CFTC COT | April 12, 2013

Commitment of Traders Report - April 9, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 9, 2013. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercials increased net length in natural gas, but decreased length in WTI , gasoline and heating oil this week. Non-commercials’ net length in WTI declined by -22......


OIL PRICE MONITOR | April 12, 2013

April 12, 2013

Attached is this week’s Oil Price Monitor, which provides an overview of global oil market activity across a range of dimensions, from spot crude and product prices to forward curves, refining margins, product arbitrage, and crude loadings.


NORTH AMERICAN RIG WATCH | April 12, 2013

April 12, 2013

STATS shows 1,675 active rigs as of April 12, 2013, lower by -24 for the week. Rigs drilling for oil decreased by -2 to 1,337 (ht: -9; vt-dir: +7) and gas rigs fell by -22 to 338 (ht: -16; vt-dir: -8). STATS showed that horizontal oil rigs jumped by +6 and +5 in the Anadarko (OK) and Eagle Ford (TX) to 99 and 191, respectively, but declined by -3 to 188 in the Bakken (ND). Horizontal gas rigs declined in most US shale plays, including by -2 to 15 in the Eagle Ford (TX) and by -3 to 23 in the .....


DOE CRUDE STATS | April 10, 2013

April 10, 2013

U.S. crude oil inventories increased by +250k bbl in the week ended April 5, while Cushing stocks rose by +889k bbl. Distillate inventories fell by -169k bbl and gasoline inventories grew by +1699k 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 by +0.25m bb.....


CFTC COT | April 05, 2013

Commitment of Traders Report - April 2, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 2, 2013. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercials increased net length in WTI , natural gas and heating oil this week, but reduced net positions in RBOB . Non-commercials’ net length in WTI grew by +4.1k.....


OIL PRICE MONITOR | April 05, 2013

April 5, 2013

Attached is this week’s Oil Price Monitor, which provides an overview of global oil market activity across a range of dimensions, from spot crude and product prices to forward curves, refining margins, product arbitrage, and crude loadings.


NORTH AMERICAN RIG WATCH | April 05, 2013

April 5, 2013

STATS shows 1,699 active rigs as of April 5, 2013, higher by +26 for the week. Rigs drilling for oil increased by +28 to 1,339 (ht: +25; vt-dir: +3) while gas rigs fell by -2 to 360 (ht: +2; vt-dir: -4). STATS showed that horizontal oil rigs increased by +6 to 191 in the Bakken (ND) and by +4 to 186 in the Eagle Ford (TX). Baker Hughes shows 1,732 active rigs as of April 5, 2013, lower by -11 for the week. Oil rigs increased by +3 to 1,357 (ht: -4; vt-dir: +7) while gas-directed rigs decrea.....


DOE CRUDE STATS | April 03, 2013

April 3, 2013

U.S. crude oil inventories built by +2707k bbl in the week ended March 29, while Cushing stocks declined by -287k bbl. Distillate inventories decreased by -2266k bbl and gasoline inventories drew -572k 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 : Rose by +2.71m bbl.....


OIL PRICE MONITOR | March 30, 2013

March 29, 2013

Attached is this week’s Oil Price Monitor, which provides an overview of global oil market activity across a range of dimensions, from spot crude and product prices to forward curves, refining margins, product arbitrage, and crude loadings.


CFTC COT | March 30, 2013

Commitment of Traders Report - March 29, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 26, 2013. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercials increased net length in WTI , natural gas and RBOB this week. Non-commercials net length in WTI grew by +24.2k to 360.9k in futures and by +24.6k to 4.....