NORTH AMERICAN RIG WATCH | October 19, 2012

Baker Hughes

Baker Hughes shows 1,837 active rigs as of October 19, 2012, up +4 from a week ago. Oil rigs decreased by -1 (ht: +6, vt-dir: -7) and total gas rigs increased by +5 (ht: -3., vt-dir: +8). Horizontal oil rigs increased by +3 in Permian (TX). Vertical/Directional oil rigs increased by+2 in Bakken (ND) and decreased by -7 in “other” region. Horizontal gas rigs decreased by -4 in Eagle Ford (TX). Vertical/Directional gas rigs increased by +6 in “Other” region.


NORTH AMERICAN RIG WATCH | October 19, 2012

Schlumberger (Smith) STATS

STATS shows 1,784 active rigs as of October 19, 2012, down -7 rigs from a week ago. Oil rigs decreased by -18 (ht: -28, vt-dir: +10.) and total gas rigs increased by +9 (ht: +14, vt-dir: -5). Horizontal oil rigs decreased by -13 in Eagle Ford (TX) and -10 in “Other” region. Vertical/Directional oil rigs increased by +12 in “Other” region to 245, the highest in history. Horizontal gas rigs increased by +17 in Eagle Ford (TX) to 48 and +2 in Haynesville (TX) to 20.


DOE CRUDE STATS | October 17, 2012

October 17, 2012

U.S. crude oil inventories rose by +2,860k bbl in the week ended October 12, while Cushing stocks decreased by -140k bbl. Distillate inventories decreased by -2,218k bbl and gasoline inventories gained +1,720k 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 | October 12, 2012

Commitment of Traders Report - October 12, 2012

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 9. 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 expanded net length in WTI during the week ended October 9 after reducing net length during the previous two weeks. Non-commercial net length rose by +15.2k to.....


OIL PRICE MONITOR | October 12, 2012

October 12, 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 | October 12, 2012

Baker Hughes

Baker Hughes shows 1,833 active rigs as of October 12, 2012, down -2 from a week ago. Oil rigs increased by +13 (ht: +3, vt-dir: +10) and total gas rigs decreased by -15 (ht: -23., vt-dir: +8). Horizontal oil rigs decreased by -3 in Anadarko (OK). Vertical/directional oil rigs decreased by -5 in Permian (TX). Horizontal gas rigs decreased by -2 in Eagle Ford (TX) while vertical/directional rigs increased by +3 in Marcellus ( SWPA ). For oil rigs in “Other” region, horizontal rigs increased by.....


NORTH AMERICAN RIG WATCH | October 12, 2012

Schlumberger (Smith) STATS

STATS shows 1,791 active rigs as of October 5, 2012, up +22 rigs from a week ago. Oil rigs increased by +31 (ht: +15, vt-dir: +16.) and total gas rigs decreased by -9 (ht: -12, vt-dir: +3). Horizontal oil rigs increased by +11 in “Other” region; eight of which came from Texas in areas outside the established shale plays. Vertical/directional oil rigs increased by +15 in Permian (TX). Horizontal gas rigs decreased by -8 in Eagle Ford (TX) to 31.


DOE CRUDE STATS | October 11, 2012

October 11, 2012

U.S. crude oil inventories increased by +1,672k bbl in the week ended October 5, while Cushing stocks rose by +300k bbl. Distillate inventories decreased by -3,177k bbl and gasoline inventories fell by -534k 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 | October 05, 2012

Commitment of Traders Report - October 5, 2012

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 2. 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 cut WTI net length (for the second consecutive week) during the week ended October 2 but at a milder pace. Non-commercial net length fell by -19.3k to 253.9k i.....


OIL PRICE MONITOR | October 05, 2012

October 5, 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.