NORTH AMERICAN RIG WATCH | March 24, 2023

March 24, 2023

Please find below the links to this week's detailed rig reports and a quick recap of the North American oil and gas drilling activity as reported by Baker Hughes. US: Baker Hughes shows 755 active rigs as of March 24, 2023, higher by +4 from the previous week. Oil rigs increased by +4 to 593 (ht: +1; vt-dir: +3), and gas-directed rigs were unchanged at 162 (ht: -1; vt-dir: +1). Horizontal oil rigs increased by +1 in Permian (NM) and by +1 in Permian (TX), while declining by -1 in Anadarko (.....

NGL MARKET RECAP | March 22, 2023

March 22, 2023

Dear , Please find below the link to this week’s NGL Market Recap, which provides an overview of North American NGL statistics as well as global LPG prices, spreads/arbitrages and ratios. Data and charts of the Mont Belvieu non-LST to FEI, Propane Arbitrage, Butane Arbitrage and Mont Belvieu LST NGL Frac Spreads are not available today, due to an issue with our data provider.

DOE CRUDE STATS | March 22, 2023

March 22, 2023

Good morning, Please find below a recap of the DOE’s weekly crude stats and a link to our detailed tables. U.S. crude oil inventories rose by +1117k bbl in the week ended March 17, while Cushing stocks fell by -1063k bbl. Distillate inventories decreased by -3313k bbl and gasoline inventories declined by -6399k bbl. Major data points: Crude oil inventories: Grew by +1.12m bbl (vs. the API estimate of +3.26m bbl). Stocks in Cushing decreased by -1.06m bbl (vs. the API estimate of -0.76m bbl) and.....

CFTC COT | March 21, 2023

March 21, 2023

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 14. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas and heating oil , but decreased in WTI, Brent, gasoline and gasoil during the reference week. Non-commercials net length in natural gas rose by +9.9k to -149.8k in futures and grew b.....

NORTH AMERICAN RIG WATCH | March 17, 2023

March 17, 2023

Please find below the links to this week's detailed rig reports and a quick recap of the North American oil and gas drilling activity as reported by Baker Hughes. US: Baker Hughes shows 751 active rigs as of March 17, 2023, higher by +8 from the previous week. Oil rigs decreased by -1 to 589 (ht: -6; vt-dir: +5), and gas-directed rigs increased by +9 to 162 (ht: +6; vt-dir: +3). Horizontal oil rigs increased by +4 in Permian (NM), by +1 in Anadarko (OK) and by +1 in Permian (TX), while decl.....

CFTC COT | March 16, 2023

March 16, 2023

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 07. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas, Brent, gasoline and gasoil , but decreased in WTI and heating oil during the reference week. Non-commercials net length in natural gas increased by +5.5k to -159.7k in futures and r.....

NGL MARKET RECAP | March 15, 2023

March 15, 2023

Dear , Please find below the link to this week’s NGL Market Recap, which provides an overview of North American NGL statistics as well as global LPG prices, spreads/arbitrages and ratios. Data and charts of the Mont Belvieu non-LST to FEI, Propane Arbitrage, Butane Arbitrage and Mont Belvieu LST NGL Frac Spreads are not available today, due to an issue with our data provider.

DOE CRUDE STATS | March 15, 2023

March 15, 2023

Good morning, Please find below a recap of the DOE’s weekly crude stats and a link to our detailed tables. U.S. crude oil inventories rose by +1550k bbl in the week ended March 10, while Cushing stocks fell by -1916k bbl. Distillate inventories decreased by -2537k bbl and gasoline inventories declined by -2061k bbl. Major data points: Crude oil inventories: Grew by +1.55m bbl (vs. the API estimate of +1.16m bbl). Stocks in Cushing decreased by -1.92m bbl (vs. the API estimate of +0.95m bbl) and.....

CFTC COT | March 14, 2023

March 14, 2023

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 28. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas, WTI, Brent, gasoline and gasoil , but decreased in heating oil during the reference week. Non-commercials net length in natural gas increased by +31.8k to -165.2k in futures and .....

CFTC COT | March 10, 2023

February 21, 2023

Please find below the links to data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 21. We provide all Legacy and Disaggregated trader positions for natural gas, WTI, Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas and heating oil , but decreased in WTI, Brent, gasoline and gasoil during the reference week. Non-commercials net length in natural gas fell by -20.8k to -197.0k in futures and increased by +4......