CFTC COT | August 31, 2012

Commitment of Traders Report - August 31, 2012

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 28. 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 WTI net length during the week ended August 28. Non-commercial net length rose by +15.7k to 271.4k in futures and by +19.0k to 324.8k in futures and .....

OIL PRICE MONITOR | August 31, 2012

August 31, 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 | August 31, 2012

Baker Hughes

Baker Hughes shows 1,892 active rigs as of August 31, 2012, down -2 from a week ago. Oil rigs went up by +11 (ht: +5, vt-dir: +6) and total gas rigs went down by -13 (ht: -15, vt-dir: +2). Horizontal oil rigs went down by -2 in Monterey (CA) and vertical/directional oil rigs went up by +6 in Eagle Ford (TX), while going down by -5 in Permian (TX). Horizontal gas rigs went down by -6 in Eagle Ford (TX) and by -5 in Granite Wash (TX).

NORTH AMERICAN RIG WATCH | August 31, 2012

Schlumberger (SMITH) Stats

TATS shows 1,835 active rigs as of August 31, 2012, down -9 rigs from a week ago. Oil rigs were down by -1 (ht: +15, vt-dir: -16) and total gas rigs decreased by -8 (ht: +1, vt-dir: -9). Horizontal oil rigs went up by +14 in Eagle Ford (TX), followed by +5 in Anadarko (OK) and by +3 in Bakken (MT), while going down by -3 in Bakken (ND) and by -2 in Anadarko (TX) and Permian (TX). Vertical/Directional oil rigs went down by -3 in Permian (TX) and by -2 in Anadarko (OK). Horizontal gas rigs wen.....

DOE CRUDE STATS | August 29, 2012

August 29, 2012

U.S. crude oil inventories rose by +3,778k bbl in the week ended August 24, while Cushing stocks decreased by -421k bbl. Distillate inventories increased by +873k bbl and gasoline inventories fell by -1,509k 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 | August 24, 2012

Commitment of Traders Report - August 24, 2012

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 21. 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 WTI net length during the week ended August 21. Non-commercial net length increased by +33.3k to 255.7k in futures and by +30.9k to 305.8k in futures .....

OIL PRICE MONITOR | August 24, 2012

August 24, 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 | August 24, 2012

Baker Hughes

Baker Hughes shows 1,894 active rigs as of August 24, 2012, down -15 from a week ago. Oil rigs went down by -17 (ht: +1, vt-dir: -18) and total gas rigs went up by +2 (ht: +5, vt-dir: -3). Horizontal oil rigs went up by +4 in Permian (NM) and +3 in Anadarko (OK), while going down by -3 in Permian (TX). Horizontal gas rigs went down by -3 in Marcellus ( NEPA ), while going up by +5 in Colorado.

NORTH AMERICAN RIG WATCH | August 24, 2012

Schlumberger (SMITH) Stats

STATS shows 1,844 active rigs as of August 24, 2012, up +2 rigs from a week ago. Oil rigs were up by +7 (ht: +2, vt-dir: +5) and total gas rigs decreased by -5 (ht: -6, vt-dir: +1). Horizontal oil rigs went up by +4 in Anadarko (KS) and by +2 in Monterey (CA) and Permian (TX), while going down by -3 in Anadarko (TX) and by -2 in Anadarko (OK) and Permian (NM). Vertical/Directional oil rigs went up by +3 in Eagle Ford (TX), while going down by -3 in Monterey (CA). Horizontal gas rigs went dow.....

DOE CRUDE STATS | August 22, 2012

August 22, 2012

U.S. crude oil inventories declined by -5,412k bbl in the week ended August 17, while Cushing stocks rose by +45k bbl. Distillate inventories increased by +992k bbl and gasoline inventories fell by -962k 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). M.....