NORTH AMERICAN RIG WATCH
| February 16, 2018
North American Rig Watch: February 16, 2018
US: Baker Hughes shows 975 active rigs as of February 16, 2018, unchanged from the previous week. Oil rigs increased by +7 to 798 (ht: +10; vt-dir: -3), and gas-directed rigs decreased by -7 to 177 (ht: -3; vt-dir: -4). Horizontal oil rigs increased by +6 in Anadarko (OK), by +2 in Eagle Ford (TX) and by +8 in Other areas not associated with a specific play, while declining by -3 in Permian (NM), by -1 in Anadarko (TX), by -1 in Bakken (ND) and by -1 in Permian (TX). Horizontal gas rigs increas.....
DOE CRUDE STATS
| February 14, 2018
February 14, 2018
U.S. crude oil inventories increased by +1841k bbl in the week ended February 09, while Cushing stocks declined by -3642k bbl. Distillate inventories fell by -459k bbl and gasoline inventories rose by +3599k 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 : Increased .....
CFTC COT
| February 09, 2018
Commitments of Traders Report – February 09, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 06. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoil , but decreased in Brent, gasoline, natural gas, heating oil and WTI during the reference week. Non-commercials net length in natural gas declined by -6.5k to +127.8k in futures and fell by -19.0k.....
NORTH AMERICAN RIG WATCH
| February 09, 2018
February 9, 2018
US: Baker Hughes shows 975 active rigs as of February 09, 2018, higher by +29 from the previous week. Oil rigs increased by +26 to 791 (ht: +18; vt-dir: +8), and gas-directed rigs increased by +3 to 184 (ht: +6; vt-dir: -3). Horizontal oil rigs increased by +7 in Permian (TX), by +4 in Bakken (ND), by +4 in Eagle Ford (TX), by +2 in Permian (NM) and by +2 in Other areas not associated with a specific play, while declining by -1 in Anadarko (OK). Horizontal gas rigs increased by +3 in Haynesvill.....
NGL MARKET RECAP
| February 07, 2018
February 7, 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
| February 07, 2018
February 7, 2018
U.S. crude oil inventories rose by +1895k bbl in the week ended February 02, while Cushing stocks fell by -711k bbl. Distillate inventories increased by +3926k bbl and gasoline inventories rose by +3414k 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 +1.9m .....
CRUDE LOADINGS REPORT
| February 06, 2018
February 6, 2018
OPEC and Non- OPEC supply-cut deal participants covered in our report are Angola, Iraq, Equatorial Guinea, Russia, Kazakhstan, and Azerbaijan. March NSea loadings will be steady at 1.87 mb/d, while March WAF loadings are expected to fall to 4 mb/d, down by -53 kb/d MoM, mainly driven by lower Nigerian programs. February Iraqi Basrah loadings will approach to an all-time high of 3.9 mb/d, while February Russian programs will keep relatively unchanged to their January levels, averaging 2.41 .....
CFTC COT
| February 02, 2018
Commitments of Traders Report – February 02, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 30. 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, gasoil and WTI , but decreased in Brent, gasoline and heating oil during the reference week. Non-commercials net length in natural gas grew by +27.6k to +134.2k in futures and rose by +10.2k .....
NORTH AMERICAN RIG WATCH
| February 02, 2018
February 2, 2018
US: Baker Hughes shows 946 active rigs as of February 02, 2018, lower by -1 from the previous week. Oil rigs increased by +6 to 765 (ht: +6; vt-dir: unch), and gas-directed rigs decreased by -7 to 181 (ht: -6; vt-dir: -1). Horizontal oil rigs increased by +2 in Anadarko (TX), by +1 in Anadarko (OK), by +1 in Bakken (ND) and by +3 in Other areas not associated with a specific play, while declining by -1 in Eagle Ford (TX). Horizontal gas rigs increased by +1 in Haynesville (TX) and by +1 in Marc.....