CFTC COT
| July 19, 2013
Commitment of Traders Report - July 19, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 16, 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 and heating oil, but decreased net length in natural gas during the reference week. Non-commercials’ net length in W.....
NORTH AMERICAN RIG WATCH
| July 19, 2013
July 19, 2013
Baker Hughes shows 1,764 active rigs as of July 19, 2013, higher by +11 from the previous week. Oil rigs increased by +4 to 1,395 (ht: -1; vt-dir: +5) and gas-directed rigs increased by +7 to 369 (ht: +1; vt-dir: +6). Vertical/directional oil rigs increased by +3 to 45 in the Eagle Ford (TX) while horizontal oil rigs increased by +3 to 105 in the Permian (TX). Gas-directed vertical/directional rigs increased by +4 to 31 in parts of Louisiana not currently identified with a resource play, making .....
EIA NG STORAGE REPORT
| July 18, 2013
July 18, 2013
EIA reported a +58 bcf injection for the week ending July 12 (Bloomberg median +65 bcf, Bloomberg Whisper +64). The 26 estimates submitted to Bloomberg varied from +55 bcf to +75 bcf with a standard deviation of 5 bcf. Our model showed +63 bcf. Nationwide HDDs dropped to 0, down by -2 week on week, while nationwide cooling degree days reported by NOAA increased by +12 to 89 CDDs. Total US: +58 bcf ( LCMC : +63 bcf, Bloomberg median: +65 bcf) East: +37 bcf West: +6 bcf Producing: +15 bcf .....
CFTC COT
| July 12, 2013
Commitment of Traders Report - July 12, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 9, 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 and heating oil, but decreased net length in natural gas during the reference week. Non-commercials’ net length in WT.....
NORTH AMERICAN RIG WATCH
| July 12, 2013
July 12, 2013
Baker Hughes shows 1,753 active rigs as of July 12, 2013, higher by +3 from the previous week. Oil rigs decreased by -4 to 1,391 (ht: -10; vt-dir: +6) while gas-directed rigs increased by +7 to 362 (ht: unchanged; vt-dir: +7). Horizontal oil rigs fell by -6 to 92 in the Anadarko (OK) and by -3 in both the Eagle Ford (TX) and the Bakken (ND) to 168 and 149, respectively. Gas-directed vertical/directional rigs increased the most in the Marcellus ( NEPA ) and in parts of Louisiana not currently ide.....
EIA NG STORAGE REPORT
| July 11, 2013
July 11, 2013
EIA reported an +82 bcf injection for the week ending July 5 (Bloomberg median +82 bcf, Bloomberg Whisper +82). The 23 estimates submitted to Bloomberg varied from +75 bcf to +99 bcf with a standard deviation of 5 bcf. Our model showed +82 bcf. Nationwide HDDs increased to 2, up by +1 week on week, while nationwide cooling degree days reported by NOAA increased by +1 to 77 CDDs. Total US: +82 bcf ( LCMC : +82 bcf, Bloomberg median: +82 bcf) East: +53 bcf West: +2 bcf Producing: +27 bcf .....
CFTC COT
| July 08, 2013
Commitment of Traders Report - July 8, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 2, 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 and heating oil, but decreased net length in natural gas during the reference week. Non-commercials’ net length in WT.....
NORTH AMERICAN RIG WATCH
| July 03, 2013
July 3, 2013
Baker Hughes shows 1,750 active rigs as of July 3, 2013, higher by +7 from the previous week. Oil rigs increased by +5 to 1,395 (ht: -4; vt-dir: +9) while gas-directed rigs increased by +2 to 355 (ht: +5; vt-dir: -3). Horizontal oil rigs fell by -4 to 152, but vertical/directional rigs jumped by +5 to 21, in the Bakken (ND). Similarly in the Eagle Ford, horizontal rigs declined by -3 to 171 while vertical/directional rigs increased by +5 to 37. Gas-directed horizontal rigs increased by +3 to 19 .....
EIA NG STORAGE REPORT
| July 03, 2013
July 3, 2013
EIA reported a +72 bcf injection for the week ending June 28 (Bloomberg median +74 bcf, Bloomberg Whisper +75). The 29 estimates submitted to Bloomberg varied from +59 bcf to +77 bcf with a standard deviation of 4 bcf. Nationwide HDDs decreased to 1, down by -4 week on week, while nationwide cooling degree days reported by NOAA increased by +26 to 76 CDDs. Total US: +72 bcf (Bloomberg median: +74 bcf) East: +48 bcf West: +10 bcf Producing: +14 bcf (Salt: +2 bcf, Non-Salt: +12 bcf) Ther.....
CFTC COT
| June 28, 2013
Commitment of Traders Report - June 28, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 25, 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 decreased net length in WTI , gasoline, heating oil and natural gas during the reference week. Non-commercials’ net length in WTI fell by -39.5k to 369.5k.....