14........{21}........23..........25 04/18/07..(04/13/07)..........-47......{-45}.......-46.........-44 04/25/07..(04/20/07)............-1.........{9}.........18..........20 05/02/07..(04/27/07)...........79........{87}........87..........89 05/09/07..(05/04/07)...........84........{93}........96..........97 05/16/07..(05/11/07)...........86......{101}........95..........96 05/23/07..(05/18/07)...........93........{97}......104........105 05/30/07..(05/25/07)........{108}......111.......107........108 06/06/07..(06/01/07).........109......{111}......110........111 06/13/07..(06/08/07)........{102}......105.........92..........92 06/20/07..(06/15/07)........{104}......105.........89..........89 06/27/07..(06/22/07)..........{95}........89.........99..........99 07/04/07..(06/29/07)..........{75}........68.........78..........78 07/11/07..(07/06/07)..........102.......{99}........96..(B)...95 07/18/07..(07/13/07)............70.......{68}........65..........64 07/25/07..(07/20/07)............73.......{69}........64..(C)...63 08/01/07..(07/27/07)............84.......{79}........77..........76 08/08/07..(08/03/07)............58.......{49}........42..........41 08/15/07..(08/10/07)...........{21}.......15.........21..........19 08/22/07..(08/17/07)............32.......{21}........23..........21 08/29/07..(08/24/07)............45.......{43}........43..........41 09/05/07..(08/31/07)............43.......{41}........36..........34 09/12/07..(09/07/07)............71.......{68}........64..........68 09/19/07..(09/14/07)............69.......{69}........63..........67 09/26/07..(09/21/07)............69.......{73}........74..........78 10/03/07..(09/28/07)...........{60}.......63.........57..........61 10/10/07..(10/05/07)............68.......{74}........73..........75 10/17/07..(10/12/07)...........{40}.......45.........39..........41 10/24/07..(10/19/07)............55.......{61}........68..........70 10/31/07..(10/26/07)............59.......{61}........66..........68 11/07/07..(11/02/07)...........{31}.......29.........36..........36 11/14/07..(11/09/07)...........-21......{-17}........-9.........-12 11/21/07..(11/16/07).............{2}.........9...........4......... ...1 11/28/07..(11/23/07)...........-23......{-20}......-12.........-15 12/05/07..(11/30/07)..........{-90}......-91.......-88.........-91 12/12/07..(12/07/07)........{-144}....-139.....-146.......-146 12/19/07..(12/14/07).........-130....{-129}....-121.......-121 12/26/07..(12/21/07).........-171....{-169}....-165.......-165 01/03/08..(12/28/07).........-109....{-104}......-87.........-87 01/10/08..(01/04/08).........-175....{-173}....-171.......-177 01/15/08..(01/11/08)...........-67......{-53}......-59.........-69 01/19/08..(01/18/08)........{-138}....-130.....-155*......-165 02/11/08..(01/18/08)........{-150}....-147.....-155**....-165 02/11/08..(01/25/08).........-263....{-266}....-274**....-284 02/11/08..(02/01/08).........-198....{-201}....-200**....-208 02/13/08..(02/08/08)........{-110}....-108......120.......-116 02/20/08..(02/15/08)........{-169}....-168.....-172.......-168 02/27/08..(02/22/08)........{-150}....-146.....-151.......-147 03/05/08..(02/29/08).........-154....{-151}....-135.......-131 03/12/08..(03/07/08)..........{-87}......-76.......-86.........-79 03/19/08..(03/14/08)...........-90......{-87}......-85.........-78 03/26/08..(03/21/08)...........-46......{-37}......-36.........-29 04/02/08..(03/28/08)...........-39......{-31}......-29.........-22 04/09/08..(04/04/08)...........-33......{-23}......-14.........-10 04/16/08..(04/11/08)............21........{24}.......27..........29 04/23/08..(04/18/08)............14........{26}.......24..........26 04/30/08..(04/25/08)............72........{86}.......86..........88 05/07/08..(05/02/08)............48........{59}.......65..........66 05/14/08..(05/09/08)............73........{82}.......93..........92 05/21/08..(05/16/08)............74........{87}.......85..........84 05/28/08..(05/23/08)............72........{86}.......87..........88 .5 06/04/08..(05/30/08)...........{99}......113......105........106.5 06/11/08..(06/06/08)...........{84}........92........80..........81 .9 06/18/08..(06/13/08)............62........{58}.......57..........58 .9 06/25/08..(06/20/08)...........{98}........99........90..........91 .9 07/02/08..(06/27/08)...........{99}.......103.......85..........86. 9 07/09/08..(07/04/08).........{102}.......105.......90..........88.4 07/16/08..(07/11/08).........{104}.......107.....104..........99.7 07/23/08..(07/18/08)............89.........{82}......84..........79 .7 07/30/08..(07/25/08)............73.........{67}......65..........60 .7 08/06/08..(08/01/08)............66.........{65}......56..........52 .3 08/13/08..(08/08/08)............64.........{59}......50..........49 .5 08/20/08..(08/15/08)..........104.......{100}......88..........87.5 09/01/08..(08/22/08)............98.........{92}....102***....101.5 ................For Week.........Weekly.Models..Wkly...Interpolated __Run____Ending______2005___2007__EIA__ EIA.Monthly 09/03/08..(08/29/08)...........{92}.........87.......90..........89 .5 09/10/08..(09/05/08).............57........{58}......58..........57 .8 09/17/08..(09/12/08)............{65}........57.......67..........66 .9 09/24/08..(09/19/08)............{52}........43.......51..........50 .9 10/01/08..(09/26/08)............{87}........79.......87..........86 .9 10/08/08..(10/03/08).............82.........{88}.....88..........87 .4 10/15/08..(10/10/08)............{75}.......{85}.....79..........77. 8 10/22/08..(10/17/08)............{72}........76.......70..........68 .8 10/29/08..(10/24/08).............31........{39}......46..........44 .8 11/05/08..(10/31/08)...............7........{13}......19..........1 7.8 11/12/08..(11/07/08).............42........{50}......60..........62 .5 11/19/08..(11/14/08)...............1..........{8}......16.......... 18.5 11/25/08..(11/21/08)...........{-65}.......-52......-66........-63.5 12/03/08..(11/28/08)............-73.......{-61}.....-64........-61.5 12/10/08..(12/05/08)............-80.......{-72}.....-67........-68.5 12/17/08..(12/12/08).........{-126}.....-119....-124......-127.1 12/23/08..(12/19/08)..........-154.....{-152}...-147......-150.1 12/30/08..(12/26/08)..........-165.....{-153}...-143......-146.1 01/07/09..(01/02/09)............-69.......{-58}.....-47........-49.3 01/14/09..(01/09/09)..........-125.....{-112}.....-94........-94.2 01/22/09..(01/16/09)..........-191.....{-187}...-176......-176.2 01/29/09..(01/23/09)..........-198.....{-186}...-186......-186.2 02/04/09..(01/30/09)..........-216.....{-206}...-195......-195.2 02/11/09..(02/06/09)..........-187.....{-177}...-159......-158.7 02/18/09..(02/13/09)............-60.......{-52}.....-24........-23.6 02/25/09..(02/20/09)..........-138.....{-120}...-101......-100.6 03/04/09..(02/27/09)..........-133.....{-107}...-102......-101.6 03/11/09..(03/06/09)..........-135.....{-113}...-112......-109.9 03/18/09..(03/13/09)...........{-32}.......-22......-30........-27.6 03/25/09..(03/20/09).............-13.........{5}........3............5.4 04/01/09..(03/27/09).............-20.......{13}........9 (D)....11.4 04/08/09..(04/03/09)...............-1.......{14}......20..........22.2 04/15/09..(04/10/09)...............-1.......{16}......21..........23.1 04/22/09..(04/17/09)..............26.......{46}......46..........48 .1 04/29/09..(04/24/09)..............71.......{84}......82..........84 .1 05/06/09..(05/01/09)..............84.......{88}......95 05/13/09..(05/08/09).............{92}.....101.......95 05/20/09..(05/15/09)..............90.......{95}....103 05/27/09..(05/22/09)...........{113}.....116.....106 06/03/09..(05/29/09)...........{125}.....126.....124 06/10/09..(06/05/09)............109.....{107}....106 06/17/09..(06/12/09)............111.....{113}....114 06/24/09..(06/19/09).............{94}.......97.......94 07/01/09..(06/26/09).............{74}.......78.......70 07/08/09..(07/03/09).............{73}.......78.......75 07/15/09..(07/10/09).............{86}.......94.......90 07/22/09..(07/17/09)..............62.......{68}......66 07/29/09..(07/24/09)..............64.......{70}......71 08/05/09..(07/31/09)..............63.......{68}......66 08/12/09..(08/07/09).............{62}.......70.......63 08/19/09..(08/14/09)..............48.......{55}......52 * Special Saturday-night "Pre-Vacation" run, generated without the benefit of Monday/Tuesday night "Weekly" data. ** Final estimates of the models (Generated upon return from vacation), from special model runs before EIA actuals were applied, and before the models were allowed to self-adjust to those EIA actuals. (A) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 61 BCF injection estimate. (B) For purposes of analysis, the 10 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 106 BCF injection estimate. (C) For purposes of analysis, the 7 BCF reclassification (of base gas to working gas) has been removed from the EIA's origionally-reported 71 BCF injection estimate. (D) For purposes of analysis, the 9 BCF reclassification (of working gas to base gas) plus corrections has been re-added to the EIA's origionally-reported 0 BCF injection estimate. =====Canadian Storage Sampling (Injections, in BCF)===== ...Week.....-----------Daily Model------------ _Ending__Sat__Sun_ Mon_ Tue_Wed__Thur___Fri__Total 02/20/09...-3.0...-2.9...-2.6....-2.7...-2.7...-3.0......-3.2....-20.1 02/27/09...-2.4...-2.5...-2.4....-3.5...-3.5...-3.3......-3.6....-21.1 03/06/09...-3.8...-3.7...-2.6....-2.8...-3.3...-2.1......-1.4....-19.7 03/13/09...-1.3...-1.5...-1.3....-2.8...-4.5...-4.8......-3.6....-19.8 03/20/09...-2.2...-0.5...-0.6....-0.6...-0.4...-0.8.......0.6......-4.5 03/27/09....0.5....0.8.....1.2.....0.9....0.7...-1.1.......0.5........3.5 04/03/09....1.0....1.0.....1.3.....2.1....0.4....0.6.... ...1.4........7.9 04/10/09....2.0....1.8.....1.8.....1.6....1.1....1.9.... ...1.9......12.2 04/17/09....2.7....2.9.....3.2.....3.5....2.4....2.0.... ...2.7......19.5 04/24/09....3.2....3.3.....3.0.....2.4....3.0....2.4.... ...2.3......19.6 05/01/09....2.4....3.3.....3.7.....3.4....2.2....2.0.... ...2.9......19.8 05/08/09....3.1....3.4.....3.2.....3.2....2.6....2.9.... ...2.5......20.9 05/15/09....3.3....3.1.....3.1.....3.0....2.4....2.2.... ...2.4......19.4 05/22/09....2.8....2.8.....2.9.....1.8....2.0....2.0.... ...2.2......16.4 05/29/09....3.0....3.3.....3.2.....3.2....3.2....2.4.... ...2.5......20.5 06/05/09....3.0....2.9.....2.9.....2.9....2.4....2.3.... ...2.4......18.8 06/12/09....3.0....2.8.....2.7.....2.0....2.3....2.4.... ...2.5......17.6 06/19/09....2.1....2.1.....2.0.....2.1....2.0....1.4.... ...1.5......13.3 06/26/06....2.4....2.5.....2.2.....2.3....1.5....1.7.... ...1.3......13.8 07/03/09....2.1....1.9.....1.8.....2.3....2.0....1.7.... ...1.6......13.3 07/10/09....1.8....1.4.....1.5.....1.2....0.8....2.1.... ...1.2......10.0 07/17/09....1.8....1.4.....1.5.....1.7....1.6....0.8.... ...1.8......10.5 07/24/09....1.5....1.6.....1.6.....1.6....1.5....1.2.... ...1.0........9.9 07/31/09....1.2....1.0.....1.0.....1.1...-0.1....0.1.......0.9........5.3 08/07/09....1.7....1.8.....1.6.....1.6....1.6....1.3.... ...1.4......11.0 08/14/09....1.5....1.2.....1.5.....1.3....0.9....0.8.... ...0.5........7.7 08/21/09....1.0....1.1.....1.1.....1.1....0.3....0.6.... ...0.8........5.9 08/28/09....1.5....1.3i ........................Canadian Production Model .........2002.....2003.....2004.....2005.....2006. ....2007.....2008.....2009 ........=====...=====...=====...=====...=====...== ===...=====...===== 01.....17.45....16.68....16.44....16.93....17.38.. ..17.34....16.49....15.82. 02.....17.96....16.86....16.78....17.20....17.45.. ..17.15....16.12....16.19 03.....17.76....16.96....17.19....17.57....17.63.. ..17.35....16.56....16.08 04.....18.06....17.28....17.59....17.76....17.90.. ..17.62....16.97....16.20 05.....18.06....16.57....17.47....17.22....17.73.. ..17.28....16.60....15.54 06.....17.99....16.65....17.07....16.62....17.16.. ..16.69....15.58....15.37 07.....17.73....16.77....17.07....17.12....17.25.. ..16.96....16.69....15.47 08.....17.16....17.02....17.17....17.40....17.92.. ..17.13....16.60....15.08i 09.....17.26....16.77....16.83....17.11....17.20.. ..16.87....16.44 10.....17.27....16.81....16.90....17.12....17.40.. ..16.86....16.25 11.....17.28....16.75....17.10....17.26....16.86.. ..16.57....16.21 12.....17.28....16.87....17.10....17.60....17.50.. ..16.79....15.76 ....Estimated sample size: 77% ===============US Longer-Term Model=================== 2009 Spring..1651 BCF*...Fall..4042 BCF 2010 Spring..2097 BCF.....Fall..4429 BCF 2011 Spring..2470 BCF.....Fall..4816 BCF ......*=Actual for week ended 03/13/09 ____Run___F-07_S-08____Run___S-08_F-08____Run___F-08_S-09_____Run___S-09_F-09____Run___F-09_S-10 ....09/24/07..3498..1142....11/21/07..1292..3210....04/17/08..3469..1150....11/20/08..1639..4233....03/26/09..4674..3082 ....09/27/07..3497..1167....11/28/07..1404..3432....04/24/08....n/a.....n/a.....11/27/08..1630..4273....04/03/09..4556..2906 ....10/04/07..3491..1268....12/06/07..1432..3530....05/04/08..3613..1208....12/04/08..1688..4479 ....10/11/07..3502..1284....12/13/07..1333..3421....05/08/08..3617..1215....12/11/08..1770..4738 ....10/18/07..3464..1051....12/20/07..1359..3514....05/15/08..3630..1228....12/18/08..1708..4699....04/23/09..4479..2807 ....10/25/07..3489..1110....12/27/07..1314..3429....05/22/08..3678..1304....12/25/08..1697..4652....04/30/09..4420..2706 ....11/01/07..3526..1092....01/04/07..1410..3609....06/01/08..3635..1262....01/04/09..1788..4916....05/07/09..4362..2606 ....11/08/07..3545..1035....01/11/07..1372..3519....06/05/08..3651..1285....01/08/09..1827..5036....05/14/09..4320..2538 ....11/15/07..3545..1159....01/17/07..1456..3560....06/13/08..3614..1239....01/15/09..1863..5333....05/21/09..4311..2523 ..........................................02/12/08..1341..3303....06/20/08..3668..1391....01/25/09..1805..5223....05/28/09..4297..2507 ..........................................02/14/08..1297..3141....06/27/08..3670..1402....01/29/09..1755..5143....06/04/09..4292..2499 ..........................................02/21/08..1273..3185....07/03/08..3691..1446....02/05/09..1714..5029....06/11/09..4212..2373 ..........................................02/28/08..1256..3323....07/10/08..3720..1504....02/12/09..1660..4894....06/18/09..4223..2386 ..........................................03/06/08..1240..3428....07/17/08..3812..1678....02/19/09..1744..5041....06/25/09..4207..2358 ..........................................03/13/08..1249..3457....07/24/08..3867..1796....02/26/09..1721..4984....07/02/09..4153..2278 ..........................................03/20/08..1237..3424....07/31/08..3929..1954....03/05/09..1685..4996....07/09/09..4107..2205 ..........................................03/27/08..1251..3468....08/07/08..3914..1949....03/12/09..1621..4890....07/16/09..4077..2151 ..........................................03/27/08..1251..3468....08/14/08..3892..1940....03/19/09..1629..4759....07/23/09..4084..2180 ..........................................04/03/08..1248..3621....08/21/08..3833..1802.................................... ......07/30/09..4071..2148 ..........................................04/10/08..1234..3540....09/02/08..3816..1768.................................... ......08/06/09..4067..2136 .................................................. ..............................09/04/08..3815..1758.................................... ......08/13/09..4058..2117 .................................................. ..............................09/11/08..3731..1615.................................... ......08/20/09..4042..2097 .................................................. ..............................09/18/08..3667..1514 .................................................. ..............................09/25/08..3564..1308 .................................................. ..............................10/02/08..3538..1281 .................................................. ..............................10/09/08..3507..1288 .................................................. ..............................10/16/08..3487..1228 .................................................. ..............................10/23/08..3452..1464 .................................................. ..............................10/30/08..3438..1518 .................................................. ..............................11/06/08..3424..1464 .................................................. ..............................11/14/08..3479..1594 ======Longer-Term Model Storage Projections:====== ...Week.........Normal.......Projected Storage _Ending____D-Days__Change___Inventory 08/14/09.........72.1........52 BCF.....3204 BCF 08/21/09.........70.0........69 BCF.....3273 BCF 08/28/09.........68.7........69 BCF.....3343 BCF 09/04/09.........66.5........78 BCF.....3421 BCF 09/11/09.........63.2........92 BCF.....3514 BCF 09/18/09.........62.1........89 BCF.....3603 BCF 09/25/09.........62.1........80 BCF.....3684 BCF 10/02/09.........64.3........82 BCF.....3767 BCF 10/09/09.........67.6........76 BCF.....3843 BCF 10/16/09.........72.1........74 BCF.....3918 BCF 10/23/09.........80.0........57 BCF.....3975 BCF 10/30/09.........88.7........45 BCF.....4020 BCF 11/06/09.........99.8........21 BCF.....4042 BCF 11/13/09.......111.0.........-1 BCF.....4040 BCF 11/20/09.......124.3.......-22 BCF.....4018 BCF 11/27/09.......137.6.......-32 BCF.....3986 BCF 12/04/09.......148.7.......-67 BCF.....3918 BCF 12/11/09.......161.0.....-100 BCF.....3818 BCF 12/18/09.......174.3.....-120 BCF.....3697 BCF 12/25/09.......185.4.....-125 BCF.....3572 BCF 01/01/10.......190.0.....-120 BCF.....3451 BCF 01/08/10.......191.0.....-146 BCF.....3304 BCF 01/15/10.......194.3.....-161 BCF.....3143 BCF 01/22/10.......199.8.....-164 BCF.....2979 BCF 01/29/10.......198.7.....-168 BCF.....2811 BCF 02/05/10.......193.2.....-156 BCF.....2655 BCF 02/12/10.......182.1.....-139 BCF.....2516 BCF 02/19/10.......172.1.....-114 BCF.....2402 BCF 02/26/10.......164.3.......-90 BCF.....2311 BCF 03/05/10.......158.7.......-80 BCF.....2230 BCF 03/12/10.......151.0.......-69 BCF.....2161 BCF 03/19/10.......139.8.......-49 BCF.....2111 BCF 03/26/10.......125.4.......-14 BCF.....2097 BCF 04/02/10.......113.2........12 BCF.....2109 BCF 04/09/10.......103.2........28 BCF.....2137 BCF 04/16/10.........95.4........36 BCF.....2174 BCF 04/23/10.........86.5........61 BCF.....2235 BCF 04/30/10.........79.8........73 BCF.....2308 BCF Note- US Longer-Term Model projections are not "Predictions", but are extrapolations carried forward (based upon the previous 10 weeks estimated supply/demand balance & energy pricing) to either a reasonable or unreasonable conclusion. As this model is intended for the long-term, MMS/hurricane curtailments are projected on a fully-restored basis. ==========Daily Model Baseline Score========== ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/19/09.....-1.5...-0.7...-0.8....-1.6....-1.8....-3.4...-2.3 06/26/09.....-2.6...-1.9...-2.2....-2.8....-3.5....-2.9...-0.9 07/03/09.....-2.8...-2.7....1.0......0.0.....0.1.....0.0....1.0 07/10/09......0.0....1.1....0.9......1.3.....0.1....-0.9...-2.2 07/17/09.....-0.6...-1.4....0.3.....-1.0.....0.2....-1.6....0.4 07/24/09......1.4...-1.0....1.5.....-0.2....-0.5....-1.3...-0.3 07/31/09.....-0.3...-1.4...-2.1....-2.5....-2.1....-1.6...-0.1 08/07/09.....-0.3...-1.0...-0.9....-2.6....-1.1.....0.6....1.2 08/14/09.....-0.9...-2.8...-1.8....-1.3....-0.4.....3.1....1.6 08/21/09r.....1.8...-0.6...-1.0.....0.0.....0.5....-1.0...-0.1 08/28/09r....-0.4....1.8i ======Physicals Daily Model Baseline Score======= ..........(Demand in excess of supply, BCF/Day) _Week____Sat__ Sun_Mon__Tue_ Wed__Thr__Fri 06/19/09.....-2.8...-2.4...-2.2....-2.7....-2.7....-3.5...-1.3 06/26/09.....-0.9....0.3....0.7.....0.6.....-0.2.....0.5....1.8 07/03/09.....-0.4...-0.2....2.3....-0.5....-1.3....-1.3....0.0 07/10/09.....-1.0...-0.2...-0.8...-1.0.....-2.2....-2.5...-2.9 07/17/09.....-0.6...-1.4....0.1...-1.5.....-0.6....-1.2...-0.3 07/24/09.....-1.6...-4.9...-2.8...-4.7.....-4.6....-4.9...-3.6 07/31/09.....-2.7...-2.6...-3.3...-3.1.....-2.4....-3.1...-2.8 08/07/09.....-3.4...-4.3...-3.4...-3.6.....-1.6....-1.1...-1.6 08/14/09.....-2.7...-2.0....0.9.....0.9.....-0.2.....0.9...-1.0 08/21/09r.....0.4...-0.4....0.7.....1.6......1.7.....0.6.....1.4 08/28/09r....-1.4...-1.0i =================Fair-Value Model================== .................----10 Week Average----- __Date__BL.Score_H.Hub_Oil/Gas________Signal________ 08/08/09.....-1.08......3.58....18.83.....Fair-Value Much < 3.58 08/09/09.....-1.12......3.57....18.88.....Fair-Value Much < 3.57 08/10/09.....-1.14......3.57....18.91.....Fair-Value Much < 3.57 08/11/09.....-1.20......3.56....18.95.....Fair-Value Much < 3.56 08/12/09.....-1.12......3.55....19.00.....Fair-Value Much < 3.55 08/13/09.....-1.07......3.55....19.03.....Fair-Value Much < 3.55 08/14/09.....-1.02......3.55....19.05.....Fair-Value Much < 3.55 08/15/09.....-0.95r.....3.54....19.07.....Fair-Value Much < 3.54 08/16/09.....-0.90r.....3.54....19.09.....Fair-Value Much < 3.54 08/17/09.....-0.88r.....3.53....19.12.....Fair-Value Much < 3.53 08/18/09.....-0.84r.....3.52....19.15.....Fair-Value Much < 3.52 08/19/09.....-0.80r.....3.52....19.19.....Fair-Value Much < 3.52 08/20/09.....-0.80r.....3.51....19.23.....Fair-Value Much < 3.51 08/21/09.....-0.78r.....3.50....19.29.....Fair-Value Much < 3.50 08/22/09.....-0.77r.....3.49....19.36.....Fair-Value Much < 3.49 08/23/09.....-0.73......3.48....19.43.....Fair-Value Much < 3.48 Fair Value Crossings (From 08/21/08 Model Run) ..................--10 Week Average-- ____Date____H.Hub__Oil/Gas___Comments__ .....03/09/03......6.49........5.33.....(on $34.60 oil) .....03/24/04......5.50........6.44.....(on $35.42 oil) .....05/31/04......5.90........6.45.....(on $38.09 oil) .....12/15/04......6.16........7.99.....(on $49.21 oil) .....04/01/05......6.53........7.79.....(on $50.90 oil) .....05/11/05......6.99........7.62.....(on $53.29 oil) .....05/18/06......6.91........9.82.....(on $67.85 oil) .....12/09/06......6.71........8.89.....(on $59.63 oil) .....07/27/07......6.96........9.95.....(on $69.28 oil) .....04/04/08......8.90......11.21.....(on $99.71 oil) .....05/16/08....10.08......11.16.....(on $112.57 oil) .....06/10/08....10.96......11.07.....(on $121.24 oil) =============Fundamentals Assessment=============== E&P's............................................. .................................Neutral Natgas Futures (Cash Through Nov09).........................Bearish Natgas Futures (Dec09 Through End of Strip)...............Neutral *** Fundamentals Assessment confidence somewhat lower until Longer-term model work is completed. ========================Monthly Accumulated Injection (Withdrawal) Days========================= Month....94......95......96......97......98....... 99......00......01......02......03.......04......0 5......06.......07.......08.......09 ..01.....-660...-435...-561...-554...-347...-481...-497...-545...-378...-586...-610...-476...-241r..-442r..-481....-591 ..02.....-458...-392...-413...-297...-232...-273...-268...-364...-292...-466...-422...-297...-366r..-517r..-382....-320 ..03.....-151...-104...-296...-118...-188...-210.....-40...-239...-204...-145.....-62...-215...-171r....-74r..-171....-139 ..04......138.......68......56......40....115..... 106......98....104....101.......64....117....143.. ..170r.....53r....115.......95 ..05......256.....264....215....237....281.....277 ....264....274....219.....251....260....240....259 r...279r....247.....277 ..06......229.....262....256....268....212.....249 ....251....248....243.....269....262....228....247 r...243r....203.....226 ..07......215.....197....233....221....183.....162 ....228....209....170.....201....228....159....157 r...217r....187.....208 ..08......250.....189....248....245....205.....206 ....214....194....187.....197....252....165....165 r...141r....219.....136i ..09......284.....250....276....268....253.....269 ....234....270....262.....277....271....246....274 r...248.....269 ..10......213.....214....181....138....217.....178 ....199....176....126.....178....204....188....141 r...226r....167 ..11.......-23...-178...-212...-169.....-28......40...-188.......61..-131......-45.....-35.....-29....-16r....-79r.....-92 ..12.....-285...-478...-341...-393...-309...-342...-635...-265...-405....-367...-392...-464..-250r..-385r...-418 Sum of all months (Gives annual Injection/Withdrawal days over (under) average): ................7...-142...-359...-115....361.....182...-141.....123..-102....-173......74....-113...351 =================Monthly Average Temperature (Unweighted Average of 274 US Stations)================== Month....94......95......96......97......98....... 99.....00......01......02......03......04.......05 ......06......07......08......09.....Avg ..01......32.9...38.5...34.9...35.5...41.1...38.3. ..37.2...35.4...40.4...34.2...34.2....37.9...44.1. ..38.0...36.6...34.6...37.3 ..02......38.1...39.9...39.7...41.9...43.8...43.7. ..44.0...40.3...41.0...36.8...38.3....42.0...39.4. ..35.8...39.9...41.3...40.3 ..03......48.4...49.1...43.4...49.5...46.8...45.9. ..51.1...44.8...46.0...48.1...50.8....45.8...47.8. ..51.7...47.0...48.6...47.7 ..04......58.2...55.3...54.9...53.1...56.0...57.4. ..55.8...58.1...58.5...56.3...57.0....56.7...59.8. ..55.0...56.7...56.7...56.6 ..05......64.2...64.6...65.5...62.5...67.8...65.0. ..67.2...66.2...63.4...64.8...67.1....63.3...65.8. ..67.1...64.3...66.2...65.2 ..06......74.9...72.4...73.2...71.7...73.3...72.7. ..72.7...72.7...73.9...71.3...72.0....74.2...73.6. ..74.0...74.6...73.6...73.1 ..07......76.7...77.6...75.8...76.3...77.8...78.0. ..75.7...76.4...78.1...76.9...75.7....78.1...78.7. ..76.6...77.3...75.4...77.0 ..08......74.5...78.1...75.1...74.4...76.9...75.9. ..76.1...76.6...76.3...76.9...73.3....77.2...77.1. ..78.5...75.4.............76.2 ..09......69.1...68.5...68.0...69.8...72.5...68.7. ..68.9...68.0...71.3...68.4...70.1....72.1...67.8. ..71.4...70.0.............69.6 ..10......59.4...60.0...58.4...58.5...60.0...58.6. ..59.6...58.3...57.5...59.3...60.3....59.9...57.4. ..62.9...58.4.............59.2 ..11......50.7...45.6...44.8...45.6...50.4...52.0. ..44.7...52.9...46.4...49.9...49.7....50.2...49.9. ..48.5...47.7.............48.6 ..12......42.7...37.9...40.7...39.2...42.1...40.9. ..31.9...42.9...39.4...39.8...39.5....37.1...43.4. ..40.5...38.8.............39.8 Year.....57.5...57.3...56.2...56.5...59.0...58.1.. .57.1...57.7...57.7...56.9...57.3....57.9...58.7.. .58.3...57.2.............57.6 ========Daily Injection (Withdrawal) Days========= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/17/09.....5.9.....5.8.....5.9.....5.9.....5.6.....4.8 .....5.5 07/24/09.....6.9.....7.5.....7.8.....8.0.....7.8.....7.5 .....7.4 07/31/09.....6.8.....6.1.....6.1.....5.7.....5.4.....6.1 .....7.0 08/07/09.....7.0.....7.0.....6.5.....5.6.....5.3.....6.3 .....7.2 08/14/09.....6.6.....4.8.....3.5.....3.9.....5.4.....7.1 .....7.3 08/21/09.....6.5.....5.5.....4.6.....4.8.....5.2.....5.0 .....5.2 08/28/09.....7.1.....8.4 ===========Daily Demand-Days Model=========== ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.9.....9.8.....9.7.....9.5.....9.5.....9.8 ...10.1 07/17/09...10.4...10.5...10.5...10.4...10.6...11.0...10. 6 07/24/09.....9.9.....9.6.....9.5.....9.4.....9.4.....9.6 .....9.7 07/31/09.....9.9...10.3...10.3...10.5...10.7...10.3..... 9.9 08/07/09.....9.9.....9.9...10.2...10.7...10.9...10.3.... .9.8 08/14/09...10.2...11.1...11.8...11.7...10.8.....9.9..... 9.8 08/21/09...10.2...10.8...11.2...11.1...10.9...11.0...10. 9 08/28/09.....9.9.....9.2 =======Old Degree-Days Model (HDD+CDD)======= ._Week___Sat__ Sun__Mon_ Tue_Wed__Thr___Fri 07/10/09.....9.3.....9.0.....9.6.....9.3.....9.0.....8.9 ...10.3 07/17/09...11.1...11.8...10.5...10.3...11.4...12.8...11. 0 07/24/09.....9.4.....8.7.....8.8.....8.6.....9.7...10.2. ..10.4 07/31/09...11.7...12.6...12.4...12.8...12.1...11.6...10. 9 08/07/09...10.8...10.4...12.2...12.6...12.3.....9.6..... 9.6 08/14/09...11.4...13.8...14.6...13.1...11.3...10.2...11. 4 08/21/09...12.4...13.0...13.4...12.9...12.8...12.5...11. 6 08/28/09...10.1.....9.2 ==============================Monthly.US.Dry-Gas.Supply.Models.(BCF/Day)============================= ......................Net.US.Supply............... ...............Production.......................Dr y-Gas.Imports........LNG.Imports.(Revaporized) _____ 2006__2007__2008__2009___ 2006__2007__2008__2009__ 2006_2007_2008_2009__ 2006_2007_2008_2009 01......59.55...58.40...65.95...72.28......49.82.. .48.07...57.25...64.27.....8.46...8.64...7.88....6 .97.....1.27...1.70...0.82....1.04 02......59.04...63.56...66.76...70.94......49.35.. .52.38...58.45...63.36.....8.29...9.58...7.67....6 .75.....1.40...1.60...0.64....0.83 03......59.41...61.61...67.37...69.93......49.91.. .51.71...59.50...62.91.....8.42...7.20...7.22....6 .12.....1.08...2.70...0.65....0.90 04......61.12...63.93...67.00...70.44......50.92.. .52.85...58.71...63.45*...8.36...7.76...7.50....5. 66......1.84...3.32...0.79....1.33 05......60.74...65.14...65.06...67.35......50.73.. .54.66...58.06...61.39.....7.81...7.14...6.23....4 .50.....2.20...3.34...0.78....1.46 06......60.49...65.85...67.04...67.39......50.34.. .55.29...59.91...60.65.....7.86...7.51...6.34....5 .57.....2.29...3.04...0.79....1.17 07......62.11...66.09...68.93...66.51......51.48.. .55.27...60.96...58.91.....8.71...7.73...7.00....6 .74.....1.92...3.09...0.96....0.86 08......62.17...67.36...69.45...66.40i.....51.25.. .55.78...61.58...58.55i....9.12...8.68...7.10....7 .26i.....1.80...2.90...0.77....0.60i 09......60.41...65.70...64.78..................51. 23...56.04...56.83.................8.03...8.23...7 .15................1.15...1.43...0.80 10......61.05...64.64...66.82..................51. 96...56.12...59.18.................7.97...7.80...6 .85................1.12...0.73...0.78 11......59.30...65.22...68.57..................51. 50...57.76...61.35.................6.63...6.73...6 .54................1.18...0.72...0.68 12......59.85...65.81...69.15..................50. 61...57.12...61.55.................7.72...8.01...6 .85................1.52...0.68...0.74 *...Major new pipeline (TXG Fayetteville lateral @ Lula, MS.) began scheduling flows 04/03/09. =====================================Monthly US Dry-Gas Import/Export Models (BCF/Day)===================================== .........Net US Dry-Gas Imports.................Canadian Imports...................Canadian.Exports........ .........Mexican Imports*..............Mexican Exports* ____ 2006_2007_2008_2009____ 2006__2007__2008__2009___2006_2007_2008_2009___200 6_2007_2008_2009__ 2006_2007_2008_2009 01......8.46...8.64...7.88...6.97........11.78...1 1.89...11.94...11.10.......2.31...2.20...2.62....3 .16......0.00...0.23...0.01...0.04......1.01...1.2 8...1.45...1.01 02......8.29...9.58...7.67...6.75........11.98...1 2.47...11.75...11.23.......2.53...1.89...2.58....3 .47......0.03...0.15...0.00...0.00......1.19...1.1 4...1.51...1.01 03......8.42...7.20...7.22...6.12........11.97...1 0.79...11.56...10.08.......2.41...2.68...2.96....3 .01......0.01...0.16...0.00...0.00......1.14...1.0 6...1.38...0.94 04......8.36...7.76...7.50...5.66........10.94...1 0.85...10.93.....9.20.......1.60...2.49...2.43.... 2.77......0.00...0.31...0.14...0.06......0.98...0. 91...1.14...0.83 05......7.81...7.14...6.23...4.50........10.96...1 0.83.....9.84.....8.19.......1.92...2.40...2.43... .2.64......0.00...0.03...0.00...0.00......1.23...1 .33...1.18...1.05 06......7.86...7.51...6.34...5.57........11.30...1 1.27.....9.91.....9.02.......2.00...2.25...2.15... .2.37......0.00...0.00...0.00...0.00......1.44...1 .51...1.42...1.08 07......8.71...7.73...7.00...6.74........11.99...1 1.57...10.80.....9.93.......1.77...2.37...2.22.... 1.98......0.00...0.11...0.00...0.00......1.52...1. 58...1.57...1.22 08......9.12...8.68...7.10...7.26i.......12.26...1 2.23...10.70...10.54i......1.68...2.01...2.08....2 .07i......0.00...0.01...0.00...0.00i.....1.47...1. 55...1.52...1.21i 09......8.03...8.23...7.15..................11.34. ..11.84...10.71...................2.00...2.24...2. 12.................0.00...0.09...0.00............. ...1.31...1.46...1.44 10......7.97...7.80...6.85..................11.28. ..11.20...10.67...................2.00...2.04...2. 31.................0.00...0.00...0.00............. ...1.32...1.36...1.51 11......6.63...6.73...6.54..................10.32. ..10.73...10.35...................2.58...2.64...2. 51.................0.03...0.00...0.14............. ...1.15...1.35...1.44 12......7.72...8.01...6.85..................11.29. ..12.26...10.88...................2.51...2.96...2. 70.................0.18...0.07...0.10............. ...1.24...1.35...1.43 ......* = Experimental Model ===============Daily Net US Supply Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24....67.07....467.13 08/21/09....66.51....66.77....67.97....67.91....66.87... .67.59....66.19....469.81 __________________________Year_Ago________________ __________ 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 09/12/08....65.18....65.57....67.31....66.38....66.74... .64.90....64.07....460.13 ===============Daily US Production Model (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....60.87....60.43....61.17....60.52....61.10... .61.23....61.28....426.61 06/26/09....60.72....60.55....60.54....61.63....61.22... .61.26....60.35....426.27 07/03/09....61.24....61.19....61.37....61.55....58.30... .58.31....58.20....420.15 07/10/09....58.79....58.55....59.31....58.06....59.13... .58.49....58.43....410.75 07/17/09....58.41....58.65....59.44....58.91....60.37... .57.76....57.91....411.46 07/24/09....58.85....58.95....59.33....58.69....59.72... .59.25....59.25....414.05 07/31/09....58.90....58.99....59.44....59.32....59.26... .59.47....59.84....415.22 08/07/09....58.79....58.57....59.17....58.27....57.47... .57.01....56.98....406.25 08/14/09....57.71....57.47....58.59....59.62....59.38... .59.26....59.23....411.27 08/21/09....58.84....59.01....59.46....59.27....58.83... .59.20....58.37....412.98 __________________________Year_Ago________________ __________ 08/15/08....62.09....62.23....62.60....63.13....62.04... .62.07....62.42....436.58 08/22/08....61.20....61.23....61.88....61.95....63.00... .62.22....62.33....433.80 08/29/08....61.64....61.44....62.16....62.81....62.89... .62.70....61.78....435.42 09/05/08....57.33....54.97....52.78....53.39....55.61... .57.63....57.64....389.34 09/12/08....57.04....57.45....59.10....58.48....58.21... .56.37....55.34....401.99 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 08/21/09......7.13......7.18......7.74......8.04......7. 60......7.47......7.27......52.44 __________________________Year_Ago________________ __________ 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 09/12/08......7.23......7.23......7.22......7.04......7. 64......7.70......7.94......52.00 ==========Daily US LNG Imports (As Revaporized, BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.70......0.72......0.75......1.07......1. 25......1.21......1.31........7.01 06/26/09......0.82......0.74......0.88......1.14......1. 21......1.19......1.23........7.22 07/03/09......0.84......0.74......0.96......0.91......1. 31......1.02......0.66........6.45 07/10/09......0.66......0.73......0.90......1.20......1. 18......1.43......0.69........6.78 07/17/09......0.63......0.68......0.71......1.26......0. 90......1.09......0.87........6.14 07/24/09......0.55......0.46......0.70......0.78......0. 95......0.80......0.73........4.97 07/31/09......0.86......0.86......0.85......0.91......1. 00......0.77......0.63........5.88 08/07/09......0.47......0.43......0.61......0.64......0. 89......0.62......0.49........4.15 08/14/09......0.48......0.44......0.56......0.58......0. 61......0.52......0.59........3.78 08/21/09......0.53......0.58......0.77......0.60......0. 43......0.93......0.56........4.40 __________________________Year_Ago________________ __________ 08/15/08......0.66......0.67......0.70......0.55......0. 60......0.58......0.62........4.38 08/22/08......0.54......0.58......0.66......0.71......0. 66......0.77......0.73........4.67 08/29/08......0.74......0.73......0.78......0.97......0. 84......0.86......0.88........5.79 09/05/08......1.12......1.22......1.20......1.34......0. 99......1.07......1.24........8.18 09/12/08......0.91......0.88......0.99......0.85......0. 89......0.83......0.78........6.14 ===========Daily US Net Dry-Gas Imports Model (BCF/Day)=========== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......5.01......5.00......5.20......5.98......5. 94......5.73......5.45......38.29 06/26/09......5.45......5.68......6.00......6.45......6. 89......7.13......6.72......44.32 07/03/09......5.59......5.38......5.54......5.82......6. 58......6.19......6.69......41.80 07/10/09......6.87......6.92......6.98......6.60......6. 27......7.00......6.61......47.25 07/17/09......6.37......6.53......6.99......6.74......6. 83......6.63......6.53......46.61 07/24/09......6.52......6.40......6.49......6.75......6. 62......6.49......6.41......45.69 07/31/09......6.70......6.81......7.08......7.57......7. 56......7.37......6.74......49.82 08/07/09......6.89......6.68......6.95......7.13......7. 20......7.00......6.89......48.74 08/14/09......7.10......7.25......7.61......7.79......7. 62......7.46......7.25......52.08 08/21/09......7.13......7.18......7.74......8.04......7. 60......7.47......7.27......52.44 __________________________Year_Ago________________ __________ 08/15/08......6.95......6.89......7.14......7.17......6. 93......7.19......7.00......49.25 08/22/08......6.64......6.84......6.98......7.23......6. 49......6.33......6.28......46.80 08/29/08......6.60......6.76......7.03......7.28......6. 94......7.24......7.27......49.12 09/05/08......7.51......7.40......7.60......7.11......7. 50......7.79......7.71......52.63 09/12/08......7.23......7.23......7.22......7.04......7. 64......7.70......7.94......52.00 =============Daily US Imports From Canada (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......8.34......8.37......8.53......9.33......9. 51......9.25......9.07......62.39 06/26/09......8.79......8.91......9.18......9.76....10.1 7....10.58....10.04......67.42 07/03/09......8.86......8.74......9.21......9.52......9. 88......9.59....10.27......66.07 07/10/09......9.97....10.11......9.95......9.39......9.3 5....10.07......9.91......68.75 07/17/09......9.41......9.57......9.99......9.82......9. 93......9.67......9.71......68.11 07/24/09......9.66......9.61......9.74......9.96....10.0 6......9.92......9.70......68.64 07/31/09....10.07......9.98....10.36....10.87....10.97.. ..10.51......9.98......72.74 08/07/09......9.90......9.75......9.97....10.23....10.44 ....10.37....10.09......70.75 08/14/09....10.31....10.40....10.74....11.02....10.95... .10.80....10.39......74.61 08/21/09....10.25....10.35....11.12....11.46....10.94... .11.13....10.95......76.21 __________________________Year_Ago________________ __________ 08/15/08....10.26....10.21....10.61....10.70....10.84... .10.89....10.71......74.22 08/22/08....10.23....10.39....10.56....10.84....10.45... .10.35....10.02......72.85 08/29/08....10.22....10.23....10.55....10.80....10.75... .10.74....10.83......74.13 09/05/08....10.59....10.61....10.84....10.83....11.10... .11.25....11.31......76.53 09/12/08....10.77....10.76....10.84....10.90....10.89... .10.79....10.92......75.85 ==============Daily US Exports To Canada (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......2.34......2.35......2.29......2.24......2. 35......2.30......2.40......16.26 06/26/09......2.37......2.21......2.21......2.22......2. 13......2.32......2.25......15.70 07/03/09......2.23......2.32......2.54......2.42......2. 08......2.16......2.44......16.19 07/10/09......1.95......2.05......1.83......1.65......1. 89......1.91......2.15......13.43 07/17/09......1.97......1.95......1.90......1.79......1. 76......1.69......1.85......12.91 07/24/09......1.90......1.96......2.01......1.91......2. 13......2.15......1.98......14.04 07/31/09......2.14......1.95......2.08......2.05......2. 17......1.91......1.98......14.29 08/07/09......1.79......1.84......1.77......1.84......1. 95......2.12......1.95......13.27 08/14/09......2.07......1.96......1.93......1.99......2. 06......2.09......1.89......13.98 08/21/09......1.99......2.01......2.22......2.21......2. 13......2.44......2.45......15.44 __________________________Year_Ago________________ __________ 08/15/08......1.79......1.83......1.96......1.95......2. 34......2.14......2.11......14.11 08/22/08......2.18......2.12......2.12......2.22......2. 44......2.51......2.27......15.86 08/29/08......2.19......2.10......2.10......2.05......2. 26......1.97......2.09......14.74 09/05/08......1.82......1.84......1.82......2.29......2. 20......2.21......2.27......14.45 09/12/08......2.08......2.07......2.14......2.38......1. 81......1.70......1.69......13.86 =============Daily US Imports From Mexico (BCF/Day)============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 06/26/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/03/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/10/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/17/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/24/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 07/31/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/07/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/14/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/21/09......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 __________________________Year_Ago________________ __________ 08/15/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/22/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 08/29/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/05/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 09/12/08......0.00......0.00......0.00......0.00......0. 00......0.00......0.00........0.00 ==============Daily US Exports To Mexico (BCF/Day)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09......0.99......1.02......1.04......1.11......1. 22......1.22......1.22........7.83 06/26/09......0.97......1.03......0.97......1.09......1. 15......1.13......1.07........7.41 07/03/09......1.04......1.04......1.13......1.28......1. 22......1.23......1.14........8.08 07/10/09......1.14......1.14......1.14......1.14......1. 19......1.16......1.16........8.07 07/17/09......1.07......1.10......1.10......1.29......1. 35......1.34......1.33........8.59 07/24/09......1.23......1.25......1.24......1.31......1. 31......1.28......1.30........8.91 07/31/09......1.23......1.21......1.20......1.26......1. 24......1.24......1.25........8.64 08/07/09......1.22......1.22......1.25......1.26......1. 29......1.26......1.25........8.74 08/14/09......1.15......1.18......1.20......1.24......1. 28......1.24......1.25........8.54 08/21/09......1.13......1.16......1.16......1.21......1. 21......1.23......1.24........8.33 __________________________Year_Ago________________ __________ 08/15/08......1.53......1.49......1.51......1.58......1. 57......1.56......1.61......10.86 08/22/08......1.42......1.43......1.46......1.40......1. 52......1.51......1.47......10.20 08/29/08......1.43......1.37......1.42......1.48......1. 55......1.53......1.47......10.27 09/05/08......1.26......1.37......1.42......1.43......1. 39......1.26......1.32........9.45 09/12/08......1.46......1.46......1.48......1.48......1. 44......1.39......1.28......10.00 ============================================Monthl y.US.Dry-Gas.Demand.Models.(BCF/Day)============================================ .................................................. ...................Residential.and ..................Net.US.Demand................... ..Commercial.Demand.................Generation.Dem and..................Industrial.Demand............ ............Storage.Demand ____ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009__ 2006__2007__2008__2009___ 2006__ 2007__2008__2009 01....59.55...58.40...65.95...72.28....38.14...42. 22...49.18...56.67....10.89...15.45...18.72..16.96 ....19.12...22.60...24.42...21.55.......-8.60..-21.86..-26.37..-22.90 02....59.04...63.56...66.76...70.94....44.12...50. 85...46.15...45.61....13.30...16.05...16.51..16.96 ....18.86...22.99...24.65...21.59.....-17.24..-26.33..-20.54..-13.21 03....59.41...61.61...67.37...69.93....34.44...26. 88...34.62...35.95....13.15...13.63...15.24..16.03 ....18.33...22.86...24.64...21.38.......-6.52....-1.76....-7.14....-3.43 04....61.12...63.93...67.00...70.44....19.86...19. 89...18.88...25.18....13.82...15.87...18.11..16.22 ....18.86...23.87...23.69...20.51........8.59..... .4.30.....6.32.....8.53 05....60.74...65.14...65.06...67.35....13.20.....9 .99...11.32...15.23....15.61...17.88...16.92..17.6 3....20.03...22.50...23.77...19.32......11.90....1 4.78...13.06...15.17 06....60.49...65.85...67.04...67.39....10.76.....9 .84...10.85...13.63....20.28...21.11...21.43..20.3 2....19.22...22.00...23.42...20.29......10.23....1 2.90...11.34...13.14 07....62.11...66.09...68.93...66.51....10.67.....7 .99.....9.81...10.11....26.71...24.75...24.91..24. 67....19.23...23.10...23.11...21.22........5.50... .10.25...11.11...10.52 08....62.17...67.36...69.45...66.48i.....9.24...11 .40...10.26...10.70i....26.01...29.51...24.97..26. 66i...21.11...22.47...22.74...21.30i.......5.81... ...3.98...11.48.....7.82i 09....60.41...65.70...64.78..................7.97. ....9.91.....9.47................19.44...22.64...2 1.42...............21.04...23.12...24.08.......... ........11.96....10.03.....9.81 10....61.05...64.64...66.82................16.56.. .12.07...18.12................18.71...20.55...18.8 8...............21.36...23.78...22.13............. .......4.41......8.25.....7.69 11....59.30...65.22...68.57................25.52.. .28.20...32.21................14.61...16.34...15.6 0...............20.86...24.29...22.30............. ......-1.69.....-3.61....-1.53 12....59.85...65.81...69.15................34.27.. .41.59...45.98................14.75...18.01...17.3 3...............22.15...24.66...22.18............. ....-11.32...-18.46..-16.35 ================Daily Net US Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....66.58....66.15....67.12....67.57....68.28... .68.17....68.04....471.91 06/26/09....67.00....66.97....67.41....69.22....69.32... .69.58....68.31....477.81 07/03/09....67.66....67.32....67.87....68.29....66.19... .65.52....65.55....468.40 07/10/09....66.32....66.19....67.19....65.86....66.58... .66.92....65.72....464.79 07/17/09....65.41....65.85....67.14....66.91....68.10... .65.49....65.31....464.20 07/24/09....65.92....65.81....66.52....66.22....67.30... .66.54....66.38....464.70 07/31/09....66.45....66.66....67.37....67.79....67.83... .67.61....67.20....470.92 08/07/09....66.15....65.68....66.72....66.04....65.56... .64.63....64.36....459.14 08/14/09....65.28....65.17....66.77....67.99....67.61... .67.24....67.07....467.13 08/21/09....66.51....66.77....67.97....67.91....66.87... .67.59....66.19....469.81 __________________________Year_Ago________________ __________ 08/15/08....69.70....69.79....70.43....70.85....69.56... .69.84....70.04....490.21 08/22/08....68.38....68.65....69.53....69.89....70.15... .69.33....69.34....485.27 08/29/08....68.98....68.93....69.97....71.06....70.67... .70.79....69.93....490.33 09/05/08....65.96....63.59....61.58....61.83....64.11... .66.49....66.59....450.15 09/12/08....65.18....65.57....67.31....66.38....66.74... .64.90....64.07....460.13 =======Daily US Residential & Commercial Demand Model (BCF)======== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....14.14....13.59....12.84....13.21....13.73... .12.45....14.16......94.11 06/26/09....15.15....15.18....12.38....13.25....12.79... .13.21....13.96......95.92 07/03/09....13.81....12.23....12.91....13.19....11.39... .10.61....13.72......87.85 07/10/09....10.84......9.49....10.03......9.66....11.09. ...11.47....10.27......72.85 07/17/09....12.71....10.55......9.35......6.92....10.34. .....7.22......9.69......66.79 07/24/09....12.62......8.39......9.53......9.09......9.3 0......7.49......9.21......65.63 07/31/09....10.70......9.46......7.75......9.70....11.30 ....11.37....12.18......72.45 08/07/09....12.27......9.93......9.74......8.58......9.8 7......9.88......9.49......69.76 08/14/09....10.65......8.65......9.12....11.74....11.44. ...11.90....10.62......74.10 08/21/09....12.54....10.49....10.47....11.00....12.39... .12.31....11.65......80.86 __________________________Year_Ago________________ __________ 08/15/08....12.46....11.63......9.53....12.85......9.99. ...10.83....12.55......79.85 08/22/08......8.38......6.11......6.02......7.90......9. 42....10.31......7.71......55.85 08/29/08....11.32......9.73....10.41....10.33....10.83.. ....8.33......7.70......68.65 09/05/08......6.67......6.57......9.11......0.69......8. 80....10.16....11.63......53.62 09/12/08......7.95......8.30......7.68....11.62....12.20 ....10.67....10.97......69.39 =============Daily US Generation Demand Model (BCF)============= _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....18.06....17.78....19.47....21.55....21.93... .22.98....22.49....144.27 06/26/09....19.80....19.84....23.27....25.65....26.19... .27.67....26.28....168.69 07/03/09....23.14....23.32....24.12....22.90....23.18... .22.77....20.14....159.58 07/10/09....20.23....19.87....21.74....23.34....23.97... .23.88....23.34....156.38 07/17/09....22.51....23.01....26.07....28.69....28.29... .28.73....27.30....184.60 07/24/09....24.27....24.18....25.51....24.81....25.89... .26.53....25.56....176.75 07/31/09....25.02....25.57....26.47....26.92....26.65... .25.71....24.45....180.80 08/07/09....22.80....22.91....25.02....26.88....27.79... .26.61....25.09....177.09 08/14/09....24.06....25.49....29.37....28.84....28.80... .28.44....27.51....192.50 08/21/09....25.76....26.05....27.65....29.20....27.95... .27.06....26.51....190.17 __________________________Year_Ago________________ __________ 08/15/08....22.68....22.52....24.89....24.34....24.33... .24.53....24.24....167.53 08/22/08....21.77....22.44....24.31....24.73....24.34... .23.70....24.81....166.10 08/29/08....22.85....22.93....24.60....25.45....25.48... .26.26....25.49....173.06 09/05/08....22.43....22.30....23.18....25.44....25.25... .26.30....24.49....169.39 09/12/08....21.97....21.25....22.92....21.60....21.67... .21.08....22.05....152.54 =============Daily US Industrial Demand Model (BCF)=============== _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....20.07....19.79....20.05....19.41....19.84... .20.16....20.21....139.53 06/26/09....20.00....19.99....20.24....20.76....21.51... .20.48....20.22....143.20 07/03/09....20.52....20.22....21.31....21.62....20.91... .20.67....20.72....145.97 07/10/09....20.92....20.92....20.94....21.05....20.82... .20.78....20.14....145.56 07/17/09....20.62....20.57....21.19....20.77....21.20... .21.58....20.89....146.81 07/24/09....20.69....20.74....21.13....21.79....22.40... .22.42....22.16....151.33 07/31/09....21.74....21.48....21.98....21.59....21.59... .21.68....21.62....151.67 08/07/09....21.41....21.16....21.00....21.12....21.26... .21.56....21.77....149.29 08/14/09....21.12....21.04....21.14....21.37....21.13... .21.47....21.26....148.53 08/21/09....21.20....21.13....21.32....21.15....21.47... .21.48....21.73....149.50 __________________________Year_Ago________________ __________ 08/15/08....22.57....22.48....22.96....21.62....21.93... .21.91....21.95....155.42 08/22/08....23.00....23.08....23.15....24.01....23.36... .22.44....22.87....161.91 08/29/08....22.26....22.35....22.58....22.57....22.73... .23.41....23.31....159.21 09/05/08....23.61....22.71....24.21....24.45....24.60... .25.27....24.53....169.38 09/12/08....24.92....24.91....25.06....24.53....24.41... .23.64....23.84....171.30 =============Daily US Storage Demand Model (BCF)================ _Week____Sat____Sun___ Mon___Tue___Wed___ Thr____Fri____Total 06/19/09....14.30....14.99....14.76....13.40....12.79... .12.58....11.18......94.00 06/26/09....12.04....11.96....11.52......9.57......8.83. .....8.23......7.85......70.00 07/03/09....10.19....11.55......9.53....10.57....10.72.. ..11.47....10.97......75.00 07/10/09....14.33....15.91....14.49....11.81....10.69... .10.79....11.98......90.00 07/17/09......9.57....11.72....10.52....10.53......8.26. .....7.95......7.44......66.00 07/24/09......8.34....12.49....10.36....10.54......9.71. ...10.10......9.46......71.00 07/31/09......9.00....10.14....11.17......9.59......8.29 ......8.85......8.96......66.00 08/07/09......9.67....11.69....10.96......9.46......6.64 ......6.59......8.00......63.00 08/14/09......9.46....10.00......7.14......6.04......6.2 5......5.43......7.68......52.00 08/21/09......7.00......9.10......8.52......6.56......5. 05......6.74......6.30......49.29 __________________________Year_Ago________________ __________ 08/15/08....11.99....13.16....13.06....12.04....13.31... .12.57....11.29......87.41 08/22/08....15.23....17.03....16.05....13.25....13.03... .12.88....13.95....101.41 08/29/08....12.54....13.92....12.38....12.70....11.63... .12.79....13.44......89.41 09/05/08....13.25....12.02......5.08....11.25......5.46. .....4.76......5.93......57.76 09/12/08....10.35....11.11....11.65......8.63......8.45. .....9.51......7.21......66.90 ===================================Monthly.Demand. Samplings.(BCF/Day)====================================== .......................Generation................. ...................Industrial..................... ...............Paper.............................. ..Paperboard* ..........2006....2007....2008....2009.......2006. ...2007....2008....2009.......2006..2007..2008..20 09.......2006....2007....2008....2009 .........=====..=====..=====..=====.....=====..=== ==..=====..=====......====..====..====..====...... =====..=====..=====..===== 01......2.857...4.054...4.912...4.451......1.420.. .1.678...1.814...1.600...... .055.. .064.. .085.. .059...... .0222.. .0283.. .0284.. .0214 02......3.491...4.211...4.332...4.450......1.401.. .1.708...1.831...1.603...... .054.. .064.. .080.. .056...... .0248.. .0271.. .0254.. .0235 03......3.452...3.578...4.000...4.207......1.362.. .1.698...1.830...1.587...... .054.. .059.. .083.. .060...... .0233.. .0220.. .0236.. .0227 04......3.627...4.164...4.752...4.257......1.401.. .1.773...1.760...1.523...... .049.. .063.. .076.. .054...... .0203.. .0211.. .0218.. .0217 05......4.097...4.691...4.441...4.626......1.488.. .1.671...1.765...1.435...... .053.. .056.. .066.. .055...... .0192.. .0204.. .0210.. .0225 06......5.323...5.539...5.624...5.333......1.428.. .1.634...1.740...1.506...... .057.. .058.. .060.. .060...... .0186.. .0197.. .0188.. .0236 07......7.010...6.495...6.536...6.472......1.428.. .1.716...1.716...1.575...... .056.. .062.. .058.. .060...... .0194.. .0203.. .0174.. .0234 08......6.826...7.745...6.554...6.932i.....1.568.. .1.669...1.689...1.585i..... .055.. .054.. .058.. .057i...... .0188.. .0209.. .0216.. .0233i 09......5.102...5.942...5.621..................1.5 63...1.717...1.788.................. .049.. .062.. .067.. ............. .0193.. .0174.. .0198.. .......... 10......4.911...5.392...4.954..................1.5 87...1.766...1.644.................. .062.. .064.. .058.. ............. .0225.. .0204.. .0154.. .......... 11......3.835...4.289...4.093..................1.5 49...1.804...1.656.................. .053.. .074.. .056.. ............. .0246.. .0262.. .0214.. .......... 12......3.871...4.726...4.549..................1.6 45...1.832r..1.647.................. .060.. .078.. .061.. ............. .0270.. .0282.. .0188.. .......... .................Chemical (All)..............Chemical (Fertilizer)*.....................Refining*....... ........................LNG Frac* .........2006..2007..2008..2009....2006..2007..200 8..2009.....2006..2007..2008..2009......2006....20 07....2008....2009 .........====..====..====..====....====..====..=== =..====.....====..====..====..====.....=====..==== =..=====..===== 01..... .239.. .347.. .303.. .294.... .175.. .236.. .202.. .184..... .248.. .268.. .313.. .322..... .0205.. .0412.. .0706.. .0589 02..... .227.. .328.. .340.. .302.... .160.. .215.. .233.. .197..... .253.. .275.. .297.. .298..... .0211.. .0639.. .0656.. .0644 03..... .252.. .353.. .324.. .341.... .168.. .226.. .241.. .220..... .215.. .258.. .309.. .294..... .0231.. .0692.. .0685.. .0602 04..... .264.. .346.. .329.. .339.... .198.. .237.. .241.. .223..... .226.. .310.. .319.. .294..... .0227.. .0687.. .0571.. .0621 05..... .275.. .315.. .340.. .313.... .192.. .204.. .241.. .213..... .265.. .248.. .345.. .243..... .0238.. .0688.. .0208.. .0625 06..... .220.. .328.. .340.. .322.... .121.. .210.. .241.. .202..... .273.. .267.. .317.. .252..... .0228.. .0561.. .0581.. .0565 07..... .227.. .326.. .334.. .321.... .125.. .209.. .235.. .200..... .267.. .304.. .291.. .258..... .0191.. .0723.. .0591.. .0458 08..... .317.. .318.. .320.. .309i... .196.. .218.. .216.. .209i..... .286.. .301.. .294.. .264i.... .0195.. .0405.. .0612.. .0601i 09..... .301.. .303.. .359.. ........... .208.. .201.. .233.. ............ .267.. .316.. .301.. ............ .0204.. .0746.. .0616.. .......... 10..... .324.. .308.. .311.. ........... .203.. .208.. .213.. ............ .276.. .339.. .309.. ............ .0184.. .0769.. .0603.. .......... 11..... .317.. .341.. .317.. ........... .203.. .230.. .232.. ............ .264.. .331.. .321.. ............ .0174.. .0766.. .0626.. .......... 12..... .350.. .348.. .302.. ........... .234.. .244.. .200.. ............ .250.. .324.. .331.. ............ .0663.. .0720.. .0571.. .......... .......................Ethanol.................... ................Auto*............................. ...............Glass*............................. ...Mining & Minerals* .........2006..2007..2008..2009......2006....2007. ...2008....2009.......2006....2007....2008....2009 .......2006....2007....2008....2009 .........====..====..====..====....=====..=====..= ====..=====.....=====..=====..=====..=====.....=== ==..=====..=====..===== 01..... .070.. .101.. .139.. .188......0075.. .0115.. .0117.. .0087..... .0157.. .0147.. .0114.. .0144..... .0697.. .0811.. .0719.. .0586 02..... .072.. .102.. .142.. .192......0078.. .0132.. .0127.. .0082..... .0159.. .0152.. .0145.. .0144..... .0671.. .0737.. .0713.. .0617 03..... .073.. .104.. .145.. .187......0087.. .0110.. .0087.. .0067..... .0157.. .0150.. .0151.. .0136..... .0697.. .0661.. .0767.. .0613 04..... .074.. .108.. .140.. .188......0058.. .0067.. .0026.. .0055..... .0153.. .0151.. .0146.. .0130..... .0713.. .0774.. .0692.. .0461 05..... .075.. .117.. .147.. .209......0057.. .0051.. .0050.. .0034..... .0148.. .0145.. .0143.. .0128..... .0712.. .0726.. .0662.. .0477 06..... .084.. .120.. .147.. .228......0050.. .0052.. .0038.. .0024..... .0148.. .0144.. .0141.. .0120..... .0710.. .0742.. .0685.. .0446 07..... .074.. .119.. .146.. .235......0035.. .0039.. .0034.. .0030..... .0133.. .0145.. .0145.. .0122..... .0712.. .0757.. .0679.. .0499 08..... .088.. .124.. .159.. .222i.....0049.. .0050.. .0030.. .0032i.... .0146.. .0147.. .0142.. .0126i..... .0668.. .0728.. .0656.. .0507i 09..... .091.. .129.. .171.. .............0050.. .0048.. .0044.. .............. .0149.. .0150.. .0140.. .............. .0768.. .0738.. .0624.. .......... 10..... .091.. .123.. .165.. .............0071.. .0055.. .0052.. .............. .0146.. .0148.. .0144.. .............. .0876.. .0731.. .0639.. .......... 11..... .091.. .126.. .173.. .............0077.. .0073.. .0058.. .............. .0157.. .0132.. .0145.. .............. .0714.. .0719.. .0614.. .......... 12..... .098.. .136.. .186.. .............0053.. .0087.. .0077.. .............. .0148.. .0108.. .0136.. .............. .0667.. .0714.. .0669.. .......... ....................Metals (All).................Metals (Aluminum).....................Metals (Copper).......................Metals (Steel) .........2006..2007..2008..2009....2007..2007..200 8..2009......2006....2007....2008....2009......200 6..2007..2008..2009 .........====..====..====..====....====..====..=== =..====.....=====..=====..=====..=====.....====..= ===..====..==== 01..... .272.. .283.. .310.. .179......015.. .032.. .015.. .012..... .0304.. .0310.. .0290.. .0286..... .220.. .215.. .262.. .135 02..... .250.. .292.. .311.. .169......015.. .031.. .014.. .010..... .0294.. .0336.. .0310.. .0265..... .199.. .221.. .262.. .128 03..... .237.. .283.. .308.. .142......015.. .029.. .014.. .008..... .0296.. .0301.. .0315.. .0216..... .185.. .217.. .258.. .109 04..... .240.. .298.. .270.. .091......033.. .033.. .013.. .011..... .0237.. .0293.. .0299.. .0230..... .178.. .231.. .222.. .054 05..... .251.. .288.. .268.. .084......033.. .031.. .013.. .011..... .0244.. .0268.. .0348.. .0233..... .187.. .226.. .216.. .047 06..... .246.. .272.. .256.. .099......031.. .016.. .013.. .011..... .0226.. .0225.. .0310.. .0201..... .187.. .228.. .208.. .065 07..... .246.. .260.. .257.. .139......032.. .017.. .013.. .009..... .0226.. .0289.. .0279.. .0233..... .187.. .211.. .212.. .104 08..... .251.. .270.. .271.. .160i.....036.. .017.. .016.. .008i.... .0226.. .0352.. .0337.. .0240i..... .189.. .213.. .217.. .125i 09..... .261.. .271.. .291.. .............033.. .018.. .051.. ............ .0273.. .0309.. .0319.. .............. .196.. .218.. .204.. ........ 10..... .243.. .280.. .209.. .............031.. .018.. .012.. ............ .0284.. .0272.. .0360.. .............. .179.. .230.. .157.. ........ 11..... .265.. .265.. .190.. .............038.. .018.. .011.. ............ .0297.. .0255.. .0318.. .............. .193.. .217.. .144.. ........ 12..... .268.. .297.. .204.. .............034.. .018.. .011.. ............ .0325.. .0272.. .0308.. .............. .197.. .248.. .159.. ........ ...............Building Materials (All)................Bldg Mtls (Lumber)................Bldg Mtls (Masonry & Brick)..................Bldg Mtls (Cement) ..........2006....2007....2008....2009......2006.. ..2007....2008....2009.......2006....2007....2008. ...2009.........2006......2007......2008......2009 .........=====..=====..=====..=====....=====..==== =..=====..=====.....=====..=====..=====..=====.... .======..======..======..====== 01..... .0522.. .0481.. .0451.. .0390......0074.. .0071.. .0073.. .0100..... .0085.. .0118.. .0095.. .0066..... .00273.. .00342.. .00218.. .00224 02..... .0534.. .0503.. .0443.. .0367......0082.. .0101.. .0069.. .0111..... .0110.. .0112.. .0081.. .0057..... .00331.. .00285.. .00285.. .00327 03..... .0516.. .0446.. .0487.. .0378......0074.. .0071.. .0128.. .0113..... .0121.. .0097.. .0090.. .0044..... .00231.. .00266.. .00221.. .00696 04..... .0546.. .0456.. .0508.. .0378......0083.. .0073.. .0155.. .0115..... .0127.. .0117.. .0083.. .0058..... .00215.. .00233.. .00241.. .00614 05..... .0555.. .0463.. .0441.. .0368......0092.. .0063.. .0138.. .0112..... .0129.. .0113.. .0081.. .0065..... .00248.. .00307.. .00179.. .00645 06..... .0542.. .0473.. .0427.. .0328......0086.. .0069.. .0128.. .0106..... .0129.. .0098.. .0083.. .0068..... .00264.. .00283.. .00194.. .00287 07..... .0507.. .0472.. .0465.. .0313......0072.. .0084.. .0136.. .0100..... .0131.. .0099.. .0081.. .0058..... .00226.. .00279.. .00330.. .00262 08..... .0479.. .0479.. .0440.. .0334i.....0069.. .0073.. .0123.. .0104i.... .0121.. .0102.. .0089.. .0051i..... .00189.. .00218.. .00236.. .00266i 09..... .0488.. .0465.. .0455.. ...............0079.. .0065.. .0120.. .............. .0124.. .0096.. .0082.. .............. .00222.. .00233.. .00303.. ............ 10..... .0471.. .0464.. .0465.. ...............0076.. .0069.. .0133.. .............. .0120.. .0094.. .0085.. .............. .00162.. .00222.. .00198.. ............ 11..... .0484.. .0465.. .0453.. ...............0080.. .0068.. .0133.. .............. .0114.. .0092.. .0087.. .............. .00234.. .00207.. .00274.. ............ 12..... .0462.. .0430.. .0425.. ...............0070.. .0070.. .0113.. .............. .0111.. .0084.. .0086.. .............. .00303.. .00251.. .00223.. ............ .....................Bldg Mtls (Asphalt)...................................Food.. ..........................Agriculture & Livestock*........................Agricultural Irrigation* ............2006......2007......2008......2009.... ..2006....2007....2008....2009.......2006....2007. ...2008....2009.........2006........2007........20 08........2009 .........======..======..======..======....=====.. =====..=====..=====.....=====..=====..=====..===== .....=======..=======..=======..======= 01..... .00041.. .00052.. .00063.. .00045......0427.. .0460.. .0470.. .0568..... .0113.. .0132.. .0090.. .0136..... .000077.. .000092.. .000078.. .000070 02..... .00032.. .00047.. .00080.. .00055......0440.. .0467.. .0458.. .0560..... .0113.. .0121.. .0094.. .0120..... .000286.. .000083.. .000040.. .000066 03..... .00036.. .00025.. .00112.. .00077......0428.. .0421.. .0435.. .0510..... .0116.. .0096.. .0087.. .0118..... .000079.. .000066.. .000081.. .000072 04..... .00065.. .00064.. .00113.. .00090......0424.. .0429.. .0423.. .0489..... .0100.. .0113.. .0084.. .0106..... .000073.. .000106.. .000057.. .000087 05..... .00050.. .00052.. .00126.. .00081......0430.. .0406.. .0404.. .0479..... .0107.. .0099.. .0085.. .0095..... .000092.. .000142.. .000021.. .000047 06..... .00087.. .00053.. .00084.. .00090......0400.. .0348.. .0399.. .0471..... .0110.. .0102.. .0077.. .0089..... .000142.. .000168.. .000065.. .000074 07..... .00095.. .00049.. .00087.. .00107......0319.. .0329.. .0350.. .0400..... .0115.. .0102.. .0056.. .0072..... .000255.. .000224.. .000076.. .000199 08..... .00091.. .00096.. .00073.. .00109i.....0329.. .0333.. .0366.. .0404i.... .0087.. .0074.. .0050.. .0083i..... .000171.. .000136.. .000084.. .000075i 09..... .00089.. .00116.. .00067.. .................0350.. .0283.. .0385.. .............. .0099.. .0085.. .0081.. .............. .000100.. .000076.. .000111.. .............. 10..... .00089.. .00103.. .00107.. .................0375.. .0337.. .0402.. .............. .0161.. .0097.. .0100.. .............. .005659.. .000087.. .000084.. .............. 11..... .00102.. .00084.. .00072.. .................0380.. .0350.. .0440.. .............. .0107.. .0090.. .0116.. .............. .000137.. .000065.. .000059.. .............. 12..... .00036.. .00073.. .00061.. .................0464.. .0434.. .0520.. .............. .0127.. .0096.. .0137.. .............. .000119.. .000089.. .000074.. .............. ......* = Experimental Sampling =============================Crude Oil, NYMEX Light Sweet================================= ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits ....................................(Net Positions, in MBBL's)........................................... .(Millions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.......(Mostly..................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Refiners?)__(E&P's)_ ...2001........................................... .................................................. ..$.-19.......$...60.....$...-2,413.....$...2,372 ...2002........................................... .................................................. ......70..........164...........3,443.........-3,678 ...2003........................................... .................................................. .....-19..........233..............478............-692 ...2004........................................... .................................................. ......12..........716...........4,396.........-5,125 ...2005........................................... .................................................. ...-309..........441...........8,627.........-8,759 ...2006........................................... .................................................. .....-35.........-520.........-2.313...........2,867 ...2007........................................... .................................................. ...-429.......2,134.........31,474.......-33,179 ...2008........................................... .................................................. .....190......2,113........-19,681........17,379 2001-08................................................ ..............................................-539.......5,341.........24,011.......-28,815 12/02/08..........-4,471.......2,249.....598,755.....-596,533.....................144.......2,134.......-18,345.........16,067 12/09/08...........2,182.....10,807.....584,622.....-597,611.....................153.......2,107.......-21,247.........18,986 12/16/08..........-3,353.....64,120.....566,896.....-627,663.....................165.......2,048.......-20,327.........18,115 12/23/08..........-1,881.....72,570.....550,623.....-621,312.....................194.......1,415.......-25,749.........24,141 12/30/08..............283.....64,548.....571,995.....-636,786.....................194.......1,746.......-22,876.........20,936 01/06/09........-10,102.....76,658.....588,650.....-655,186......................-24..........286..........2,316..........-2,578 01/13/09.............-789.....53,294.....621,835.....-674,340.......................54.........-462.........-4,154...........4,563 01/20/09..........-7,718.....46,134.....633,949.....-672,365.......................39.........-425.........-3,534...........3,919 01/27/09........-10,878.....51,652.....635,238.....-676,012.......................23.........-303.........-1,735...........2,016 02/03/09..........-2,621.....29,276.....638,532.....-665,187.......................27.........-333.........-2,245...........2,551 02/10/09..............447.....16,578.....623,432.....-640,457.......................28.........-395.........-4,269...........4,637 02/17/09..........-9,325.....45,016.....629,554.....-665,245.......................39.........-476.........-5,910...........6,347 02/24/09...........1,795.....28,749.....588,487.....-619,031.......................18.........-318.........-3,433...........3,733 03/03/09..........-3,269.........-532.....613,910.....-610,109.......................27.........-213.........-1,873...........2,059 03/10/09.........12,919......-6,015.....641,564.....-648,468.......................25.........-219.............637.............-443 03/17/09...........2,883.....13,507.....660,645.....-677,035.......................38.........-179..........2,909..........-2,768 03/24/09...........5,084.....17,637.....639,673.....-662,394.......................56.........-111..........5,712..........-5,657 03/31/09...........4,905.......6,546.....647,102.....-658,553.......................37.........-154..........3,252..........-3,135 04/07/09...........6,751.....12,493.....650,424.....-669,668.......................32.........-168..........2,917..........-2,781 04/14/09...........9,146.......4,962.....671,472.....-685,580.......................30.........-155..........3,060..........-2,935 04/21/09.........12,020....-14,605.....635,931.....-633,346........................-2.........-127..........1,190..........-1,060 04/28/09..........-7,397..........308.....650,007.....-642,918.......................21.........-164..........3,371..........-3,229 05/05/09...........6,921....-11,285.....667,069.....-662,705.......................14.........-180..........5,945..........-5,779 05/12/09.........14,062.......3,066.....673,149.....-690,277.......................60.........-214..........9,296..........-9,142 05/19/09.........12,736.....35,237.....578,870.....-626,843.......................69.........-167..........9,703..........-9,605 05/26/09.........15,523.....40,122.....569,025.....-624,670.....................108...........-62........11,311........-11,357 06/02/09.........17,034.....39,687.....597,601.....-654,322.....................207..........182...... ..14,861........-15,250 06/09/09.........18,439.....47,883.....589,809.....-656,131.....................235..........255...... ..15,719........-16,208 06/16/09.........19,911.....26,430.....614,337.....-660,678.....................242..........296...... ..15,968........-16,506 06/23/09.........11,987.....39,370.....572,646.....-624,003.....................215..........240...... ..14,974........-15,430 06/30/09.........12,654.....40,777.....576,502.....-629,933.....................229..........284...... ..15,605........-16,117 07/07/09.........12,523.....15,357.....620,812.....-648,692.....................141............94..... ...11,427........-11,663 07/14/09.........12,313.....16,157.....641,755.....-670,225.......................99............41.... ......9,295..........-9,435 07/21/09...........9,291.......2,218.....633,889.....-645,398.....................156............96..... ...12,616........-12,868 07/28/09...........9,632.......4,576.....640,468.....-654,676.....................180..........105...... ..14,214........-14,499 08/04/09.........12,598.....34,145.....621,573.....-668,316.....................230..........221...... ..16,835........-17,287 08/11/09.........12,701.....27,077.....594,530.....-634,308.....................205..........166...... ..15,657........-16,029 08/18/09.............-752.....22,698.....614,569.....-636,515.....................197..........157...... ..15,510........-15,864 ================================Natural Gas, NYMEX===================================== ...........................CFTC COT & COT-Derived Positions............................Estimated Year-To-Date Profits .............................(Net Positions, in 10,000 MMBTU's)......................................(Mil lions of US Dollars) ........................========================== ======.............=============================== ==== .................................................. .....-----Commercials-----.................................................-----Commercials----- .................................................. .....Buy-Side.....Sell-Side.............................................. ...Buy-Side.....Sell-Side ........................---Speculators---...(Utilities &....................................---Speculators---.....(Utilities &................... __YTD_______Small___Large__ Industrial)___(E&P's)_________Small____Large__ Industrial)__(E&P's)_ ...2001........................................... ..................................................-1,231..........632........-26,832........27,431 ...2002........................................... .................................................. ....399............22...........7,130.........-7,551 ...2003........................................... .................................................. ....146..........193...........3,671.........-4,010 ...2004........................................... .................................................. ....106..........746..............308.........-1,160 ...2005........................................... .................................................. .1,665...........-14...........6,974.........-8,625 ...2006........................................... ..................................................-1,621.......1,113........-11,570........12,078 ...2007........................................... .................................................. ....302.........-110...........5,825.........-6,017 ...2008........................................... .................................................. ...-842.......4,707..........-1,779.........-2,086 2001-08................................................ ...........................................-1,076.......7,289........-16,273........10,060 12/02/08..........41,031..-153,739.....293,148.....-180,440...................-423.......3,051...........1,347.........-3,975 12/09/08..........38,823..-158,811.....299,191.....-179,203...................-865.......4,788..........-1,944.........-1,980 12/16/08..........39,797..-162,844.....301,419.....-178,382...................-795.......4,501..........-1,404.........-2,302 12/23/08..........34,748..-154,613.....295,732.....-175,867...................-934.......5,100..........-2,536.........-1,630 12/30/08..........36,152..-144,814.....284,297.....-175,635...................-813.......4,596..........-1,556.........-2,227 01/06/09..........38,441..-147,301.....292,777.....-183,917...................-180.........-691...........1,372............-861 01/13/09..........36,711..-141,903.....297,339.....-192,147......................27.........-107..............197............-118 01/20/09..........34,250..-145,821.....299,812.....-188,241...................-271.......1,100..........-2,310..........1,481 01/27/09..........37,353..-145,473.....288,370.....-180,250...................-309.......1,260..........-2,639..........1,688 02/03/09..........34,292..-144,779.....286,695.....-176,208...................-210..........841..........-1,808..........1,178 02/10/09..........38,436..-142,682.....285,959.....-181,713...................-283.......1,144..........-2,410..........1,548 02/17/09..........38,712..-140,524.....297,237.....-195,425...................-468.......1,823..........-3,815..........2,460 02/24/09..........51,943..-148,904.....269,423.....-172,462...................-535.......2,028..........-4,205..........2,712 03/03/09..........38,538..-127,734.....265,809.....-176,613...................-451.......1,749..........-3,621..........2,323 03/10/09..........35,964..-114,064.....254,721.....-176,621...................-658.......2,424..........-5,061..........3,295 03/17/09..........38,340..-115,187.....257,737.....-180,890...................-696.......2,539..........-5,318..........3,475 03/24/09..........49,874..-121,018.....253,059.....-181,915...................-536.......2,123..........-4,426..........2,839 03/31/09..........41,097..-122,458.....253,851.....-172,490...................-783.......2,793..........-5,821..........3,810 04/07/09..........44,552..-126,205.....256,406.....-174,753...................-776.......2,771..........-5,771..........3,776 04/14/09..........45,555..-126,609.....264,604.....-183,550...................-780,......2,783..........-5,793..........3,790 04/21/09..........41,919..-127,987.....264,739.....-178,671...................-849.......2,987..........-6,217..........4,079 04/28/09..........39,679..-128,979.....261,319.....-172,019...................-906.......3,167..........-6,585..........4,324 05/05/09..........38,765..-130,850.....265,773.....-173,688...................-777.......2,737..........-5,712..........3,752 05/12/09..........43,212..-131,737.....267,829.....-179,304...................-453.......1,700..........-3,604..........2,358 05/19/09..........43,789..-135,210.....278,551.....-187,130...................-636.......2,259..........-4,747..........3,124 05/26/09..........47,412..-131,563.....265,703.....-181,552...................-925.......3,115..........-6,497..........4,307 06/02/09..........43,805..-138,759.....275,375.....-180,421...................-606.......2,169..........-4,603..........3,041 06/09/09..........45,796..-139,653.....277,029.....-183,172...................-836.......2,892..........-6,038..........3,982 06/16/09..........48,411..-153,363.....294,883.....-189,931...................-534.......1,942..........-4,201..........2,793 06/23/09..........45,640..-153,808.....295,530.....-187,362...................-651.......2,326..........-4,940..........3,265 06/30/09..........40,625..-153,269.....299,819.....-187,175...................-732.......2,618..........-5,506..........3,621 07/07/09..........39,473..-160,481.....314,386.....-193,378...................-901.......3,273..........-6,790..........4,417 07/14/09..........52,790..-164,682.....305,396.....-193,504...................-901.......3,289..........-6,824..........4,436 07/21/09..........40,986..-158,436.....321,954.....-204,504...................-813.......2,983..........-6,226..........4,057 07/28/09..........45,127..-160,950.....303,068.....-187,245...................-809.......2,967..........-6,193..........4,036 08/04/09..........46,280..-161,220.....303,977.....-189,037...................-790.......2,902..........-6,071..........3,959 08/11/09..........47,558..-154,020.....294,170.....-187,708...................-786.......2,881..........-6,034..........3,939 08/18/09..........48,430..-175,327.....322,981.....-196,084...................-987.......3,559..........-7,311..........4,739
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