CFTC COT
| June 20, 2016
Commitments of Traders Report – June 20, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 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 Brent, gasoline, gasoil and WTI during the reference week. Non-commercials net length in natural gas increased by +26.9k to +116.0k in futures and rose by +37.7.....
NORTH AMERICAN RIG WATCH
| June 17, 2016
June 17, 2016
Baker Hughes shows 423 active rigs as of June 17, 2016, higher by +10 from the previous week. Oil rigs increased by +9 to 337 (ht: +3; vt-dir: +6), while gas-directed rigs increased by +1 to 86 (ht: unch; vt-dir: +1). Horizontal oil rigs increased by +4 in Permian (TX) and by +2 in Anadarko (OK). Vertical/directional oil rigs increased by +6 in areas of TX not associated with any major play. Horizontal gas rigs increased by +1 in Eagle Ford (TX) and Marcellus (WV), while decreasing by -1 in Hayn.....
EIA NG STORAGE REPORT
| June 16, 2016
June 16, 2016
The EIA reported a +69 bcf injection for the week ending June 9, coming in above our own number at +60 bcf and the Bloomberg median at +65 bcf. We chose not to make any adjustments following last week’s bullish surprise from the EIA even though the market seemed to have already been preparing itself for a bearish surprise from the EIA based on where the ICE storage swap was trading all week and the price reaction today. All of the difference between our scrape number and EIA’s estimate w.....
NGL MARKET RECAP
| June 15, 2016
June 15, 2016
Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads. This week’s report includes May data for Canada.
CFTC COT
| June 13, 2016
Commitments of Traders Report – June 13, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 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 and gasoil , but decreased in Brent, gasoline, heating oil and WTI during the reference week. Non-commercials net length in natural gas rose by +42.1k to +89.0k in futures and increased by +50.9k.....
NORTH AMERICAN RIG WATCH
| June 10, 2016
June 10, 2016
Baker Hughes shows 413 active rigs as of June 10, 2016, higher by +6 from the previous week. Oil rigs increased by +3 to 328 (ht: +5; vt-dir: -2), while gas-directed rigs increased by +3 to 85 (ht: -1; vt-dir: +4). Horizontal oil rigs increased by +2 in Anadarko (OK) and Bakken (ND). Horizontal gas rigs decreased by -1 in Marcellus ( SWPA ), while increasing by +1 in Eagle Ford (TX).
EIA NG STORAGE REPORT
| June 09, 2016
June 9, 2016
The EIA reported a +65 bcf injection for the week ending June 2, coming in below our own number at +73 bcf and the Bloomberg median at +76 bcf. Our model was spot on in the Midwest, but overestimated injections by all other regions, led by an estimated +6 bcf in the Pacific compared to +3 bcf reported by the EIA . We missed the East and South Central by 2 bcf, and the Mountain by 1 bcf. While these misses can be technically attributed to either stronger demand or weaker supply, we suspect .....
NGL MARKET RECAP
| June 08, 2016
June 8, 2016
Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| June 07, 2016
June 7, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended June 2, 2016. Total net imports for the reference week averaged 1.21 bcf/d, higher by +0.16 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.36 bcf/d. Average natural gas demand in the power sector was 29.6 bcf/d, higher by +3.5 bcf/d week-over-week. During the reference week, the contiguous US observed 59 population-weighted CDDs, higher by +26 from the previ.....
CFTC COT
| June 06, 2016
Commitments of Traders Report – June 06, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 31. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, natural gas and WTI , but decreased in gasoline, gasoil and heating oil during the reference week. Non-commercials net length in natural gas grew by +7.1k to +47.0k in futures and rose by +13.5k to +44.....