NORTH AMERICAN RIG WATCH
| June 22, 2012
Baker Hughes
Baker Hughes shows 1,962 active rigs as of June 22, 2012, down -5 from a week ago. Oil rigs went up by +16 (ht: +18, vt-dir: -2) and total gas rigs went down by -21 (ht: -15, vt-dir: -6). Horizontal oil rigs went up by +4 in Eagle Ford (TX) and +2 in Anadarko (OK) and Permian (TX). Vertical/directional oil rigs went up by +8 in Permian (TX), while going down by -4 in Permian (NM). Horizontal gas rigs went down by -3 in Granite Wash (TX) and Marcellus ( SWPA ), followed by -2 in Barnett (TX), .....
CFTC COT
| June 22, 2012
Commitment of Traders Report - June 22, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 19. 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 shrank net length in WTI for the fifth time in seven weeks during the week ended June 19. Non-commercial net length in in WTI declined by -1.7k to 201.2k in fu.....
NORTH AMERICAN RIG WATCH
| June 22, 2012
Schlumberger (Smith) STATS
STATS shows 1,855 active rigs as of June 22, 2012, up +9 rigs from a week ago. Oil rigs went up by +19 (ht: unch, vt-dir: +19) and total gas rigs went down by -10 (ht: -6, vt-dir: -4). Horizontal oil rigs went down by -9 in Eagle Ford (TX) and by -5 in Bakken (MT), while going up by +3 in Monterey (CA) and Permian (TX). Vertical/Directional oil rigs went up by +10 in Monterey (CA) and by +9 in Permian (TX). Horizontal gas rigs went down by -2 in Granite Wash (TX), while Granite Wash (OK) los.....
OIL PRICE MONITOR
| June 22, 2012
June 22, 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, and weekly DOE EIA data.
DOE CRUDE STATS
| June 20, 2012
June 20, 2012
U.S. crude oil inventories rose by +2,861k bbl in the week ended June 15, while Cushing stocks built +360k bbl. Distillate inventories increased by +1,156k bbl and gasoline inventories gained +943k bbl. Please find attached this week’s detailed statistical report. Major data points: Crude oil inventories : Built +2.86m bbl (vs. the API estimate of -0.6m bbl), driven by a gain of +1.91m bbl in PADD II. Stocks in Cushing increased by +0.36m bbl (vs. the API estimate of +0.6m bbl) and n.....
CFTC COT
| June 15, 2012
Commitment of Traders Report - June 15, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 12. 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. The week ended June 12 was relatively calm for non-commercial net length in in WTI . Non-commercial net length in in WTI fell by -5.9k to 202.9k in futures and was flat at 275......
OIL PRICE MONITOR
| June 15, 2012
June 15, 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, and weekly DOE EIA data.
NORTH AMERICAN RIG WATCH
| June 15, 2012
Baker Hughes
Baker Hughes shows 1,967 active rigs as of June 15, 2012, down -12 from a week ago. Oil rigs went down by -9 (ht: -12, vt-dir: +3) and total gas rigs went down by -3 (ht: -3, vt-dir: unch). Horizontal oil rigs went down by -16 in Eagle Ford (TX) and -3 in Bakken (ND) and Permian (NM), while going up by +2 in Permian (TX). Vertical/directional oil rigs went down by -4 in Eagle Ford (TX), while going up by +3 in Permian (NM). Horizontal gas rigs went up by +4 in Eagle Ford (TX) and by +2 in Marc.....
NORTH AMERICAN RIG WATCH
| June 15, 2012
Schlumberger (Smith) STATS
STATS shows 1,846 active rigs as of June 15, 2012, down -1 rig from a week ago. Oil rigs went up by +12 (ht: +2, vt-dir: +10) and total gas rigs went down by -13 (ht: -14, vt-dir: +1). Horizontal oil rigs went up by +2 in Anadarko (OK) and Permian (TX), while going down by -3 in Eagle Ford (TX). Vertical/Directional oil rigs went up by +3 in Permian (TX) and by +2 in Eagle Ford (TX) and Permian (NM). Horizontal gas rigs went down by -5 in Woodford (Arkoma), followed by -3 in Fayetteville (AR).....
DOE CRUDE STATS
| June 13, 2012
June 13, 2012
U.S. crude oil inventories decreased by -191k bbl in the week ended June 8, while Cushing stocks drew -380k bbl. Distillate inventories fell by -63k bbl and gasoline inventories declined by -1,724k bbl. Please find attached this week’s detailed statistical report. Major data points: Crude oil inventories : Drew -0.19m bbl (vs. the API estimate of +1.6m bbl), driven by declines in PADDs I, II, and III that offset a build of +1.21m bbl in PADD V. Stocks in Cushing decreased by -0.38m b.....