EIA NG STORAGE REPORT
| October 18, 2012
October 18, 2012
EIA reported a +51 bcf injection for the week ended October 12 (Bloomberg median +47 bcf, Bloomberg Whisper +49 bcf). The 26 estimates submitted to Bloomberg varied from +28 bcf to +61 bcf with a standard deviation of 8 bcf. Our model showed +51 bcf. Nationwide cooling degree days reported by NOAA decreased to 11 CDDs from 27 CDDs the prior week. Nationwide HDDs increased to 81 from 29 in the prior week. Total US: +51 bcf ( LCMC +51 bcf; Bloomberg median +47 bcf) East: +24 bcf West: +8 .....
CFTC COT
| October 12, 2012
Commitment of Traders Report - October 12, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 9. 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 in WTI during the week ended October 9 after reducing net length during the previous two weeks. Non-commercial net length rose by +15.2k to.....
NORTH AMERICAN RIG WATCH
| October 12, 2012
Baker Hughes
Baker Hughes shows 1,833 active rigs as of October 12, 2012, down -2 from a week ago. Oil rigs increased by +13 (ht: +3, vt-dir: +10) and total gas rigs decreased by -15 (ht: -23., vt-dir: +8). Horizontal oil rigs decreased by -3 in Anadarko (OK). Vertical/directional oil rigs decreased by -5 in Permian (TX). Horizontal gas rigs decreased by -2 in Eagle Ford (TX) while vertical/directional rigs increased by +3 in Marcellus ( SWPA ). For oil rigs in “Other” region, horizontal rigs increased by.....
NORTH AMERICAN RIG WATCH
| October 12, 2012
Schlumberger (Smith) STATS
STATS shows 1,791 active rigs as of October 5, 2012, up +22 rigs from a week ago. Oil rigs increased by +31 (ht: +15, vt-dir: +16.) and total gas rigs decreased by -9 (ht: -12, vt-dir: +3). Horizontal oil rigs increased by +11 in “Other” region; eight of which came from Texas in areas outside the established shale plays. Vertical/directional oil rigs increased by +15 in Permian (TX). Horizontal gas rigs decreased by -8 in Eagle Ford (TX) to 31.
EIA NG STORAGE REPORT
| October 11, 2012
October 11, 2012
EIA reported a +72 bcf injection for the week ended October 5 (Bloomberg median +78 bcf, Bloomberg Whisper +78 bcf). The 24 estimates submitted to Bloomberg varied from +72 bcf to +98 bcf with a standard deviation of 5 bcf. Our model showed +77 bcf. Nationwide cooling degree days reported by NOAA decreased to 27 CDDs from 29 CDDs the prior week. Nationwide HDDs decreased to 29 from 34 in the prior week. Total US: +72 bcf ( LCMC +77 bcf; Bloomberg median +78 bcf) East: +42 bcf West: +3 b.....
CFTC COT
| October 05, 2012
Commitment of Traders Report - October 5, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 2. 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 cut WTI net length (for the second consecutive week) during the week ended October 2 but at a milder pace. Non-commercial net length fell by -19.3k to 253.9k i.....
NORTH AMERICAN RIG WATCH
| October 05, 2012
Baker Hughes
Baker Hughes shows 1,835 active rigs as of October 5, 2012, down -10 from a week ago. Oil rigs decreased by -12 (ht: -16, vt-dir: +4) and total gas rigs increased by +2 (ht: +7., vt-dir: -5). Horizontal oil rigs went down by -6 in Eagle Ford (TX) and -3 in Bakken (ND). Vertical/directional oil rigs went down by -3 in Anadarko (OK). Horizontal gas rigs increased by +4 in Eagle Ford (TX). With the loss of -2 vertical/directional gas rigs in Granite Wash (TX), Baker Hughers data suggests that th.....
NORTH AMERICAN RIG WATCH
| October 05, 2012
Schlumberger (Smith) STATS
STATS shows 1,769 active rigs as of October 5, 2012, down -37 rigs from a week ago. Oil rigs decreased by -28 (ht: -9, vt-dir: -19.) and total gas rigs decreased by -9 (ht: -8, vt-dir: -1). Horizontal oil rigs increased by +9 in Eagle Ford (TX). Horizontal oil rig count decreased by -5 in Permian (TX) and in “Other” region each. Horizontal oil rig count in Eagle Ford (TX) is at 209, the highest in history and is the same as the historical high in Bakken (ND). Permian (TX) lost -16 Vertical/D.....
EIA NG STORAGE REPORT
| October 04, 2012
October 4, 2012
EIA reported a +77 bcf injection for the week ended September 28 (Bloomberg median +73 bcf, Bloomberg Whisper +73 bcf). The 26 estimates submitted to Bloomberg varied from +55 bcf to +81 bcf with a standard deviation of 5 bcf. Our model showed +74 bcf. Nationwide cooling degree days reported by NOAA decreased to 29 CDDs from 30 CDDs the prior week. Nationwide HDDs increased to 34 from 23 in the prior week. Total US: +77 bcf ( LCMC +74 bcf; Bloomberg median +73 bcf) East: +42 bcf West: +.....
CFTC COT
| September 28, 2012
Commitment of Traders Report - September 28, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 25. 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 reduced net length in WTI during the week ended September 25. Non-commercial net length declined by -44.4k to 273.1k in futures and by -42.3k to 335.6k in f.....