CFTC COT
| February 08, 2013
Commitment of Traders Report - February 8, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 5. 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 boosted WTI length again this week. The total expansion in non-commercial WTI net length is now +92k over the past eight weeks while the price of WTI has .....
NORTH AMERICAN RIG WATCH
| February 08, 2013
February 8, 2013
STATS shows 1,667 active rigs as of February 8, 2013, lower by -5 for the week. Oil rigs decreased by -1 to 1,294 (ht: +5; vt-dir: -6) and gas rigs decreased by -4 to 373 (ht: -8; vt-dir: +4). Horizontal oil rigs jumped by +8 to 192 in the Eagle Ford (TX) but fell by -4 to 102 in the Anadarko (OK). Meanwhile, gas-directed horizontal rigs decreased by -4 to 30 in the Eagle Ford (TX) and by -3 in both the Fayetteville (AR) and Marcellus ( NEPA ) to 16 and 35, respectively, but increased by +3 to .....
EIA NG STORAGE REPORT
| February 07, 2013
February 7, 2013
The EIA reported a -118 bcf withdrawal for the week ending February 1 (Bloomberg median -127 bcf, Bloomberg Whisper -125). The 26 estimates submitted to Bloomberg varied from -120 bcf to -151 bcf with a standard deviation of 7 bcf. Our model showed -123 bcf. Nationwide HDDs dropped to 185, down by -40 week on week. Nationwide cooling degree days reported by NOAA went up by +2 to 3 CDDs. Total US: -118 bcf ( LCMC : -123 bcf; Bloomberg median: -127 bcf) East: -88 bcf West: -10 bcf Produc.....
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.....