CFTC COT
| September 16, 2013
Commitments of Traders Report - September 16, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 10, 2013. We provide all Legacy and Disaggregated trader positions for WTI , Brent, natural gas, gasoline and heating oil. Non-commercials decreased net length in WTI , Brent, natural gas, gasoline and heating oil during the reference week. Non-commercials decreased net length in natural gas by -12.1 to +230.1k in futures and by -6.6 to +295.9k in futures and options. T.....
NORTH AMERICAN RIG WATCH
| September 13, 2013
September 13, 2013
Baker Hughes shows 1,762 active rigs as of September 13, 2013, higher by +3 from the previous week. Oil rigs decreased by -4 to 1,361 (ht: -2; vt-dir: -2) while gas-directed rigs increased by +7 to 401 (ht: +3; vt-dir: +4). Horizontal oil rigs increased by +6 in the Eagle Ford (TX) to 168 and by +4 in the Permian (TX) to 120, but fell by -3 to 85 in the Anadarko (OK). Gas-directed horizontal rigs increased by +2 in the Marcellus ( NEPA ) and the Eagle Ford (TX) to 21 and 23, respectively.
EIA NG STORAGE REPORT
| September 12, 2013
September 12, 2013
EIA reported a +65 bcf injection for the week ending September 6 (Bloomberg median +68 bcf, Bloomberg Whisper +71). The 27 estimates submitted to Bloomberg varied from +58 bcf to +75 bcf with a standard deviation of 4 bcf. Our model showed +69 bcf. Nationwide HDDs were up by +1 and reached 1, while nationwide cooling degree days reported by NOAA increased by +2 to 75 CDDs. Total US: +65 bcf ( LCMC : +69 bcf, Bloomberg median: +68 bcf) East: +49 bcf West: +2 bcf Producing: +14 bcf (Salt:.....
CFTC COT
| September 09, 2013
Commitments of Traders Report - September 9, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 3, 2013. We provide all Legacy and Disaggregated trader positions for WTI , Brent, natural gas, gasoline, and heating oil. Non-commercials increased net length in gasoline, heating oil and natural gas, and decreased in WTI and Brent during the reference week. Non-commercials increased net length in natural gas by +7.7 to +242.1k in futures and by +11.0 to +302.5k in fu.....
NORTH AMERICAN RIG WATCH
| September 06, 2013
September 6, 2013
Baker Hughes shows 1,759 active rigs as of September 6, 2013, lower by -9 from the previous week. Oil rigs decreased by -23 to 1,365 (ht: -13; vt-dir: -10) while gas-directed rigs increased by +14 to 394 (ht: +10; vt-dir: +4). Horizontal oil rigs fell by -4 in the Permian (NM) to 50 and by -3 in the Anadarko (TX) to 38. Gas-directed horizontal rigs posted modest increases across numerous basins, with the only decrease in the Marcellus ( SWPA ), where rigs declined by -2 to 19.
EIA NG STORAGE REPORT
| September 05, 2013
September 5, 2013
Expanded Coverage : Starting today, our EIA NG Storage Report will include new tables and charts, detailing historical weekly and monthly builds, as well as injection rates and year-on-year inventory comparisons. This information will be provided at the regional level (including a breakdown of salt and non-salt in the Producing region) and will be appended to the regular report on a monthly basis. EIA reported a +58 bcf injection for the week ending August 30 (Bloomberg median +54 bcf, B.....
CFTC COT
| September 03, 2013
EXPANDED: Commitments of Traders Report - September 2, 2013
Please find attached our expanded weekly Commitments of Traders ( COT ) report, which contains additional trader positions, tables, charts and analysis. We have decided to expand our CFTC report to include the disaggregated data published by the CFTC . The Disaggregated COT report separates the commercial category into Producer/Merchant/Processor/User ( PMPU ) and swap dealers (Figure 1). Additionally, the non-commercial category is separated into managed money and other reportables. Full.....
CFTC COT
| August 30, 2013
Commitment of Traders Report - August 30, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 27, 2013. 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 net length in WTI , gasoline, heating oil and natural gas during the reference week. Non-commercials’ net length in WTI grew by +9.1k to 457.6.....
NORTH AMERICAN RIG WATCH
| August 30, 2013
August 30, 2013
Baker Hughes shows 1,768 active rigs as of August 30, 2013, lower by -1 from the previous week. Oil rigs increased by +6 to 1,388 (ht: +10; vt-dir: -4) while gas-directed rigs fell by -7 to 380 (ht: -8; vt-dir: +1). Horizontal oil rigs increased by +3 in both the Anadarko (TX) and the Eagle Ford (TX) to 41 and 161, respectively. Gas-directed horizontal rigs decreased by -9 to 6 in the Granite Wash (TX) after a jump of +6 last week. At the same time, oil-directed rigs in the Granite Wash (TX) foo.....
EIA NG STORAGE REPORT
| August 29, 2013
August 29, 2013
EIA reported a +67 bcf injection for the week ending August 23 (Bloomberg median +62 bcf, Bloomberg Whisper +61). The 27 estimates submitted to Bloomberg varied from +54 bcf to +70 bcf with a standard deviation of 4 bcf. Our model showed +61 bcf. Nationwide HDDs were down by -2 and dropped to 3, while nationwide cooling degree days reported by NOAA increased by +1 to 62 CDDs. Total US: +67 bcf ( LCMC : +61 bcf, Bloomberg median: +62 bcf) East: +49 bcf West: +2 bcf Producing: +16 bcf (Sa.....