DOE CRUDE STATS | October 19, 2011
October 19, 2011
October 19, 2011 Crude stocks declined by -4.7m bbl on the week, against the Bloomberg median expectation of +2.0m bbl. Cushing stocks gained for the second consecutive week, adding +0.47m bbl. Gasoline and distillate stocks both posted declines of -3.3m bbl and -4.3m bbl, respectively. Refinery runs dropped by -134 kb/d, led by a decline in PADD III .
CFTC COT | October 14, 2011
Commitment of Traders Report - October 14, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 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 registered an uptick across the petroleum complex during the week ended October 11. Non-commercial net length increased by 17.3 to 173.5k in futures, .....
OIL PRICE MONITOR | October 14, 2011
October 14, 2011
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 | October 14, 2011
Schlumberger (Smith) STATS
STATS shows 1,860 active rigs as of October 14, 2011, up +9 rigs from a week ago. Oil rigs rose by +4 (ht: +1, vt-dir: +3) and gas rigs rose by +5 (ht: +8, vt-dir: -3).
DOE CRUDE STATS | October 13, 2011
October 13, 2011
October 13, 2011 Crude stocks increased by +1.34m bbl on the week, above of the Bloomberg median expectation of +0.8m bbl. Cushing stocks ended ten weeks of decline with a build of +0.53m bbl. However, gasoline inventories posted a sharp decline of -4.1m bbl, along with distillates, which decreased by -2.9m bbl. Refinery runs dropped by -563 kb/d, driven by a decline in PADD V.
CFTC COT | October 07, 2011
Commitment of Traders Report - October 7, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 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. The week ended October 4 saw a fall in non-commercial net length in WTI (for the third consecutive week) and heating oil along with an increase in gasoline. Non-commercial net.....
OIL PRICE MONITOR | October 07, 2011
October 07, 2011
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 | October 07, 2011
Schlumberger (Smith) STATS
STATS shows 1,851 active rigs as of October 7, 2011, up +18 rigs from a week ago. Oil rigs rose by +13 (ht: +5, vt-dir: +8) and gas rigs rose by +5 (ht: +9, vt-dir: -4).
DOE CRUDE STATS | October 05, 2011
October 05, 2011
October 5, 2011 Crude stocks drew -4.7m bbl on the week, in sharp contrast to the +1.5m bbl build anticipated by the Bloomberg median estimate and bringing storage to a y-o-y deficit of -24.7m bbl (or 6.8%). The draw was driven by a 1.0 mb/d drop in crude imports into the U.S., the bulk of which occurred in PADD III , which was down 840 kb/d to 4.3 mb/d. U.S. refinery capacity utilization declined slightly to 87% (4wk avg) but remains above the 2009 and 2010 year-ago readings. Cushing stock.....
CFTC COT | September 30, 2011
Commitment of Traders Report - September 30, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 27. 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 dropped across the board within the petroleum complex during the week ended September 27, and was likely a reflection of the commodity sell-off on S.....