DOE CRUDE STATS | December 28, 2012

December 28, 2012

U.S. crude oil inventories declined by -586k bbl in the week ended December 21, while Cushing stocks grew by +2,214k bbl. Distillate inventories added +2,423k bbl and gasoline inventories gained +3,782k bbl. Please find attached this week’s detailed statistical report. 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 ). .....


NORTH AMERICAN RIG WATCH | December 21, 2012

December 21, 2012

STATS shows 1,708 active rigs as of December 21, 2012, up +3 from the previous week. Oil rigs increased by +3 to 1,320 (ht: +13, vt-dir: -10) and total gas rigs were unchanged, although rig types shifted (ht: +6, vt-dir: -6). Horizontal oil rigs increased by +6 in the Eagle Ford (TX) and by +4 in the Permian (TX). STATS shows +2 horizontal gas rigs were added in the Northeast and +3 rigs in the Southwest portions of the Marcellus (PA). Baker Hughes shows 1,769 active rigs as of December 21,.....


CFTC COT | December 21, 2012

Commitment of Traders Report - December 21, 2012

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 18. 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-commercial net length expanded across the petroleum complex during the week ended December 18. Non-commercials increased WTI net length by +14.1k to 241.5k in futures an.....


OIL PRICE MONITOR | December 21, 2012

December 21, 2012

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, crude loadings, and weekly DOE EIA data.


DOE CRUDE STATS | December 19, 2012

December 19, 2012

U.S. crude oil inventories declined by -964k bbl in the week ended December 14, while Cushing stocks rose by +145k bbl. Distillate inventories decreased by -1,085k bbl and gasoline inventories gained +2,207k bbl. Please find attached this week’s detailed statistical report. 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)......


CFTC COT | December 14, 2012

Commitment of Traders Report - December 14, 2012

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 11. 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-commercial net length declined across the petroleum complex during the week ended December 11. Non-commercials cut WTI net length to the lowest level since August 14 thi.....


OIL PRICE MONITOR | December 14, 2012

December 14, 2012

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, crude loadings, and weekly DOE EIA data.


NORTH AMERICAN RIG WATCH | December 14, 2012

December 14, 2012

STATS shows 1,705 active rigs as of December 14, 2012, down -26 rigs from a week ago. Oil rigs decreased by -24 (ht: -29, vt-dir: +5.) and total gas rigs decreased by -2 (ht: unch, vt-dir: -2). Horizontal oil rigs decreased by -12 in Eagle Ford (TX) and by -7 in Permian (NM). On the gas side, horizontal rigs in Eagle Ford (TX) dropped by -4. Vertical/Directional oil rigs increased by +3 in Bakken (ND) and Permian (TX) while Marcellus ( SWPA ) vertical/directional gas rigs dropped by -3. Bak.....


DOE CRUDE STATS | December 12, 2012

December 12, 2012

U.S. crude oil inventories rose by +843k bbl in the week ended December 7, while Cushing stocks increased by +1,187k bbl. Distillate inventories gained +2,986k bbl and gasoline inventories built +5,000k bbl. Please find attached this week’s detailed statistical report. 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). Ma.....


CFTC COT | December 07, 2012

Commitment of Traders Report - December 7, 2012

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 4. 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. WTI non-commercial net length expanded during the week ended December 4. Non-commercials increased WTI net length by +14.2k to 258.2k in futures and by +14.1k to 317.1k in f.....