CFTC COT
| February 01, 2013
Commitment of Traders Report - February 1, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 29. 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 expanded net length across the petroleum complex this week. WTI net length has increased by +86k over the last seven weeks. Non-commercials advanced net lengt.....
NORTH AMERICAN RIG WATCH
| February 01, 2013
February 1, 2013
STATS shows 1,672 active rigs as of February 1, 2013, higher by +10 for the week. Oil rigs increased by +3 to 1,295 (ht: +10; vt-dir: -7) and gas rigs increased by +7 to 377 (ht: +3; vt-dir: +4). Horizontal oil rigs in the Anadarko (TX) and Permian (TX) Basins increased by +6 to 23 and 82, respectively, but the Eagle Ford (TX) posted a -7 decline for the week to 184. Meanwhile, gas-directed horizontal rigs decreased by -2 to 15 in the Haynesville (TX). Baker Hughes shows 1,760 active rigs as .....
EIA NG STORAGE REPORT
| January 31, 2013
January 31, 2013
EIA reported a -194 bcf withdrawal for the week ending January 25 (Bloomberg median -204 bcf, Bloomberg Whisper -201). The 26 estimates submitted to Bloomberg varied from -194 bcf to -228 bcf with a standard deviation of 6 bcf. Our model showed -203 bcf. Nationwide HDDs increased to 225, up by +32 week on week. Nationwide cooling degree days reported by NOAA went down by two to 1 CDD . Total US: -194 bcf ( LCMC : -203 bcf; Bloomberg median: -204 bcf) East: -129 bcf West: -18 bcf Produc.....
NORTH AMERICAN RIG WATCH
| January 25, 2013
January 25, 2013
STATS shows 1,662 active rigs as of January 25, 2013, higher by +16 for the week. Oil rigs increased by +20 to 1,292 (ht: +12; vt-dir: +8) and gas rigs declined by -4 to 370 (ht: +4; vt-dir: -8). Horizontal oil rigs in Bakken (ND) rose by +3 to 186 and by +5 to 106 in the Anadarko (OK). Meanwhile, gas-directed horizontal rigs decreased by -3 to 33 in the Eagle Ford (TX) but increased by +3 in the Marcellus ( NEPA ) to 39. Baker Hughes shows 1,749 active rigs as of January 25, 2013, up by +4 f.....
CFTC COT
| January 25, 2013
Commitment of Traders Report - January 25, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 22. 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 WTI length for the sixth consecutive week to take it to the highest level since September 18 last year when the price of WTI was $95.29. Non-comme.....
EIA NG STORAGE REPORT
| January 25, 2013
January 24, 2013
EIA reported a -172 bcf withdrawal for the week ending January 18 (Bloomberg median -175 bcf, Bloomberg Whisper -175). The 24 estimates submitted to Bloomberg varied from -183 bcf to -152 bcf with a standard deviation of 8 bcf. Our model showed -177 bcf. Nationwide HDDs decreased to 193, down by -4 week on week. Nationwide cooling degree days reported by NOAA went up by one to 3 CDDs. Total US: -172 bcf ( LCMC : -177 bcf; Bloomberg median: -175 bcf) East: -80 bcf West: -39 bcf Producing.....
CFTC COT
| January 18, 2013
Commitment of Traders Report - January 18, 2013
As we noted last week, the annual rebalancing of the S&P GSCI and Dow Jones- UBS Commodity indexes occurred from January 8 to 14. The rebalancing is reflected in last week’s (January 11) and today’s report. Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 15. 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 , natura.....
NORTH AMERICAN RIG WATCH
| January 18, 2013
January 18, 2013
STATS shows 1,646 active rigs as of January 18, 2013, higher by +6 for the week. Oil rigs increased by +8 to 1,272 (ht: -1; vt-dir: +9) and gas rigs declined by -2 to 374 (ht: -2; vt-dir: unchanged). Horizontal oil rigs in Bakken (ND) and Permian (NM) dropped by -3 each, to 183 and 31, respectively. Horizontal gas rigs in Marcellus ( NEPA ) fell by -3, while Fayetteville (AR) added +2 horizontal gas rigs. Baker Hughes shows 1,745 active rigs as of January 18, 2013, down by -12 from the previ.....
EIA NG STORAGE REPORT
| January 17, 2013
January 17, 2013
EIA reported a -148 bcf withdrawal for the week ending January 11 (Bloomberg median -139 bcf, Bloomberg Whisper -136). The 26 estimates submitted to Bloomberg varied from -143 bcf to -123 bcf with a standard deviation of 7 bcf. Our model showed -140 bcf. Nationwide HDDs decreased to 197, down by -40 week on week. Nationwide cooling degree days reported by NOAA went up by one to 2 CDDs. Total US: -148 bcf ( LCMC : -140 bcf; Bloomberg median: -139 bcf) East: -86 bcf West: -23 bcf Producin.....
CFTC COT
| January 11, 2013
Commitment of Traders Report - January 11, 2013
The annual rebalancing of the S&P GSCI and Dow Jones- UBS Commodity indexes is taking place from January 8 to 14 with 20% of the rebalancing size adjusted each day. Please see our Data Insight dated November 15, 2012 — Weighing In — for further details. The rebalancing should be reflected in today’s and next week’s (January 18) report. Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 8. We focus on net length of non-c.....