NORTH AMERICAN RIG WATCH
| October 04, 2013
REVISED: October 4, 2013
Updates charts on page 4 Baker Hughes shows 1,750 active rigs as of October 4, 2013, higher by +12 from the previous week. Oil rigs increased by +10 to 1,372 (ht: +9; vt-dir: +1) and gas-directed rigs increased by +2 to 378 (ht: +5; vt-dir: -3). Horizontal oil rigs increased by +2 in the Eagle Ford and Permian (TX) to 178 and 127, respectively, and rose by +3 to 37 in the Anadarko (TX). Gas-directed horizontal rigs were largely unchanged, but several plays posted slight increases, including th.....
NORTH AMERICAN RIG WATCH
| October 04, 2013
October 4, 2013
Baker Hughes shows 1,750 active rigs as of October 4, 2013, higher by +12 from the previous week. Oil rigs increased by +10 to 1,372 (ht: +9; vt-dir: +1) and gas-directed rigs increased by +2 to 378 (ht: +5; vt-dir: -3). Horizontal oil rigs increased by +2 in the Eagle Ford and Permian (TX) to 178 and 127, respectively, and rose by +3 to 37 in the Anadarko (TX). Gas-directed horizontal rigs were largely unchanged, but several plays posted increases of +1, including the Haynesville (LA & TX), Mar.....
EIA NG STORAGE REPORT
| October 03, 2013
September 27, 2013
EIA reported a +101 bcf injection for the week ending September 27 (Bloomberg median +95 bcf, Bloomberg Whisper +96. The 23 estimates submitted to Bloomberg varied from +90 bcf to +100 bcf with a standard deviation of 3 bcf. Our model showed +93 bcf. Nationwide natural gas-weighted HDDs increased by +3 and reached 28, while nationwide electricity-weighted cooling degree days reported by NOAA decreased by -14 to 25 CDDs. Total US: +101 bcf ( LCMC : +93 bcf, Bloomberg median: +95 bcf) East:.....
NGL MARKET RECAP
| October 02, 2013
*New Report* — October 2, 2013
LCMC Research is launching a new weekly natural gas liquids ( NGL ) report that will be published following the release of the EIA Petroleum Statistics on Wednesdays. The publication seeks to shed light on a complex market that crosses natural gas, residential/commercial heating, refining and blending, waterborne exports and petrochemical production. Please find attached this week’s NGL Market Recap, which provides an overview of the US natural gas liquids ( NGL ) market through news and .....
CFTC COT
| September 30, 2013
Commitments of Traders Report - September 30, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 24, 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 and gasoline, and increased in natural gas and heating oil during the reference week. Non-commercials decreased net length in natural gas by -0.7k to +242.7k in futures but increased it by +4.1k t.....
NORTH AMERICAN RIG WATCH
| September 27, 2013
September 27, 2013
Baker Hughes shows 1,738 active rigs as of September 27, 2013, lower by -17 from the previous week. Oil rigs decreased by -7 to 1,362 (ht: -2; vt-dir: -5) and gas-directed rigs fell by -10 to 376 (ht: -4; vt-dir: -6). Horizontal oil rigs retreated by -2 in the Eagle Ford (TX) and the Permian (TX) to 176 and 125, respectively, but increased by +3 to 89 in the Anadarko (OK). Gas-directed horizontal rigs decreased by -3 in the Marcellus (WV) to 25 and by -2 to 18 in the Barnett (TX).
EIA NG STORAGE REPORT
| September 26, 2013
September 26, 2013
EIA reported an +87 bcf injection for the week ending September 20 (Bloomberg median +79 bcf, Bloomberg Whisper +82). The 26 estimates submitted to Bloomberg varied from +61 bcf to +85 bcf with a standard deviation of 6 bcf. Our model showed +84 bcf. Nationwide natural gas-weighted HDDs jumped by +20 and reached 25, while nationwide electricity-weighted cooling degree days reported by NOAA decreased by -28 to 39 CDDs. Total US: +87 bcf ( LCMC : +84 bcf, Bloomberg median: +79 bcf) East: +5.....
CFTC COT
| September 23, 2013
Commitments of Traders Report - September 23, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 17, 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, gasoline and heating oil, and increased in natural gas during the reference week. Non-commercials increased net length in natural gas by +13.3 to +243.4k in futures and by +4.9 to +300.8k in futur.....
NORTH AMERICAN RIG WATCH
| September 20, 2013
September 20, 2013
Baker Hughes shows 1,755 active rigs as of September 20, 2013, lower by -7 from the previous week. Oil rigs increased by +8 to 1,369 (ht: +23; vt-dir: -15) while gas-directed rigs fell by -15 to 386 (ht: -8; vt-dir: -7). Horizontal oil rigs increased by +10 in the Eagle Ford (TX) to 178 and by +7 in the Permian (TX) to 127, but fell by -3 to 35 in the Anadarko (TX). Gas-directed horizontal rigs decreased by -2 to 18 in the Marcellus ( SWPA ) and by -4 to 19 in the Eagle Ford (TX).
EIA NG STORAGE REPORT
| September 19, 2013
September 19, 2013
EIA reported a +46 bcf injection for the week ending September 13 (Bloomberg median +55 bcf, Bloomberg Whisper +52). The 28 estimates submitted to Bloomberg varied from +47 bcf to +75 bcf with a standard deviation of 6 bcf. Our model showed +50 bcf. Nationwide HDDs were up by +1 and reached 2, while nationwide cooling degree days reported by NOAA decreased by -8 to 67 CDDs. Total US: +46 bcf ( LCMC : +50 bcf, Bloomberg median: +55 bcf) East: +41 bcf West: +4 bcf Producing: +1 bcf (Salt:.....