CFTC COT
| May 31, 2013
Commitment of Traders Report - May 31, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 28, 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 and gasoline, but increased net length in heating oil and natural gas (futures and options) during the reference week. Non-com.....
NORTH AMERICAN RIG WATCH
| May 31, 2013
May 31, 2013
Baker Hughes shows 1,764 active rigs as of May 31, 2013, higher by +8 from the previous week. Oil rigs increased by +8 to 1,410 (ht: +10; vt-dir: -2) while gas-directed rigs were unchanged at 354 (ht: -8; vt-dir: +8). Horizontal oil rigs fell by -3 in the Eagle Ford (TX) to 176, but increased by +4 to 158 in the Bakken (ND). Gas-directed horizontal rigs increased by +2 to 18 in the Haynesville (TX) but decreased by -3 to 18 in the Marcellus ( NEPA ).
EIA NG STORAGE REPORT
| May 30, 2013
May 30, 2013
EIA reported an +88 bcf injection for the week ending May 24 (Bloomberg median +86 bcf, Bloomberg Whisper +86). The 28 estimates submitted to Bloomberg varied from +80 bcf to +100 bcf with a standard deviation of 4 bcf. Our model showed +86 bcf. Nationwide HDDs decreased to 17, down by -23 week on week. Nationwide cooling degree days reported by NOAA were up by +16 to 37 CDDs. Total US: +88 bcf ( LCMC : +86 bcf; Bloomberg median: +86 bcf) East: +53 bcf West: +12 bcf Producing: +23 bcf (.....
CFTC COT
| May 24, 2013
Commitment of Traders Report - May 22, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 21, 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 natural gas (futures and options), but decreased net length in heating oil during the reference week. Non-commerci.....
NORTH AMERICAN RIG WATCH
| May 24, 2013
May 24, 2013
Baker Hughes shows 1,756 active rigs as of May 24, 2013, lower by -6 for the week. Oil rigs decreased by -6 to 1,402 (ht: -6; vt-dir: unchanged) while gas-directed rigs were unchanged at 354 (ht: -3; vt-dir: +3). Horizontal oil rigs fell by -9 in the Eagle Ford (TX) to 179 and by -4 in the Anadarko (OK) to 106, but increased by +4 to 110 in the Permian (TX), which is a continuation of last weeks’ trend. Gas-directed rigs were little changed.
EIA NG STORAGE REPORT
| May 23, 2013
May 23, 2013
EIA reported a +89 bcf injection for the week ending May 17 (Bloomberg median +92 bcf, Bloomberg Whisper +91). The 26 estimates submitted to Bloomberg varied from +85 bcf to +101 bcf with a standard deviation of 4 bcf. Our model showed +86 bcf. Nationwide HDDs decreased to 40, down by -9 week on week. Nationwide cooling degree days reported by NOAA were up by +13 to 21 CDDs. Total US: +89 bcf ( LCMC : +86 bcf; Bloomberg median: +92 bcf) East: +46 bcf West: +11 bcf Producing: +32 bcf (Sa.....
CFTC COT
| May 17, 2013
Commitment of Traders Report - May 17, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 14, 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 (futures and options), heating oil and natural gas, but increased net length in gasoline during the reference week. Non-commerci.....
NORTH AMERICAN RIG WATCH
| May 17, 2013
May 17, 2013
Baker Hughes shows 1,762 active rigs as of May 17, 2013, unchanged from the previous week. Oil rigs decreased by -4 to 1,408 (ht: -5; vt-dir: +1) and gas-directed rigs increased by +4 to 354 (ht: +2; vt-dir: +2). Horizontal oil rigs fell by -3 in the Eagle Ford (TX) and Anadarko (OK) to 188 and 110, respectively, but increased by +3 to 106 in the Permian (TX). Gas-directed horizontal rigs increased by +5 to 30 in the Eagle Ford (TX).
EIA NG STORAGE REPORT
| May 16, 2013
May 16, 2013
EIA reported a +99 bcf injection for the week ending May 10 (Bloomberg median +95 bcf, Bloomberg Whisper +95). The 26 estimates submitted to Bloomberg varied from +88 bcf to +110 bcf with a standard deviation of 5 bcf. Our model showed +94 bcf. Nationwide HDDs decreased to 49, down by -1 week on week. Nationwide cooling degree days reported by NOAA were down by -4 to 8 CDDs. Total US: +99 bcf ( LCMC : +94 bcf; Bloomberg median: +95 bcf) East: +55 bcf West: +13 bcf Producing: +31 bcf (Sal.....
CFTC COT
| May 12, 2013
Commitment of Traders Report - May 10, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 7, 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 , but decreased length in gasoline, heating oil and natural gas during the reference week. Non-commercials’ net length in WTI gr.....