CFTC COT | January 12, 2018

Commitments of Traders Report – January 12, 2018

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 09. 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, natural gas, heating oil and WTI , but decreased in gasoil during the reference week. Non-commercials net length in natural gas grew by +16.8k to +124.1k in futures and rose by +16.2k to .....

NORTH AMERICAN RIG WATCH | January 12, 2018

January 12, 2018

US: Baker Hughes shows 939 active rigs as of January 12, 2018, higher by +15 from the previous week. Oil rigs increased by +10 to 752 (ht: +4; vt-dir: +6), and gas-directed rigs increased by +5 to 187 (ht: +3; vt-dir: +2). Horizontal oil rigs increased by +4 in Permian (NM) and by +2 in Other areas not associated with a specific play, while declining by -1 in Eagle Ford (TX) and by -1 in Permian (TX). Horizontal gas rigs increased by +2 in Woodford (Arkoma), by +1 in Haynesville (LA) and by +1 .....

NGL MARKET RECAP | January 10, 2018

January 10, 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 | January 10, 2018

January 10, 2018

U.S. crude oil inventories fell by -4948k bbl in the week ended January 05, while Cushing stocks decreased by -2395k bbl. Distillate inventories rose by +4254k bbl and gasoline inventories increased by +4135k 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 -.....

CRUDE LOADINGS REPORT | January 09, 2018

January 9, 2018

OPEC and Non- OPEC supply-cut deal participants covered in our report are Angola, Iraq, Equatorial Guinea, Russia, Kazakhstan, and Azerbaijan. February NSea loadings will fall to 1.84 mb/d, down by -74 kb/d MoM and -157 kb/d YoY. WAF February loadings will increase to 4.03 mb/d, up by +43 kb/d MoM and +85 kb/d YoY. Russian programs are expected to decline further to 2.41 mb/d in January, down by -50 kb/d MoM. January CPC loadings are planned at 1.32 mb/d, +13 kb/d higher than their initi.....

CFTC COT | January 05, 2018

Commitments of Traders Report – January 05, 2018

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 02. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoline, gasoil, heating oil and WTI , but decreased in Brent and natural gas during the reference week. Non-commercials net length in natural gas declined by -3.8k to +107.4k in futures and fell by -2.2.....

NORTH AMERICAN RIG WATCH | January 05, 2018

January 5, 2018

US: Baker Hughes shows 924 active rigs as of January 05, 2018, lower by -5 from the previous week. Oil rigs decreased by -5 to 742 (ht: -2; vt-dir: -3), and gas-directed rigs were unchanged at 182 (ht: +4; vt-dir: -4). Horizontal oil rigs increased by +2 in Permian (TX) and by +1 in Permian (NM), while declining by -2 in Anadarko (OK), by -1 in Eagle Ford (TX) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Eagle Ford (TX), by +1 in Haynesvil.....

CFTC COT | January 04, 2018

[REVISED] Commitments of Traders Report – January 04, 2018

CFTC Published corrections for NYMEX contract market Eur Style Natural Gas Options ( CFTC ID 02365U) in the options and futures combined Legacy and Disaggregated commitment reports dated December 26, 2017. We are republishing the report to coordinate the revisions and no other changes were made to this report. Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 26. We provide all Legacy and Disaggregated trader position.....

DOE CRUDE STATS | January 04, 2018

January 4, 2018

U.S. crude oil inventories decreased by -7419k bbl in the week ended December 29, while Cushing stocks fell by -2441k bbl. Distillate inventories rose by +8899k bbl and gasoline inventories grew by +4813k 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 : Decreased by .....

NGL MARKET RECAP | January 04, 2018

January 4, 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.