CFTC COT | August 17, 2018

Commitments of Traders Report – August 17, 2018

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 14. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas , but decreased in Brent, gasoline, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas increased by +58.6k to +254.7k in futures and grew by +55.1k.....

NORTH AMERICAN RIG WATCH | August 17, 2018

August 17, 2018

US: Baker Hughes shows 1055 active rigs as of August 17, 2018, unchanged from the previous week. Oil rigs were unchanged at 869 (ht: -2; vt-dir: +2), and gas-directed rigs were unchanged at 186 (ht: unch; vt-dir: unch). Horizontal oil rigs increased by +2 in Anadarko (TX) and by +1 in Permian (TX), while declining by -2 in Anadarko (OK), by -1 in Eagle Ford (TX), by -1 in Permian (NM) and by -1 in Other areas not associated with a specific play. Horizontal gas rigs increased by +2 in Marcellus .....

NGL MARKET RECAP | August 15, 2018

August 15, 2018

Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.

DOE CRUDE STATS | August 15, 2018

August 15, 2018

U.S. crude oil inventories grew by +6805k bbl in the week ended August 10, while Cushing stocks rose by +1643k bbl. Distillate inventories increased by +3566k bbl and gasoline inventories declined by -740k bbl. We also remind our clients that in-depth analysis of DOE weekly petroleum statistical releases can be conducted using the “Commodities Analytical Toolkit” in the Data Portal section of our website ( www.lcmc-research.com ). Major data points: Crude oil inventories : Grew by +6.8.....

CFTC COT | August 10, 2018

Commitments of Traders Report – August 10, 2018

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 07. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas and gasoil , but decreased in Brent, gasoline, heating oil and WTI during the reference week. Non-commercials net length in natural gas rose by +49.5k to +196.0k in futures and increased by +38.....

NORTH AMERICAN RIG WATCH | August 10, 2018

August 10, 2018

US: Baker Hughes shows 1055 active rigs as of August 10, 2018, higher by +13 from the previous week. Oil rigs increased by +10 to 869 (ht: +14; vt-dir: -4), and gas-directed rigs increased by +3 to 186 (ht: -2; vt-dir: +5). Horizontal oil rigs increased by +4 in Permian (NM), by +3 in Permian (TX), by +2 in Anadarko (TX), by +2 in Monterey (CA) and by +6 in Other areas not associated with a specific play, while declining by -2 in Eagle Ford (TX) and by -1 in Barnett Combo (TX). Horizontal gas r.....

NGL MARKET RECAP | August 08, 2018

August 8, 2018

Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.

DOE CRUDE STATS | August 08, 2018

August 08, 2018

U.S. crude oil inventories declined by -1351k bbl in the week ended August 03, while Cushing stocks fell by -590k bbl. Distillate inventories increased by +1230k bbl and gasoline inventories rose by +2900k bbl. We also remind our clients that in-depth analysis of DOE weekly petroleum statistical releases can be conducted using the “Commodities Analytical Toolkit” in the Data Portal section of our website ( www.lcmc-research.com ). Major data points: Crude oil inventories : Fell by -1.3.....

CRUDE LOADINGS REPORT | August 03, 2018

August 3, 2018

OPEC and Non- OPEC supply-cut deal participants covered in our report are Angola, Iraq, Equatorial Guinea, the Republic of the Congo, Russia, Kazakhstan, and Azerbaijan. September NSea loadings are expected to fall by -48 kb/d MoM to 1.74 mb/d, while WAF programs will increase by +84 kb/d MoM to 4 mb/d, led by higher Angolan supply. At 3,551 kb/d, Iraqi Basrah loadings increased to their record-high in July according to tanker tracking data. August Russian loadings are set to rise to 2.51 .....

CFTC COT | August 03, 2018

Commitments of Traders Report – August 03, 2018

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 31. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, gasoline, gasoil and heating oil , but decreased in natural gas and WTI during the reference week. Non-commercials net length in natural gas rose by +8.7k to +147.4k in futures and decreased by -0.8k .....